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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
770+ 3.3% |
$105K - $127K
|
24.1K
$3.78M
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
767+ 3.43% |
$104K - $126K
|
23.1K
$3.63M
|
|
Oct 27, 2022
Q3 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
760+ 10.8% |
$103K - $125K
|
7.79K
$1.22M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
756+ 2.04% |
$103K - $124K
|
37.8K
$5.93M
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
754+ 16.33% |
$102K - $124K
|
5.37K
$843K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
751+ 3.81% |
$102K - $124K
|
20.4K
$3.21M
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
751+ 3.81% |
$102K - $124K
|
20.4K
$3.21M
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
750+ 347.22% |
$102K - $123K
|
966
$152K
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
742+ 16.79% |
$101K - $122K
|
5.16K
$810K
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
742+ 3.72% |
$101K - $122K
|
20.7K
$3.24M
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
742+ 10.78% |
$101K - $122K
|
7.62K
$1.2M
|
|
Nov 14, 2022
Q3 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
742+ 16.97% |
$101K - $122K
|
5.11K
$803K
|
|
Nov 14, 2022
Q3 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
742+ 16.97% |
$101K - $122K
|
5.11K
$803K
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
741+ 6.73% |
$101K - $122K
|
11.8K
$1.84M
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
735+ 37.39% |
$99.9K - $121K
|
2.7K
$424K
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
727New |
$98.8K - $120K
|
727
$114K
|
|
Oct 28, 2022
Q3 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
726+ 1.84% |
$98.7K - $120K
|
40.2K
$6.31M
|
|
Oct 07, 2022
Q3 2022
|
Nexus Investment Management Ulc
|
BUY
|
- |
725+ 5.04% |
$98.6K - $119K
|
15.1K
$2.37M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
723+ 24.42% |
$98.3K - $119K
|
3.68K
$578K
|
|
Oct 11, 2022
Q3 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
722+ 9.35% |
$98.1K - $119K
|
8.45K
$1.33M
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
720+ 13.73% |
$97.9K - $119K
|
5.96K
$936K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
719+ 2.63% |
$97.7K - $118K
|
28.1K
$4.4M
|
|
Nov 14, 2022
Q3 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
716+ 13.57% |
$97.3K - $118K
|
5.99K
$940K
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
713+ 2.7% |
$96.9K - $117K
|
27.1K
$4.26M
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
710+ 10.78% |
$96.5K - $117K
|
7.3K
$1.15M
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
704+ 2.8% |
$95.7K - $116K
|
25.8K
$4.05M
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
700+ 269.23% |
$95.2K - $115K
|
960
$151K
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
694+ 19.36% |
$94.3K - $114K
|
4.28K
$672K
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
688+ 3.01% |
$93.5K - $113K
|
23.6K
$3.7M
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
686+ 2.47% |
$93.3K - $113K
|
28.4K
$4.46M
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
686+ 14.03% |
$93.3K - $113K
|
5.58K
$875K
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
677+ 45.34% |
$92K - $111K
|
2.17K
$341K
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
676+ 2.91% |
$91.9K - $111K
|
23.9K
$3.75M
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
668+ 7.31% |
$90.8K - $110K
|
9.81K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
667+ 4.34% |
$90.7K - $110K
|
16K
$2.52M
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
666+ 0.38% |
$90.5K - $110K
|
175K
$27.4M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
666+ 4.21% |
$90.5K - $110K
|
16.5K
$2.59M
|
|
Nov 08, 2022
Q3 2022
|
Page Arthur B
|
BUY
|
- |
663+ 4.79% |
$90.1K - $109K
|
14.5K
$2.28M
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
663+ 2.98% |
$90.1K - $109K
|
22.9K
$3.59M
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
663+ 12.84% |
$90.1K - $109K
|
5.83K
$915K
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
656+ 10.88% |
$89.2K - $108K
|
6.69K
$1.05M
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
655+ 1.84% |
$89K - $108K
|
36.2K
$5.68M
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
654+ 3.21% |
$88.9K - $108K
|
21K
$3.3M
|
|
Nov 09, 2022
Q3 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
652+ 3.19% |
$88.6K - $107K
|
21.1K
$3.31M
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
651+ 8.0% |
$88.5K - $107K
|
8.79K
$1.38M
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
648+ 1.7% |
$88.1K - $107K
|
38.9K
$6.1M
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
643+ 10.29% |
$87.4K - $106K
|
6.89K
$1.08M
|
|
Oct 06, 2022
Q3 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
640+ 0.72% |
$87K - $105K
|
89.7K
$14.1M
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
638+ 124.85% |
$86.7K - $105K
|
1.15K
$180K
|
|
Nov 15, 2022
Q3 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
635+ 8.78% |
$86.3K - $105K
|
7.87K
$1.23M
|