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 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
683New |
$81.5K - $117K
|
683
$102K
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
680+ 8.84% |
$81.1K - $116K
|
8.37K
$1.25M
|
|
|
May 06, 2022
Q1 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
678+ 0.78% |
$80.9K - $116K
|
88K
$13.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
675+ 2.18% |
$80.5K - $115K
|
31.7K
$4.73M
|
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
674+ 8.72% |
$80.4K - $115K
|
8.41K
$1.25M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
672+ 17.1% |
$80.1K - $115K
|
4.6K
$686K
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
668+ 8.79% |
$79.7K - $114K
|
8.27K
$1.23M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
666+ 6.35% |
$79.4K - $114K
|
11.2K
$1.67M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
659+ 11.7% |
$78.6K - $113K
|
6.29K
$939K
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
657New |
$78.4K - $112K
|
657
$98K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
655+ 24.33% |
$78.1K - $112K
|
3.35K
$499K
|
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
651+ 20.09% |
$77.6K - $111K
|
3.89K
$580K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
650+ 2.71% |
$77.5K - $111K
|
24.6K
$3.67M
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
649+ 1.34% |
$77.4K - $111K
|
49K
$7.32M
|
|
|
Apr 12, 2022
Q1 2022
|
Fortune 45 LLC
|
BUY
|
- |
647+ 32.83% |
$77.2K - $111K
|
2.62K
$391K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
644+ 19.0% |
$76.8K - $110K
|
4.03K
$602K
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
629+ 15.11% |
$75K - $107K
|
4.79K
$715K
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
629+ 12.19% |
$75K - $107K
|
5.79K
$864K
|
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
625+ 31.65% |
$74.5K - $107K
|
2.6K
$388K
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
622+ 4.18% |
$74.2K - $106K
|
15.5K
$2.31M
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
620+ 28.12% |
$73.9K - $106K
|
2.83K
$421K
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
619+ 5.11% |
$73.8K - $106K
|
12.7K
$1.9M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
617+ 1.52% |
$73.6K - $105K
|
41.1K
$6.14M
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
612+ 5.6% |
$73K - $105K
|
11.5K
$1.72M
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
607+ 3.84% |
$72.4K - $104K
|
16.4K
$2.45M
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
604+ 20.05% |
$72K - $103K
|
3.62K
$540K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
604+ 1.57% |
$72K - $103K
|
39.1K
$5.83M
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
603+ 9.54% |
$71.9K - $103K
|
6.92K
$1.03M
|
|
|
Apr 12, 2022
Q1 2022
|
Grassi Investment Management
|
BUY
|
- |
600+ 1.07% |
$71.6K - $103K
|
56.5K
$8.44M
|
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
600+ 5.46% |
$71.6K - $103K
|
11.6K
$1.73M
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
593+ 15.65% |
$70.7K - $101K
|
4.38K
$654K
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
593+ 8.2% |
$70.7K - $101K
|
7.83K
$1.17M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
592+ 2.99% |
$70.6K - $101K
|
20.4K
$3.04M
|
|
|
Apr 14, 2022
Q1 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
586+ 6.39% |
$69.9K - $100K
|
9.76K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
583+ 28.92% |
$69.5K - $99.6K
|
2.6K
$388K
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
573+ 16.17% |
$68.3K - $97.9K
|
4.12K
$614K
|
|
|
May 06, 2022
Q1 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
566+ 63.31% |
$67.5K - $96.7K
|
1.46K
$218K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
564+ 3.05% |
$67.3K - $96.4K
|
19K
$2.84M
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
564+ 3.05% |
$67.3K - $96.4K
|
19K
$2.84M
|
|
|
Apr 28, 2022
Q1 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
563+ 5.74% |
$67.1K - $96.2K
|
10.4K
$1.55M
|
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
562+ 2.87% |
$67K - $96K
|
20.1K
$3M
|
|
|
May 13, 2022
Q1 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
561+ 1.71% |
$66.9K - $95.9K
|
33.3K
$4.97M
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
554+ 20.3% |
$66.1K - $94.7K
|
3.28K
$490K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
542+ 9.25% |
$64.6K - $92.6K
|
6.4K
$955K
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
541+ 4.11% |
$64.5K - $92.5K
|
13.7K
$2.04M
|
|
|
Apr 27, 2022
Q1 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
540+ 1.69% |
$64.4K - $92.3K
|
32.5K
$4.84M
|
|
|
Apr 18, 2022
Q1 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
540+ 15.66% |
$64.4K - $92.3K
|
3.99K
$595K
|
|
|
May 16, 2022
Q1 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
540+ 19.2% |
$64.4K - $92.3K
|
3.35K
$500K
|
|
|
May 09, 2022
Q1 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
540New |
$64.4K - $92.3K
|
540
$80.6K
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
539+ 8.11% |
$64.3K - $92.1K
|
7.18K
$1.07M
|