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 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
316+ 0.39% |
$43K - $52K
|
81.4K
$12.8M
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
314+ 2.22% |
$42.7K - $51.7K
|
14.4K
$2.27M
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
313+ 96.01% |
$42.5K - $51.5K
|
639
$100K
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
311+ 8.45% |
$42.3K - $51.2K
|
3.99K
$627K
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
310+ 30.04% |
$42.1K - $51K
|
1.34K
$211K
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
310+ 7.93% |
$42.1K - $51K
|
4.22K
$662K
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
309+ 1.63% |
$42K - $50.9K
|
19.2K
$3.02M
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
308+ 18.05% |
$41.9K - $50.7K
|
2.01K
$316K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
307+ 1.79% |
$41.7K - $50.5K
|
17.5K
$2.74M
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
303+ 1.58% |
$41.2K - $49.9K
|
19.5K
$3.05M
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
301+ 21.72% |
$40.9K - $49.6K
|
1.69K
$265K
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
300+ 1.01% |
$40.8K - $49.4K
|
30.1K
$4.72M
|
|
Nov 29, 2022
Q3 2022
|
Salem Capital Management Inc
|
BUY
|
- |
300+ 1.09% |
$40.8K - $49.4K
|
27.9K
$4.38M
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
297+ 14.15% |
$40.4K - $48.9K
|
2.4K
$376K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
297+ 1.69% |
$40.4K - $48.9K
|
17.9K
$2.81M
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
295+ 0.57% |
$40.1K - $48.6K
|
51.9K
$8.14M
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
294New |
$40K - $48.4K
|
294
$46.1K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
293+ 5.76% |
$39.8K - $48.2K
|
5.38K
$844K
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
293+ 0.63% |
$39.8K - $48.2K
|
46.9K
$7.37M
|
|
Oct 27, 2022
Q3 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
292+ 0.31% |
$39.7K - $48.1K
|
94.6K
$14.8M
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
292+ 3.76% |
$39.7K - $48.1K
|
8.05K
$1.26M
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
291+ 0.39% |
$39.6K - $47.9K
|
74.9K
$11.8M
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
286+ 1.24% |
$38.9K - $47.1K
|
23.4K
$3.67M
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
285+ 0.36% |
$38.7K - $46.9K
|
80.1K
$12.6M
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
284+ 8.04% |
$38.6K - $46.8K
|
3.82K
$599K
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
283+ 15.04% |
$38.5K - $46.6K
|
2.17K
$340K
|
|
Oct 11, 2022
Q3 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
282+ 0.8% |
$38.3K - $46.4K
|
35.5K
$5.57M
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
280+ 1.31% |
$38.1K - $46.1K
|
21.6K
$3.4M
|
|
Oct 27, 2022
Q3 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
277+ 1.52% |
$37.7K - $45.6K
|
18.5K
$2.91M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
277+ 5.71% |
$37.7K - $45.6K
|
5.13K
$805K
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
275+ 10.71% |
$37.4K - $45.3K
|
2.84K
$446K
|
|
Oct 19, 2022
Q3 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
275+ 1.94% |
$37.4K - $45.3K
|
14.4K
$2.27M
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
274+ 0.42% |
$37.2K - $45.1K
|
65.2K
$10.2M
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
274+ 0.42% |
$37.2K - $45.1K
|
65.2K
$10.2M
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
273+ 18.63% |
$37.1K - $44.9K
|
1.74K
$273K
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
272+ 10.94% |
$37K - $44.8K
|
2.76K
$433K
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
272+ 5.52% |
$37K - $44.8K
|
5.2K
$817K
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
BUY
|
- |
270+ 5.59% |
$36.7K - $44.5K
|
5.1K
$800K
|
|
Nov 10, 2022
Q3 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
270+ 0.81% |
$36.7K - $44.5K
|
33.5K
$5.26M
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
269+ 5.78% |
$36.6K - $44.3K
|
4.93K
$773K
|
|
Oct 24, 2022
Q3 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
268+ 2.27% |
$36.4K - $44.1K
|
12.1K
$1.9M
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
267+ 1.33% |
$36.3K - $44K
|
20.3K
$3.18M
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
264+ 1.98% |
$35.9K - $43.5K
|
13.6K
$2.13M
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
264+ 1.47% |
$35.9K - $43.5K
|
18.3K
$2.87M
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
262+ 11.62% |
$35.6K - $43.1K
|
2.52K
$395K
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
261+ 8.55% |
$35.5K - $43K
|
3.31K
$520K
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
261+ 9.14% |
$35.5K - $43K
|
3.12K
$489K
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
260+ 17.38% |
$35.3K - $42.8K
|
1.76K
$276K
|
|
Nov 01, 2022
Q3 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
259+ 6.86% |
$35.2K - $42.6K
|
4.03K
$633K
|
|
Oct 13, 2022
Q3 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
257+ 0.17% |
$34.9K - $42.3K
|
150K
$23.6M
|