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
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.64K+ 27.96% |
$275K - $313K
|
12.1K
$1.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.63K+ 2.21% |
$274K - $313K
|
122K
$18.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.61K+ 3677.46% |
$272K - $310K
|
2.68K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
2.61K+ 4.29% |
$272K - $310K
|
63.4K
$9.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.6KNew |
$271K - $309K
|
2.6K
$405K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
2.59K+ 192.99% |
$270K - $307K
|
3.93K
$612K
|
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
BUY
|
- |
2.58K+ 1.27% |
$269K - $306K
|
206K
$32M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.57K+ 5.7% |
$268K - $305K
|
47.7K
$7.42M
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
2.57KNew |
$268K - $305K
|
2.57K
$400K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.57KNew |
$268K - $305K
|
2.57K
$399K
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
2.55K+ 0.47% |
$266K - $303K
|
548K
$85.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.54K+ 3.42% |
$265K - $302K
|
76.9K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.54K+ 10.47% |
$265K - $302K
|
26.8K
$4.17M
|
|
|
Jan 21, 2022
Q4 2021
|
Golden Green, Inc.
|
BUY
|
- |
2.53K+ 66.49% |
$264K - $301K
|
6.35K
$988K
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
2.51KNew |
$262K - $298K
|
2.51K
$391K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
2.49K+ 2.96% |
$260K - $296K
|
86.5K
$13.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.49K+ 4.52% |
$260K - $296K
|
57.5K
$8.96M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.47K+ 57.58% |
$257K - $293K
|
6.75K
$1.05M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.45K+ 57.7% |
$255K - $291K
|
6.69K
$1.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.44K+ 3.37% |
$255K - $290K
|
74.9K
$11.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
2.44KNew |
$254K - $289K
|
2.44K
$379K
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2.44KNew |
$254K - $289K
|
2.44K
$379K
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
2.43KNew |
$254K - $289K
|
2.43K
$379K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.42K+ 13.14% |
$252K - $287K
|
20.8K
$3.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.42K+ 4472.22% |
$252K - $287K
|
2.47K
$384K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2.4K+ 4.27% |
$251K - $285K
|
58.6K
$9.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
2.38K+ 0.21% |
$248K - $282K
|
1.12M
$174M
|
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.38KNew |
$248K - $282K
|
2.38K
$370K
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.38KNew |
$248K - $282K
|
2.38K
$370K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
2.35K+ 6.53% |
$245K - $280K
|
38.4K
$5.97M
|
|
|
Jan 25, 2022
Q4 2021
|
Meyer Handelman CO
|
BUY
|
- |
2.35K+ 0.85% |
$245K - $279K
|
280K
$43.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
2.32KNew |
$242K - $276K
|
2.32K
$361K
|
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.3K+ 91.7% |
$240K - $273K
|
4.8K
$747K
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.29KNew |
$239K - $272K
|
2.29K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.28K+ 10.48% |
$238K - $271K
|
24.1K
$3.74M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
2.26K+ 12.62% |
$236K - $269K
|
20.2K
$3.14M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.25KNew |
$235K - $268K
|
2.25K
$351K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.25KNew |
$234K - $267K
|
2.25K
$350K
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.22K+ 31.71% |
$232K - $264K
|
9.22K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.22KNew |
$232K - $264K
|
2.22K
$346K
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.22KNew |
$232K - $264K
|
2.22K
$345K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.22K+ 10.71% |
$231K - $263K
|
22.9K
$3.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.21KNew |
$230K - $262K
|
2.21K
$343K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.21KNew |
$230K - $262K
|
2.21K
$343K
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.2K+ 58.08% |
$230K - $262K
|
5.99K
$933K
|
|
|
Feb 17, 2022
Q4 2021
|
Wafra Inc.
New York, NY |
BUY
|
- |
2.19K+ 0.7% |
$229K - $261K
|
316K
$49.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.18K+ 20.89% |
$228K - $259K
|
12.6K
$1.97M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.18KNew |
$227K - $258K
|
2.18K
$339K
|
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.18KNew |
$227K - $258K
|
2.18K
$339K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.17KNew |
$226K - $258K
|
2.17K
$338K
|