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 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
55+ 1.2% |
$5.19K - $5.84K
|
4.64K
$716K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
54+ 0.35% |
$5.09K - $5.74K
|
15.6K
$2.41M
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
53+ 1.17% |
$5K - $5.63K
|
4.6K
$710K
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
52+ 1.42% |
$4.9K - $5.52K
|
3.72K
$575K
|
|
|
Nov 12, 2021
Q3 2021
|
Inlet Private Wealth, LLC
|
BUY
|
- |
50+ 0.12% |
$4.71K - $5.31K
|
42.2K
$6.51M
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
50+ 0.91% |
$4.71K - $5.31K
|
5.54K
$856K
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
50New |
$4.71K - $5.31K
|
50
$7.72K
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
50+ 1.29% |
$4.71K - $5.31K
|
3.93K
$607K
|
|
|
Dec 12, 2024
Q3 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
50+ 0.83% |
$4.71K - $5.31K
|
6.07K
$937K
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
49+ 0.87% |
$4.62K - $5.2K
|
5.7K
$880K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
BUY
|
- |
49+ 0.82% |
$4.62K - $5.2K
|
6.02K
$930K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
47+ 0.11% |
$4.43K - $4.99K
|
42.2K
$6.51M
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
47+ 1.76% |
$4.43K - $4.99K
|
2.72K
$420K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
46+ 0.79% |
$4.34K - $4.89K
|
5.9K
$912K
|
|
|
Feb 10, 2022
Q3 2021
|
Chelsea Counsel CO
|
BUY
|
- |
45+ 0.09% |
$4.24K - $4.78K
|
52.8K
$8.16M
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
45+ 0.21% |
$4.24K - $4.78K
|
22K
$3.39M
|
|
|
Oct 19, 2021
Q3 2021
|
Blooom, Inc.
|
BUY
|
- |
43+ 2.18% |
$4.05K - $4.57K
|
2.01K
$311K
|
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
43+ 0.5% |
$4.05K - $4.57K
|
8.64K
$1.33M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
43+ 0.22% |
$4.05K - $4.57K
|
19.7K
$3.04M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
43+ 1.67% |
$4.05K - $4.57K
|
2.62K
$405K
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
42+ 4.16% |
$3.96K - $4.46K
|
1.05K
$162K
|
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
42+ 0.21% |
$3.96K - $4.46K
|
20.2K
$3.12M
|
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
41+ 1.38% |
$3.87K - $4.35K
|
3.02K
$466K
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
40+ 27.59% |
$3.77K - $4.25K
|
185
$28.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
40+ 0.14% |
$3.77K - $4.25K
|
29.3K
$4.53M
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
40+ 5.95% |
$3.77K - $4.25K
|
712
$110K
|
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
BUY
|
- |
39+ 1.09% |
$3.68K - $4.14K
|
3.63K
$560K
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
39+ 0.73% |
$3.68K - $4.14K
|
5.38K
$831K
|
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
39+ 0.51% |
$3.68K - $4.14K
|
7.69K
$1.19M
|
|
|
Nov 02, 2021
Q3 2021
|
Pettee Investors, Inc.
|
BUY
|
- |
37+ 0.2% |
$3.49K - $3.93K
|
18.2K
$2.81M
|
|
|
Oct 26, 2021
Q3 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
37+ 0.23% |
$3.49K - $3.93K
|
16K
$2.47M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
37+ 80.43% |
$3.49K - $3.93K
|
83
$12.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
37+ 1.1% |
$3.49K - $3.93K
|
3.41K
$526K
|
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
BUY
|
- |
36+ 1.07% |
$3.39K - $3.82K
|
3.41K
$527K
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
36+ 8.87% |
$3.39K - $3.82K
|
442
$68.3K
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
35+ 0.26% |
$3.3K - $3.72K
|
13.3K
$2.05M
|
|
|
Nov 09, 2021
Q3 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
35+ 0.05% |
$3.3K - $3.72K
|
64.3K
$9.93M
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
35+ 1.16% |
$3.3K - $3.72K
|
3.05K
$470K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
33+ 5.11% |
$3.11K - $3.5K
|
679
$105K
|
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
33+ 1.25% |
$3.11K - $3.5K
|
2.67K
$412K
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
32+ 0.33% |
$3.02K - $3.4K
|
9.71K
$1.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
32+ 1.5% |
$3.02K - $3.4K
|
2.16K
$334K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
30+ 0.14% |
$2.83K - $3.19K
|
21K
$3.25M
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
30+ 0.26% |
$2.83K - $3.19K
|
11.5K
$1.78M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
30+ 0.36% |
$2.83K - $3.19K
|
8.43K
$1.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
27+ 1.29% |
$2.55K - $2.87K
|
2.12K
$327K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
27New |
$2.55K - $2.87K
|
27
$4.17K
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
BUY
|
- |
26+ 0.07% |
$2.45K - $2.76K
|
39.1K
$6.04M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
25+ 0.28% |
$2.36K - $2.66K
|
9.05K
$1.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
25+ 0.86% |
$2.36K - $2.66K
|
2.93K
$452K
|