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 |
|---|---|---|---|---|---|---|---|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
678+ 0.28% |
$63.9K - $72K
|
245K
$37.8M
|
|
|
Nov 18, 2021
Q3 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
670+ 2.52% |
$63.2K - $71.2K
|
27.2K
$4.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
669+ 9.25% |
$63.1K - $71.1K
|
7.9K
$1.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
666+ 2.36% |
$62.8K - $70.7K
|
28.9K
$4.46M
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
665+ 3.41% |
$62.7K - $70.6K
|
20.2K
$3.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
664+ 4.14% |
$62.6K - $70.5K
|
16.7K
$2.58M
|
|
|
Nov 03, 2021
Q3 2021
|
Solitude Financial Services
|
BUY
|
- |
662+ 4.27% |
$62.4K - $70.3K
|
16.2K
$2.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
661+ 5.07% |
$62.3K - $70.2K
|
13.7K
$2.12M
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
660+ 0.27% |
$62.2K - $70.1K
|
245K
$37.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
656+ 886.49% |
$61.9K - $69.7K
|
730
$113K
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
656+ 5.59% |
$61.9K - $69.7K
|
12.4K
$1.91M
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
655+ 14.25% |
$61.8K - $69.6K
|
5.25K
$811K
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
650+ 1.61% |
$61.3K - $69K
|
40.9K
$6.32M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
650+ 1.0% |
$61.3K - $69K
|
65.9K
$10.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
647+ 3.63% |
$61K - $68.7K
|
18.5K
$2.85M
|
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
BUY
|
- |
645+ 2.71% |
$60.8K - $68.5K
|
24.4K
$3.78M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
645New |
$60.8K - $68.5K
|
645
$99.6K
|
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
BUY
|
- |
644+ 15.89% |
$60.7K - $68.4K
|
4.7K
$725K
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
643+ 1.81% |
$60.6K - $68.3K
|
36.2K
$5.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
643+ 1.12% |
$60.6K - $68.3K
|
58.3K
$9M
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
639+ 19.73% |
$60.3K - $67.9K
|
3.88K
$599K
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
639+ 17.65% |
$60.3K - $67.9K
|
4.26K
$658K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
638+ 0.49% |
$60.2K - $67.8K
|
132K
$20.3M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
638+ 13.32% |
$60.2K - $67.8K
|
5.43K
$838K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
637+ 3.25% |
$60.1K - $67.7K
|
20.2K
$3.12M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
634+ 0.95% |
$59.8K - $67.3K
|
67.3K
$10.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
633+ 15.91% |
$59.7K - $67.2K
|
4.61K
$712K
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
631+ 3.14% |
$59.5K - $67K
|
20.7K
$3.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
628+ 4.95% |
$59.2K - $66.7K
|
13.3K
$2.06M
|
|
|
Nov 03, 2021
Q3 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
627+ 2.64% |
$59.1K - $66.6K
|
24.4K
$3.76M
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
626+ 3.29% |
$59K - $66.5K
|
19.7K
$3.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
626+ 18.06% |
$59K - $66.5K
|
4.09K
$632K
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
620+ 10.65% |
$58.5K - $65.9K
|
6.44K
$995K
|
|
|
Oct 21, 2021
Q3 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
620+ 11.19% |
$58.5K - $65.9K
|
6.16K
$951K
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
618+ 15.52% |
$58.3K - $65.6K
|
4.6K
$710K
|
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
617+ 4.06% |
$58.2K - $65.5K
|
15.8K
$2.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
613+ 8.7% |
$57.8K - $65.1K
|
7.66K
$1.18M
|
|
|
Oct 22, 2021
Q3 2021
|
Uncommon Cents Investing LLC
|
BUY
|
- |
610+ 6.5% |
$57.5K - $64.8K
|
9.99K
$1.54M
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
BUY
|
- |
601+ 9.51% |
$56.7K - $63.8K
|
6.92K
$1.07M
|
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
600+ 2.52% |
$56.6K - $63.7K
|
24.4K
$3.76M
|
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
600+ 1.51% |
$56.6K - $63.7K
|
40.3K
$6.23M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
600+ 2.69% |
$56.6K - $63.7K
|
22.9K
$3.54M
|
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
BUY
|
- |
599+ 20.83% |
$56.5K - $63.6K
|
3.47K
$537K
|
|
|
Oct 21, 2021
Q3 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
595+ 2.02% |
$56.1K - $63.2K
|
30K
$4.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
593+ 29.52% |
$55.9K - $63K
|
2.6K
$402K
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
592+ 12.23% |
$55.8K - $62.9K
|
5.43K
$839K
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
590+ 0.22% |
$55.6K - $62.7K
|
275K
$42.4M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
586+ 1.65% |
$55.3K - $62.2K
|
36.1K
$5.57M
|
|
|
Nov 08, 2021
Q3 2021
|
Bradley Mark J.
|
BUY
|
- |
585+ 2.38% |
$55.2K - $62.1K
|
25.2K
$3.89M
|
|
|
Nov 10, 2021
Q3 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
574+ 1.57% |
$54.1K - $61K
|
37.2K
$5.74M
|