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 08, 2022
Q3 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
33+ 0.14% |
$4.49K - $5.43K
|
23.3K
$3.76M
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
32+ 0.28% |
$4.35K - $5.27K
|
11.4K
$1.85M
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32+ 0.72% |
$4.35K - $5.27K
|
4.5K
$727K
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
32+ 0.42% |
$4.35K - $5.27K
|
7.66K
$1.24M
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
32+ 0.48% |
$4.35K - $5.27K
|
6.69K
$1.08M
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
32+ 5.23% |
$4.35K - $5.27K
|
644
$104K
|
|
Oct 26, 2022
Q3 2022
|
Smart Money Group LLC
|
BUY
|
- |
31+ 0.8% |
$4.21K - $5.1K
|
3.92K
$633K
|
|
Nov 09, 2022
Q3 2022
|
Clarus Group, Inc.
|
BUY
|
- |
31+ 0.14% |
$4.21K - $5.1K
|
22.6K
$3.64M
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
30+ 1.77% |
$4.08K - $4.94K
|
1.72K
$278K
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
30+ 8.24% |
$4.08K - $4.94K
|
394
$63.6K
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
BUY
|
- |
30+ 0.3% |
$4.08K - $4.94K
|
9.94K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
30+ 1.59% |
$4.08K - $4.94K
|
1.92K
$310K
|
|
Nov 07, 2022
Q3 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
29+ 0.5% |
$3.94K - $4.77K
|
5.83K
$941K
|
|
Oct 03, 2022
Q3 2022
|
Somerset Trust CO
|
BUY
|
- |
28+ 0.19% |
$3.81K - $4.61K
|
15.1K
$2.44M
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
28+ 1.33% |
$3.81K - $4.61K
|
2.13K
$345K
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
28+ 1.0% |
$3.81K - $4.61K
|
2.84K
$459K
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
27+ 0.87% |
$3.67K - $4.45K
|
3.13K
$506K
|
|
Oct 14, 2022
Q3 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
27+ 0.86% |
$3.67K - $4.45K
|
3.16K
$511K
|
|
Oct 25, 2022
Q3 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
27+ 0.61% |
$3.67K - $4.45K
|
4.44K
$717K
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
27+ 0.38% |
$3.67K - $4.45K
|
7.08K
$1.14M
|
|
Oct 27, 2022
Q3 2022
|
Elite Wealth Management, Inc.
|
BUY
|
- |
26+ 0.68% |
$3.53K - $4.28K
|
3.87K
$625K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
26+ 0.53% |
$3.53K - $4.28K
|
4.93K
$796K
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
25+ 1.62% |
$3.4K - $4.12K
|
1.57K
$254K
|
|
Nov 08, 2022
Q3 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
25+ 0.17% |
$3.4K - $4.12K
|
14.5K
$2.34M
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
25+ 0.68% |
$3.4K - $4.12K
|
3.71K
$598K
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
25+ 0.66% |
$3.4K - $4.12K
|
3.82K
$616K
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
24+ 0.52% |
$3.26K - $3.95K
|
4.61K
$744K
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
24+ 1.48% |
$3.26K - $3.95K
|
1.65K
$266K
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
23+ 0.37% |
$3.13K - $3.79K
|
6.3K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
23+ 0.74% |
$3.13K - $3.79K
|
3.14K
$507K
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
23+ 0.83% |
$3.13K - $3.79K
|
2.79K
$451K
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
23+ 0.89% |
$3.13K - $3.79K
|
2.6K
$419K
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
22+ 0.11% |
$2.99K - $3.62K
|
20.2K
$3.26M
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
22+ 0.76% |
$2.99K - $3.62K
|
2.93K
$473K
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
22+ 0.43% |
$2.99K - $3.62K
|
5.13K
$829K
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
22+ 1.39% |
$2.99K - $3.62K
|
1.61K
$259K
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
22+ 81.48% |
$2.99K - $3.62K
|
49
$7.91K
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
21+ 0.33% |
$2.85K - $3.46K
|
6.42K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
21+ 0.22% |
$2.85K - $3.46K
|
9.37K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
21+ 1.14% |
$2.85K - $3.46K
|
1.86K
$300K
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
20+ 0.63% |
$2.72K - $3.29K
|
3.2K
$516K
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
20+ 0.21% |
$2.72K - $3.29K
|
9.38K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
20+ 0.52% |
$2.72K - $3.29K
|
3.87K
$625K
|
|
Dec 06, 2024
Q3 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.91% |
$2.72K - $3.29K
|
2.22K
$358K
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
19+ 0.41% |
$2.58K - $3.13K
|
4.6K
$742K
|
|
Nov 14, 2022
Q3 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
19+ 0.97% |
$2.58K - $3.13K
|
1.97K
$318K
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
19+ 0.13% |
$2.58K - $3.13K
|
14.5K
$2.34M
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
18+ 0.72% |
$2.45K - $2.96K
|
2.53K
$409K
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
18+ 0.75% |
$2.45K - $2.96K
|
2.41K
$389K
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
18+ 0.95% |
$2.45K - $2.96K
|
1.92K
$310K
|