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 15, 2021
Q3 2021
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-4.57K- 6.01% |
$431K - $486K
|
71.5K
$11M
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-4.66KClosed |
$439K - $495K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.67K- 38.58% |
$440K - $496K
|
7.44K
$1.15M
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-4.69K- 2.58% |
$442K - $498K
|
177K
$27.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.71KClosed |
$444K - $500K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-4.81K- 1.63% |
$453K - $510K
|
291K
$44.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-4.88K- 34.42% |
$460K - $518K
|
9.3K
$1.44M
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-4.95K- 14.92% |
$466K - $525K
|
28.2K
$4.36M
|
|
|
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-5K- 68.29% |
$471K - $531K
|
2.32K
$359K
|
|
|
Nov 17, 2021
Q3 2021
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-5KClosed |
$471K - $531K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.03K- 10.43% |
$474K - $534K
|
43.2K
$6.67M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-5.06K- 8.09% |
$477K - $538K
|
57.5K
$8.88M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-5.07K- 10.69% |
$478K - $538K
|
42.4K
$6.54M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.11K- 62.5% |
$481K - $542K
|
3.06K
$473K
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-5.11K- 11.61% |
$481K - $542K
|
38.9K
$6M
|
|
|
Nov 10, 2021
Q3 2021
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-5.13K- 1.09% |
$484K - $545K
|
466K
$71.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-5.17KClosed |
$488K - $549K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-5.21KClosed |
$491K - $554K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-5.24KClosed |
$494K - $556K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-5.3KClosed |
$499K - $562K
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.31K- 10.44% |
$501K - $564K
|
45.6K
$7.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-5.35KClosed |
$505K - $568K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.36K- 71.6% |
$505K - $569K
|
2.13K
$328K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-5.45K- 67.28% |
$514K - $579K
|
2.65K
$409K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.45K- 15.88% |
$514K - $579K
|
28.9K
$4.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.46K- 30.77% |
$514K - $579K
|
12.3K
$1.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5.57K- 17.22% |
$525K - $592K
|
26.8K
$4.14M
|
|
|
Nov 04, 2021
Q3 2021
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-5.66K- 21.59% |
$533K - $601K
|
20.6K
$3.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-5.7K- 5.29% |
$537K - $605K
|
102K
$15.7M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-5.8K- 30.31% |
$547K - $616K
|
13.3K
$2.06M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-5.96K- 20.44% |
$561K - $632K
|
23.2K
$3.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-6.03KClosed |
$569K - $641K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Members Trust CO
|
SELL
|
- |
-6.12K- 50.0% |
$577K - $650K
|
6.12K
$945K
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-6.14K- 22.59% |
$579K - $652K
|
21.1K
$3.25M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-6.15K- 17.7% |
$580K - $653K
|
28.6K
$4.42M
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-6.2K- 72.7% |
$585K - $659K
|
2.33K
$360K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-6.23K- 5.21% |
$587K - $662K
|
113K
$17.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-6.23K- 0.92% |
$587K - $662K
|
672K
$104M
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-6.26K- 19.93% |
$590K - $664K
|
25.1K
$3.88M
|
|
|
Oct 14, 2021
Q3 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-6.31K- 3.95% |
$595K - $670K
|
153K
$23.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.51KClosed |
$614K - $692K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-6.52K- 7.16% |
$615K - $693K
|
84.6K
$13.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-6.61K- 6.27% |
$623K - $702K
|
98.8K
$15.3M
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-6.62K- 38.96% |
$624K - $703K
|
10.4K
$1.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Css LLC
Chicago, IL |
SELL
|
- |
-6.65KClosed |
$627K - $706K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.72K- 5.22% |
$634K - $714K
|
122K
$18.8M
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6.77K- 44.22% |
$638K - $719K
|
8.54K
$1.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Arabesque Asset Management LTD
London, X0 |
SELL
|
- |
-6.8KClosed |
$641K - $722K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-6.86K- 28.7% |
$647K - $728K
|
17K
$2.63M
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-6.86K- 48.26% |
$647K - $728K
|
7.35K
$1.14M
|