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 15, 2021
Q3 2021
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-200- 0.42% |
$18.9K - $21.2K
|
47.3K
$7.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-204- 0.43% |
$19.2K - $21.7K
|
47.7K
$7.36M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-205- 2.06% |
$19.3K - $21.8K
|
9.75K
$1.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-206- 3.95% |
$19.4K - $21.9K
|
5.01K
$773K
|
|
|
Nov 04, 2021
Q3 2021
|
Ar Asset Management Inc
|
SELL
|
- |
-210- 0.18% |
$19.8K - $22.3K
|
115K
$17.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-210- 2.66% |
$19.8K - $22.3K
|
7.68K
$1.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-210- 1.06% |
$19.8K - $22.3K
|
19.6K
$3.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-211- 6.09% |
$19.9K - $22.4K
|
3.25K
$502K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-217- 5.79% |
$20.5K - $23K
|
3.53K
$545K
|
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-218- 1.24% |
$20.6K - $23.2K
|
17.4K
$2.68M
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-218- 0.43% |
$20.6K - $23.2K
|
50.3K
$7.77M
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-218- 6.95% |
$20.6K - $23.2K
|
2.92K
$451K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-223- 9.12% |
$21K - $23.7K
|
2.22K
$343K
|
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
SELL
|
- |
-225- 0.47% |
$21.2K - $23.9K
|
47.6K
$7.35M
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-229- 47.81% |
$21.6K - $24.3K
|
250
$38.6K
|
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-231- 0.92% |
$21.8K - $24.5K
|
24.9K
$3.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-233- 1.62% |
$22K - $24.7K
|
14.2K
$2.19M
|
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-235- 2.6% |
$22.2K - $25K
|
8.82K
$1.36M
|
|
|
Oct 22, 2021
Q3 2021
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-235- 0.22% |
$22.2K - $25K
|
105K
$16.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
SELL
|
- |
-236- 14.97% |
$22.3K - $25.1K
|
1.34K
$207K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-239- 8.57% |
$22.5K - $25.4K
|
2.55K
$394K
|
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
SELL
|
- |
-240- 2.22% |
$22.6K - $25.5K
|
10.6K
$1.64M
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-241- 0.85% |
$22.7K - $25.6K
|
28K
$4.33M
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-243- 2.26% |
$22.9K - $25.8K
|
10.5K
$1.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
SELL
|
- |
-243- 2.85% |
$22.9K - $25.8K
|
8.27K
$1.28M
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-244- 59.95% |
$23K - $25.9K
|
163
$25.2K
|
|
|
Oct 27, 2021
Q3 2021
|
Eads & Heald Wealth Management
|
SELL
|
- |
-245- 1.76% |
$23.1K - $26K
|
13.6K
$2.11M
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-246- 4.93% |
$23.2K - $26.1K
|
4.75K
$733K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-247- 4.44% |
$23.3K - $26.2K
|
5.32K
$821K
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-248- 2.58% |
$23.4K - $26.3K
|
9.37K
$1.45M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-248- 0.25% |
$23.4K - $26.3K
|
99.5K
$15.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Birinyi Associates Inc
|
SELL
|
- |
-250- 3.65% |
$23.6K - $26.6K
|
6.6K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-250- 11.11% |
$23.6K - $26.6K
|
2K
$309K
|
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-250- 0.98% |
$23.6K - $26.6K
|
25.2K
$3.89M
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-252- 4.79% |
$23.8K - $26.8K
|
5K
$773K
|
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-253- 1.85% |
$23.9K - $26.9K
|
13.5K
$2.08M
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-255- 0.8% |
$24K - $27.1K
|
31.6K
$4.87M
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-257- 81.59% |
$24.2K - $27.3K
|
58
$8.96K
|
|
|
Nov 04, 2021
Q3 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-258- 1.39% |
$24.3K - $27.4K
|
18.2K
$2.82M
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-260- 2.23% |
$24.5K - $27.6K
|
11.4K
$1.76M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-261- 1.8% |
$24.6K - $27.7K
|
14.3K
$2.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Exos Asset Management LLC
New York, NY |
SELL
|
- |
-261Closed |
$24.6K - $27.7K
|
0
$0
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-264- 9.11% |
$24.9K - $28K
|
2.63K
$407K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-265- 3.87% |
$25K - $28.1K
|
6.58K
$1.02M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-266- 3.0% |
$25.1K - $28.3K
|
8.59K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-267- 7.09% |
$25.2K - $28.4K
|
3.5K
$541K
|
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
SELL
|
- |
-272- 0.29% |
$25.6K - $28.9K
|
94.1K
$14.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-274- 13.75% |
$25.8K - $29.1K
|
1.72K
$265K
|
|
|
Nov 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-275- 9.75% |
$25.9K - $29.2K
|
2.55K
$393K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-278- 0.15% |
$26.2K - $29.5K
|
184K
$28.4M
|