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
|
Dorchester Wealth Management CO
|
BUY
|
- |
50+ 1.27% |
$5.96K - $8.55K
|
4K
$610K
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
49+ 2.25% |
$5.84K - $8.37K
|
2.23K
$340K
|
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
49+ 1.27% |
$5.84K - $8.37K
|
3.9K
$596K
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
47+ 1.31% |
$5.61K - $8.03K
|
3.64K
$555K
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
47+ 0.04% |
$5.61K - $8.03K
|
125K
$19.1M
|
|
|
May 13, 2022
Q1 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
46+ 0.16% |
$5.49K - $7.86K
|
28K
$4.27M
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
45+ 2.1% |
$5.37K - $7.69K
|
2.19K
$334K
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
44+ 1.47% |
$5.25K - $7.52K
|
3.04K
$464K
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
43+ 0.11% |
$5.13K - $7.35K
|
40.1K
$6.12M
|
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
43+ 1.98% |
$5.13K - $7.35K
|
2.22K
$338K
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
42+ 1.09% |
$5.01K - $7.18K
|
3.9K
$595K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
42+ 1.74% |
$5.01K - $7.18K
|
2.46K
$375K
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
42+ 0.81% |
$5.01K - $7.18K
|
5.21K
$796K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
BUY
|
- |
41+ 1.94% |
$4.89K - $7.01K
|
2.16K
$329K
|
|
|
May 03, 2022
Q1 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
40+ 0.55% |
$4.77K - $6.84K
|
7.33K
$1.12M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
40+ 0.22% |
$4.77K - $6.84K
|
18.1K
$2.76M
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
37+ 0.74% |
$4.41K - $6.32K
|
5.02K
$766K
|
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
37+ 0.22% |
$4.41K - $6.32K
|
16.8K
$2.56M
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
36+ 1.47% |
$4.29K - $6.15K
|
2.49K
$380K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
36+ 1.73% |
$4.29K - $6.15K
|
2.11K
$323K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
35+ 318.18% |
$4.17K - $5.98K
|
46
$7.02K
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
BUY
|
- |
35+ 0.46% |
$4.17K - $5.98K
|
7.59K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
35New |
$4.17K - $5.98K
|
35
$5.34K
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
35+ 1.14% |
$4.17K - $5.98K
|
3.09K
$472K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
34+ 0.17% |
$4.05K - $5.81K
|
20.1K
$3.06M
|
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
34+ 0.52% |
$4.05K - $5.81K
|
6.61K
$1.01M
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
32+ 0.88% |
$3.82K - $5.47K
|
3.68K
$562K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
32+ 0.16% |
$3.82K - $5.47K
|
20.1K
$3.07M
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
31+ 1.47% |
$3.7K - $5.3K
|
2.14K
$327K
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
31+ 0.87% |
$3.7K - $5.3K
|
3.59K
$548K
|
|
|
Apr 14, 2022
Q1 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
30+ 0.11% |
$3.58K - $5.13K
|
27.4K
$4.18M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
30+ 1.78% |
$3.58K - $5.13K
|
1.72K
$262K
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
30+ 0.16% |
$3.58K - $5.13K
|
18.3K
$2.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
30+ 0.55% |
$3.58K - $5.13K
|
5.48K
$836K
|
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
30+ 0.55% |
$3.58K - $5.13K
|
5.48K
$836K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
29+ 0.87% |
$3.46K - $4.96K
|
3.35K
$511K
|
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
28+ 0.81% |
$3.34K - $4.79K
|
3.49K
$532K
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
28+ 0.31% |
$3.34K - $4.79K
|
9.1K
$1.39M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
27+ 0.0% |
$3.22K - $4.61K
|
550K
$83.9M
|
|
|
May 13, 2022
Q1 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
27+ 1.41% |
$3.22K - $4.61K
|
1.94K
$296K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
27+ 0.0% |
$3.22K - $4.61K
|
550K
$83.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
26+ 0.49% |
$3.1K - $4.44K
|
5.28K
$806K
|
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
25+ 0.82% |
$2.98K - $4.27K
|
3.08K
$470K
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
25+ 0.5% |
$2.98K - $4.27K
|
5.02K
$766K
|
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
25+ 0.58% |
$2.98K - $4.27K
|
4.37K
$666K
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
24+ 0.76% |
$2.86K - $4.1K
|
3.17K
$484K
|
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
BUY
|
- |
24+ 0.63% |
$2.86K - $4.1K
|
3.85K
$588K
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
23+ 0.73% |
$2.74K - $3.93K
|
3.18K
$485K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
22+ 0.44% |
$2.62K - $3.76K
|
5.07K
$774K
|
|
|
May 16, 2022
Q1 2022
|
S&T Bank
Indiana, PA |
BUY
|
- |
22+ 0.71% |
$2.62K - $3.76K
|
3.12K
$476K
|