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 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.35% |
$283 - $319
|
862
$133K
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
3+ 0.01% |
$283 - $319
|
33.8K
$5.23M
|
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
BUY
|
- |
3+ 0.07% |
$283 - $319
|
4.15K
$641K
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.08% |
$283 - $319
|
3.85K
$595K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.92% |
$189 - $212
|
220
$34K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.15% |
$189 - $212
|
1.35K
$209K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$94.3 - $106
|
7.26K
$1.12M
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.42% |
$94.3 - $106
|
240
$37.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.09% |
$94.3 - $106
|
1.17K
$181K
|
|
|
Nov 08, 2021
Q3 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$94.3 - $106
|
3.82K
$589K
|
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1+ 0.02% |
$94.3 - $106
|
6.22K
$961K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1+ 0.03% |
$94.3 - $106
|
3.06K
$472K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.01% |
$94.3 - $106
|
14.4K
$2.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1+ 0.03% |
$94.3 - $106
|
2.93K
$452K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 0.01% |
$94.3 - $106
|
15K
$2.31M
|
|
|
May 28, 2025
Q3 2021
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1+ 0.02% |
$94.3 - $106
|
5.94K
$918K
|
|
|
Nov 10, 2021
Q3 2021
|
Broderick Brian C
|
SELL
|
- |
-1- -0.0% |
$94.3 - $106
|
27.2K
$4.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-2- 0.01% |
$189 - $212
|
15.2K
$2.35M
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-2- 0.1% |
$189 - $212
|
2.09K
$322K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2- 0.03% |
$189 - $212
|
7.44K
$1.15M
|
|
|
Nov 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-4- 0.06% |
$377 - $425
|
6.39K
$987K
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4- 0.17% |
$377 - $425
|
2.4K
$370K
|
|
|
Oct 12, 2021
Q3 2021
|
F&V Capital Management, LLC
|
SELL
|
- |
-5- -0.0% |
$471 - $531
|
101K
$15.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-5Closed |
$471 - $531
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Private Management Group Inc
|
SELL
|
- |
-5- 0.17% |
$471 - $531
|
2.91K
$449K
|
|
|
Oct 26, 2021
Q3 2021
|
Coerente Capital Management
|
SELL
|
- |
-6- 0.02% |
$566 - $637
|
26.7K
$4.13M
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-8- 0.14% |
$754 - $850
|
5.74K
$887K
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-8- 0.31% |
$754 - $850
|
2.57K
$397K
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-8- 0.06% |
$754 - $850
|
14.1K
$2.17M
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-10- 0.09% |
$943 - $1.06K
|
11.7K
$1.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-10- 0.18% |
$943 - $1.06K
|
5.45K
$842K
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-11- 0.29% |
$1.04K - $1.17K
|
3.73K
$575K
|
|
|
Nov 08, 2021
Q3 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-11- 42.31% |
$1.04K - $1.17K
|
15
$2.32K
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-12- 0.04% |
$1.13K - $1.27K
|
28.9K
$4.47M
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-13- 0.03% |
$1.23K - $1.38K
|
40.5K
$6.26M
|
|
|
Oct 21, 2021
Q3 2021
|
Aldebaran Financial Inc.
|
SELL
|
- |
-13- 0.4% |
$1.23K - $1.38K
|
3.25K
$502K
|
|
|
Oct 25, 2021
Q3 2021
|
Benin Management Corp
|
SELL
|
- |
-13- 0.08% |
$1.23K - $1.38K
|
16.5K
$2.55M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-14- 0.41% |
$1.32K - $1.49K
|
3.41K
$526K
|
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
SELL
|
- |
-14- 0.28% |
$1.32K - $1.49K
|
4.93K
$761K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-14- 0.16% |
$1.32K - $1.49K
|
8.64K
$1.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-15- 0.27% |
$1.41K - $1.59K
|
5.58K
$861K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-15Closed |
$1.41K - $1.59K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Smh Capital Advisors Inc
|
SELL
|
- |
-15- 0.37% |
$1.41K - $1.59K
|
3.99K
$617K
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-15Closed |
$1.41K - $1.59K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-16- 0.02% |
$1.51K - $1.7K
|
99.2K
$15.3M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-17- 0.14% |
$1.6K - $1.81K
|
12.4K
$1.92M
|
|
|
Oct 18, 2021
Q3 2021
|
M. Kraus & CO
|
SELL
|
- |
-17- 0.16% |
$1.6K - $1.81K
|
10.8K
$1.67M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-17- 0.11% |
$1.6K - $1.81K
|
15.9K
$2.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-17- 0.06% |
$1.6K - $1.81K
|
26.2K
$4.05M
|
|
|
Nov 05, 2021
Q3 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-19- 0.26% |
$1.79K - $2.02K
|
7.21K
$1.11M
|