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 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
94+ 8.17% |
$9.81K - $11.2K
|
1.24K
$194K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
94+ 0.44% |
$9.81K - $11.2K
|
21.7K
$3.37M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
93+ 0.3% |
$9.7K - $11K
|
31.6K
$4.92M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
92+ 0.9% |
$9.6K - $10.9K
|
10.4K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
90+ 0.46% |
$9.39K - $10.7K
|
19.6K
$3.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
90+ 2.73% |
$9.39K - $10.7K
|
3.39K
$527K
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
89+ 3.06% |
$9.29K - $10.6K
|
2.99K
$466K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
89+ 1.7% |
$9.29K - $10.6K
|
5.32K
$828K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
87+ 10.09% |
$9.08K - $10.3K
|
949
$148K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
87+ 0.1% |
$9.08K - $10.3K
|
90.2K
$14M
|
|
|
Jan 03, 2022
Q4 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
86+ 0.37% |
$8.97K - $10.2K
|
23.2K
$3.61M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
86New |
$8.97K - $10.2K
|
86
$13.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
85+ 4.24% |
$8.87K - $10.1K
|
2.09K
$325K
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
85+ 1.25% |
$8.87K - $10.1K
|
6.86K
$1.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
82+ 0.74% |
$8.56K - $9.74K
|
11.2K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
82+ 1.86% |
$8.56K - $9.74K
|
4.49K
$699K
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
81+ 3.29% |
$8.45K - $9.62K
|
2.54K
$396K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
80+ 3.41% |
$8.35K - $9.5K
|
2.43K
$378K
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
78+ 0.12% |
$8.14K - $9.27K
|
63.9K
$9.95M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
77+ 2.14% |
$8.03K - $9.15K
|
3.68K
$573K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
76+ 2.68% |
$7.93K - $9.03K
|
2.91K
$453K
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
76+ 1.81% |
$7.93K - $9.03K
|
4.28K
$667K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
76+ 2.29% |
$7.93K - $9.03K
|
3.4K
$529K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
75+ 0.73% |
$7.82K - $8.91K
|
10.4K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
75+ 1.17% |
$7.82K - $8.91K
|
6.48K
$1.01M
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
74+ 0.95% |
$7.72K - $8.79K
|
7.89K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
74+ 26.62% |
$7.72K - $8.79K
|
352
$54.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
73New |
$7.62K - $8.67K
|
73
$11.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
72+ 2.33% |
$7.51K - $8.55K
|
3.16K
$492K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
72+ 24.83% |
$7.51K - $8.55K
|
362
$56.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
71+ 4.92% |
$7.41K - $8.43K
|
1.51K
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
71+ 2.22% |
$7.41K - $8.43K
|
3.26K
$508K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
68+ 0.39% |
$7.09K - $8.08K
|
17.6K
$2.73M
|
|
|
Jan 31, 2022
Q4 2021
|
Act Wealth Management, LLC
|
BUY
|
- |
67+ 1.46% |
$6.99K - $7.96K
|
4.64K
$723K
|
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
BUY
|
- |
67+ 1.76% |
$6.99K - $7.96K
|
3.88K
$604K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
66+ 1.74% |
$6.89K - $7.84K
|
3.87K
$602K
|
|
|
Feb 01, 2022
Q4 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
65+ 0.45% |
$6.78K - $7.72K
|
14.7K
$2.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
65+ 0.02% |
$6.78K - $7.72K
|
284K
$44.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
61+ 4.67% |
$6.36K - $7.25K
|
1.37K
$213K
|
|
|
Jan 20, 2022
Q4 2021
|
Coerente Capital Management
|
BUY
|
- |
60+ 0.22% |
$6.26K - $7.13K
|
26.8K
$4.17M
|
|
|
Jan 24, 2022
Q4 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
60+ 1.93% |
$6.26K - $7.13K
|
3.16K
$492K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
60New |
$6.26K - $7.13K
|
60
$9.34K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
59+ 1.13% |
$6.16K - $7.01K
|
5.29K
$823K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
59New |
$6.16K - $7.01K
|
59
$9.19K
|
|
|
Feb 14, 2022
Q4 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
59New |
$6.16K - $7.01K
|
59
$9.19K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
58+ 0.84% |
$6.05K - $6.89K
|
6.96K
$1.08M
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
58+ 0.44% |
$6.05K - $6.89K
|
13.3K
$2.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
57New |
$5.95K - $6.77K
|
57
$8.87K
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
57+ 1.16% |
$5.95K - $6.77K
|
4.98K
$775K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
56+ 1.18% |
$5.84K - $6.65K
|
4.79K
$746K
|