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 19, 2022
Q3 2022
|
Joule Financial, LLC
|
BUY
|
- |
133+ 9.24% |
$18.1K - $21.9K
|
1.57K
$247K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
133+ 0.59% |
$18.1K - $21.9K
|
22.9K
$3.58M
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
133+ 2.55% |
$18.1K - $21.9K
|
5.35K
$839K
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
133+ 1.14% |
$18.1K - $21.9K
|
11.7K
$1.84M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
132+ 0.66% |
$17.9K - $21.7K
|
20K
$3.14M
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
131+ 2.96% |
$17.8K - $21.6K
|
4.56K
$714K
|
|
|
Oct 14, 2022
Q3 2022
|
Baker Boyer National Bank
|
BUY
|
- |
130+ 2.59% |
$17.7K - $21.4K
|
5.15K
$807K
|
|
|
Nov 04, 2022
Q3 2022
|
Carderock Capital Management Inc
|
BUY
|
- |
130+ 2.72% |
$17.7K - $21.4K
|
4.91K
$769K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
129+ 0.98% |
$17.5K - $21.2K
|
13.3K
$2.09M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
127+ 8.62% |
$17.3K - $20.9K
|
1.6K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
126+ 4.03% |
$17.1K - $20.7K
|
3.25K
$510K
|
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
125New |
$17K - $20.6K
|
125
$19.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
124+ 0.9% |
$16.9K - $20.4K
|
13.9K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
124+ 3.3% |
$16.9K - $20.4K
|
3.88K
$608K
|
|
|
Oct 14, 2022
Q3 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
123+ 4.88% |
$16.7K - $20.2K
|
2.64K
$414K
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
123+ 0.5% |
$16.7K - $20.2K
|
24.8K
$3.89M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
122+ 3.07% |
$16.6K - $20.1K
|
4.09K
$642K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
121+ 7.73% |
$16.4K - $19.9K
|
1.69K
$264K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
121+ 4.6% |
$16.4K - $19.9K
|
2.75K
$431K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
121+ 2.76% |
$16.4K - $19.9K
|
4.5K
$706K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
121+ 0.19% |
$16.4K - $19.9K
|
62.5K
$9.79M
|
|
|
Oct 11, 2022
Q3 2022
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
120+ 0.35% |
$16.3K - $19.8K
|
34.4K
$5.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
120+ 2.2% |
$16.3K - $19.8K
|
5.58K
$874K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
116+ 4.32% |
$15.8K - $19.1K
|
2.8K
$439K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
115+ 1.3% |
$15.6K - $18.9K
|
8.96K
$1.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
114+ 1.67% |
$15.5K - $18.8K
|
6.93K
$1.09M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
114+ 7.02% |
$15.5K - $18.8K
|
1.74K
$272K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
114+ 1.27% |
$15.5K - $18.8K
|
9.06K
$1.42M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
114+ 0.56% |
$15.5K - $18.8K
|
20.4K
$3.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
114+ 3.75% |
$15.5K - $18.8K
|
3.15K
$494K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
113+ 1.1% |
$15.4K - $18.6K
|
10.4K
$1.63M
|
|
|
Nov 01, 2022
Q3 2022
|
Keene & Associates, Inc.
|
BUY
|
- |
112+ 0.44% |
$15.2K - $18.4K
|
25.8K
$4.04M
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
111+ 1.65% |
$15.1K - $18.3K
|
6.84K
$1.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
111+ 1.28% |
$15.1K - $18.3K
|
8.77K
$1.37M
|
|
|
Oct 17, 2022
Q3 2022
|
Oak Thistle LLC
|
BUY
|
- |
110+ 7.53% |
$15K - $18.1K
|
1.57K
$246K
|
|
|
Oct 27, 2022
Q3 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
110+ 2.49% |
$15K - $18.1K
|
4.53K
$710K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
110+ 0.9% |
$15K - $18.1K
|
12.3K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
110+ 4.24% |
$15K - $18.1K
|
2.71K
$424K
|
|
|
Oct 13, 2022
Q3 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
109+ 4.89% |
$14.8K - $17.9K
|
2.34K
$367K
|
|
|
Oct 20, 2022
Q3 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
109+ 0.25% |
$14.8K - $17.9K
|
43.5K
$6.81M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
109+ 1.0% |
$14.8K - $17.9K
|
11K
$1.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
109+ 6.68% |
$14.8K - $17.9K
|
1.74K
$273K
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
109+ 7.13% |
$14.8K - $17.9K
|
1.64K
$257K
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
107+ 0.51% |
$14.5K - $17.6K
|
21.2K
$3.33M
|
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
BUY
|
- |
106+ 1.93% |
$14.4K - $17.5K
|
5.59K
$876K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
106+ 3.83% |
$14.4K - $17.5K
|
2.88K
$451K
|
|
|
Oct 11, 2022
Q3 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
105+ 0.77% |
$14.3K - $17.3K
|
13.7K
$2.14M
|
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
BUY
|
- |
105+ 6.9% |
$14.3K - $17.3K
|
1.63K
$255K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
105+ 0.84% |
$14.3K - $17.3K
|
12.7K
$1.99M
|
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
104+ 4.16% |
$14.1K - $17.1K
|
2.61K
$408K
|