Purchases and Sales Made in Q4 2021 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.95KNew |
$620K - $706K
|
5.95K
$925K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.95K+ 1.06% |
$620K - $706K
|
568K
$88.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
5.93K+ 2.04% |
$618K - $704K
|
297K
$46.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.92KNew |
$618K - $703K
|
5.92K
$921K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
5.91K+ 5.96% |
$617K - $702K
|
105K
$16.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Deuterium Capital Management, LLC
|
BUY
|
- |
5.91KNew |
$617K - $702K
|
5.91K
$920K
|
|
|
Mar 10, 2022
Q4 2021
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
5.9KNew |
$615K - $700K
|
5.9K
$918K
|
|
|
Jan 10, 2022
Q4 2021
|
Xr Securities LLC
|
BUY
|
- |
5.88K+ 242.02% |
$614K - $699K
|
8.31K
$1.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
5.87K+ 88.96% |
$612K - $697K
|
12.5K
$1.94M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
5.85K+ 57.8% |
$610K - $694K
|
16K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.81K+ 14.58% |
$606K - $690K
|
45.7K
$7.11M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.78K+ 6.11% |
$603K - $687K
|
100K
$15.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
5.77KNew |
$602K - $685K
|
5.77K
$898K
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5.75KNew |
$600K - $683K
|
5.75K
$895K
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.69K+ 72.03% |
$593K - $675K
|
13.6K
$2.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
5.66KNew |
$591K - $673K
|
5.66K
$882K
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
5.64K+ 8.47% |
$589K - $670K
|
72.3K
$11.3M
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
5.61K+ 12.26% |
$585K - $667K
|
51.4K
$8M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
5.58K+ 0.86% |
$583K - $663K
|
657K
$102M
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
5.57K+ 9.58% |
$581K - $662K
|
63.7K
$9.92M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.57KNew |
$581K - $661K
|
5.57K
$867K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.55K+ 51.68% |
$579K - $659K
|
16.3K
$2.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.52K+ 21.94% |
$576K - $656K
|
30.7K
$4.78M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
5.5K+ 40.17% |
$574K - $653K
|
19.2K
$2.99M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.48K+ 9.48% |
$572K - $651K
|
63.3K
$9.85M
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5.48KNew |
$571K - $650K
|
5.48K
$852K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
5.47K+ 5.28% |
$570K - $649K
|
109K
$17M
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.42K+ 51.35% |
$566K - $644K
|
16K
$2.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
5.4KNew |
$564K - $642K
|
5.4K
$841K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.34K+ 4.47% |
$557K - $635K
|
125K
$19.4M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
5.34K+ 9.77% |
$557K - $634K
|
60K
$9.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.33KNew |
$556K - $633K
|
5.33K
$830K
|
|
|
Jan 31, 2022
Q4 2021
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
5.3K+ 156.28% |
$553K - $630K
|
8.69K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.29K+ 6.43% |
$552K - $629K
|
87.6K
$13.6M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
5.27KNew |
$550K - $626K
|
5.27K
$821K
|
|
|
Jan 21, 2022
Q4 2021
|
Threadgill Financial, LLC
|
BUY
|
- |
5.27K+ 29.7% |
$550K - $626K
|
23K
$3.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.26K+ 47.94% |
$549K - $625K
|
16.2K
$2.53M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.24K+ 11.1% |
$546K - $622K
|
52.4K
$8.16M
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
5.24KNew |
$546K - $622K
|
5.24K
$815K
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5.22KNew |
$544K - $620K
|
5.22K
$812K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.21K+ 1.99% |
$544K - $619K
|
268K
$41.7M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
5.21KNew |
$544K - $619K
|
5.21K
$811K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
5.19K+ 11.93% |
$542K - $617K
|
48.7K
$7.59M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.18K+ 4.45% |
$540K - $615K
|
122K
$18.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.18K+ 10.32% |
$540K - $615K
|
55.3K
$8.61M
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5.17KNew |
$539K - $614K
|
5.17K
$805K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
5.15K+ 2.94% |
$537K - $612K
|
180K
$28.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.15KNew |
$537K - $611K
|
5.15K
$801K
|
|
|
Feb 11, 2022
Q4 2021
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5.15KNew |
$537K - $611K
|
5.15K
$801K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
5.14K+ 7.27% |
$536K - $610K
|
75.8K
$11.8M
|