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 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.22KClosed |
$209K - $236K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.24K- 16.25% |
$211K - $238K
|
11.6K
$1.79M
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.25K- 21.45% |
$212K - $239K
|
8.24K
$1.27M
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-2.26K- 1.68% |
$213K - $240K
|
132K
$20.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.28K- 27.54% |
$215K - $242K
|
6K
$927K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.31K- 47.5% |
$218K - $245K
|
2.55K
$394K
|
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.32KClosed |
$219K - $246K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-2.32K- 44.45% |
$219K - $247K
|
2.9K
$448K
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.34K- 15.76% |
$221K - $248K
|
12.5K
$1.93M
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
SELL
|
- |
-2.34K- 6.09% |
$221K - $249K
|
36.1K
$5.58M
|
|
|
Oct 28, 2021
Q3 2021
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-2.38K- 15.04% |
$224K - $253K
|
13.4K
$2.08M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-2.38K- 24.46% |
$225K - $253K
|
7.36K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-2.44K- 41.52% |
$230K - $259K
|
3.43K
$530K
|
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.48K- 45.16% |
$234K - $264K
|
3.01K
$465K
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.51K- 1.3% |
$237K - $266K
|
191K
$29.5M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.53K- 13.22% |
$238K - $268K
|
16.6K
$2.56M
|
|
|
Oct 21, 2021
Q3 2021
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-2.56K- 32.99% |
$241K - $272K
|
5.2K
$803K
|
|
|
Nov 16, 2021
Q3 2021
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-2.58KClosed |
$243K - $274K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-2.58K- 13.56% |
$243K - $274K
|
16.5K
$2.54M
|
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.61K- 2.49% |
$246K - $278K
|
102K
$15.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.63K- 1.28% |
$248K - $279K
|
203K
$31.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.63KClosed |
$248K - $280K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.64K- 43.35% |
$249K - $281K
|
3.45K
$533K
|
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.65KClosed |
$250K - $282K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-2.66K- 55.17% |
$250K - $282K
|
2.16K
$333K
|
|
|
Nov 09, 2021
Q3 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.66K- 23.44% |
$251K - $282K
|
8.68K
$1.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.67KClosed |
$252K - $284K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-2.69KClosed |
$254K - $286K
|
0
$0
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.7KClosed |
$255K - $287K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Campbell Wealth Management
|
SELL
|
- |
-2.71KClosed |
$256K - $288K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.73K- 1.16% |
$257K - $290K
|
233K
$35.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Grand Central Investment Group
|
SELL
|
- |
-2.75K- 8.38% |
$259K - $292K
|
30.1K
$4.65M
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-2.77K- 27.52% |
$261K - $294K
|
7.3K
$1.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.78K- 1.32% |
$262K - $295K
|
207K
$31.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.8K- 27.08% |
$264K - $297K
|
7.54K
$1.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.82K- 34.91% |
$266K - $300K
|
5.27K
$813K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.82K- 34.91% |
$266K - $300K
|
5.27K
$813K
|
|
|
Oct 12, 2021
Q3 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-2.84K- 9.31% |
$268K - $302K
|
27.7K
$4.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.85K- 2.69% |
$269K - $303K
|
103K
$16M
|
|
|
Nov 09, 2021
Q3 2021
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-2.87K- 7.23% |
$271K - $305K
|
36.9K
$5.69M
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
SELL
|
- |
-2.89K- 58.79% |
$272K - $307K
|
2.03K
$313K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.92K- 17.74% |
$275K - $310K
|
13.5K
$2.09M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.94K- 12.64% |
$277K - $312K
|
20.3K
$3.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.95K- 5.41% |
$278K - $313K
|
51.5K
$7.95M
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.95K- 2.99% |
$278K - $314K
|
95.9K
$14.8M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 13.89% |
$281K - $316K
|
18.5K
$2.85M
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-3KClosed |
$283K - $319K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3K- 12.9% |
$283K - $319K
|
20.3K
$3.13M
|
|
|
Oct 26, 2021
Q3 2021
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-3.04KClosed |
$286K - $323K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.05K- 2.45% |
$287K - $324K
|
121K
$18.7M
|