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 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
440+ 1.11% |
$41.5K - $46.7K
|
39.9K
$6.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
431+ 8.24% |
$40.6K - $45.8K
|
5.66K
$874K
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
431+ 14.08% |
$40.6K - $45.8K
|
3.49K
$539K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
430+ 1.5% |
$40.5K - $45.7K
|
29K
$4.48M
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
429+ 20.87% |
$40.5K - $45.6K
|
2.49K
$384K
|
|
|
Nov 12, 2021
Q3 2021
|
Tobam
|
BUY
|
- |
424+ 30.33% |
$40K - $45K
|
1.82K
$281K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
424+ 0.76% |
$40K - $45K
|
55.9K
$8.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
424+ 1.51% |
$40K - $45K
|
28.4K
$4.39M
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
421+ 9.18% |
$39.7K - $44.7K
|
5.01K
$773K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
420+ 7.25% |
$39.6K - $44.6K
|
6.21K
$959K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
416+ 2.85% |
$39.2K - $44.2K
|
15K
$2.32M
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
409+ 6.9% |
$38.6K - $43.4K
|
6.33K
$978K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
409+ 6.9% |
$38.6K - $43.4K
|
6.33K
$978K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
408+ 35.05% |
$38.5K - $43.3K
|
1.57K
$243K
|
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
BUY
|
- |
407+ 0.9% |
$38.4K - $43.2K
|
45.8K
$7.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
407+ 6.52% |
$38.4K - $43.2K
|
6.65K
$1.03M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
405+ 0.93% |
$38.2K - $43K
|
44K
$6.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
401+ 2.11% |
$37.8K - $42.6K
|
19.4K
$3M
|
|
|
Nov 12, 2021
Q3 2021
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
401+ 3.27% |
$37.8K - $42.6K
|
12.6K
$1.95M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
400+ 9.14% |
$37.7K - $42.5K
|
4.78K
$738K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
400+ 238.1% |
$37.7K - $42.5K
|
568
$87.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
400+ 1.47% |
$37.7K - $42.5K
|
27.6K
$4.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
387+ 1.2% |
$36.5K - $41.1K
|
32.6K
$5.03M
|
|
|
Oct 29, 2021
Q3 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
385+ 2.23% |
$36.3K - $40.9K
|
17.6K
$2.72M
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
385+ 2.97% |
$36.3K - $40.9K
|
13.3K
$2.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
379+ 18.75% |
$35.7K - $40.3K
|
2.4K
$371K
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
378+ 12.88% |
$35.6K - $40.1K
|
3.31K
$512K
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
377+ 0.41% |
$35.5K - $40K
|
91.4K
$14.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
377+ 0.97% |
$35.5K - $40K
|
39.3K
$6.07M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
376+ 1.88% |
$35.5K - $39.9K
|
20.4K
$3.15M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
370+ 1.79% |
$34.9K - $39.3K
|
21.1K
$3.26M
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
365+ 11.22% |
$34.4K - $38.8K
|
3.62K
$559K
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
365+ 17.36% |
$34.4K - $38.8K
|
2.47K
$381K
|
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
BUY
|
- |
360+ 6.23% |
$33.9K - $38.2K
|
6.14K
$947K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
360+ 2.14% |
$33.9K - $38.2K
|
17.2K
$2.66M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
358+ 1.54% |
$33.8K - $38K
|
23.7K
$3.65M
|
|
|
Oct 28, 2021
Q3 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
351+ 1.72% |
$33.1K - $37.3K
|
20.7K
$3.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Independent Investors Inc
|
BUY
|
- |
350+ 5.81% |
$33K - $37.2K
|
6.37K
$984K
|
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
BUY
|
- |
340+ 1.77% |
$32.1K - $36.1K
|
19.5K
$3.02M
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
340+ 4.88% |
$32.1K - $36.1K
|
7.31K
$1.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
337+ 10.67% |
$31.8K - $35.8K
|
3.49K
$540K
|
|
|
Oct 22, 2021
Q3 2021
|
Exeter Financial, LLC
|
BUY
|
- |
335+ 1.28% |
$31.6K - $35.6K
|
26.5K
$4.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
332+ 5.45% |
$31.3K - $35.3K
|
6.43K
$992K
|
|
|
Oct 05, 2021
Q3 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
330+ 6.45% |
$31.1K - $35K
|
5.44K
$841K
|
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
330+ 7.87% |
$31.1K - $35K
|
4.53K
$699K
|
|
|
Nov 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
330+ 1.22% |
$31.1K - $35K
|
27.4K
$4.23M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
330+ 1.19% |
$31.1K - $35K
|
28.1K
$4.34M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
329New |
$31K - $34.9K
|
329
$50.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
328+ 0.67% |
$30.9K - $34.8K
|
49.5K
$7.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
328+ 0.96% |
$30.9K - $34.8K
|
34.3K
$5.3M
|