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 16, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-530- 12.85% |
$50K - $56.3K
|
3.6K
$555K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-531- 11.38% |
$50.1K - $56.4K
|
4.13K
$638K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-533- 12.29% |
$50.3K - $56.6K
|
3.8K
$587K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-534Closed |
$50.4K - $56.7K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-538- 10.43% |
$50.7K - $57.1K
|
4.62K
$713K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-538- 4.3% |
$50.7K - $57.1K
|
12K
$1.85M
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-540- 8.2% |
$50.9K - $57.4K
|
6.05K
$934K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-540- 7.46% |
$50.9K - $57.4K
|
6.7K
$1.04M
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-549Closed |
$51.8K - $58.3K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-551- 1.81% |
$52K - $58.5K
|
29.9K
$4.62M
|
|
|
Oct 21, 2021
Q3 2021
|
Miller Howard Investments Inc
|
SELL
|
- |
-555- 6.33% |
$52.3K - $58.9K
|
8.21K
$1.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-555- 0.64% |
$52.3K - $58.9K
|
85.7K
$13.2M
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-563- 5.27% |
$53.1K - $59.8K
|
10.1K
$1.56M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-565- 7.65% |
$53.3K - $60K
|
6.82K
$1.05M
|
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-568- 1.27% |
$53.6K - $60.3K
|
44.3K
$6.84M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-570- 1.79% |
$53.7K - $60.5K
|
31.2K
$4.82M
|
|
|
Oct 06, 2021
Q3 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-578- 3.8% |
$54.5K - $61.4K
|
14.6K
$2.26M
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-587- 3.99% |
$55.3K - $62.3K
|
14.1K
$2.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-588- 3.57% |
$55.4K - $62.5K
|
15.9K
$2.45M
|
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-592- 20.74% |
$55.8K - $62.9K
|
2.26K
$349K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-592- 0.87% |
$55.8K - $62.9K
|
67.1K
$10.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-598- 1.73% |
$56.4K - $63.5K
|
34K
$5.26M
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-599- 11.26% |
$56.5K - $63.6K
|
4.72K
$729K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
SELL
|
- |
-600- 3.32% |
$56.6K - $63.7K
|
17.5K
$2.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-600- 28.46% |
$56.6K - $63.7K
|
1.51K
$233K
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-602- 1.15% |
$56.8K - $63.9K
|
51.8K
$8M
|
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-604- 20.47% |
$57K - $64.2K
|
2.35K
$362K
|
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-609- 19.59% |
$57.4K - $64.7K
|
2.5K
$386K
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-621- 3.78% |
$58.6K - $66K
|
15.8K
$2.44M
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-622- 9.09% |
$58.6K - $66.1K
|
6.22K
$961K
|
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
SELL
|
- |
-624- 15.16% |
$58.8K - $66.3K
|
3.49K
$539K
|
|
|
Mar 02, 2022
Q3 2021
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-628- 7.85% |
$59.2K - $66.7K
|
7.37K
$1.14M
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-629- 7.3% |
$59.3K - $66.8K
|
7.98K
$1.23M
|
|
|
Oct 21, 2021
Q3 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-629- 7.1% |
$59.3K - $66.8K
|
8.22K
$1.27M
|
|
|
Oct 20, 2021
Q3 2021
|
Edmp, Inc.
|
SELL
|
- |
-632- 3.53% |
$59.6K - $67.1K
|
17.3K
$2.67M
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-633- 4.36% |
$59.7K - $67.2K
|
13.9K
$2.14M
|
|
|
Oct 01, 2021
Q3 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-635- 10.37% |
$59.9K - $67.4K
|
5.49K
$848K
|
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-638- 15.26% |
$60.2K - $67.8K
|
3.54K
$547K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-642- 1.83% |
$60.5K - $68.2K
|
34.4K
$5.32M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-646- 1.2% |
$60.9K - $68.6K
|
53.1K
$8.21M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-656- 89.86% |
$61.9K - $69.7K
|
74
$11.4K
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-665- 13.6% |
$62.7K - $70.6K
|
4.23K
$653K
|
|
|
Nov 15, 2021
Q3 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-669- 16.56% |
$63.1K - $71.1K
|
3.37K
$520K
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-672- 13.06% |
$63.4K - $71.4K
|
4.48K
$691K
|
|
|
Nov 09, 2021
Q3 2021
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-674- 4.77% |
$63.6K - $71.6K
|
13.5K
$2.08M
|
|
|
Oct 08, 2021
Q3 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-680- 7.26% |
$64.1K - $72.2K
|
8.68K
$1.34M
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-686- 7.59% |
$64.7K - $72.9K
|
8.35K
$1.29M
|
|
|
Oct 08, 2021
Q3 2021
|
Golden Green, Inc.
|
SELL
|
- |
-687- 15.27% |
$64.8K - $73K
|
3.81K
$589K
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-687- 9.19% |
$64.8K - $73K
|
6.79K
$1.05M
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-691- 0.96% |
$65.2K - $73.4K
|
71.2K
$11M
|