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 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-371- 13.72% |
$35K - $39.4K
|
2.33K
$360K
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-372- 5.0% |
$35.1K - $39.5K
|
7.07K
$1.09M
|
|
Nov 05, 2021
Q3 2021
|
Forbes J M & CO LLP
|
SELL
|
- |
-376- 7.19% |
$35.5K - $39.9K
|
4.85K
$749K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-379- 13.3% |
$35.7K - $40.3K
|
2.47K
$381K
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
SELL
|
- |
-382- 0.97% |
$36K - $40.6K
|
39.1K
$6.03M
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
SELL
|
- |
-385- 6.43% |
$36.3K - $40.9K
|
5.6K
$865K
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-385- 2.91% |
$36.3K - $40.9K
|
12.8K
$1.98M
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-389- 8.33% |
$36.7K - $41.3K
|
4.28K
$661K
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-400- 76.92% |
$37.7K - $42.5K
|
120
$18.5K
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-400- 4.91% |
$37.7K - $42.5K
|
7.75K
$1.2M
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-404- 2.48% |
$38.1K - $42.9K
|
15.9K
$2.45M
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
SELL
|
- |
-405- 5.81% |
$38.2K - $43K
|
6.56K
$1.01M
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-406- 10.25% |
$38.3K - $43.1K
|
3.56K
$549K
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-408- 67.11% |
$38.5K - $43.3K
|
200
$30.9K
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-410- 2.07% |
$38.7K - $43.5K
|
19.4K
$3M
|
|
Oct 14, 2021
Q3 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-411- 2.38% |
$38.8K - $43.7K
|
16.9K
$2.6M
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-413- 0.46% |
$38.9K - $43.9K
|
90.1K
$13.9M
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-414- 14.3% |
$39K - $44K
|
2.48K
$383K
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-415- 11.24% |
$39.1K - $44.1K
|
3.28K
$506K
|
|
Oct 04, 2021
Q3 2021
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-416- 4.96% |
$39.2K - $44.2K
|
7.97K
$1.23M
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-416- 5.89% |
$39.2K - $44.2K
|
6.65K
$1.03M
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-416- 1.43% |
$39.2K - $44.2K
|
28.7K
$4.43M
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-419- 3.8% |
$39.5K - $44.5K
|
10.6K
$1.64M
|
|
Nov 08, 2021
Q3 2021
|
Argent Capital Management LLC
|
SELL
|
- |
-433- 0.27% |
$40.8K - $46K
|
158K
$24.4M
|
|
Dec 20, 2021
Q3 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-435- 0.69% |
$41K - $46.2K
|
62.3K
$9.62M
|
|
Nov 10, 2021
Q3 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-437- 2.11% |
$41.2K - $46.4K
|
20.3K
$3.14M
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
SELL
|
- |
-441- 0.68% |
$41.6K - $46.8K
|
64.3K
$9.92M
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-445- 1.63% |
$42K - $47.3K
|
26.8K
$4.14M
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-445- 8.19% |
$42K - $47.3K
|
4.99K
$771K
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
SELL
|
- |
-446- 0.78% |
$42.1K - $47.4K
|
57.1K
$8.81M
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
SELL
|
- |
-450- 2.5% |
$42.4K - $47.8K
|
17.5K
$2.71M
|
|
Nov 12, 2021
Q3 2021
|
Biechele Royce Advisors
|
SELL
|
- |
-451- 9.4% |
$42.5K - $47.9K
|
4.35K
$671K
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-453- 2.37% |
$42.7K - $48.1K
|
18.7K
$2.88M
|
|
Nov 12, 2021
Q3 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-456- 0.76% |
$43K - $48.4K
|
59.7K
$9.23M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-464- 7.11% |
$43.8K - $49.3K
|
6.07K
$937K
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-468- 4.36% |
$44.1K - $49.7K
|
10.3K
$1.59M
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-480- 10.5% |
$45.3K - $51K
|
4.09K
$632K
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-483- 20.0% |
$45.5K - $51.3K
|
1.93K
$298K
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-492- 1.83% |
$46.4K - $52.3K
|
26.5K
$4.08M
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-493- 16.43% |
$46.5K - $52.4K
|
2.51K
$387K
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-498- 4.23% |
$47K - $52.9K
|
11.3K
$1.74M
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-500- 10.38% |
$47.1K - $53.1K
|
4.32K
$667K
|
|
Nov 04, 2021
Q3 2021
|
Compton Financial Group, LLC
|
SELL
|
- |
-500- 14.44% |
$47.1K - $53.1K
|
2.96K
$457K
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
SELL
|
- |
-510- 19.33% |
$48.1K - $54.2K
|
2.13K
$329K
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-513- 1.02% |
$48.4K - $54.5K
|
49.8K
$7.69M
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-514- 3.22% |
$48.5K - $54.6K
|
15.4K
$2.39M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-519- 5.07% |
$48.9K - $55.1K
|
9.71K
$1.5M
|
|
Nov 04, 2021
Q3 2021
|
Citizens & Northern Corp
|
SELL
|
- |
-521- 4.89% |
$49.1K - $55.3K
|
10.1K
$1.57M
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-522- 7.19% |
$49.2K - $55.4K
|
6.74K
$1.04M
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-524- 7.7% |
$49.4K - $55.7K
|
6.28K
$970K
|