Purchases and Sales Made in Q1 2022 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q1 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 |
---|---|---|---|---|---|---|---|
May 06, 2022
Q1 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
2.46K+ 32.2% |
$293K - $420K
|
10.1K
$1.57M
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.43KNew |
$290K - $415K
|
2.43K
$378K
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.43KNew |
$289K - $414K
|
2.43K
$377K
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
2.42K+ 11.57% |
$288K - $413K
|
23.3K
$3.63M
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.41K+ 5.94% |
$287K - $412K
|
43K
$6.69M
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.4K+ 1.01% |
$287K - $411K
|
239K
$37.3M
|
|
Apr 05, 2022
Q1 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.4K+ 3.78% |
$287K - $411K
|
66K
$10.3M
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.39K+ 1.12% |
$285K - $409K
|
216K
$33.6M
|
|
May 13, 2022
Q1 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
2.38KNew |
$284K - $406K
|
2.38K
$370K
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.35K+ 38.86% |
$280K - $401K
|
8.38K
$1.3M
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.35K+ 8.88% |
$280K - $401K
|
28.8K
$4.48M
|
|
Apr 19, 2022
Q1 2022
|
Villere St Denis J & CO LLC
|
BUY
|
- |
2.31K+ 1.32% |
$275K - $395K
|
177K
$27.5M
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
2.28K+ 1.2% |
$272K - $390K
|
193K
$30M
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.28KNew |
$272K - $389K
|
2.28K
$355K
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
BUY
|
- |
2.26K+ 1.72% |
$269K - $386K
|
134K
$20.8M
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.25K+ 33.3% |
$269K - $385K
|
9.02K
$1.4M
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.25K+ 3.71% |
$268K - $384K
|
62.8K
$9.78M
|
|
May 16, 2022
Q1 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.23K+ 10.89% |
$266K - $381K
|
22.7K
$3.54M
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.23K+ 53.05% |
$265K - $380K
|
6.42K
$1M
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.23K+ 3.92% |
$265K - $380K
|
59K
$9.19M
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.22KNew |
$265K - $379K
|
2.22K
$346K
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2.21KNew |
$263K - $377K
|
2.21K
$344K
|
|
May 13, 2022
Q1 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2.2K+ 71.08% |
$263K - $376K
|
5.3K
$825K
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.18K+ 17.3% |
$260K - $373K
|
14.8K
$2.3M
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.17KNew |
$258K - $370K
|
2.17K
$337K
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.16K+ 2.99% |
$258K - $369K
|
74.5K
$11.6M
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.16K+ 62.74% |
$257K - $369K
|
5.6K
$872K
|
|
Apr 13, 2022
Q1 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
2.16KNew |
$257K - $369K
|
2.16K
$336K
|
|
May 06, 2022
Q1 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.16KNew |
$257K - $369K
|
2.16K
$336K
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.14K+ 5.36% |
$255K - $365K
|
42K
$6.53M
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
BUY
|
- |
2.13K+ 13.02% |
$253K - $363K
|
18.4K
$2.87M
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.12KNew |
$253K - $362K
|
2.12K
$330K
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.12K+ 7.41% |
$253K - $362K
|
30.7K
$4.78M
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 1.26% |
$252K - $361K
|
169K
$26.4M
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.11K+ 2.17% |
$252K - $361K
|
99.3K
$15.5M
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.11K+ 2.13% |
$251K - $360K
|
101K
$15.7M
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.1KNew |
$251K - $360K
|
2.1K
$327K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.1K+ 27.81% |
$250K - $359K
|
9.65K
$1.5M
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
2.09K+ 63.37% |
$249K - $356K
|
5.38K
$837K
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
2.08K+ 5.58% |
$248K - $355K
|
39.3K
$6.12M
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.07K+ 5.2% |
$246K - $353K
|
41.8K
$6.5M
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.06K+ 29.84% |
$246K - $353K
|
8.98K
$1.4M
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.06K+ 114.74% |
$246K - $353K
|
3.86K
$601K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.06K+ 146.82% |
$245K - $352K
|
3.46K
$538K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.06K+ 6.65% |
$245K - $351K
|
33K
$5.13M
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.05KNew |
$244K - $350K
|
2.05K
$319K
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.05KNew |
$244K - $349K
|
2.05K
$318K
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.04K+ 12.54% |
$244K - $349K
|
18.3K
$2.85M
|
|
May 04, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.04KNew |
$244K - $349K
|
2.04K
$318K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.01K+ 2.62% |
$240K - $344K
|
78.9K
$12.3M
|