Purchases and Sales Made in Q3 2021 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3.58K+ 2.77% |
$337K - $380K
|
133K
$20.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
3.54K+ 6.72% |
$334K - $376K
|
56.2K
$8.69M
|
|
|
Oct 22, 2021
Q3 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
3.53KNew |
$332K - $374K
|
3.53K
$544K
|
|
|
Nov 04, 2021
Q3 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.51K+ 2.56% |
$331K - $372K
|
140K
$21.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.48K+ 15.35% |
$328K - $370K
|
26.2K
$4.04M
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
3.48K+ 3.79% |
$328K - $370K
|
95.3K
$14.7M
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
3.48KNew |
$328K - $369K
|
3.48K
$537K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.43K+ 15.75% |
$323K - $364K
|
25.2K
$3.89M
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
3.41K+ 11.25% |
$321K - $362K
|
33.7K
$5.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Violich Capital Management, Inc.
|
BUY
|
- |
3.4K+ 5.92% |
$321K - $361K
|
60.9K
$9.4M
|
|
|
Dec 07, 2021
Q3 2021
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
3.4K+ 3.42% |
$321K - $361K
|
103K
$15.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
3.4K+ 12.17% |
$320K - $361K
|
31.3K
$4.83M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3.39K+ 71.58% |
$320K - $360K
|
8.13K
$1.26M
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
3.36K+ 6.08% |
$317K - $357K
|
58.6K
$9.05M
|
|
|
Oct 12, 2021
Q3 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.36KNew |
$316K - $356K
|
3.36K
$518K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.35K+ 170.42% |
$316K - $355K
|
5.31K
$820K
|
|
|
Oct 21, 2021
Q3 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.34K+ 6.05% |
$315K - $355K
|
58.6K
$9.05M
|
|
|
Oct 27, 2021
Q3 2021
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
3.32K+ 10.07% |
$313K - $352K
|
36.3K
$5.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Meyer Handelman CO
|
BUY
|
- |
3.3K+ 1.2% |
$311K - $350K
|
278K
$42.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
BUY
|
- |
3.29K+ 11.47% |
$310K - $350K
|
32K
$4.94M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.29K+ 6.41% |
$310K - $350K
|
54.7K
$8.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.23K+ 5.32% |
$304K - $343K
|
63.9K
$9.86M
|
|
|
Oct 13, 2021
Q3 2021
|
Greylin Investment Mangement Inc
|
BUY
|
- |
3.23K+ 33.2% |
$304K - $343K
|
12.9K
$2M
|
|
|
Nov 01, 2021
Q3 2021
|
Stack Financial Management, Inc
|
BUY
|
- |
3.23K+ 0.98% |
$304K - $343K
|
331K
$51.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.16K+ 24.33% |
$298K - $336K
|
16.2K
$2.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Miramar Capital, LLC
|
BUY
|
- |
3.16K+ 6.74% |
$298K - $336K
|
50K
$7.72M
|
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.13KNew |
$295K - $332K
|
3.13K
$483K
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
3.13K+ 44.76% |
$295K - $332K
|
10.1K
$1.56M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.12K+ 39.9% |
$295K - $332K
|
11K
$1.69M
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
BUY
|
- |
3.11K+ 0.75% |
$293K - $330K
|
417K
$64.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
3.1K+ 96.88% |
$292K - $329K
|
6.3K
$973K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.08K+ 57.51% |
$291K - $327K
|
8.44K
$1.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.08K+ 38.89% |
$290K - $327K
|
11K
$1.7M
|
|
|
Nov 01, 2021
Q3 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.08K+ 10.5% |
$290K - $327K
|
32.4K
$5M
|
|
|
Nov 16, 2021
Q3 2021
|
Requisite Capital Management, LLC
|
BUY
|
- |
3.04KNew |
$286K - $323K
|
3.04K
$469K
|
|
|
Oct 21, 2021
Q3 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
3.02K+ 16.01% |
$285K - $321K
|
21.9K
$3.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.01K+ 30.9% |
$284K - $320K
|
12.8K
$1.97M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3K+ 4.58% |
$283K - $319K
|
68.6K
$10.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3KNew |
$283K - $319K
|
3K
$463K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3K+ 16.01% |
$283K - $319K
|
21.7K
$3.36M
|
|
|
Oct 14, 2021
Q3 2021
|
Reliant Investment Management, LLC
|
BUY
|
- |
2.99KNew |
$282K - $318K
|
2.99K
$462K
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.99K+ 5.34% |
$282K - $317K
|
58.9K
$9.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.92K+ 100.07% |
$276K - $310K
|
5.84K
$902K
|
|
|
Nov 15, 2021
Q3 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2.92KNew |
$275K - $310K
|
2.92K
$451K
|
|
|
Nov 15, 2021
Q3 2021
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.92KNew |
$275K - $310K
|
2.92K
$450K
|
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
2.9K+ 20.65% |
$273K - $308K
|
16.9K
$2.62M
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.89K+ 5.25% |
$272K - $307K
|
57.8K
$8.93M
|
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2.88KNew |
$272K - $306K
|
2.88K
$445K
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
2.86KNew |
$270K - $304K
|
2.86K
$442K
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2.85K+ 2.75% |
$268K - $302K
|
106K
$16.4M
|