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 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-51- 0.29% |
$4.81K - $5.42K
|
17.8K
$2.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-51- 1.48% |
$4.81K - $5.42K
|
3.4K
$524K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-52- 0.98% |
$4.9K - $5.52K
|
5.23K
$807K
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-52- 1.15% |
$4.9K - $5.52K
|
4.47K
$690K
|
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-54- 7.13% |
$5.09K - $5.74K
|
703
$109K
|
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-54- 0.82% |
$5.09K - $5.74K
|
6.54K
$1.01M
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-54- 1.24% |
$5.09K - $5.74K
|
4.3K
$664K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54- 1.13% |
$5.09K - $5.74K
|
4.73K
$730K
|
|
|
Nov 04, 2021
Q3 2021
|
Monarch Capital Management Inc
|
SELL
|
- |
-55- 0.31% |
$5.19K - $5.84K
|
17.7K
$2.73M
|
|
|
Oct 28, 2021
Q3 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-55- 0.12% |
$5.19K - $5.84K
|
46.8K
$7.23M
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
SELL
|
- |
-59- 0.33% |
$5.56K - $6.27K
|
18K
$2.78M
|
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
SELL
|
- |
-59- 1.87% |
$5.56K - $6.27K
|
3.09K
$478K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-59- 0.87% |
$5.56K - $6.27K
|
6.76K
$1.04M
|
|
|
Nov 08, 2021
Q3 2021
|
Matisse Capital
|
SELL
|
- |
-59- 2.43% |
$5.56K - $6.27K
|
2.37K
$366K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-60- 0.31% |
$5.66K - $6.37K
|
19.3K
$2.98M
|
|
|
Oct 15, 2021
Q3 2021
|
First National Bank Sioux Falls
|
SELL
|
- |
-60- 1.24% |
$5.66K - $6.37K
|
4.78K
$738K
|
|
|
Nov 15, 2021
Q3 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-60- 0.32% |
$5.66K - $6.37K
|
18.8K
$2.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Chiron Capital Management, LLC
|
SELL
|
- |
-62- 1.4% |
$5.85K - $6.59K
|
4.38K
$676K
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-63- 0.37% |
$5.94K - $6.69K
|
17K
$2.62M
|
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-68- 0.79% |
$6.41K - $7.22K
|
8.51K
$1.31M
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-69- 1.99% |
$6.51K - $7.33K
|
3.4K
$524K
|
|
|
Oct 27, 2021
Q3 2021
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-69- 0.23% |
$6.51K - $7.33K
|
30K
$4.63M
|
|
|
Oct 28, 2021
Q3 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-70- 3.3% |
$6.6K - $7.43K
|
2.05K
$317K
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-71- 1.51% |
$6.69K - $7.54K
|
4.62K
$714K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-74- 0.11% |
$6.98K - $7.86K
|
69.8K
$10.8M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-75- 1.36% |
$7.07K - $7.97K
|
5.44K
$839K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-76- 0.76% |
$7.17K - $8.07K
|
9.88K
$1.53M
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-77- 1.98% |
$7.26K - $8.18K
|
3.82K
$590K
|
|
|
Nov 09, 2021
Q3 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-77- 1.67% |
$7.26K - $8.18K
|
4.54K
$701K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-78- 1.03% |
$7.35K - $8.28K
|
7.51K
$1.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-78- 0.7% |
$7.35K - $8.28K
|
11.1K
$1.71M
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-78- 5.64% |
$7.35K - $8.28K
|
1.31K
$202K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-80- 0.56% |
$7.54K - $8.5K
|
14.3K
$2.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-82- 1.7% |
$7.73K - $8.71K
|
4.75K
$734K
|
|
|
Oct 14, 2021
Q3 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-82- 2.59% |
$7.73K - $8.71K
|
3.09K
$476K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-82- 1.74% |
$7.73K - $8.71K
|
4.64K
$716K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-83- 1.19% |
$7.83K - $8.82K
|
6.9K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-83- 1.76% |
$7.83K - $8.82K
|
4.64K
$716K
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-85- 0.71% |
$8.01K - $9.03K
|
11.9K
$1.84M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-87- 0.27% |
$8.2K - $9.24K
|
31.6K
$4.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-88- 1.63% |
$8.3K - $9.35K
|
5.31K
$820K
|
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-88- 0.13% |
$8.3K - $9.35K
|
68.4K
$10.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-89- 1.67% |
$8.39K - $9.45K
|
5.23K
$807K
|
|
|
Nov 15, 2021
Q3 2021
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-89- 0.1% |
$8.39K - $9.45K
|
92.3K
$14.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-90- 1.8% |
$8.49K - $9.56K
|
4.92K
$759K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-90- 0.51% |
$8.49K - $9.56K
|
17.6K
$2.72M
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-90- 3.24% |
$8.49K - $9.56K
|
2.68K
$415K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-90- 1.7% |
$8.49K - $9.56K
|
5.21K
$805K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-90- 0.51% |
$8.49K - $9.56K
|
17.6K
$2.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
SELL
|
- |
-93- 0.48% |
$8.77K - $9.88K
|
19.5K
$3.01M
|