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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.17KNew |
$226K - $258K
|
2.17K
$332K
|
|
|
Mar 08, 2022
Q4 2021
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
2.17KNew |
$226K - $258K
|
2.17K
$332K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.16K+ 3.82% |
$225K - $257K
|
58.7K
$8.99M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
2.16K+ 6.86% |
$225K - $256K
|
33.6K
$5.15M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.16K+ 15.12% |
$225K - $256K
|
16.4K
$2.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.15K+ 6.26% |
$224K - $255K
|
36.5K
$5.59M
|
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.14KNew |
$223K - $254K
|
2.14K
$328K
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
2.14KNew |
$223K - $254K
|
2.14K
$328K
|
|
|
Jan 20, 2022
Q4 2021
|
Members Capital Advisors Inc
|
BUY
|
- |
2.13K+ 16.19% |
$222K - $253K
|
15.3K
$2.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.13KNew |
$222K - $253K
|
2.13K
$326K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.13K+ 7.86% |
$222K - $253K
|
29.2K
$4.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.12K+ 3.68% |
$222K - $252K
|
59.9K
$9.17M
|
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
BUY
|
- |
2.12KNew |
$221K - $252K
|
2.12K
$325K
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.12KNew |
$221K - $252K
|
2.12K
$325K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.12K+ 7.16% |
$221K - $252K
|
31.8K
$4.87M
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.12K+ 36.07% |
$221K - $252K
|
8K
$1.23M
|
|
|
Feb 04, 2022
Q4 2021
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2.11KNew |
$220K - $251K
|
2.11K
$324K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.11K+ 26.45% |
$220K - $251K
|
10.1K
$1.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.1KNew |
$220K - $250K
|
2.1K
$322K
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
2.1K+ 10.35% |
$219K - $249K
|
22.4K
$3.43M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.09K+ 9.61% |
$218K - $248K
|
23.8K
$3.65M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.08KNew |
$217K - $248K
|
2.08K
$319K
|
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
2.07KNew |
$216K - $246K
|
2.07K
$318K
|
|
|
Feb 15, 2022
Q4 2021
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.07KNew |
$216K - $246K
|
2.07K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
2.07K+ 5.37% |
$216K - $246K
|
40.6K
$6.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
2.07K+ 0.85% |
$216K - $245K
|
244K
$37.4M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.06KNew |
$215K - $244K
|
2.06K
$315K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.05K+ 14.86% |
$214K - $243K
|
15.8K
$2.43M
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.04K+ 2.26% |
$213K - $242K
|
92.2K
$14.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
2.03KNew |
$212K - $241K
|
2.03K
$311K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.01K+ 14.12% |
$210K - $239K
|
16.3K
$2.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.01KNew |
$209K - $239K
|
2.01K
$308K
|
|
|
Feb 14, 2022
Q4 2021
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2KNew |
$209K - $238K
|
2K
$307K
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2K+ 42.22% |
$209K - $238K
|
6.74K
$1.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2K+ 33.33% |
$209K - $238K
|
8K
$1.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
2KNew |
$209K - $238K
|
2K
$306K
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
2KNew |
$208K - $237K
|
2K
$306K
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2K+ 0.3% |
$208K - $237K
|
678K
$104M
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
1.99KNew |
$208K - $237K
|
1.99K
$305K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
1.99K+ 4.44% |
$208K - $237K
|
46.9K
$7.18M
|
|
|
Jan 31, 2022
Q4 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.98K+ 3.08% |
$207K - $236K
|
66.3K
$10.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.98KNew |
$207K - $235K
|
1.98K
$304K
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.98KNew |
$206K - $235K
|
1.98K
$303K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.97K+ 30.28% |
$206K - $234K
|
8.49K
$1.3M
|
|
|
Apr 12, 2022
Q4 2021
|
Fortune 45 LLC
|
BUY
|
- |
1.97KNew |
$206K - $234K
|
1.97K
$302K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.97K+ 2373.49% |
$206K - $234K
|
2.05K
$315K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.97KNew |
$205K - $234K
|
1.97K
$302K
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.96KNew |
$205K - $233K
|
1.96K
$301K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.96K+ 0.48% |
$205K - $233K
|
409K
$62.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.96K+ 9.33% |
$204K - $233K
|
23K
$3.52M
|