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
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
248+ 0.78% |
$23.4K - $26.3K
|
32.2K
$4.97M
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
248+ 5.88% |
$23.4K - $26.3K
|
4.47K
$690K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
247+ 8.23% |
$23.3K - $26.2K
|
3.25K
$502K
|
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
242+ 2.62% |
$22.8K - $25.7K
|
9.48K
$1.46M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
242+ 0.83% |
$22.8K - $25.7K
|
29.3K
$4.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
241+ 2.46% |
$22.7K - $25.6K
|
10K
$1.55M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
238+ 3.24% |
$22.4K - $25.3K
|
7.58K
$1.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
238+ 6.7% |
$22.4K - $25.3K
|
3.79K
$585K
|
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
236+ 5.21% |
$22.3K - $25.1K
|
4.77K
$737K
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
234+ 0.59% |
$22.1K - $24.9K
|
39.7K
$6.12M
|
|
|
Nov 08, 2021
Q3 2021
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
234+ 0.73% |
$22.1K - $24.9K
|
32.3K
$4.99M
|
|
|
Feb 14, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
231New |
$21.8K - $24.5K
|
231
$35.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
229+ 0.34% |
$21.6K - $24.3K
|
68.6K
$10.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
229+ 4.44% |
$21.6K - $24.3K
|
5.39K
$833K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
228+ 6.65% |
$21.5K - $24.2K
|
3.66K
$565K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
228+ 28.64% |
$21.5K - $24.2K
|
1.02K
$158K
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
BUY
|
- |
228+ 1.25% |
$21.5K - $24.2K
|
18.5K
$2.86M
|
|
|
Dec 22, 2022
Q3 2021
|
Campbell Wealth Management
|
BUY
|
- |
225+ 7.78% |
$21.2K - $23.9K
|
3.12K
$481K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
221+ 21.9% |
$20.8K - $23.5K
|
1.23K
$190K
|
|
|
Oct 07, 2021
Q3 2021
|
Somerset Trust CO
|
BUY
|
- |
215+ 1.56% |
$20.3K - $22.8K
|
14K
$2.17M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
214New |
$20.2K - $22.7K
|
214
$33.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
212+ 1.25% |
$20K - $22.5K
|
17.2K
$2.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
212+ 2.41% |
$20K - $22.5K
|
9.02K
$1.39M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
203+ 2.01% |
$19.1K - $21.6K
|
10.3K
$1.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
203+ 1.01% |
$19.1K - $21.6K
|
20.4K
$3.15M
|
|
|
Nov 04, 2021
Q3 2021
|
Chase Investment Counsel Corp
|
BUY
|
- |
202+ 5.33% |
$19K - $21.5K
|
3.99K
$616K
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
202+ 10.55% |
$19K - $21.5K
|
2.12K
$327K
|
|
|
Nov 03, 2021
Q3 2021
|
Centre Asset Management, LLC
|
BUY
|
- |
200+ 0.46% |
$18.9K - $21.2K
|
43.9K
$6.78M
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
200+ 4.41% |
$18.9K - $21.2K
|
4.74K
$732K
|
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
200+ 6.4% |
$18.9K - $21.2K
|
3.33K
$514K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
BUY
|
- |
200+ 8.03% |
$18.9K - $21.2K
|
2.69K
$416K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
198+ 0.67% |
$18.7K - $21K
|
29.9K
$4.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
192+ 0.95% |
$18.1K - $20.4K
|
20.4K
$3.15M
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
191+ 2.7% |
$18K - $20.3K
|
7.27K
$1.12M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
191+ 16.08% |
$18K - $20.3K
|
1.38K
$213K
|
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
186+ 2.95% |
$17.5K - $19.8K
|
6.48K
$1M
|
|
|
Oct 28, 2021
Q3 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
185+ 5.03% |
$17.4K - $19.6K
|
3.86K
$597K
|
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
185+ 1.32% |
$17.4K - $19.6K
|
14.2K
$2.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
183+ 4.8% |
$17.3K - $19.4K
|
3.99K
$617K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
182+ 3.41% |
$17.2K - $19.3K
|
5.52K
$853K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
180+ 3.42% |
$17K - $19.1K
|
5.44K
$840K
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
BUY
|
- |
175+ 1.23% |
$16.5K - $18.6K
|
14.4K
$2.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
173+ 2.45% |
$16.3K - $18.4K
|
7.24K
$1.12M
|
|
|
Oct 26, 2021
Q3 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
172+ 0.34% |
$16.2K - $18.3K
|
50.2K
$7.75M
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
171+ 2.18% |
$16.1K - $18.2K
|
8.03K
$1.24M
|
|
|
Oct 29, 2021
Q3 2021
|
Community Bank Of Raymore
|
BUY
|
- |
170+ 8.87% |
$16K - $18.1K
|
2.09K
$322K
|
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
170+ 0.51% |
$16K - $18.1K
|
33.3K
$5.15M
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
169+ 5.28% |
$15.9K - $17.9K
|
3.37K
$520K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
169+ 0.73% |
$15.9K - $17.9K
|
23.3K
$3.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
167+ 0.8% |
$15.7K - $17.7K
|
21K
$3.25M
|