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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-948- 6.25% |
$144K - $178K
|
14.2K
$2.18M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-949- 0.45% |
$144K - $178K
|
208K
$31.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-956- 87.39% |
$145K - $180K
|
138
$21.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-958- 5.44% |
$145K - $180K
|
16.7K
$2.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-961- 1.58% |
$146K - $181K
|
60K
$9.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-961- 0.86% |
$146K - $181K
|
111K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-964- 33.92% |
$146K - $181K
|
1.88K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-972- 6.71% |
$147K - $183K
|
13.5K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-973- 2.0% |
$148K - $183K
|
47.6K
$7.29M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-974- 0.31% |
$148K - $183K
|
308K
$47.2M
|
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-974- 1.65% |
$148K - $183K
|
57.9K
$8.87M
|
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-976- 5.35% |
$148K - $184K
|
17.3K
$2.64M
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-980- 1.87% |
$149K - $184K
|
51.4K
$7.87M
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-986- 2.64% |
$150K - $185K
|
36.3K
$5.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-986- 0.29% |
$150K - $185K
|
336K
$51.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-992- 5.44% |
$151K - $187K
|
17.2K
$2.64M
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-996- 13.43% |
$151K - $187K
|
6.42K
$983K
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-997- 24.02% |
$151K - $187K
|
3.15K
$483K
|
|
|
Feb 02, 2023
Q4 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-1K- 21.59% |
$152K - $188K
|
3.63K
$556K
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1K- 33.21% |
$152K - $188K
|
2.01K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.01K- 2.41% |
$153K - $189K
|
40.7K
$6.23M
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.02K- 6.49% |
$155K - $193K
|
14.8K
$2.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.03K- 21.48% |
$156K - $193K
|
3.75K
$574K
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.03K- 9.82% |
$156K - $194K
|
9.45K
$1.45M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.03K- 2.47% |
$157K - $194K
|
40.7K
$6.24M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-1.04K- 0.24% |
$158K - $196K
|
430K
$65.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.04K- 6.16% |
$158K - $196K
|
15.9K
$2.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.05K- 24.34% |
$159K - $197K
|
3.26K
$499K
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.05K- 27.15% |
$159K - $197K
|
2.82K
$432K
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
SELL
|
- |
-1.06K- 21.24% |
$161K - $200K
|
3.95K
$604K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.07K- 2.49% |
$162K - $200K
|
41.7K
$6.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.08K- 5.54% |
$164K - $203K
|
18.4K
$2.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.09K- 10.53% |
$165K - $205K
|
9.25K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.09K- 0.11% |
$165K - $205K
|
991K
$152M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.09K- 10.53% |
$165K - $205K
|
9.25K
$1.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.09K- 4.37% |
$165K - $205K
|
23.8K
$3.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.09K- 10.71% |
$165K - $205K
|
9.08K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.09K- 0.93% |
$166K - $205K
|
116K
$17.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-1.09K- 2.81% |
$166K - $206K
|
37.9K
$5.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.1K- 4.54% |
$166K - $206K
|
23K
$3.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.1K- 8.53% |
$167K - $207K
|
11.8K
$1.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.1K- 39.78% |
$167K - $207K
|
1.67K
$255K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.11K- 3.49% |
$168K - $208K
|
30.7K
$4.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.11K- 6.54% |
$168K - $209K
|
15.9K
$2.43M
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.11K- 0.73% |
$169K - $209K
|
151K
$23.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.12K- 4.91% |
$170K - $211K
|
21.7K
$3.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.13K- 19.15% |
$171K - $212K
|
4.76K
$728K
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.13K- 17.9% |
$171K - $212K
|
5.17K
$792K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.13K- 1.26% |
$171K - $212K
|
88.2K
$13.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.13K- 28.88% |
$171K - $212K
|
2.78K
$426K
|