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 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7+ 0.38% |
$952 - $1.15K
|
1.84K
$297K
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
6+ 0.01% |
$816 - $988
|
41K
$6.63M
|
|
|
Oct 25, 2022
Q3 2022
|
Sam Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$816 - $988
|
5.88K
$949K
|
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
6+ 0.02% |
$816 - $988
|
34.4K
$5.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6+ 7.41% |
$816 - $988
|
87
$14K
|
|
|
Oct 11, 2022
Q3 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
5+ 0.06% |
$680 - $823
|
8.61K
$1.39M
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
5+ 0.01% |
$680 - $823
|
37.6K
$6.07M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.64% |
$680 - $823
|
786
$127K
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5+ 0.23% |
$680 - $823
|
2.15K
$347K
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5+ 0.08% |
$680 - $823
|
6.08K
$982K
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
BUY
|
- |
5+ 1.58% |
$680 - $823
|
321
$51.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5+ 0.11% |
$680 - $823
|
4.77K
$770K
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
5+ 0.02% |
$680 - $823
|
22.7K
$3.67M
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
5+ 0.07% |
$680 - $823
|
7.53K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
BUY
|
- |
5+ 0.13% |
$680 - $823
|
3.81K
$616K
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
5+ 0.23% |
$680 - $823
|
2.14K
$345K
|
|
|
Dec 12, 2024
Q3 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
5+ 0.08% |
$680 - $823
|
6K
$968K
|
|
|
Oct 20, 2022
Q3 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4+ 0.14% |
$544 - $659
|
2.9K
$469K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
4+ 0.02% |
$544 - $659
|
18.3K
$2.96M
|
|
|
Nov 01, 2022
Q3 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4+ 0.23% |
$544 - $659
|
1.77K
$286K
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
4+ 0.19% |
$544 - $659
|
2.15K
$347K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
4+ 0.17% |
$544 - $659
|
2.33K
$376K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
4+ 0.04% |
$544 - $659
|
8.94K
$1.44M
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4+ 0.01% |
$544 - $659
|
43.4K
$7M
|
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
BUY
|
- |
3+ 0.07% |
$408 - $494
|
4.26K
$688K
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
BUY
|
- |
3+ 0.04% |
$408 - $494
|
8.22K
$1.33M
|
|
|
Oct 25, 2022
Q3 2022
|
Montis Financial, LLC
|
BUY
|
- |
3+ 0.18% |
$408 - $494
|
1.67K
$269K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3+ 0.09% |
$408 - $494
|
3.48K
$562K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.18% |
$408 - $494
|
1.67K
$269K
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
3+ 0.16% |
$408 - $494
|
1.85K
$298K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.28% |
$408 - $494
|
1.09K
$176K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 0.26% |
$272 - $329
|
786
$127K
|
|
|
Oct 13, 2022
Q3 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$272 - $329
|
4.23K
$684K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.07% |
$272 - $329
|
2.8K
$452K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.02% |
$272 - $329
|
10.1K
$1.64M
|
|
|
Oct 20, 2022
Q3 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
2+ 0.08% |
$272 - $329
|
2.63K
$425K
|
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
2+ 0.05% |
$272 - $329
|
4.18K
$676K
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2+ 0.05% |
$272 - $329
|
3.83K
$619K
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.02% |
$272 - $329
|
8.83K
$1.42M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.07% |
$272 - $329
|
2.83K
$457K
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.12% |
$272 - $329
|
1.72K
$277K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.04% |
$272 - $329
|
5.55K
$897K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.09% |
$272 - $329
|
2.2K
$355K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.11% |
$272 - $329
|
1.88K
$303K
|
|
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
BUY
|
- |
1+ 0.02% |
$136 - $165
|
4.89K
$790K
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$136 - $165
|
3.09K
$498K
|
|
|
Oct 21, 2022
Q3 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$136 - $165
|
5.18K
$837K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.05% |
$136 - $165
|
2K
$323K
|
|
|
Nov 03, 2022
Q3 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.02% |
$136 - $165
|
5.76K
$931K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.1% |
$136 - $165
|
969
$156K
|