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 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
539+ 8.11% |
$64.3K - $92.1K
|
7.18K
$1.1M
|
|
|
May 10, 2022
Q1 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
536+ 3.85% |
$63.9K - $91.6K
|
14.5K
$2.21M
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
530+ 0.67% |
$63.2K - $90.6K
|
79.8K
$12.2M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
525+ 3.42% |
$62.6K - $89.7K
|
15.9K
$2.42M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
524+ 1.4% |
$62.5K - $89.6K
|
38K
$5.8M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
524+ 5.7% |
$62.5K - $89.6K
|
9.72K
$1.48M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
521+ 2.57% |
$62.1K - $89K
|
20.8K
$3.17M
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
BUY
|
- |
511+ 8.02% |
$60.9K - $87.3K
|
6.88K
$1.05M
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
510+ 10.54% |
$60.8K - $87.2K
|
5.35K
$817K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
505+ 2.85% |
$60.2K - $86.3K
|
18.2K
$2.78M
|
|
|
May 02, 2022
Q1 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
500+ 2.74% |
$59.6K - $85.5K
|
18.7K
$2.86M
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
BUY
|
- |
499+ 9.56% |
$59.5K - $85.3K
|
5.72K
$872K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
498+ 3.06% |
$59.4K - $85.1K
|
16.8K
$2.56M
|
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
BUY
|
- |
498+ 2.59% |
$59.4K - $85.1K
|
19.8K
$3.01M
|
|
|
May 13, 2022
Q1 2022
|
Energy Opportunities Capital Management, LLC
Austin, TX |
BUY
|
- |
495+ 4.71% |
$59K - $84.6K
|
11K
$1.68M
|
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
494+ 16.16% |
$58.9K - $84.4K
|
3.55K
$542K
|
|
|
Aug 08, 2022
Q1 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
493+ 31.08% |
$58.8K - $84.3K
|
2.08K
$317K
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
486+ 4.9% |
$58K - $83.1K
|
10.4K
$1.59M
|
|
|
Apr 11, 2022
Q1 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
484+ 0.69% |
$57.7K - $82.7K
|
71K
$10.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
479+ 0.86% |
$57.1K - $81.9K
|
56.5K
$8.62M
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
476+ 2.87% |
$56.8K - $81.3K
|
17K
$2.6M
|
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
472+ 1.03% |
$56.3K - $80.7K
|
46.5K
$7.09M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
471+ 0.61% |
$56.2K - $80.5K
|
77.5K
$11.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
468+ 3.83% |
$55.8K - $80K
|
12.7K
$1.93M
|
|
|
May 10, 2022
Q1 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
465+ 3.18% |
$55.5K - $79.5K
|
15.1K
$2.3M
|
|
|
May 10, 2022
Q1 2022
|
Wulff, Hansen & Co.
|
BUY
|
- |
465+ 5.88% |
$55.5K - $79.5K
|
8.37K
$1.28M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
464+ 0.82% |
$55.3K - $79.3K
|
57.3K
$8.74M
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
BUY
|
- |
464+ 7.52% |
$55.3K - $79.3K
|
6.63K
$1.01M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
453+ 2.18% |
$54K - $77.4K
|
21.3K
$3.24M
|
|
|
Jun 02, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
450+ 19.84% |
$53.7K - $76.9K
|
2.72K
$415K
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
450+ 25.57% |
$53.7K - $76.9K
|
2.21K
$337K
|
|
|
May 06, 2022
Q1 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
449+ 8.01% |
$53.5K - $76.7K
|
6.05K
$924K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
443+ 21.71% |
$52.8K - $75.7K
|
2.48K
$379K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
427+ 3.0% |
$50.9K - $73K
|
14.6K
$2.23M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
425New |
$50.7K - $72.6K
|
425
$64.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
425+ 1.8% |
$50.7K - $72.6K
|
24K
$3.67M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
417+ 10.04% |
$49.7K - $71.3K
|
4.57K
$697K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
412+ 17.63% |
$49.1K - $70.4K
|
2.75K
$420K
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
411+ 3.85% |
$49K - $70.2K
|
11.1K
$1.69M
|
|
|
May 06, 2022
Q1 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
411+ 17.15% |
$49K - $70.2K
|
2.81K
$429K
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
409+ 2.74% |
$48.8K - $69.9K
|
15.3K
$2.34M
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
406+ 15.97% |
$48.4K - $69.4K
|
2.95K
$450K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
403+ 11.44% |
$48.1K - $68.9K
|
3.93K
$599K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
403+ 2.48% |
$48.1K - $68.9K
|
16.6K
$2.54M
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
400+ 28.23% |
$47.7K - $68.4K
|
1.82K
$277K
|
|
|
Apr 18, 2022
Q1 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
400+ 1.13% |
$47.7K - $68.4K
|
35.7K
$5.45M
|
|
|
Apr 11, 2022
Q1 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
400+ 1.94% |
$47.7K - $68.4K
|
21K
$3.21M
|
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
400+ 4.94% |
$47.7K - $68.4K
|
8.5K
$1.3M
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
395+ 8.11% |
$47.1K - $67.5K
|
5.27K
$804K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
392+ 1.75% |
$46.7K - $67K
|
22.7K
$3.47M
|