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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.12K+ 11.03% |
$534K - $609K
|
51.6K
$8.03M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
5.07KNew |
$529K - $602K
|
5.07K
$789K
|
|
|
Feb 14, 2022
Q4 2021
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
5.04K+ 18.19% |
$526K - $599K
|
32.8K
$5.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
5.04K+ 5.88% |
$526K - $599K
|
90.8K
$14.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
5.02KNew |
$524K - $596K
|
5.02K
$782K
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
4.99KNew |
$521K - $593K
|
4.99K
$777K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.98K+ 1.79% |
$519K - $591K
|
282K
$44M
|
|
|
Feb 09, 2022
Q4 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
4.95K+ 53.04% |
$516K - $588K
|
14.3K
$2.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
4.89KNew |
$510K - $581K
|
4.89K
$761K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
4.88K+ 13.67% |
$509K - $580K
|
40.6K
$6.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.88KNew |
$509K - $580K
|
4.88K
$759K
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.87KNew |
$508K - $579K
|
4.87K
$758K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.84KNew |
$505K - $575K
|
4.84K
$753K
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
4.8KNew |
$501K - $570K
|
4.8K
$747K
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.8KNew |
$501K - $570K
|
4.8K
$747K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.79K+ 30.84% |
$500K - $569K
|
20.3K
$3.17M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.77KNew |
$498K - $567K
|
4.77K
$743K
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
4.75KNew |
$495K - $564K
|
4.75K
$739K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
4.74K+ 29.8% |
$495K - $563K
|
20.6K
$3.21M
|
|
|
Apr 05, 2022
Q4 2021
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.71KNew |
$491K - $559K
|
4.71K
$733K
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.7K+ 2.75% |
$490K - $558K
|
175K
$27.3M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.7KNew |
$490K - $558K
|
4.7K
$731K
|
|
|
Feb 03, 2022
Q4 2021
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
4.69K+ 6.15% |
$489K - $557K
|
80.9K
$12.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
4.67KNew |
$487K - $555K
|
4.67K
$727K
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.66KNew |
$486K - $553K
|
4.66K
$725K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.66K+ 9.24% |
$486K - $553K
|
55K
$8.57M
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
4.64KNew |
$484K - $551K
|
4.64K
$722K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
4.62K+ 8.38% |
$482K - $549K
|
59.8K
$9.31M
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.61K+ 100.65% |
$481K - $548K
|
9.19K
$1.43M
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.61K+ 13.07% |
$481K - $547K
|
39.9K
$6.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.59K+ 2.59% |
$479K - $546K
|
182K
$28.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.59K+ 60.87% |
$479K - $545K
|
12.1K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
4.57KNew |
$477K - $543K
|
4.57K
$712K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.55K+ 44.49% |
$475K - $541K
|
14.8K
$2.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.51K+ 1.26% |
$471K - $536K
|
361K
$56.2M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
4.5KNew |
$469K - $535K
|
4.5K
$700K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$469K - $534K
|
4.5K
$700K
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.49K+ 238.02% |
$468K - $533K
|
6.38K
$992K
|
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
4.45K+ 98.12% |
$464K - $528K
|
8.98K
$1.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
4.42KNew |
$461K - $525K
|
4.42K
$688K
|
|
|
Feb 08, 2022
Q4 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
4.41K+ 4.26% |
$461K - $524K
|
108K
$16.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.41K+ 140.37% |
$460K - $524K
|
7.55K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.41K+ 6.56% |
$460K - $523K
|
71.5K
$11.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.38K+ 10.45% |
$457K - $520K
|
46.3K
$7.2M
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
4.37K+ 72.13% |
$456K - $519K
|
10.4K
$1.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.36K+ 6.11% |
$455K - $518K
|
75.8K
$11.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.35K+ 220.98% |
$454K - $517K
|
6.32K
$984K
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
4.34K+ 61.95% |
$453K - $516K
|
11.3K
$1.77M
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.34KNew |
$452K - $515K
|
4.34K
$675K
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.33KNew |
$452K - $514K
|
4.33K
$674K
|