Purchases and Sales Made in Q2 2022 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.79K+ 119.21% |
$397K - $505K
|
5.12K
$805K
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.78K+ 2.22% |
$396K - $503K
|
128K
$20.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
2.72K+ 8.16% |
$388K - $493K
|
36.1K
$5.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.72KNew |
$387K - $492K
|
2.72K
$427K
|
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
2.66KNew |
$378K - $481K
|
2.66K
$417K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.64K+ 1.46% |
$376K - $478K
|
184K
$28.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.63K+ 77.09% |
$375K - $477K
|
6.05K
$951K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.61K+ 17.26% |
$372K - $473K
|
17.8K
$2.79M
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
2.6K+ 2.32% |
$370K - $470K
|
115K
$18M
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
2.59K+ 16.87% |
$369K - $470K
|
18K
$2.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.56K+ 44.29% |
$365K - $464K
|
8.35K
$1.31M
|
|
|
Aug 12, 2022
Q2 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.56KNew |
$364K - $463K
|
2.56K
$402K
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
2.55KNew |
$363K - $462K
|
2.55K
$401K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.54K+ 33.41% |
$361K - $459K
|
10.1K
$1.59M
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
2.53K+ 6.44% |
$361K - $459K
|
41.8K
$6.58M
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.53K+ 3.84% |
$360K - $457K
|
68.2K
$10.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
2.49KNew |
$355K - $451K
|
2.49K
$392K
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.48K+ 5.39% |
$353K - $448K
|
48.4K
$7.61M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.45K+ 1.78% |
$349K - $443K
|
140K
$22M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.45K+ 30.13% |
$348K - $443K
|
10.6K
$1.66M
|
|
|
Jul 01, 2022
Q2 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.44KNew |
$347K - $442K
|
2.44K
$383K
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.44K+ 2.49% |
$347K - $441K
|
100K
$15.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.44K+ 0.02% |
$347K - $441K
|
14.7M
$2.32B
|
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.43KNew |
$346K - $440K
|
2.43K
$382K
|
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.43K+ 7.11% |
$346K - $440K
|
36.6K
$5.75M
|
|
|
Aug 11, 2022
Q2 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
2.42K+ 15.41% |
$345K - $439K
|
18.1K
$2.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.42K+ 59.96% |
$344K - $438K
|
6.45K
$1.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.4KNew |
$342K - $435K
|
2.4K
$377K
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
2.39K+ 85.58% |
$340K - $432K
|
5.17K
$814K
|
|
|
Jul 26, 2022
Q2 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.36K+ 12.37% |
$336K - $427K
|
21.4K
$3.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.34K+ 19.42% |
$333K - $424K
|
14.4K
$2.26M
|
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.33K+ 33.95% |
$332K - $422K
|
9.2K
$1.45M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.33K+ 1.25% |
$332K - $422K
|
188K
$29.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.32K+ 25.27% |
$330K - $420K
|
11.5K
$1.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.26KNew |
$321K - $409K
|
2.26K
$355K
|
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.26K+ 42.14% |
$321K - $408K
|
7.61K
$1.2M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.25KNew |
$321K - $408K
|
2.25K
$354K
|
|
|
Jul 26, 2022
Q2 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
2.25K+ 6.75% |
$321K - $408K
|
35.6K
$5.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
BUY
|
- |
2.25K+ 26.44% |
$320K - $407K
|
10.8K
$1.69M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.23K+ 4.3% |
$318K - $405K
|
54.1K
$8.51M
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
BUY
|
- |
2.22K+ 20.03% |
$317K - $403K
|
13.3K
$2.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.21K+ 32.39% |
$315K - $400K
|
9.04K
$1.42M
|
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.2K+ 31.73% |
$314K - $399K
|
9.14K
$1.44M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.2K+ 58.58% |
$313K - $398K
|
5.95K
$935K
|
|
|
Jul 12, 2022
Q2 2022
|
Iam Advisory, LLC
|
BUY
|
- |
2.18K+ 45.85% |
$310K - $395K
|
6.93K
$1.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.18K+ 3.74% |
$310K - $394K
|
60.3K
$9.47M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.17K+ 2.77% |
$309K - $393K
|
80.4K
$12.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.16K+ 1.33% |
$307K - $390K
|
164K
$25.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.15KNew |
$306K - $389K
|
2.15K
$337K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.13K+ 5.65% |
$303K - $385K
|
39.8K
$6.26M
|