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 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
486+ 0.49% |
$50.7K - $57.7K
|
100K
$15.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
484+ 2.61% |
$50.5K - $57.5K
|
19K
$2.96M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
481+ 5.83% |
$50.2K - $57.1K
|
8.74K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
477+ 2.42% |
$49.8K - $56.7K
|
20.2K
$3.14M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
476+ 4.58% |
$49.7K - $56.5K
|
10.9K
$1.69M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
475+ 6.01% |
$49.6K - $56.4K
|
8.37K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
474+ 2.46% |
$49.5K - $56.3K
|
19.8K
$3.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
474+ 1.86% |
$49.5K - $56.3K
|
25.9K
$4.04M
|
|
|
Feb 03, 2022
Q4 2021
|
Stack Financial Management, Inc
|
BUY
|
- |
468+ 0.14% |
$48.8K - $55.6K
|
331K
$51.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
468+ 9.06% |
$48.8K - $55.6K
|
5.63K
$877K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
465+ 6.45% |
$48.5K - $55.2K
|
7.67K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
464+ 11.62% |
$48.4K - $55.1K
|
4.46K
$694K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
464+ 1.92% |
$48.4K - $55.1K
|
24.6K
$3.83M
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
463+ 2.42% |
$48.3K - $55K
|
19.6K
$3.05M
|
|
|
Jan 27, 2022
Q4 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
460+ 3.39% |
$48K - $54.6K
|
14K
$2.18M
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
BUY
|
- |
459+ 3.61% |
$47.9K - $54.5K
|
13.2K
$2.05M
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
456+ 4.45% |
$47.6K - $54.2K
|
10.7K
$1.67M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
456New |
$47.6K - $54.2K
|
456
$71K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
455+ 0.6% |
$47.5K - $54K
|
76.3K
$11.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
454+ 5.51% |
$47.4K - $53.9K
|
8.7K
$1.35M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
452+ 2.21% |
$47.2K - $53.7K
|
20.9K
$3.25M
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
445New |
$46.4K - $52.9K
|
445
$69.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
443+ 3.87% |
$46.2K - $52.6K
|
11.9K
$1.85M
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
443+ 8.02% |
$46.2K - $52.6K
|
5.97K
$929K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
439+ 12.13% |
$45.8K - $52.1K
|
4.06K
$632K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
436+ 10.98% |
$45.5K - $51.8K
|
4.41K
$686K
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
435+ 16.89% |
$45.4K - $51.7K
|
3.01K
$469K
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
429+ 13.75% |
$44.8K - $51K
|
3.55K
$552K
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
427+ 17.38% |
$44.5K - $50.7K
|
2.88K
$449K
|
|
|
Feb 14, 2022
Q4 2021
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
426+ 16.08% |
$44.4K - $50.6K
|
3.08K
$479K
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
424+ 0.12% |
$44.2K - $50.4K
|
359K
$55.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
424+ 4.09% |
$44.2K - $50.4K
|
10.8K
$1.68M
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
420+ 2.82% |
$43.8K - $49.9K
|
15.3K
$2.38M
|
|
|
Feb 08, 2022
Q4 2021
|
Puzo Michael J
|
BUY
|
- |
420+ 0.93% |
$43.8K - $49.9K
|
45.8K
$7.13M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
419+ 6.54% |
$43.7K - $49.8K
|
6.82K
$1.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
417+ 5.66% |
$43.5K - $49.5K
|
7.78K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
417New |
$43.5K - $49.5K
|
417
$64.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
415+ 1.13% |
$43.3K - $49.3K
|
37K
$5.76M
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
415+ 8.64% |
$43.3K - $49.3K
|
5.22K
$812K
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
BUY
|
- |
414+ 1.1% |
$43.2K - $49.2K
|
38.2K
$5.95M
|
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
414+ 3.58% |
$43.2K - $49.2K
|
12K
$1.87M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
413+ 33.58% |
$43.1K - $49.1K
|
1.64K
$256K
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
411+ 0.21% |
$42.9K - $48.8K
|
196K
$30.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
411+ 0.16% |
$42.9K - $48.8K
|
261K
$40.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
409+ 2.83% |
$42.7K - $48.6K
|
14.9K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
405+ 2.06% |
$42.3K - $48.1K
|
20.1K
$3.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
404+ 8.54% |
$42.1K - $48K
|
5.13K
$799K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
403+ 4.46% |
$42K - $47.9K
|
9.45K
$1.47M
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
401+ 8.5% |
$41.8K - $47.6K
|
5.12K
$797K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
401+ 3.97% |
$41.8K - $47.6K
|
10.5K
$1.63M
|