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 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-473- 50.21% |
$64.3K - $77.9K
|
469
$72.4K
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-475- 1.62% |
$64.6K - $78.2K
|
28.8K
$4.45M
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-476- 2.04% |
$64.7K - $78.4K
|
22.9K
$3.53M
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-477- 2.85% |
$64.8K - $78.5K
|
16.3K
$2.51M
|
|
Nov 14, 2022
Q3 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-483- 3.37% |
$65.7K - $79.5K
|
13.9K
$2.14M
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-485- 6.0% |
$65.9K - $79.8K
|
7.6K
$1.17M
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-486- 7.08% |
$66.1K - $80K
|
6.38K
$984K
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-496- 1.3% |
$67.4K - $81.7K
|
37.8K
$5.83M
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
SELL
|
- |
-496- 14.0% |
$67.4K - $81.7K
|
3.05K
$470K
|
|
Nov 01, 2022
Q3 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-500- 18.74% |
$68K - $82.3K
|
2.17K
$335K
|
|
Nov 09, 2022
Q3 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-500- 6.06% |
$68K - $82.3K
|
7.75K
$1.2M
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-500- 3.73% |
$68K - $82.3K
|
12.9K
$1.99M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-502- 3.51% |
$68.2K - $82.6K
|
13.8K
$2.13M
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-504- 2.89% |
$68.5K - $83K
|
17K
$2.62M
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
SELL
|
- |
-506- 0.85% |
$68.8K - $83.3K
|
59.2K
$9.13M
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-508- 4.92% |
$69.1K - $83.6K
|
9.82K
$1.51M
|
|
Dec 02, 2022
Q3 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-510- 0.86% |
$69.3K - $84K
|
58.8K
$9.08M
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-511- 51.83% |
$69.5K - $84.1K
|
475
$73.3K
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-525- 14.48% |
$71.4K - $86.4K
|
3.1K
$479K
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-528- 1.69% |
$71.8K - $86.9K
|
30.8K
$4.75M
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-533- 3.5% |
$72.5K - $87.7K
|
14.7K
$2.27M
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-536- 13.72% |
$72.9K - $88.2K
|
3.37K
$520K
|
|
Nov 07, 2022
Q3 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-536- 1.72% |
$72.9K - $88.2K
|
30.6K
$4.73M
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-538- 3.52% |
$73.1K - $88.6K
|
14.7K
$2.28M
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-541- 1.32% |
$73.5K - $89.1K
|
40.4K
$6.23M
|
|
Oct 28, 2022
Q3 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-544- 7.83% |
$74K - $89.6K
|
6.4K
$988K
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-551- 6.94% |
$74.9K - $90.7K
|
7.39K
$1.14M
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-551- 5.55% |
$74.9K - $90.7K
|
9.38K
$1.45M
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-560- 0.69% |
$76.1K - $92.2K
|
80.9K
$12.5M
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-565- 1.69% |
$76.8K - $93K
|
32.9K
$5.08M
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-572- 9.55% |
$77.8K - $94.2K
|
5.42K
$836K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-576- 8.98% |
$78.3K - $94.8K
|
5.84K
$901K
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
SELL
|
- |
-577- 12.83% |
$78.4K - $95K
|
3.92K
$605K
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
SELL
|
- |
-577- 12.83% |
$78.4K - $95K
|
3.92K
$605K
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-581- 3.56% |
$79K - $95.7K
|
15.7K
$2.43M
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-589- 2.21% |
$80.1K - $97K
|
26.1K
$4.02M
|
|
Oct 18, 2022
Q3 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-592- 6.69% |
$80.5K - $97.5K
|
8.25K
$1.27M
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-592- 6.07% |
$80.5K - $97.5K
|
9.15K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-593- 1.69% |
$80.6K - $97.6K
|
34.6K
$5.33M
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-595- 6.54% |
$80.9K - $98K
|
8.5K
$1.31M
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-600- 3.06% |
$81.6K - $98.8K
|
19K
$2.93M
|
|
Nov 08, 2022
Q3 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-602- 11.02% |
$81.8K - $99.1K
|
4.86K
$751K
|
|
Nov 15, 2022
Q3 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-604- 2.59% |
$82.1K - $99.4K
|
22.7K
$3.51M
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-606- 0.82% |
$82.4K - $99.8K
|
73K
$11.3M
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-610- 1.45% |
$82.9K - $100K
|
41.5K
$6.4M
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-615- 0.66% |
$83.6K - $101K
|
92.4K
$14.3M
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-618- 11.64% |
$84K - $102K
|
4.69K
$724K
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-619- 1.48% |
$84.1K - $102K
|
41.1K
$6.34M
|
|
Nov 09, 2022
Q3 2022
|
Pettee Investors, Inc.
|
SELL
|
- |
-619- 3.39% |
$84.1K - $102K
|
17.6K
$2.72M
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-619- 0.44% |
$84.1K - $102K
|
139K
$21.4M
|