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 14, 2021
Q3 2021
|
Berkshire Bank
|
BUY
|
- |
561+ 3.4% |
$52.9K - $59.6K
|
17.1K
$2.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
561+ 0.4% |
$52.9K - $59.6K
|
140K
$21.6M
|
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
560+ 5.14% |
$52.8K - $59.5K
|
11.5K
$1.77M
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
556+ 4.65% |
$52.4K - $59.1K
|
12.5K
$1.93M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
552+ 15.99% |
$52K - $58.6K
|
4.01K
$619K
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
549+ 20.59% |
$51.8K - $58.3K
|
3.22K
$497K
|
|
|
Oct 06, 2021
Q3 2021
|
Cox Capital Mgt LLC
|
BUY
|
- |
544+ 5.55% |
$51.3K - $57.8K
|
10.3K
$1.6M
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
539+ 5.41% |
$50.8K - $57.2K
|
10.5K
$1.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
535+ 26.24% |
$50.4K - $56.8K
|
2.57K
$398K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
533+ 6.92% |
$50.3K - $56.6K
|
8.24K
$1.27M
|
|
|
Nov 05, 2021
Q3 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
529+ 3.87% |
$49.9K - $56.2K
|
14.2K
$2.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
526+ 2.56% |
$49.6K - $55.9K
|
21.1K
$3.25M
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
522+ 1.77% |
$49.2K - $55.4K
|
30K
$4.63M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
520+ 1.03% |
$49K - $55.2K
|
51.2K
$7.91M
|
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
BUY
|
- |
518+ 0.33% |
$48.8K - $55K
|
157K
$24.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Front Street Capital Management, Inc.
|
BUY
|
- |
518+ 5.04% |
$48.8K - $55K
|
10.8K
$1.67M
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
518+ 0.59% |
$48.8K - $55K
|
88.3K
$13.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
517+ 2.75% |
$48.7K - $54.9K
|
19.3K
$2.98M
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
512+ 12.68% |
$48.3K - $54.4K
|
4.55K
$703K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
508+ 1.68% |
$47.9K - $54K
|
30.7K
$4.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
505+ 25.87% |
$47.6K - $53.6K
|
2.46K
$379K
|
|
|
Oct 21, 2021
Q3 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
500+ 4.07% |
$47.1K - $53.1K
|
12.8K
$1.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
500+ 10.74% |
$47.1K - $53.1K
|
5.16K
$796K
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
500+ 1.1% |
$47.1K - $53.1K
|
45.8K
$7.07M
|
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
500+ 6.05% |
$47.1K - $53.1K
|
8.77K
$1.35M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
496New |
$46.8K - $52.7K
|
496
$76.6K
|
|
|
Oct 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
493+ 2.94% |
$46.5K - $52.4K
|
17.3K
$2.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
490+ 12.65% |
$46.2K - $52K
|
4.36K
$674K
|
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
489+ 3.15% |
$46.1K - $51.9K
|
16K
$2.47M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
487+ 6.0% |
$45.9K - $51.7K
|
8.61K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
487+ 1.67% |
$45.9K - $51.7K
|
29.7K
$4.59M
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
484+ 3.01% |
$45.6K - $51.4K
|
16.5K
$2.55M
|
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
484+ 1.09% |
$45.6K - $51.4K
|
44.9K
$6.93M
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
483+ 9.49% |
$45.5K - $51.3K
|
5.57K
$861K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
475+ 2.78% |
$44.8K - $50.4K
|
17.6K
$2.71M
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
474+ 35.43% |
$44.7K - $50.3K
|
1.81K
$280K
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
473+ 13.41% |
$44.6K - $50.2K
|
4K
$618K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
472+ 2.51% |
$44.5K - $50.1K
|
19.3K
$2.98M
|
|
|
Nov 08, 2021
Q3 2021
|
Armstrong Shaw Associates Inc
|
BUY
|
- |
467+ 2.38% |
$44K - $49.6K
|
20.1K
$3.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
465+ 3.51% |
$43.8K - $49.4K
|
13.7K
$2.12M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
464+ 3.58% |
$43.8K - $49.3K
|
13.4K
$2.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
462+ 47.24% |
$43.6K - $49.1K
|
1.44K
$222K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
462+ 10.65% |
$43.6K - $49.1K
|
4.8K
$741K
|
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
BUY
|
- |
461+ 1.24% |
$43.5K - $49K
|
37.8K
$5.83M
|
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
461+ 5.03% |
$43.5K - $49K
|
9.62K
$1.49M
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
458+ 0.18% |
$43.2K - $48.6K
|
254K
$39.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
456+ 4.41% |
$43K - $48.4K
|
10.8K
$1.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
450+ 2.47% |
$42.4K - $47.8K
|
18.6K
$2.88M
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
448+ 0.73% |
$42.2K - $47.6K
|
61.9K
$9.56M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
441+ 2.96% |
$41.6K - $46.8K
|
15.4K
$2.37M
|