Purchases and Sales Made in Q3 2022 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.17K+ 73.54% |
$159K - $193K
|
2.77K
$447K
|
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.17K+ 13.8% |
$158K - $192K
|
9.61K
$1.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.15K+ 7.58% |
$156K - $189K
|
16.3K
$2.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.14K+ 2.54% |
$155K - $188K
|
46.1K
$7.45M
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
BUY
|
- |
1.13KNew |
$153K - $186K
|
1.13K
$182K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 2.07% |
$153K - $185K
|
55.3K
$8.92M
|
|
|
Oct 28, 2022
Q3 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.12K+ 0.74% |
$152K - $185K
|
153K
$24.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.11K+ 4.56% |
$151K - $183K
|
25.5K
$4.11M
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.11K+ 7.8% |
$150K - $182K
|
15.3K
$2.47M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.11K+ 14.29% |
$150K - $182K
|
8.84K
$1.43M
|
|
|
Nov 02, 2022
Q3 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 0.64% |
$149K - $181K
|
174K
$28.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.1K+ 33.77% |
$149K - $180K
|
4.34K
$700K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.1K+ 14.7% |
$149K - $180K
|
8.54K
$1.38M
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
1.09K+ 19.29% |
$148K - $179K
|
6.72K
$1.09M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
1.08KNew |
$147K - $178K
|
1.08K
$175K
|
|
|
Oct 28, 2022
Q3 2022
|
First Bank & Trust
|
BUY
|
- |
1.08K+ 8.94% |
$147K - $178K
|
13.2K
$2.13M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.07K+ 1.44% |
$146K - $176K
|
75.7K
$12.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
1.07K+ 6.2% |
$145K - $175K
|
18.2K
$2.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.06K+ 30.08% |
$144K - $175K
|
4.58K
$740K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.05K+ 2.64% |
$143K - $174K
|
40.9K
$6.61M
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
1.04K+ 5.23% |
$142K - $172K
|
21K
$3.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.04KNew |
$142K - $172K
|
1.04K
$168K
|
|
|
Oct 27, 2022
Q3 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
1.04K+ 11.16% |
$142K - $171K
|
10.4K
$1.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.04K+ 22.4% |
$141K - $171K
|
5.68K
$917K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.04K+ 1.75% |
$141K - $171K
|
60.3K
$9.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
1.02K+ 38.38% |
$139K - $168K
|
3.67K
$593K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 3.7% |
$138K - $167K
|
28.4K
$4.59M
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.01K+ 3.86% |
$137K - $166K
|
27.2K
$4.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.01K+ 4.07% |
$137K - $166K
|
25.8K
$4.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Third Security, LLC
|
BUY
|
- |
1K+ 5.0% |
$136K - $165K
|
21K
$3.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
996+ 13.2% |
$135K - $164K
|
8.54K
$1.38M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
992+ 41.93% |
$135K - $163K
|
3.36K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
990+ 6.3% |
$135K - $163K
|
16.7K
$2.7M
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
986+ 2.02% |
$134K - $162K
|
49.8K
$8.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
981New |
$133K - $162K
|
981
$158K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
979+ 0.9% |
$133K - $161K
|
110K
$17.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
975+ 9.18% |
$133K - $161K
|
11.6K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Barings LLC
|
BUY
|
- |
973+ 1.32% |
$132K - $160K
|
74.6K
$12M
|
|
|
Oct 09, 2024
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
970+ 30.65% |
$132K - $160K
|
4.14K
$668K
|
|
|
Oct 12, 2022
Q3 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
969+ 4.05% |
$132K - $160K
|
24.9K
$4.02M
|
|
|
Nov 16, 2022
Q3 2022
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
966+ 10.45% |
$131K - $159K
|
10.2K
$1.65M
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
965+ 7.13% |
$131K - $159K
|
14.5K
$2.34M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
962+ 46.07% |
$131K - $158K
|
3.05K
$492K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
958+ 0.87% |
$130K - $158K
|
111K
$18M
|
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
939+ 35.43% |
$128K - $155K
|
3.59K
$580K
|
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
937+ 5.89% |
$127K - $154K
|
16.8K
$2.72M
|
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
BUY
|
- |
934+ 13.07% |
$127K - $154K
|
8.08K
$1.31M
|
|
|
Nov 15, 2022
Q3 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
934+ 5.49% |
$127K - $154K
|
18K
$2.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
932+ 5.77% |
$127K - $153K
|
17.1K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
931+ 19.66% |
$127K - $153K
|
5.67K
$915K
|