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 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-887- 7.13% |
$83.6K - $94.2K
|
11.6K
$1.78M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-888Closed |
$83.7K - $94.3K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-893- 6.3% |
$84.2K - $94.8K
|
13.3K
$2.05M
|
|
|
Oct 29, 2021
Q3 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-901- 1.65% |
$85K - $95.7K
|
53.8K
$8.31M
|
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-908- 29.78% |
$85.6K - $96.4K
|
2.14K
$331K
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-908- 2.79% |
$85.6K - $96.4K
|
31.7K
$4.89M
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-912- 0.59% |
$86K - $96.9K
|
154K
$23.8M
|
|
|
Oct 07, 2021
Q3 2021
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-913- 41.26% |
$86.1K - $97K
|
1.3K
$201K
|
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
SELL
|
- |
-914- 9.96% |
$86.2K - $97.1K
|
8.26K
$1.28M
|
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
SELL
|
- |
-922- 11.91% |
$86.9K - $97.9K
|
6.82K
$1.05M
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-933- 6.08% |
$88K - $99.1K
|
14.4K
$2.23M
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-940- 7.05% |
$88.6K - $99.8K
|
12.4K
$1.92M
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-942- 0.69% |
$88.8K - $100K
|
136K
$21.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-950- 8.29% |
$89.6K - $101K
|
10.5K
$1.62M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-959- 1.74% |
$90.4K - $102K
|
54K
$8.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-959- 1.58% |
$90.4K - $102K
|
59.8K
$9.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-960- 27.13% |
$90.5K - $102K
|
2.58K
$398K
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-961- 5.37% |
$90.6K - $102K
|
16.9K
$2.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-970- 1.61% |
$91.5K - $103K
|
59.4K
$9.18M
|
|
|
Oct 26, 2021
Q3 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-972- 3.96% |
$91.6K - $103K
|
23.6K
$3.64M
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-980- 1.89% |
$92.4K - $104K
|
50.9K
$7.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-984- 1.84% |
$92.8K - $105K
|
52.4K
$8.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-990- 9.09% |
$93.3K - $105K
|
9.9K
$1.53M
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1KClosed |
$94.3K - $106K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1K- 22.7% |
$94.7K - $107K
|
3.42K
$528K
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.01K- 78.4% |
$95.1K - $107K
|
278
$42.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.04K- 7.53% |
$98.4K - $111K
|
12.8K
$1.98M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.05K- 30.18% |
$98.5K - $111K
|
2.42K
$373K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.05K- 5.33% |
$98.9K - $111K
|
18.6K
$2.88M
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.05K- 9.3% |
$99K - $112K
|
10.2K
$1.58M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.07K- 3.78% |
$100K - $113K
|
27.1K
$4.19M
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.09K- 12.91% |
$103K - $116K
|
7.34K
$1.13M
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.09K- 1.41% |
$103K - $116K
|
76.5K
$11.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.1K- 59.46% |
$104K - $117K
|
750
$116K
|
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.14KClosed |
$108K - $121K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.15K- 1.02% |
$108K - $122K
|
111K
$17.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.16K- 19.68% |
$109K - $123K
|
4.74K
$732K
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.16K- 2.35% |
$110K - $124K
|
48.4K
$7.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.17K- 1.85% |
$110K - $124K
|
62K
$9.57M
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.18K- 2.8% |
$111K - $125K
|
41K
$6.33M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.19KClosed |
$112K - $126K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.2K- 32.93% |
$113K - $127K
|
2.44K
$376K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.22K- 3.95% |
$115K - $130K
|
29.7K
$4.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.23K- 18.25% |
$116K - $130K
|
5.49K
$848K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.23K- 4.86% |
$116K - $131K
|
24.1K
$3.73M
|
|
|
Nov 09, 2021
Q3 2021
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.24K- 3.1% |
$117K - $132K
|
38.8K
$5.99M
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.25K- 20.28% |
$118K - $133K
|
4.92K
$759K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 25.7% |
$118K - $133K
|
3.61K
$558K
|
|
|
Oct 21, 2021
Q3 2021
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.25K- 1.62% |
$118K - $133K
|
76.4K
$11.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-1.27K- 14.52% |
$120K - $135K
|
7.49K
$1.16M
|