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 07, 2022
Q3 2022
|
Seneca House Advisors
|
BUY
|
- |
54+ 1.05% |
$7.34K - $8.89K
|
5.21K
$841K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
54+ 1.82% |
$7.34K - $8.89K
|
3.02K
$488K
|
|
|
Oct 24, 2022
Q3 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
54+ 1.15% |
$7.34K - $8.89K
|
4.75K
$766K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
54+ 2.6% |
$7.34K - $8.89K
|
2.13K
$345K
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
53+ 2.42% |
$7.2K - $8.73K
|
2.25K
$363K
|
|
|
Oct 11, 2022
Q3 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
52+ 0.53% |
$7.07K - $8.56K
|
9.95K
$1.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
51+ 2.64% |
$6.93K - $8.4K
|
1.99K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
51+ 1.19% |
$6.93K - $8.4K
|
4.33K
$699K
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
51+ 0.98% |
$6.93K - $8.4K
|
5.28K
$852K
|
|
|
Oct 21, 2022
Q3 2022
|
Benin Management Corp
|
BUY
|
- |
50+ 0.32% |
$6.8K - $8.23K
|
15.8K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
50+ 0.42% |
$6.8K - $8.23K
|
11.8K
$1.91M
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
48+ 0.42% |
$6.53K - $7.9K
|
11.4K
$1.85M
|
|
|
Nov 03, 2022
Q3 2022
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
48+ 0.31% |
$6.53K - $7.9K
|
15.6K
$2.52M
|
|
|
Nov 15, 2022
Q3 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
47+ 0.84% |
$6.39K - $7.74K
|
5.67K
$916K
|
|
|
Oct 13, 2022
Q3 2022
|
Nvest Financial, LLC
|
BUY
|
- |
46+ 0.31% |
$6.25K - $7.57K
|
14.8K
$2.39M
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
45+ 2.52% |
$6.12K - $7.41K
|
1.83K
$296K
|
|
|
Oct 21, 2022
Q3 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
45+ 0.34% |
$6.12K - $7.41K
|
13.2K
$2.13M
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
45+ 0.43% |
$6.12K - $7.41K
|
10.4K
$1.69M
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
45+ 2.67% |
$6.12K - $7.41K
|
1.73K
$279K
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
44+ 1.15% |
$5.98K - $7.24K
|
3.89K
$627K
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
44+ 0.24% |
$5.98K - $7.24K
|
18.1K
$2.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
44+ 0.12% |
$5.98K - $7.24K
|
36.5K
$5.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
43+ 0.65% |
$5.85K - $7.08K
|
6.66K
$1.08M
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
42+ 0.07% |
$5.71K - $6.91K
|
63.5K
$10.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
42+ 0.9% |
$5.71K - $6.91K
|
4.72K
$762K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
42+ 1.63% |
$5.71K - $6.91K
|
2.62K
$423K
|
|
|
Nov 14, 2022
Q3 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
42+ 1.18% |
$5.71K - $6.91K
|
3.6K
$582K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
41+ 0.64% |
$5.57K - $6.75K
|
6.44K
$1.04M
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
40+ 0.23% |
$5.44K - $6.59K
|
17.6K
$2.84M
|
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
40+ 0.28% |
$5.44K - $6.59K
|
14.2K
$2.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
40+ 0.02% |
$5.44K - $6.59K
|
165K
$26.6M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
40+ 25.48% |
$5.44K - $6.59K
|
197
$31.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
39+ 0.02% |
$5.3K - $6.42K
|
169K
$27.2M
|
|
|
Oct 07, 2022
Q3 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
38+ 0.89% |
$5.17K - $6.26K
|
4.3K
$694K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
38+ 0.44% |
$5.17K - $6.26K
|
8.71K
$1.41M
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
38+ 0.24% |
$5.17K - $6.26K
|
15.8K
$2.56M
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
37+ 2.2% |
$5.03K - $6.09K
|
1.72K
$277K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
37+ 0.04% |
$5.03K - $6.09K
|
102K
$16.4M
|
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
BUY
|
- |
36+ 0.29% |
$4.89K - $5.93K
|
12.5K
$2.02M
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
36+ 0.94% |
$4.89K - $5.93K
|
3.87K
$626K
|
|
|
Oct 24, 2022
Q3 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
36+ 0.4% |
$4.89K - $5.93K
|
8.98K
$1.45M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
36+ 1.2% |
$4.89K - $5.93K
|
3.04K
$490K
|
|
|
Oct 28, 2022
Q3 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
36+ 0.23% |
$4.89K - $5.93K
|
15.4K
$2.49M
|
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
36+ 2.16% |
$4.89K - $5.93K
|
1.7K
$275K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
35+ 0.4% |
$4.76K - $5.76K
|
8.87K
$1.43M
|
|
|
Oct 12, 2022
Q3 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
34+ 1.34% |
$4.62K - $5.6K
|
2.56K
$414K
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
34+ 1.36% |
$4.62K - $5.6K
|
2.54K
$411K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
33+ 0.71% |
$4.49K - $5.43K
|
4.7K
$758K
|
|
|
Oct 13, 2022
Q3 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
33+ 0.19% |
$4.49K - $5.43K
|
17.4K
$2.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
33+ 0.45% |
$4.49K - $5.43K
|
7.44K
$1.2M
|