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 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
1.93KNew |
$182K - $205K
|
1.93K
$297K
|
|
|
Oct 29, 2021
Q3 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.9K+ 13.28% |
$179K - $202K
|
16.2K
$2.51M
|
|
|
Nov 10, 2021
Q3 2021
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.9K+ 2.31% |
$179K - $202K
|
84.1K
$13M
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
1.9K+ 202.45% |
$179K - $201K
|
2.83K
$438K
|
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.88KNew |
$178K - $200K
|
1.88K
$291K
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.88K+ 12.04% |
$177K - $199K
|
17.4K
$2.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.87K+ 15.68% |
$176K - $198K
|
13.8K
$2.13M
|
|
|
Nov 03, 2021
Q3 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.84K+ 55.67% |
$174K - $196K
|
5.15K
$795K
|
|
|
Oct 21, 2021
Q3 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
1.83K+ 8.67% |
$173K - $195K
|
23K
$3.55M
|
|
|
Nov 05, 2021
Q3 2021
|
Homestead Advisers Corp
|
BUY
|
- |
1.8K+ 0.38% |
$170K - $191K
|
479K
$74M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.8K+ 9.25% |
$169K - $191K
|
21.2K
$3.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.78K+ 1.82% |
$168K - $189K
|
99.2K
$15.3M
|
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.77K+ 17.86% |
$167K - $188K
|
11.7K
$1.81M
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
1.75K+ 2.32% |
$165K - $186K
|
77.1K
$11.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.74K+ 16.86% |
$164K - $185K
|
12.1K
$1.87M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.73K+ 4.62% |
$163K - $184K
|
39.3K
$6.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.73K+ 17.78% |
$163K - $184K
|
11.5K
$1.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.72K+ 8.87% |
$162K - $182K
|
21.1K
$3.25M
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
1.7K+ 1.67% |
$160K - $180K
|
104K
$16M
|
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.7K+ 8.66% |
$160K - $180K
|
21.3K
$3.29M
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
1.67K+ 10.02% |
$157K - $177K
|
18.3K
$2.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Castellan Group
Louisville, KY |
BUY
|
- |
1.66K+ 14.12% |
$157K - $176K
|
13.4K
$2.07M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.65K+ 1.42% |
$155K - $175K
|
118K
$18.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Sky Investment Group LLC
|
BUY
|
- |
1.64K+ 2.85% |
$155K - $175K
|
59.3K
$9.15M
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.64K+ 7.02% |
$155K - $175K
|
25K
$3.87M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.64K+ 2.67% |
$154K - $174K
|
62.9K
$9.72M
|
|
|
Oct 06, 2021
Q3 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.62K+ 7.74% |
$153K - $172K
|
22.5K
$3.48M
|
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.62K+ 6.48% |
$153K - $172K
|
26.6K
$4.11M
|
|
|
Feb 13, 2025
Q3 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.62K+ 48.29% |
$153K - $172K
|
4.97K
$768K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.62K+ 1.74% |
$153K - $172K
|
94.6K
$14.6M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
1.61K+ 33.53% |
$152K - $171K
|
6.4K
$989K
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.61K+ 8.88% |
$152K - $171K
|
19.7K
$3.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.6K+ 2.04% |
$151K - $170K
|
80.4K
$12.4M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.6K+ 14.9% |
$151K - $170K
|
12.3K
$1.9M
|
|
|
Nov 12, 2021
Q3 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.59K+ 1.28% |
$150K - $169K
|
126K
$19.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.59K+ 53.66% |
$150K - $169K
|
4.55K
$703K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.58K+ 2.36% |
$149K - $167K
|
68.5K
$10.6M
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
1.57K+ 1.61% |
$148K - $167K
|
99.3K
$15.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.57K+ 2.22% |
$148K - $167K
|
72.4K
$11.2M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.56K+ 31.5% |
$147K - $166K
|
6.51K
$1.01M
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.55K+ 14.06% |
$146K - $165K
|
12.6K
$1.94M
|
|
|
Nov 10, 2021
Q3 2021
|
Puzo Michael J
|
BUY
|
- |
1.55K+ 3.54% |
$146K - $165K
|
45.4K
$7.01M
|
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
BUY
|
- |
1.55K+ 2.96% |
$146K - $165K
|
53.9K
$8.33M
|
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.55K+ 12.48% |
$146K - $164K
|
13.9K
$2.15M
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
1.54K+ 3.73% |
$145K - $163K
|
42.7K
$6.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.54K+ 4.25% |
$145K - $163K
|
37.7K
$5.82M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 4.68% |
$145K - $163K
|
34.3K
$5.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.53K+ 6.88% |
$144K - $162K
|
23.7K
$3.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.52K+ 14.87% |
$143K - $161K
|
11.7K
$1.81M
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.51K+ 7.24% |
$142K - $160K
|
22.3K
$3.44M
|