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 10, 2022
Q3 2022
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.08% |
$136 - $165
|
1.27K
$198K
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1+ 0.06% |
$136 - $165
|
1.58K
$246K
|
|
|
Nov 14, 2022
Q3 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$136 - $165
|
5.47K
$855K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.11% |
$136 - $165
|
953
$149K
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.0% |
$136 - $165
|
51
$7.97K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 0.19% |
$136 - $165
|
537
$83.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1- 0.06% |
$136 - $165
|
1.75K
$274K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.8% |
$136 - $165
|
124
$19.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-1- 3.45% |
$136 - $165
|
28
$4.38K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1- 0.01% |
$136 - $165
|
9.55K
$1.49M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1- 0.05% |
$136 - $165
|
2.21K
$346K
|
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1- 0.05% |
$136 - $165
|
2.21K
$345K
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-2- 0.01% |
$272 - $329
|
15.5K
$2.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-2- 0.11% |
$272 - $329
|
1.89K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2- 0.08% |
$272 - $329
|
2.65K
$415K
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3- 0.03% |
$408 - $494
|
9.81K
$1.53M
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-3- 0.14% |
$408 - $494
|
2.22K
$347K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3- 0.06% |
$408 - $494
|
4.89K
$764K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3- 0.01% |
$408 - $494
|
30.9K
$4.83M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4- 0.27% |
$544 - $659
|
1.45K
$227K
|
|
|
Nov 08, 2022
Q3 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-4- 0.03% |
$544 - $659
|
14.8K
$2.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4- 0.09% |
$544 - $659
|
4.54K
$710K
|
|
|
Oct 12, 2022
Q3 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-5- 0.27% |
$680 - $823
|
1.81K
$284K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5- 0.1% |
$680 - $823
|
5K
$782K
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-5- 0.13% |
$680 - $823
|
3.78K
$591K
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.11% |
$680 - $823
|
4.58K
$716K
|
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-5- 0.16% |
$680 - $823
|
3.18K
$497K
|
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-5- 0.03% |
$680 - $823
|
15.3K
$2.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-6- 0.19% |
$816 - $988
|
3.16K
$494K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-6- 0.19% |
$816 - $988
|
3.08K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6- 0.24% |
$816 - $988
|
2.5K
$390K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-8- 0.05% |
$1.09K - $1.32K
|
17.4K
$2.73M
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
SELL
|
- |
-8- 0.33% |
$1.09K - $1.32K
|
2.38K
$373K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-8- 0.17% |
$1.09K - $1.32K
|
4.71K
$737K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-8- 1.14% |
$1.09K - $1.32K
|
695
$109K
|
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-8- 0.43% |
$1.09K - $1.32K
|
1.86K
$290K
|
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-9- 0.23% |
$1.22K - $1.48K
|
3.93K
$614K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-9- 3.9% |
$1.22K - $1.48K
|
222
$34.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Baugh & Associates, LLC
|
SELL
|
- |
-10- 0.03% |
$1.36K - $1.65K
|
30.3K
$4.73M
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 8.0% |
$1.36K - $1.65K
|
115
$18K
|
|
|
Oct 20, 2022
Q3 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-10- 0.06% |
$1.36K - $1.65K
|
16.1K
$2.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-10- 0.37% |
$1.36K - $1.65K
|
2.7K
$422K
|
|
|
Nov 15, 2022
Q3 2022
|
Bradley Mark J.
|
SELL
|
- |
-10- 0.04% |
$1.36K - $1.65K
|
25.8K
$4.03M
|
|
|
Nov 15, 2022
Q3 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-10- 0.07% |
$1.36K - $1.65K
|
13.6K
$2.12M
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-10- 0.41% |
$1.36K - $1.65K
|
2.45K
$384K
|
|
|
Oct 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-11- 0.17% |
$1.5K - $1.81K
|
6.51K
$1.02M
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-11- 0.31% |
$1.5K - $1.81K
|
3.56K
$556K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.09% |
$1.5K - $1.81K
|
12.2K
$1.91M
|
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-11- 0.64% |
$1.5K - $1.81K
|
1.7K
$266K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-11- 0.15% |
$1.5K - $1.81K
|
7.09K
$1.11M
|