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 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
22+ 0.87% |
$2.62K - $3.76K
|
2.56K
$398K
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
21+ 0.44% |
$2.5K - $3.59K
|
4.8K
$747K
|
|
|
Apr 19, 2022
Q1 2022
|
Alta Capital Management LLC
|
BUY
|
- |
21+ 0.4% |
$2.5K - $3.59K
|
5.33K
$830K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
21+ 0.52% |
$2.5K - $3.59K
|
4.04K
$629K
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
21New |
$2.5K - $3.59K
|
21
$3.27K
|
|
|
May 11, 2022
Q1 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
20+ 0.1% |
$2.39K - $3.42K
|
20.5K
$3.19M
|
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
20+ 0.73% |
$2.39K - $3.42K
|
2.75K
$428K
|
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
20+ 0.95% |
$2.39K - $3.42K
|
2.12K
$330K
|
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
19+ 0.31% |
$2.27K - $3.25K
|
6.12K
$953K
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
18+ 1.53% |
$2.15K - $3.08K
|
1.2K
$186K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 0.42% |
$1.91K - $2.73K
|
3.81K
$594K
|
|
|
Apr 11, 2022
Q1 2022
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
15+ 0.04% |
$1.79K - $2.56K
|
34.8K
$5.42M
|
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
14+ 0.26% |
$1.67K - $2.39K
|
5.31K
$828K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
14+ 0.62% |
$1.67K - $2.39K
|
2.27K
$353K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
14+ 0.13% |
$1.67K - $2.39K
|
10.8K
$1.69M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
14+ 0.58% |
$1.67K - $2.39K
|
2.44K
$380K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14+ 0.76% |
$1.67K - $2.39K
|
1.86K
$289K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
13+ 1.46% |
$1.55K - $2.22K
|
906
$141K
|
|
|
Apr 21, 2022
Q1 2022
|
Claris Advisors, LLC
|
BUY
|
- |
13+ 0.61% |
$1.55K - $2.22K
|
2.15K
$335K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 0.29% |
$1.55K - $2.22K
|
4.48K
$697K
|
|
|
May 16, 2022
Q1 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
12+ 0.13% |
$1.43K - $2.05K
|
9.28K
$1.45M
|
|
|
May 12, 2022
Q1 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
11+ 0.23% |
$1.31K - $1.88K
|
4.78K
$744K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
11+ 0.58% |
$1.31K - $1.88K
|
1.91K
$297K
|
|
|
May 18, 2022
Q1 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
11+ 0.08% |
$1.31K - $1.88K
|
13.8K
$2.15M
|
|
|
May 20, 2022
Q1 2022
|
Greylin Investment Mangement Inc
|
BUY
|
- |
10+ 0.03% |
$1.19K - $1.71K
|
37.3K
$5.81M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
10+ 0.16% |
$1.19K - $1.71K
|
6.38K
$994K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
10+ 6.41% |
$1.19K - $1.71K
|
166
$25.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
10+ 23.81% |
$1.19K - $1.71K
|
52
$8.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
10+ 0.35% |
$1.19K - $1.71K
|
2.85K
$443K
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 0.1% |
$1.19K - $1.71K
|
9.81K
$1.53M
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
9+ 0.29% |
$1.07K - $1.54K
|
3.12K
$486K
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
9+ 0.52% |
$1.07K - $1.54K
|
1.75K
$273K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.17% |
$954 - $1.37K
|
4.66K
$725K
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
BUY
|
- |
7+ 0.2% |
$835 - $1.2K
|
3.54K
$551K
|
|
|
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
7+ 26.92% |
$835 - $1.2K
|
33
$5.14K
|
|
|
May 12, 2022
Q1 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
7+ 0.29% |
$835 - $1.2K
|
2.44K
$381K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.03% |
$716 - $1.03K
|
17.9K
$2.79M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
6+ 0.26% |
$716 - $1.03K
|
2.28K
$355K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.09% |
$716 - $1.03K
|
6.66K
$1.04M
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
5+ 0.24% |
$596 - $855
|
2.06K
$321K
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
5+ 0.09% |
$596 - $855
|
5.67K
$883K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5+ 0.31% |
$596 - $855
|
1.63K
$253K
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
BUY
|
- |
5+ 0.21% |
$596 - $855
|
2.36K
$367K
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
5+ 0.33% |
$596 - $855
|
1.51K
$236K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.06% |
$596 - $855
|
8.54K
$1.33M
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.33% |
$596 - $855
|
1.52K
$237K
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
4+ 0.05% |
$477 - $684
|
7.9K
$1.23M
|
|
|
Apr 14, 2022
Q1 2022
|
Iam Advisory, LLC
|
BUY
|
- |
4+ 0.08% |
$477 - $684
|
4.75K
$740K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$477 - $684
|
3.76K
$586K
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
4+ 0.04% |
$477 - $684
|
10.8K
$1.68M
|