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 |
|---|---|---|---|---|---|---|---|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-140- 1.47% |
$14.6K - $16.6K
|
9.39K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-141- 1.86% |
$14.7K - $16.7K
|
7.44K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-142- 4.14% |
$14.8K - $16.9K
|
3.29K
$513K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-143- 1.71% |
$14.9K - $17K
|
8.22K
$1.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-147- 2.79% |
$15.3K - $17.5K
|
5.12K
$797K
|
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-147- 0.39% |
$15.3K - $17.5K
|
37.2K
$5.8M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-147- 2.79% |
$15.3K - $17.5K
|
5.12K
$797K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-149- 8.67% |
$15.5K - $17.7K
|
1.57K
$244K
|
|
|
Jan 19, 2022
Q4 2021
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-150- 1.71% |
$15.6K - $17.8K
|
8.6K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-150- 0.9% |
$15.6K - $17.8K
|
16.6K
$2.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-150- 1.16% |
$15.6K - $17.8K
|
12.8K
$1.99M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-152- 1.42% |
$15.9K - $18.1K
|
10.6K
$1.64M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-153- 3.33% |
$16K - $18.2K
|
4.45K
$692K
|
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-154- 2.0% |
$16.1K - $18.3K
|
7.55K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-156- 1.01% |
$16.3K - $18.5K
|
15.3K
$2.39M
|
|
|
Feb 07, 2022
Q4 2021
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-160- 5.5% |
$16.7K - $19K
|
2.75K
$428K
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-160- 0.19% |
$16.7K - $19K
|
83.7K
$13M
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-162- 3.48% |
$16.9K - $19.2K
|
4.49K
$699K
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-163- 0.45% |
$17K - $19.4K
|
36K
$5.6M
|
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-165- 4.06% |
$17.2K - $19.6K
|
3.9K
$607K
|
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-165- 1.28% |
$17.2K - $19.6K
|
12.7K
$1.98M
|
|
|
Feb 03, 2022
Q4 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-166- 2.6% |
$17.3K - $19.7K
|
6.22K
$969K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-166- 1.01% |
$17.3K - $19.7K
|
16.3K
$2.54M
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-167- 3.0% |
$17.4K - $19.8K
|
5.41K
$842K
|
|
|
Jan 10, 2022
Q4 2021
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-168- 0.48% |
$17.5K - $20K
|
34.8K
$5.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-169- 5.16% |
$17.6K - $20.1K
|
3.11K
$484K
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-170- 1.93% |
$17.7K - $20.2K
|
8.62K
$1.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-170- 0.27% |
$17.7K - $20.2K
|
62.1K
$9.67M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-171- 0.91% |
$17.8K - $20.3K
|
18.7K
$2.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-177- 1.72% |
$18.5K - $21K
|
10.1K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-179- 0.41% |
$18.7K - $21.3K
|
43.8K
$6.82M
|
|
|
Feb 09, 2022
Q4 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-179- 6.96% |
$18.7K - $21.3K
|
2.39K
$372K
|
|
|
Feb 02, 2022
Q4 2021
|
Alta Capital Management LLC
|
SELL
|
- |
-180- 3.28% |
$18.8K - $21.4K
|
5.31K
$826K
|
|
|
Feb 07, 2022
Q4 2021
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-180- 6.51% |
$18.8K - $21.4K
|
2.58K
$402K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-181- 7.89% |
$18.9K - $21.5K
|
2.11K
$329K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-182- 1.36% |
$19K - $21.6K
|
13.2K
$2.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-188- 5.2% |
$19.6K - $22.3K
|
3.43K
$534K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-189Closed |
$19.7K - $22.5K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-190- 2.27% |
$19.8K - $22.6K
|
8.18K
$1.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-190- 1.3% |
$19.8K - $22.6K
|
14.4K
$2.25M
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-193- 3.96% |
$20.1K - $22.9K
|
4.68K
$728K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-194- 1.01% |
$20.2K - $23K
|
19.1K
$2.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-196- 20.23% |
$20.4K - $23.3K
|
773
$120K
|
|
|
Feb 08, 2022
Q4 2021
|
Schulhoff & CO Inc
|
SELL
|
- |
-196- 0.51% |
$20.4K - $23.3K
|
37.9K
$5.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-197- 1.4% |
$20.6K - $23.4K
|
13.9K
$2.17M
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-199- 5.37% |
$20.8K - $23.6K
|
3.51K
$546K
|
|
|
Jan 10, 2022
Q4 2021
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-200- 2.51% |
$20.9K - $23.8K
|
7.77K
$1.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-200- 0.5% |
$20.9K - $23.8K
|
39.5K
$6.14M
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.04% |
$20.9K - $23.8K
|
485K
$75.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-200- 4.42% |
$20.9K - $23.8K
|
4.33K
$674K
|