Purchases and Sales Made in Q2 2022 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.12% |
$285 - $362
|
1.72K
$269K
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2+ 0.04% |
$285 - $362
|
4.6K
$721K
|
|
|
Aug 11, 2022
Q2 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2+ 0.0% |
$285 - $362
|
77.4K
$12.1M
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.04% |
$285 - $362
|
5.55K
$871K
|
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
2+ 0.66% |
$285 - $362
|
304
$47.7K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 0.54% |
$285 - $362
|
369
$57.9K
|
|
|
Jul 07, 2022
Q2 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
1+ 0.06% |
$142 - $181
|
1.67K
$261K
|
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$142 - $181
|
3.13K
$490K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$142 - $181
|
16.3K
$2.56M
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$142 - $181
|
936
$147K
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.04% |
$142 - $181
|
2.63K
$413K
|
|
|
Jul 21, 2022
Q2 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
1+ 0.02% |
$142 - $181
|
5.14K
$807K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$142 - $181
|
5K
$784K
|
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.01% |
$142 - $181
|
16.7K
$2.62M
|
|
|
Jul 28, 2022
Q2 2022
|
Edmp, Inc.
|
BUY
|
- |
1+ 0.01% |
$142 - $181
|
16.3K
$2.56M
|
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.04% |
$142 - $181
|
2.6K
$407K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.39% |
$142 - $181
|
255
$40K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1+ 0.06% |
$142 - $181
|
1.57K
$247K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.35% |
$142 - $181
|
75
$11.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.11% |
$142 - $181
|
952
$149K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.05% |
$142 - $181
|
2.19K
$344K
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
SELL
|
- |
-1- 0.01% |
$142 - $181
|
18.6K
$2.93M
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-1- 0.03% |
$142 - $181
|
3.21K
$503K
|
|
|
Jul 19, 2022
Q2 2022
|
Fruth Investment Management
|
SELL
|
- |
-1- -0.0% |
$142 - $181
|
47K
$7.37M
|
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
SELL
|
- |
-1- 0.05% |
$142 - $181
|
2.07K
$325K
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1- 50.0% |
$142 - $181
|
1
$157
|
|
|
Jul 11, 2022
Q2 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-2- 0.02% |
$285 - $362
|
10.9K
$1.71M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2- 0.14% |
$285 - $362
|
1.48K
$232K
|
|
|
Jun 07, 2022
Q2 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-2Closed |
$285 - $362
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3- 0.22% |
$427 - $543
|
1.36K
$213K
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-3- 0.1% |
$427 - $543
|
2.93K
$459K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 0.11% |
$570 - $725
|
3.76K
$589K
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4- 0.19% |
$570 - $725
|
2.12K
$332K
|
|
|
Jul 06, 2022
Q2 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-5- 0.23% |
$712 - $906
|
2.15K
$338K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.02% |
$712 - $906
|
29.5K
$4.63M
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-5- 0.19% |
$712 - $906
|
2.63K
$413K
|
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-5- 0.03% |
$712 - $906
|
15.3K
$2.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-6- 2.33% |
$855 - $1.09K
|
252
$39.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-6- 0.09% |
$855 - $1.09K
|
6.66K
$1.04M
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-6- 17.14% |
$855 - $1.09K
|
29
$4.55K
|
|
|
Feb 13, 2025
Q2 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-6- 0.25% |
$855 - $1.09K
|
2.42K
$379K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-7- 0.28% |
$997 - $1.27K
|
2.45K
$385K
|
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-7- 0.28% |
$997 - $1.27K
|
2.49K
$390K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-7- 0.02% |
$997 - $1.27K
|
32.3K
$5.07M
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-7- 0.02% |
$997 - $1.27K
|
31.5K
$4.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-7- 21.21% |
$997 - $1.27K
|
26
$4.08K
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-8- 0.05% |
$1.14K - $1.45K
|
15.5K
$2.43M
|
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-8- 0.17% |
$1.14K - $1.45K
|
4.58K
$719K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-9- 1.08% |
$1.28K - $1.63K
|
821
$129K
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-9- 0.15% |
$1.28K - $1.63K
|
5.81K
$911K
|