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
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.8K- 10.75% |
$170K - $191K
|
14.9K
$2.31M
|
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.81K- 40.91% |
$171K - $193K
|
2.62K
$404K
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
SELL
|
- |
-1.81K- 0.42% |
$171K - $193K
|
433K
$66.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.84K- 30.97% |
$174K - $196K
|
4.11K
$635K
|
|
|
Oct 12, 2021
Q3 2021
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.85K- 1.97% |
$174K - $196K
|
91.9K
$14.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.88K- 0.77% |
$177K - $200K
|
242K
$37.4M
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.89K- 30.28% |
$178K - $201K
|
4.35K
$672K
|
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
SELL
|
- |
-1.9K- 14.55% |
$179K - $201K
|
11.1K
$1.72M
|
|
|
Jun 28, 2022
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.9K- 26.72% |
$179K - $202K
|
5.21K
$804K
|
|
|
Oct 19, 2021
Q3 2021
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.9K- 1.48% |
$179K - $202K
|
127K
$19.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.92KClosed |
$181K - $204K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.93K- 18.38% |
$182K - $205K
|
8.57K
$1.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-1.93KClosed |
$182K - $205K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Sara Bay Financial
|
SELL
|
- |
-1.93KClosed |
$182K - $205K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-1.93KClosed |
$182K - $205K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
SELL
|
- |
-1.93KClosed |
$182K - $205K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.93K- 4.12% |
$182K - $205K
|
45.1K
$6.96M
|
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.94KClosed |
$183K - $206K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.95K- 5.28% |
$184K - $207K
|
35K
$5.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.95KClosed |
$184K - $207K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-1.95KClosed |
$184K - $207K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.96KClosed |
$185K - $208K
|
0
$0
|
|
|
May 20, 2022
Q3 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.97K- 24.67% |
$185K - $209K
|
6K
$927K
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.97KClosed |
$186K - $209K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.97KClosed |
$186K - $210K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Sciencast Management LP
|
SELL
|
- |
-1.97KClosed |
$186K - $210K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1.98K- 93.96% |
$186K - $210K
|
127
$19.6K
|
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
SELL
|
- |
-1.99K- 20.79% |
$188K - $211K
|
7.59K
$1.17M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-2.02K- 7.13% |
$190K - $214K
|
26.3K
$4.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.02K- 1.98% |
$191K - $215K
|
99.9K
$15.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-2.03K- 22.78% |
$191K - $215K
|
6.87K
$1.06M
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-2.04KClosed |
$192K - $216K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2.04KClosed |
$192K - $217K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.05KClosed |
$194K - $218K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.07K- 33.75% |
$195K - $219K
|
4.05K
$626K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.07KClosed |
$195K - $220K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.08K- 11.53% |
$197K - $221K
|
16K
$2.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-2.09KClosed |
$197K - $221K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.11KClosed |
$199K - $224K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
S&Co Inc
Boston, MA |
SELL
|
- |
-2.11K- 4.51% |
$199K - $224K
|
44.6K
$6.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.13K- 19.46% |
$200K - $226K
|
8.79K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.14K- 17.73% |
$202K - $228K
|
9.95K
$1.54M
|
|
|
Oct 18, 2021
Q3 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-2.17KClosed |
$204K - $230K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.18K- 39.1% |
$205K - $231K
|
3.39K
$524K
|
|
|
Oct 25, 2021
Q3 2021
|
Baxter Bros Inc
|
SELL
|
- |
-2.2K- 10.15% |
$207K - $234K
|
19.5K
$3.01M
|
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.2KClosed |
$207K - $234K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.2KClosed |
$207K - $234K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 36.04% |
$208K - $234K
|
3.91K
$604K
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.21K- 7.37% |
$208K - $235K
|
27.8K
$4.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.21K- 1.23% |
$209K - $235K
|
178K
$27.6M
|