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 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
56+ 0.11% |
$5.84K - $6.65K
|
51K
$7.94M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
55+ 9.89% |
$5.74K - $6.53K
|
611
$95.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
55+ 0.45% |
$5.74K - $6.53K
|
12.2K
$1.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
55New |
$5.74K - $6.53K
|
55
$8.56K
|
|
|
Jan 24, 2022
Q4 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
55+ 0.34% |
$5.74K - $6.53K
|
16.3K
$2.53M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
55+ 0.75% |
$5.74K - $6.53K
|
7.39K
$1.15M
|
|
|
Feb 07, 2022
Q4 2021
|
Hodges Capital Management Inc.
|
BUY
|
- |
54+ 0.19% |
$5.63K - $6.41K
|
27.9K
$4.34M
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
54+ 0.34% |
$5.63K - $6.41K
|
16.1K
$2.5M
|
|
|
Dec 06, 2024
Q4 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
53+ 2.53% |
$5.53K - $6.3K
|
2.15K
$335K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
52+ 0.25% |
$5.43K - $6.18K
|
20.8K
$3.23M
|
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
52+ 1.23% |
$5.43K - $6.18K
|
4.27K
$664K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
51+ 0.39% |
$5.32K - $6.06K
|
13.2K
$2.05M
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
51+ 1.03% |
$5.32K - $6.06K
|
4.99K
$776K
|
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
51+ 0.7% |
$5.32K - $6.06K
|
7.32K
$1.14M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
50+ 10.0% |
$5.22K - $5.94K
|
550
$85.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
49+ 0.3% |
$5.11K - $5.82K
|
16.6K
$2.58M
|
|
|
Feb 02, 2022
Q4 2021
|
Smh Capital Advisors Inc
|
BUY
|
- |
48+ 1.2% |
$5.01K - $5.7K
|
4.04K
$629K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
48New |
$5.01K - $5.7K
|
48
$7.47K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
47+ 0.72% |
$4.9K - $5.58K
|
6.61K
$1.03M
|
|
|
Feb 01, 2022
Q4 2021
|
Lipe & Dalton
|
BUY
|
- |
47+ 5.28% |
$4.9K - $5.58K
|
937
$146K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
46+ 0.35% |
$4.8K - $5.46K
|
13.3K
$2.08M
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
46+ 3.54% |
$4.8K - $5.46K
|
1.35K
$210K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
46+ 3.59% |
$4.8K - $5.46K
|
1.33K
$206K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
45+ 1.22% |
$4.69K - $5.35K
|
3.73K
$581K
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
45+ 0.16% |
$4.69K - $5.35K
|
28.6K
$4.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
41+ 1.43% |
$4.28K - $4.87K
|
2.9K
$452K
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
40+ 0.79% |
$4.17K - $4.75K
|
5.12K
$797K
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
40+ 1.6% |
$4.17K - $4.75K
|
2.53K
$394K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
40+ 1.15% |
$4.17K - $4.75K
|
3.52K
$548K
|
|
|
Jan 26, 2022
Q4 2021
|
John G Ullman & Associates Inc
|
BUY
|
- |
40+ 0.68% |
$4.17K - $4.75K
|
5.94K
$924K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
40+ 0.31% |
$4.17K - $4.75K
|
12.9K
$2.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
40+ 0.1% |
$4.17K - $4.75K
|
38.8K
$6.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
39+ 1.58% |
$4.07K - $4.63K
|
2.51K
$391K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
39+ 0.08% |
$4.07K - $4.63K
|
46.1K
$7.17M
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
38+ 0.8% |
$3.96K - $4.51K
|
4.81K
$748K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
38+ 0.56% |
$3.96K - $4.51K
|
6.77K
$1.05M
|
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
37+ 0.96% |
$3.86K - $4.4K
|
3.9K
$607K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
37+ 2.73% |
$3.86K - $4.4K
|
1.39K
$216K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
36+ 0.06% |
$3.76K - $4.28K
|
55.7K
$8.68M
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
35+ 1.16% |
$3.65K - $4.16K
|
3.06K
$476K
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
BUY
|
- |
35+ 1.0% |
$3.65K - $4.16K
|
3.53K
$549K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
35+ 0.65% |
$3.65K - $4.16K
|
5.45K
$848K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
35+ 1.34% |
$3.65K - $4.16K
|
2.66K
$413K
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
34+ 0.49% |
$3.55K - $4.04K
|
6.95K
$1.08M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
34+ 0.52% |
$3.55K - $4.04K
|
6.58K
$1.02M
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
BUY
|
- |
33+ 0.11% |
$3.44K - $3.92K
|
29K
$4.51M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
33+ 1.82% |
$3.44K - $3.92K
|
1.84K
$287K
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
32+ 0.52% |
$3.34K - $3.8K
|
6.17K
$960K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
31+ 1.2% |
$3.23K - $3.68K
|
2.61K
$407K
|
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
31+ 0.51% |
$3.23K - $3.68K
|
6.1K
$949K
|