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 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
372+ 5.32% |
$50.6K - $61.2K
|
7.37K
$1.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
370+ 2.73% |
$50.3K - $60.9K
|
13.9K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
370+ 4.06% |
$50.3K - $60.9K
|
9.48K
$1.53M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
367+ 0.59% |
$49.9K - $60.4K
|
62.3K
$10.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
367+ 8.07% |
$49.9K - $60.4K
|
4.91K
$793K
|
|
|
Nov 09, 2022
Q3 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
365+ 0.43% |
$49.6K - $60.1K
|
85K
$13.7M
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
362+ 4.85% |
$49.2K - $59.6K
|
7.83K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
362+ 13.89% |
$49.2K - $59.6K
|
2.97K
$479K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
359+ 2.19% |
$48.8K - $59.1K
|
16.8K
$2.71M
|
|
|
Apr 01, 2024
Q3 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
359+ 0.48% |
$48.8K - $59.1K
|
75.4K
$12.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
358+ 12.99% |
$48.7K - $58.9K
|
3.11K
$503K
|
|
|
Nov 08, 2022
Q3 2022
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
358+ 2.6% |
$48.7K - $58.9K
|
14.1K
$2.28M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
357+ 64.09% |
$48.5K - $58.8K
|
914
$148K
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
357+ 3.79% |
$48.5K - $58.8K
|
9.79K
$1.58M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
357+ 3.08% |
$48.5K - $58.8K
|
12K
$1.93M
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
357+ 43.06% |
$48.5K - $58.8K
|
1.19K
$192K
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
356+ 0.14% |
$48.4K - $58.6K
|
248K
$40M
|
|
|
Oct 27, 2022
Q3 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
351+ 2.23% |
$47.7K - $57.8K
|
16.1K
$2.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
350+ 9.79% |
$47.6K - $57.6K
|
3.93K
$634K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
349+ 6.88% |
$47.4K - $57.5K
|
5.42K
$875K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
347+ 0.3% |
$47.2K - $57.1K
|
116K
$18.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
BUY
|
- |
346+ 1.31% |
$47K - $57K
|
26.7K
$4.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
345+ 2.38% |
$46.9K - $56.8K
|
14.9K
$2.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
344+ 21.03% |
$46.8K - $56.6K
|
1.98K
$320K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
343+ 10.42% |
$46.6K - $56.5K
|
3.64K
$587K
|
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
343+ 2.73% |
$46.6K - $56.5K
|
12.9K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
343+ 9.61% |
$46.6K - $56.5K
|
3.91K
$632K
|
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
343+ 1.01% |
$46.6K - $56.5K
|
34.3K
$5.55M
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
342+ 0.85% |
$46.5K - $56.3K
|
40.6K
$6.55M
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
341+ 3.32% |
$46.4K - $56.1K
|
10.6K
$1.71M
|
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
341+ 11.3% |
$46.4K - $56.1K
|
3.36K
$542K
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
337+ 3.36% |
$45.8K - $55.5K
|
10.4K
$1.68M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
337+ 15.29% |
$45.8K - $55.5K
|
2.54K
$410K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
335+ 20.79% |
$45.5K - $55.2K
|
1.95K
$314K
|
|
|
Nov 10, 2022
Q3 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
335+ 2.15% |
$45.5K - $55.2K
|
15.9K
$2.57M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
332+ 6.91% |
$45.1K - $54.7K
|
5.14K
$829K
|
|
|
Nov 02, 2022
Q3 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
328+ 1.96% |
$44.6K - $54K
|
17K
$2.75M
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
328+ 1.01% |
$44.6K - $54K
|
33K
$5.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
326+ 1.61% |
$44.3K - $53.7K
|
20.5K
$3.31M
|
|
|
Oct 20, 2022
Q3 2022
|
Garland Capital Management Inc
|
BUY
|
- |
325+ 0.95% |
$44.2K - $53.5K
|
34.6K
$5.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
325+ 2.48% |
$44.2K - $53.5K
|
13.4K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
325+ 1.88% |
$44.2K - $53.5K
|
17.6K
$2.85M
|
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
324+ 14.59% |
$44K - $53.3K
|
2.55K
$411K
|
|
|
Nov 08, 2022
Q3 2022
|
Schulhoff & CO Inc
|
BUY
|
- |
324+ 0.87% |
$44K - $53.3K
|
37.7K
$6.09M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
323+ 0.58% |
$43.9K - $53.2K
|
55.8K
$9M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
323+ 7.21% |
$43.9K - $53.2K
|
4.81K
$776K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
323+ 9.38% |
$43.9K - $53.2K
|
3.77K
$608K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
322+ 0.38% |
$43.8K - $53K
|
85.1K
$13.7M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
319+ 2.06% |
$43.4K - $52.5K
|
15.8K
$2.56M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
318+ 2.17% |
$43.2K - $52.4K
|
15K
$2.42M
|