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
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
326+ 3.29% |
$30.7K - $34.6K
|
10.2K
$1.58M
|
|
|
Nov 02, 2021
Q3 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
325+ 1.51% |
$30.6K - $34.5K
|
21.9K
$3.38M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
324+ 3.38% |
$30.5K - $34.4K
|
9.91K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
323+ 8.8% |
$30.5K - $34.3K
|
3.99K
$617K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
320+ 0.27% |
$30.2K - $34K
|
119K
$18.4M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
318+ 3.03% |
$30K - $33.8K
|
10.8K
$1.67M
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
BUY
|
- |
316+ 5.43% |
$29.8K - $33.6K
|
6.13K
$947K
|
|
|
Nov 15, 2021
Q3 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
316+ 1.48% |
$29.8K - $33.6K
|
21.6K
$3.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
316+ 3.17% |
$29.8K - $33.6K
|
10.3K
$1.59M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
315+ 3.42% |
$29.7K - $33.5K
|
9.53K
$1.47M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
315+ 33.16% |
$29.7K - $33.5K
|
1.27K
$195K
|
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
313+ 1.03% |
$29.5K - $33.2K
|
30.6K
$4.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcmillion Capital Management Inc
|
BUY
|
- |
313+ 1.2% |
$29.5K - $33.2K
|
26.3K
$4.06M
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
312+ 4.75% |
$29.4K - $33.1K
|
6.88K
$1.06M
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
312+ 1.59% |
$29.4K - $33.1K
|
19.9K
$3.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
312+ 2.79% |
$29.4K - $33.1K
|
11.5K
$1.77M
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
BUY
|
- |
310+ 2.14% |
$29.2K - $32.9K
|
14.8K
$2.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
309+ 0.98% |
$29.1K - $32.8K
|
31.7K
$4.89M
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
306+ 7.33% |
$28.9K - $32.5K
|
4.48K
$692K
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
303+ 0.99% |
$28.6K - $32.2K
|
30.8K
$4.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
301+ 0.35% |
$28.4K - $32K
|
85.3K
$13.2M
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
300+ 11.62% |
$28.3K - $31.9K
|
2.88K
$445K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
300+ 5.9% |
$28.3K - $31.9K
|
5.38K
$831K
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
300+ 6.72% |
$28.3K - $31.9K
|
4.76K
$735K
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
300+ 1.61% |
$28.3K - $31.9K
|
18.9K
$2.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
300+ 1.4% |
$28.3K - $31.9K
|
21.7K
$3.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
300+ 2.28% |
$28.3K - $31.9K
|
13.5K
$2.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
300+ 3.47% |
$28.3K - $31.9K
|
8.95K
$1.38M
|
|
|
Oct 20, 2021
Q3 2021
|
Sippican Capital Advisors
|
BUY
|
- |
295+ 1.11% |
$27.8K - $31.3K
|
27K
$4.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Holistic Financial Partners
|
BUY
|
- |
290+ 8.95% |
$27.3K - $30.8K
|
3.53K
$545K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
284+ 9.94% |
$26.8K - $30.2K
|
3.14K
$485K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
282+ 4.59% |
$26.6K - $30K
|
6.43K
$993K
|
|
|
Oct 29, 2021
Q3 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
280+ 12.58% |
$26.4K - $29.7K
|
2.51K
$387K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
275+ 4.05% |
$25.9K - $29.2K
|
7.07K
$1.09M
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
275+ 1.29% |
$25.9K - $29.2K
|
21.6K
$3.33M
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
275+ 1.22% |
$25.9K - $29.2K
|
22.9K
$3.53M
|
|
|
Oct 21, 2021
Q3 2021
|
Selway Asset Management
Boise, ID |
BUY
|
- |
275+ 1.35% |
$25.9K - $29.2K
|
20.6K
$3.19M
|
|
|
Oct 06, 2021
Q3 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
274+ 0.52% |
$25.8K - $29.1K
|
53.3K
$8.23M
|
|
|
Oct 22, 2021
Q3 2021
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
270+ 10.76% |
$25.5K - $28.7K
|
2.78K
$429K
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
269+ 2.13% |
$25.4K - $28.6K
|
12.9K
$1.99M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
269+ 2.62% |
$25.4K - $28.6K
|
10.6K
$1.63M
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
263+ 0.27% |
$24.8K - $27.9K
|
97.7K
$15.1M
|
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
261+ 2.53% |
$24.6K - $27.7K
|
10.6K
$1.63M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
260+ 1.61% |
$24.5K - $27.6K
|
16.4K
$2.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
260+ 9.82% |
$24.5K - $27.6K
|
2.91K
$449K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
260+ 1.61% |
$24.5K - $27.6K
|
16.4K
$2.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
255New |
$24K - $27.1K
|
255
$39.4K
|
|
|
Nov 01, 2021
Q3 2021
|
Wd Rutherford LLC
|
BUY
|
- |
250+ 25.64% |
$23.6K - $26.6K
|
1.23K
$189K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
250+ 1.4% |
$23.6K - $26.6K
|
18.1K
$2.79M
|
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
250+ 1.69% |
$23.6K - $26.6K
|
15.1K
$2.32M
|