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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
BUY
|
- |
2.01K+ 2.4% |
$240K - $344K
|
85.8K
$13.4M
|
|
|
May 16, 2022
Q1 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
2KNew |
$239K - $342K
|
2K
$311K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
1.99KNew |
$237K - $340K
|
1.99K
$309K
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.98K+ 29.28% |
$236K - $338K
|
8.73K
$1.36M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.97K+ 3.75% |
$234K - $336K
|
54.4K
$8.46M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.96K+ 44.26% |
$233K - $334K
|
6.37K
$992K
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
1.95KNew |
$233K - $333K
|
1.95K
$304K
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.94K+ 5.23% |
$231K - $331K
|
38.9K
$6.06M
|
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.93KNew |
$231K - $331K
|
1.93K
$301K
|
|
|
May 16, 2022
Q1 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.93KNew |
$231K - $331K
|
1.93K
$301K
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.91K+ 39.89% |
$228K - $327K
|
6.71K
$1.04M
|
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.91KNew |
$228K - $327K
|
1.91K
$297K
|
|
|
Apr 20, 2022
Q1 2022
|
Richelieu Gestion PLC
|
BUY
|
- |
1.9KNew |
$227K - $325K
|
1.9K
$296K
|
|
|
May 11, 2022
Q1 2022
|
Opus Investment Management Inc
|
BUY
|
- |
1.9K+ 5.85% |
$227K - $325K
|
34.4K
$5.35M
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
1.9K+ 13.41% |
$226K - $324K
|
16.1K
$2.5M
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.9K+ 42.61% |
$226K - $324K
|
6.34K
$987K
|
|
|
Apr 21, 2022
Q1 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.89K+ 7.83% |
$226K - $324K
|
26.1K
$4.06M
|
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.89K+ 10.4% |
$226K - $323K
|
20.1K
$3.13M
|
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.89K+ 4.6% |
$225K - $323K
|
43K
$6.69M
|
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.89KNew |
$225K - $322K
|
1.89K
$294K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
1.88K+ 8.73% |
$225K - $322K
|
23.5K
$3.65M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.88K+ 70.08% |
$224K - $321K
|
4.57K
$711K
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.88K+ 25.1% |
$224K - $321K
|
9.36K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.88K+ 133.14% |
$224K - $321K
|
3.29K
$511K
|
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
1.88KNew |
$224K - $320K
|
1.88K
$292K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.87K+ 349.63% |
$223K - $320K
|
2.41K
$375K
|
|
|
Apr 21, 2022
Q1 2022
|
Benin Management Corp
|
BUY
|
- |
1.87K+ 11.28% |
$223K - $320K
|
18.5K
$2.87M
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.87K+ 28.91% |
$223K - $319K
|
8.33K
$1.3M
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
1.87K+ 590.19% |
$222K - $319K
|
2.18K
$339K
|
|
|
May 06, 2022
Q1 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.86KNew |
$222K - $318K
|
1.86K
$290K
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.85KNew |
$220K - $316K
|
1.85K
$287K
|
|
|
May 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.85K+ 3.09% |
$220K - $316K
|
61.7K
$9.61M
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.84KNew |
$219K - $314K
|
1.84K
$286K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.83K+ 14.28% |
$219K - $313K
|
14.7K
$2.28M
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.82KNew |
$218K - $312K
|
1.82K
$284K
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.82K+ 35.53% |
$217K - $311K
|
6.94K
$1.08M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.82K+ 5.76% |
$217K - $311K
|
33.4K
$5.2M
|
|
|
May 13, 2022
Q1 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
1.81K+ 4.68% |
$216K - $310K
|
40.5K
$6.31M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.81K+ 6.86% |
$216K - $309K
|
28.2K
$4.39M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.79K+ 50.45% |
$213K - $305K
|
5.32K
$829K
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
1.78KNew |
$213K - $305K
|
1.78K
$278K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.77K+ 0.99% |
$211K - $303K
|
180K
$28.1M
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.77K+ 43.52% |
$211K - $302K
|
5.84K
$909K
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.76KNew |
$209K - $300K
|
1.76K
$273K
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.75K+ 2.09% |
$208K - $299K
|
85.4K
$13.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
1.74K+ 24.61% |
$208K - $298K
|
8.82K
$1.37M
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.74KNew |
$207K - $297K
|
1.74K
$271K
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.74KNew |
$207K - $297K
|
1.74K
$270K
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$207K - $296K
|
1.73K
$270K
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.73K+ 2.47% |
$207K - $296K
|
71.8K
$11.2M
|