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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
212+ 0.47% |
$30.2K - $38.4K
|
45K
$7.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
212+ 1.52% |
$30.2K - $38.4K
|
14.1K
$2.22M
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
211+ 12.12% |
$30.1K - $38.2K
|
1.95K
$306K
|
|
|
Aug 15, 2022
Q2 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
211+ 2.8% |
$30.1K - $38.2K
|
7.75K
$1.22M
|
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
210+ 1.24% |
$29.9K - $38K
|
17.2K
$2.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
208+ 6.19% |
$29.6K - $37.7K
|
3.57K
$560K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
207+ 4.91% |
$29.5K - $37.5K
|
4.42K
$694K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
207+ 8.87% |
$29.5K - $37.5K
|
2.54K
$399K
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
206+ 4.52% |
$29.3K - $37.3K
|
4.76K
$747K
|
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
205+ 1.68% |
$29.2K - $37.1K
|
12.4K
$1.95M
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
203+ 5.71% |
$28.9K - $36.8K
|
3.76K
$590K
|
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
200+ 2.24% |
$28.5K - $36.2K
|
9.12K
$1.43M
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
BUY
|
- |
200+ 10.83% |
$28.5K - $36.2K
|
2.05K
$321K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
200+ 6.35% |
$28.5K - $36.2K
|
3.35K
$526K
|
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
200+ 0.04% |
$28.5K - $36.2K
|
508K
$79.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
200+ 3.01% |
$28.5K - $36.2K
|
6.84K
$1.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
200+ 2.07% |
$28.5K - $36.2K
|
9.88K
$1.55M
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
200+ 2.03% |
$28.5K - $36.2K
|
10K
$1.57M
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
197+ 1.1% |
$28.1K - $35.7K
|
18.1K
$2.85M
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
197+ 23.97% |
$28.1K - $35.7K
|
1.02K
$160K
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
197+ 3.3% |
$28.1K - $35.7K
|
6.16K
$967K
|
|
|
Aug 03, 2022
Q2 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
196+ 4.65% |
$27.9K - $35.5K
|
4.41K
$692K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
194+ 4.13% |
$27.6K - $35.1K
|
4.89K
$767K
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
194+ 4.27% |
$27.6K - $35.1K
|
4.74K
$743K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
193+ 3.08% |
$27.5K - $35K
|
6.46K
$1.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
192+ 9.35% |
$27.3K - $34.8K
|
2.25K
$352K
|
|
|
Aug 10, 2022
Q2 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
190+ 0.93% |
$27.1K - $34.4K
|
20.7K
$3.25M
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
189+ 1.7% |
$26.9K - $34.2K
|
11.3K
$1.78M
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
186+ 15.11% |
$26.5K - $33.7K
|
1.42K
$222K
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
181+ 0.64% |
$25.8K - $32.8K
|
28.3K
$4.44M
|
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
180+ 3.97% |
$25.6K - $32.6K
|
4.72K
$740K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
179+ 1.22% |
$25.5K - $32.4K
|
14.8K
$2.33M
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
179+ 1.69% |
$25.5K - $32.4K
|
10.8K
$1.69M
|
|
|
Aug 11, 2022
Q2 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
179+ 8.77% |
$25.5K - $32.4K
|
2.22K
$349K
|
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
177+ 7.99% |
$25.2K - $32.1K
|
2.39K
$376K
|
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
177+ 2.63% |
$25.2K - $32.1K
|
6.9K
$1.08M
|
|
|
Jul 15, 2022
Q2 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
175+ 1.3% |
$24.9K - $31.7K
|
13.6K
$2.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
174+ 0.5% |
$24.8K - $31.5K
|
34.8K
$5.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
173+ 3.53% |
$24.6K - $31.3K
|
5.07K
$796K
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
173+ 4.93% |
$24.6K - $31.3K
|
3.68K
$578K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
173+ 16.37% |
$24.6K - $31.3K
|
1.23K
$193K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
172+ 2.94% |
$24.5K - $31.2K
|
6.02K
$945K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
172+ 4.26% |
$24.5K - $31.2K
|
4.21K
$660K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Of Stockton
|
BUY
|
- |
172+ 0.93% |
$24.5K - $31.2K
|
18.6K
$2.92M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
172+ 2.66% |
$24.5K - $31.2K
|
6.65K
$1.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
172+ 5.14% |
$24.5K - $31.2K
|
3.52K
$552K
|
|
|
Jul 06, 2022
Q2 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
170+ 0.26% |
$24.2K - $30.8K
|
66.1K
$10.4M
|
|
|
Jul 07, 2022
Q2 2022
|
Bath Savings Trust CO
|
BUY
|
- |
170+ 0.56% |
$24.2K - $30.8K
|
30.4K
$4.77M
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
168+ 11.48% |
$23.9K - $30.4K
|
1.63K
$256K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
168+ 1.63% |
$23.9K - $30.4K
|
10.5K
$1.64M
|