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
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
870+ 29.59% |
$104K - $149K
|
3.81K
$568K
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
866+ 4.7% |
$103K - $148K
|
19.3K
$2.88M
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
865+ 0.58% |
$103K - $148K
|
149K
$22.3M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
862+ 5.83% |
$103K - $147K
|
15.6K
$2.33M
|
|
Jun 06, 2022
Q1 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
861+ 6.49% |
$103K - $147K
|
14.1K
$2.11M
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
858+ 4.08% |
$102K - $147K
|
21.9K
$3.27M
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
857+ 15.98% |
$102K - $146K
|
6.22K
$928K
|
|
May 10, 2022
Q1 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
850+ 7.97% |
$101K - $145K
|
11.5K
$1.72M
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
847+ 0.17% |
$101K - $145K
|
486K
$72.5M
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
844+ 0.62% |
$101K - $144K
|
138K
$20.5M
|
|
May 11, 2022
Q1 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
844+ 1.08% |
$101K - $144K
|
79K
$11.8M
|
|
May 10, 2022
Q1 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
840+ 1.28% |
$100K - $144K
|
66.7K
$9.94M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
839+ 7.95% |
$100K - $143K
|
11.4K
$1.7M
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
833+ 0.76% |
$99.3K - $142K
|
110K
$16.4M
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
830+ 6.79% |
$99K - $142K
|
13.1K
$1.95M
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
824+ 43.88% |
$98.3K - $141K
|
2.7K
$403K
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
BUY
|
- |
822+ 6.35% |
$98K - $140K
|
13.8K
$2.05M
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
814+ 44.68% |
$97.1K - $139K
|
2.64K
$393K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
811+ 7.22% |
$96.7K - $139K
|
12K
$1.8M
|
|
May 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
810+ 5.19% |
$96.6K - $138K
|
16.4K
$2.45M
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
808+ 12.33% |
$96.4K - $138K
|
7.36K
$1.1M
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
805+ 1.01% |
$96K - $138K
|
80.3K
$12M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
802+ 9.58% |
$95.6K - $137K
|
9.17K
$1.37M
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
800+ 0.66% |
$95.4K - $137K
|
122K
$18.1M
|
|
May 13, 2022
Q1 2022
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
800+ 12.12% |
$95.4K - $137K
|
7.4K
$1.1M
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
796+ 35.44% |
$94.9K - $136K
|
3.04K
$454K
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
795+ 1.99% |
$94.8K - $136K
|
40.8K
$6.09M
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
790New |
$94.2K - $135K
|
790
$118K
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
787+ 10.3% |
$93.9K - $134K
|
8.43K
$1.26M
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
774New |
$92.3K - $132K
|
774
$115K
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
763+ 6.95% |
$91K - $130K
|
11.7K
$1.75M
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
758+ 8.94% |
$90.4K - $130K
|
9.24K
$1.38M
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
752+ 12.15% |
$89.7K - $129K
|
6.94K
$1.04M
|
|
May 03, 2022
Q1 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
749+ 2.11% |
$89.3K - $128K
|
36.2K
$5.4M
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
747+ 4.81% |
$89.1K - $128K
|
16.3K
$2.43M
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
744+ 18.4% |
$88.7K - $127K
|
4.79K
$714K
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
741+ 1.79% |
$88.4K - $127K
|
42.2K
$6.3M
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
738+ 5.48% |
$88K - $126K
|
14.2K
$2.12M
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
722+ 4.09% |
$86.1K - $123K
|
18.4K
$2.74M
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
720+ 2.76% |
$85.9K - $123K
|
26.8K
$4M
|
|
Apr 12, 2022
Q1 2022
|
Foundation Resource Management Inc
|
BUY
|
- |
718+ 0.31% |
$85.6K - $123K
|
232K
$34.7M
|
|
Apr 27, 2022
Q1 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
716+ 5.37% |
$85.4K - $122K
|
14K
$2.09M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
713+ 83.39% |
$85K - $122K
|
1.57K
$234K
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
711+ 3.36% |
$84.8K - $122K
|
21.9K
$3.27M
|
|
Apr 04, 2022
Q1 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
700+ 1.36% |
$83.5K - $120K
|
52.2K
$7.79M
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
698+ 46.29% |
$83.2K - $119K
|
2.21K
$329K
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
696+ 1.21% |
$83K - $119K
|
58.2K
$8.68M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
694+ 4.67% |
$82.8K - $119K
|
15.6K
$2.32M
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
689+ 20.5% |
$82.2K - $118K
|
4.05K
$604K
|
|
Apr 07, 2022
Q1 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
685+ 0.44% |
$81.7K - $117K
|
156K
$23.3M
|