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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-272- 0.65% |
$32.4K - $46.5K
|
41.3K
$6.16M
|
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-273- 15.82% |
$32.6K - $46.7K
|
1.45K
$217K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-273- 1.48% |
$32.6K - $46.7K
|
18.2K
$2.72M
|
|
|
Apr 25, 2022
Q1 2022
|
Pendal Group LTD
|
SELL
|
- |
-275- 1.14% |
$32.8K - $47K
|
23.8K
$3.55M
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-276- 0.07% |
$32.9K - $47.2K
|
400K
$59.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-276- 7.25% |
$32.9K - $47.2K
|
3.53K
$527K
|
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-279- 0.39% |
$33.3K - $47.7K
|
70.8K
$10.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-282- 1.94% |
$33.6K - $48.2K
|
14.3K
$2.13M
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-283- 9.29% |
$33.8K - $48.4K
|
2.76K
$412K
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-284- 5.74% |
$33.9K - $48.5K
|
4.67K
$696K
|
|
|
Apr 28, 2022
Q1 2022
|
Keating Investment Counselors Inc
|
SELL
|
- |
-285- 3.02% |
$34K - $48.7K
|
9.15K
$1.37M
|
|
|
May 09, 2022
Q1 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-286- 0.95% |
$34.1K - $48.9K
|
29.8K
$4.45M
|
|
|
Apr 08, 2022
Q1 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-289- 10.64% |
$34.5K - $49.4K
|
2.43K
$362K
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-291- 1.09% |
$34.7K - $49.7K
|
26.5K
$3.95M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-295Closed |
$35.2K - $50.4K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-296- 1.04% |
$35.3K - $50.6K
|
28.1K
$4.2M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-297- 9.71% |
$35.4K - $50.8K
|
2.76K
$412K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-298- 73.95% |
$35.5K - $50.9K
|
105
$15.7K
|
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-300- 4.45% |
$35.8K - $51.3K
|
6.44K
$960K
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-300- 1.96% |
$35.8K - $51.3K
|
15K
$2.24M
|
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-300- 4.32% |
$35.8K - $51.3K
|
6.64K
$990K
|
|
|
May 04, 2022
Q1 2022
|
Hourglass Capital, LLC
|
SELL
|
- |
-300- 0.67% |
$35.8K - $51.3K
|
44.5K
$6.63M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-302- 9.81% |
$36K - $51.6K
|
2.78K
$414K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-303- 0.84% |
$36.1K - $51.8K
|
35.8K
$5.34M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-307- 2.29% |
$36.6K - $52.5K
|
13.1K
$1.95M
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-308- 2.8% |
$36.7K - $52.6K
|
10.7K
$1.59M
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-309- 5.69% |
$36.9K - $52.8K
|
5.13K
$765K
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-310- 22.68% |
$37K - $53K
|
1.06K
$158K
|
|
|
May 09, 2022
Q1 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-311- 2.04% |
$37.1K - $53.1K
|
14.9K
$2.22M
|
|
|
Apr 07, 2022
Q1 2022
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-313- 2.47% |
$37.3K - $53.5K
|
12.4K
$1.85M
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-313- 1.26% |
$37.3K - $53.5K
|
24.5K
$3.66M
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-314- 14.79% |
$37.4K - $53.7K
|
1.81K
$270K
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-316- 10.17% |
$37.7K - $54K
|
2.79K
$416K
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-318- 5.33% |
$37.9K - $54.3K
|
5.65K
$843K
|
|
|
Jun 06, 2023
Q1 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-319- 20.36% |
$38K - $54.5K
|
1.25K
$186K
|
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-321- 1.82% |
$38.3K - $54.9K
|
17.3K
$2.58M
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-322- 8.94% |
$38.4K - $55K
|
3.28K
$489K
|
|
|
Apr 14, 2022
Q1 2022
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-325- 5.03% |
$38.8K - $55.5K
|
6.13K
$915K
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
SELL
|
- |
-325- 2.8% |
$38.8K - $55.5K
|
11.3K
$1.68M
|
|
|
May 03, 2022
Q1 2022
|
Klcm Advisors, Inc.
|
SELL
|
- |
-326- 4.39% |
$38.9K - $55.7K
|
7.09K
$1.06M
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-327- 0.34% |
$39K - $55.9K
|
95.1K
$14.2M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-328- 6.2% |
$39.1K - $56.1K
|
4.96K
$740K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-329- 20.11% |
$39.2K - $56.2K
|
1.31K
$195K
|
|
|
May 11, 2022
Q1 2022
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-332- 4.03% |
$39.6K - $56.7K
|
7.92K
$1.18M
|
|
|
Apr 11, 2022
Q1 2022
|
Trh Financial, LLC
|
SELL
|
- |
-334- 3.76% |
$39.8K - $57.1K
|
8.54K
$1.27M
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-335- 4.96% |
$40K - $57.3K
|
6.41K
$957K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-337- 1.71% |
$40.2K - $57.6K
|
19.4K
$2.9M
|
|
|
May 16, 2022
Q1 2022
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-337- 1.46% |
$40.2K - $57.6K
|
22.8K
$3.4M
|
|
|
Apr 11, 2022
Q1 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-339- 1.01% |
$40.4K - $57.9K
|
33.3K
$4.97M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-341- 2.12% |
$40.7K - $58.3K
|
15.7K
$2.34M
|