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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
851+ 2.44% |
$80.2K - $90.4K
|
35.7K
$5.51M
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
849+ 19.29% |
$80.1K - $90.2K
|
5.25K
$811K
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
844+ 12.61% |
$79.6K - $89.6K
|
7.54K
$1.16M
|
|
Nov 05, 2021
Q3 2021
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
833+ 2.59% |
$78.5K - $88.5K
|
33K
$5.09M
|
|
Nov 09, 2021
Q3 2021
|
Poplar Forest Capital LLC
|
BUY
|
- |
833+ 0.21% |
$78.5K - $88.5K
|
404K
$62.4M
|
|
Nov 12, 2021
Q3 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
829+ 24.48% |
$78.2K - $88K
|
4.22K
$651K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
826+ 1.8% |
$77.9K - $87.7K
|
46.8K
$7.22M
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
825+ 13.81% |
$77.8K - $87.6K
|
6.8K
$1.05M
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
820+ 19.16% |
$77.3K - $87.1K
|
5.1K
$788K
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
817+ 34.33% |
$77K - $86.8K
|
3.2K
$494K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
814New |
$76.8K - $86.5K
|
814
$126K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
814+ 1.41% |
$76.8K - $86.5K
|
58.7K
$9.07M
|
|
Nov 08, 2021
Q3 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
812+ 3.8% |
$76.6K - $86.2K
|
22.2K
$3.43M
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
809+ 0.46% |
$76.3K - $85.9K
|
178K
$27.5M
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
803+ 0.75% |
$75.7K - $85.3K
|
107K
$16.6M
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
800+ 0.67% |
$75.4K - $85K
|
120K
$18.6M
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
797New |
$75.1K - $84.6K
|
797
$123K
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
786+ 3.54% |
$74.1K - $83.5K
|
23K
$3.55M
|
|
Oct 20, 2021
Q3 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
774+ 4.65% |
$73K - $82.2K
|
17.4K
$2.69M
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
770+ 7.77% |
$72.6K - $81.8K
|
10.7K
$1.65M
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
764+ 4.06% |
$72K - $81.1K
|
19.6K
$3.02M
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
754+ 34.76% |
$71.1K - $80.1K
|
2.92K
$451K
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
752+ 21.67% |
$70.9K - $79.9K
|
4.22K
$652K
|
|
Oct 19, 2021
Q3 2021
|
Asset Planning Services Inc
|
BUY
|
- |
750+ 1.66% |
$70.7K - $79.7K
|
45.8K
$7.08M
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
749+ 0.73% |
$70.6K - $79.6K
|
103K
$15.9M
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
747+ 0.51% |
$70.4K - $79.3K
|
148K
$22.9M
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
740+ 19.26% |
$69.8K - $78.6K
|
4.58K
$708K
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
739+ 4.16% |
$69.7K - $78.5K
|
18.5K
$2.86M
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
737+ 9.22% |
$69.5K - $78.3K
|
8.73K
$1.35M
|
|
Nov 12, 2021
Q3 2021
|
St. Louis Trust CO
|
BUY
|
- |
734+ 26.78% |
$69.2K - $78K
|
3.48K
$537K
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
733+ 43.71% |
$69.1K - $77.9K
|
2.41K
$372K
|
|
Nov 04, 2021
Q3 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
733+ 2.23% |
$69.1K - $77.9K
|
33.6K
$5.19M
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
726+ 1.7% |
$68.5K - $77.1K
|
43.6K
$6.73M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
726+ 5.15% |
$68.5K - $77.1K
|
14.8K
$2.29M
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
704+ 20.8% |
$66.4K - $74.8K
|
4.09K
$631K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
703+ 1.41% |
$66.3K - $74.7K
|
50.5K
$7.8M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
703+ 5.94% |
$66.3K - $74.7K
|
12.5K
$1.94M
|
|
Nov 15, 2021
Q3 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
700+ 1.09% |
$66K - $74.3K
|
65.1K
$10M
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
BUY
|
- |
699+ 17.66% |
$65.9K - $74.2K
|
4.66K
$719K
|
|
Oct 18, 2021
Q3 2021
|
Refined Wealth Management
|
BUY
|
- |
693+ 0.87% |
$65.3K - $73.6K
|
80.5K
$12.4M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
691+ 2.77% |
$65.2K - $73.4K
|
25.7K
$3.97M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
690+ 2.46% |
$65.1K - $73.3K
|
28.7K
$4.43M
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
690+ 2.01% |
$65.1K - $73.3K
|
35K
$5.4M
|
|
Jan 23, 2024
Q3 2021
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
689+ 6.48% |
$65K - $73.2K
|
11.3K
$1.75M
|
|
Nov 12, 2021
Q3 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
687+ 11.65% |
$64.8K - $73K
|
6.58K
$1.02M
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
685+ 6.84% |
$64.6K - $72.8K
|
10.7K
$1.65M
|
|
Nov 10, 2021
Q3 2021
|
Notis Mc Conarty Edward
|
BUY
|
- |
683+ 4.69% |
$64.4K - $72.5K
|
15.2K
$2.35M
|
|
Nov 15, 2021
Q3 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
681+ 2.9% |
$64.2K - $72.3K
|
24.2K
$3.73M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
681+ 7.35% |
$64.2K - $72.3K
|
9.94K
$1.54M
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
680+ 2.23% |
$64.1K - $72.2K
|
31.2K
$4.81M
|