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 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
165+ 4.76% |
$15.6K - $17.5K
|
3.63K
$560K
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
165+ 4.58% |
$15.6K - $17.5K
|
3.76K
$581K
|
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
165+ 11.0% |
$15.6K - $17.5K
|
1.67K
$257K
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
165+ 1.42% |
$15.6K - $17.5K
|
11.8K
$1.82M
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
164+ 5.53% |
$15.5K - $17.4K
|
3.13K
$484K
|
|
|
Nov 03, 2021
Q3 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
163+ 1.94% |
$15.4K - $17.3K
|
8.57K
$1.32M
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
162+ 1.06% |
$15.3K - $17.2K
|
15.4K
$2.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
160+ 0.89% |
$15.1K - $17K
|
18.2K
$2.82M
|
|
|
Oct 27, 2021
Q3 2021
|
Keating Investment Counselors Inc
|
BUY
|
- |
160+ 1.73% |
$15.1K - $17K
|
9.44K
$1.46M
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
159+ 5.84% |
$15K - $16.9K
|
2.88K
$445K
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
158+ 3.01% |
$14.9K - $16.8K
|
5.41K
$836K
|
|
|
Oct 22, 2021
Q3 2021
|
Narwhal Capital Management
|
BUY
|
- |
155+ 0.44% |
$14.6K - $16.5K
|
35.4K
$5.47M
|
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
153+ 1.28% |
$14.4K - $16.3K
|
12.2K
$1.88M
|
|
|
Nov 09, 2021
Q3 2021
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
152+ 4.69% |
$14.3K - $16.1K
|
3.39K
$524K
|
|
|
Nov 16, 2021
Q3 2021
|
Klcm Advisors, Inc.
|
BUY
|
- |
152+ 1.84% |
$14.3K - $16.1K
|
8.42K
$1.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
151+ 2.21% |
$14.2K - $16K
|
6.98K
$1.08M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
150+ 7.64% |
$14.1K - $15.9K
|
2.11K
$326K
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
150+ 5.87% |
$14.1K - $15.9K
|
2.7K
$418K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
150+ 3.65% |
$14.1K - $15.9K
|
4.26K
$657K
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
149+ 0.81% |
$14K - $15.8K
|
18.5K
$2.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
148+ 3.73% |
$14K - $15.7K
|
4.11K
$635K
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
147+ 1.54% |
$13.9K - $15.6K
|
9.67K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
146+ 0.39% |
$13.8K - $15.5K
|
37.1K
$5.73M
|
|
|
Oct 13, 2021
Q3 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
145+ 5.96% |
$13.7K - $15.4K
|
2.58K
$398K
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
145+ 0.56% |
$13.7K - $15.4K
|
25.9K
$4M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
143+ 3.75% |
$13.5K - $15.2K
|
3.95K
$611K
|
|
|
Oct 28, 2021
Q3 2021
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
142+ 3.15% |
$13.4K - $15.1K
|
4.65K
$718K
|
|
|
Oct 04, 2021
Q3 2021
|
Red Spruce Capital, LLC
|
BUY
|
- |
140+ 1.98% |
$13.2K - $14.9K
|
7.2K
$1.11M
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
140+ 0.65% |
$13.2K - $14.9K
|
21.7K
$3.35M
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
136+ 3.3% |
$12.8K - $14.4K
|
4.26K
$658K
|
|
|
Nov 12, 2021
Q3 2021
|
Winslow Asset Management Inc
|
BUY
|
- |
135+ 0.9% |
$12.7K - $14.3K
|
15.2K
$2.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
134+ 3.05% |
$12.6K - $14.2K
|
4.53K
$699K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
129+ 14.58% |
$12.2K - $13.7K
|
1.01K
$157K
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
128+ 0.9% |
$12.1K - $13.6K
|
14.3K
$2.21M
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
127+ 5.85% |
$12K - $13.5K
|
2.3K
$355K
|
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
125+ 0.23% |
$11.8K - $13.3K
|
55.2K
$8.53M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
124+ 3.97% |
$11.7K - $13.2K
|
3.25K
$502K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
122+ 9.58% |
$11.5K - $13K
|
1.4K
$216K
|
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
122+ 0.07% |
$11.5K - $13K
|
179K
$27.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
121+ 1.37% |
$11.4K - $12.9K
|
8.95K
$1.38M
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
121+ 3.56% |
$11.4K - $12.9K
|
3.52K
$543K
|
|
|
Dec 02, 2021
Q3 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
120+ 0.35% |
$11.3K - $12.7K
|
34.6K
$5.34M
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
118+ 1.11% |
$11.1K - $12.5K
|
10.7K
$1.66M
|
|
|
Nov 10, 2021
Q3 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
117+ 1.7% |
$11K - $12.4K
|
7K
$1.08M
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
116+ 8.74% |
$10.9K - $12.3K
|
1.44K
$223K
|
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
114+ 1.35% |
$10.7K - $12.1K
|
8.57K
$1.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
114+ 0.28% |
$10.7K - $12.1K
|
41.3K
$6.38M
|
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
113+ 1.06% |
$10.7K - $12K
|
10.8K
$1.67M
|
|
|
Nov 12, 2021
Q3 2021
|
S&T Bank
Indiana, PA |
BUY
|
- |
112+ 3.67% |
$10.6K - $11.9K
|
3.16K
$488K
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
112+ 0.97% |
$10.6K - $11.9K
|
11.6K
$1.79M
|