Purchases and Sales Made in Q4 2022 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q4 2022. The information is specifically focused on institutions that hold shares of CHEVRON CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
803New |
$122K - $151K
|
803
$125K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
803New |
$122K - $151K
|
803
$125K
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
802+ 0.89% |
$122K - $151K
|
90.5K
$14.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
800+ 1.14% |
$121K - $150K
|
71.1K
$11.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
799+ 2.59% |
$121K - $150K
|
31.7K
$4.93M
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
798+ 10.52% |
$121K - $150K
|
8.38K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
BUY
|
- |
790+ 15.07% |
$120K - $149K
|
6.03K
$939K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
786+ 7.16% |
$119K - $148K
|
11.8K
$1.83M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
783+ 0.44% |
$119K - $147K
|
177K
$27.5M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
780New |
$118K - $147K
|
780
$121K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
777+ 3.57% |
$118K - $146K
|
22.5K
$3.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Armstrong Shaw Associates Inc
|
BUY
|
- |
776+ 3.86% |
$118K - $146K
|
20.9K
$3.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
772+ 18.4% |
$117K - $145K
|
4.97K
$773K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
770+ 6.37% |
$117K - $145K
|
12.9K
$2M
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
764+ 26.88% |
$116K - $144K
|
3.61K
$561K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
757+ 4.96% |
$115K - $142K
|
16K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
752+ 2.2% |
$114K - $141K
|
34.9K
$5.43M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
749+ 41.77% |
$114K - $141K
|
2.54K
$396K
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
748+ 9.26% |
$113K - $141K
|
8.83K
$1.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
742+ 4.16% |
$113K - $140K
|
18.6K
$2.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
739New |
$112K - $139K
|
739
$115K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
733+ 10.64% |
$111K - $138K
|
7.63K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
733+ 0.89% |
$111K - $138K
|
82.7K
$12.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
729+ 50.48% |
$111K - $137K
|
2.17K
$338K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
727+ 8.75% |
$110K - $137K
|
9.04K
$1.41M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
718+ 17.76% |
$109K - $135K
|
4.76K
$741K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
716+ 5.6% |
$109K - $135K
|
13.5K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
713+ 25.74% |
$108K - $134K
|
3.48K
$542K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
711+ 1.85% |
$108K - $134K
|
39.2K
$6.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
708+ 13.72% |
$107K - $133K
|
5.87K
$914K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
701+ 3.41% |
$106K - $132K
|
21.3K
$3.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
700+ 4.85% |
$106K - $132K
|
15.1K
$2.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
700+ 16.27% |
$106K - $132K
|
5K
$779K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
692New |
$105K - $130K
|
692
$108K
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
691+ 10.37% |
$105K - $130K
|
7.36K
$1.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
BUY
|
- |
691+ 1.33% |
$105K - $130K
|
52.5K
$8.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
690+ 28.44% |
$105K - $130K
|
3.12K
$485K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
687+ 4.71% |
$104K - $129K
|
15.3K
$2.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
681+ 28.19% |
$103K - $128K
|
3.1K
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
681+ 1.11% |
$103K - $128K
|
62.1K
$9.67M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
680+ 0.79% |
$103K - $128K
|
86.6K
$13.5M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
678+ 0.71% |
$103K - $127K
|
96.3K
$15M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
674+ 9.76% |
$102K - $127K
|
7.58K
$1.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
674+ 2.43% |
$102K - $127K
|
28.4K
$4.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
674+ 19.08% |
$102K - $127K
|
4.21K
$655K
|
|
|
Feb 17, 2023
Q4 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
670+ 3.1% |
$102K - $126K
|
22.3K
$3.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
668+ 32.6% |
$101K - $126K
|
2.72K
$423K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
666+ 23.31% |
$101K - $125K
|
3.52K
$548K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
663+ 1.7% |
$101K - $125K
|
39.7K
$6.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
661+ 8.01% |
$100K - $124K
|
8.91K
$1.39M
|