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 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-374- 2.88% |
$39K - $44.4K
|
12.6K
$1.97M
|
|
|
Jan 14, 2022
Q4 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-377- 3.21% |
$39.3K - $44.8K
|
11.4K
$1.78M
|
|
|
Jan 24, 2022
Q4 2021
|
Northside Capital Management, LLC
|
SELL
|
- |
-385- 3.93% |
$40.2K - $45.7K
|
9.42K
$1.47M
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-385- 5.97% |
$40.2K - $45.7K
|
6.06K
$947K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
SELL
|
- |
-391- 1.41% |
$40.8K - $46.4K
|
27.4K
$4.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-395- 1.21% |
$41.2K - $46.9K
|
32.2K
$5.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-399- 6.83% |
$41.6K - $47.4K
|
5.44K
$850K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-400- 0.47% |
$41.7K - $47.5K
|
84.9K
$13.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-408- 0.68% |
$42.6K - $48.5K
|
59.4K
$9.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-422- 3.08% |
$44K - $50.1K
|
13.3K
$2.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-438- 2.14% |
$45.7K - $52K
|
20.1K
$3.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-442Closed |
$46.1K - $52.5K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-444- 32.27% |
$46.3K - $52.7K
|
932
$146K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-444- 13.72% |
$46.3K - $52.7K
|
2.79K
$436K
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
SELL
|
- |
-446- 0.43% |
$46.5K - $53K
|
103K
$16.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-454- 3.41% |
$47.4K - $53.9K
|
12.9K
$2.01M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-456- 2.85% |
$47.6K - $54.2K
|
15.5K
$2.43M
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
SELL
|
- |
-460- 2.54% |
$48K - $54.6K
|
17.7K
$2.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-460- 2.28% |
$48K - $54.6K
|
19.8K
$3.09M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-466- 5.78% |
$48.6K - $55.4K
|
7.6K
$1.19M
|
|
|
Jan 21, 2022
Q4 2021
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-475- 9.13% |
$49.6K - $56.4K
|
4.73K
$738K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
SELL
|
- |
-476- 13.13% |
$49.7K - $56.5K
|
3.15K
$492K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-478- 9.16% |
$49.9K - $56.8K
|
4.74K
$741K
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-480- 0.37% |
$50.1K - $57K
|
130K
$20.4M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-485- 4.54% |
$50.6K - $57.6K
|
10.2K
$1.59M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-486- 12.37% |
$50.7K - $57.7K
|
3.44K
$538K
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-488- 8.55% |
$50.9K - $58K
|
5.22K
$815K
|
|
|
Apr 01, 2024
Q4 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-490- 0.86% |
$51.1K - $58.2K
|
56.7K
$8.86M
|
|
|
Nov 16, 2023
Q4 2021
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-491- 61.38% |
$51.2K - $58.3K
|
309
$48.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-496Closed |
$51.7K - $58.9K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-498- 17.29% |
$52K - $59.2K
|
2.38K
$372K
|
|
|
Feb 04, 2022
Q4 2021
|
Check Capital Management Inc
|
SELL
|
- |
-500- 22.45% |
$52.2K - $59.4K
|
1.73K
$270K
|
|
|
Feb 09, 2022
Q4 2021
|
Requisite Capital Management, LLC
|
SELL
|
- |
-500- 16.46% |
$52.2K - $59.4K
|
2.54K
$396K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-507- 0.17% |
$52.9K - $60.2K
|
302K
$47.1M
|
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-511- 2.79% |
$53.3K - $60.7K
|
17.8K
$2.78M
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-511- 3.2% |
$53.3K - $60.7K
|
15.5K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-513- 0.98% |
$53.5K - $60.9K
|
51.9K
$8.11M
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-515- 2.31% |
$53.7K - $61.2K
|
21.8K
$3.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-516- 0.27% |
$53.8K - $61.3K
|
189K
$29.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-518- 5.91% |
$54K - $61.5K
|
8.25K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-519- 2.55% |
$54.1K - $61.7K
|
19.8K
$3.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-519- 6.98% |
$54.1K - $61.7K
|
6.92K
$1.08M
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-524- 0.55% |
$54.7K - $62.2K
|
95.4K
$14.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-527- 0.71% |
$55K - $62.6K
|
73.5K
$11.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-527- 18.32% |
$55K - $62.6K
|
2.35K
$367K
|
|
|
Jan 19, 2022
Q4 2021
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-535- 10.77% |
$55.8K - $63.6K
|
4.43K
$692K
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-537- 6.09% |
$56K - $63.8K
|
8.28K
$1.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-538- 20.39% |
$56.1K - $63.9K
|
2.1K
$328K
|
|
|
Jan 24, 2022
Q4 2021
|
Sather Financial Group Inc
|
SELL
|
- |
-550- 19.24% |
$57.4K - $65.3K
|
2.31K
$361K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-551- 0.45% |
$57.5K - $65.5K
|
121K
$19M
|