Purchases and Sales Made in Q4 2021 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
4.28KNew |
$446K - $508K
|
4.28K
$690K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.25K+ 22.32% |
$444K - $505K
|
23.3K
$3.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.24K+ 34.15% |
$443K - $504K
|
16.7K
$2.69M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.24K+ 136.96% |
$442K - $504K
|
7.33K
$1.18M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
4.23KNew |
$441K - $502K
|
4.23K
$682K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
4.21K+ 13.1% |
$439K - $500K
|
36.3K
$5.87M
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
4.18K+ 7.33% |
$436K - $497K
|
61.2K
$9.89M
|
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
BUY
|
- |
4.18K+ 3.28% |
$436K - $496K
|
132K
$21.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4.17K+ 49.43% |
$435K - $495K
|
12.6K
$2.03M
|
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
BUY
|
- |
4.17KNew |
$435K - $495K
|
4.17K
$672K
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.16KNew |
$434K - $494K
|
4.16K
$672K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4.15K+ 6.46% |
$433K - $493K
|
68.4K
$11M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.14K+ 10.83% |
$432K - $492K
|
42.4K
$6.84M
|
|
|
Feb 07, 2022
Q4 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
4.14K+ 2.64% |
$431K - $491K
|
161K
$25.9M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
4.13KNew |
$431K - $491K
|
4.13K
$667K
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.12K+ 2.6% |
$430K - $489K
|
163K
$26.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
4.1KNew |
$428K - $487K
|
4.1K
$662K
|
|
|
Feb 11, 2022
Q4 2021
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
4.1K+ 3.34% |
$428K - $487K
|
127K
$20.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
4.08K+ 5.95% |
$426K - $485K
|
72.7K
$11.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.08K+ 3.1% |
$426K - $485K
|
136K
$21.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Tanager Wealth Management LLP
|
BUY
|
- |
4.08KNew |
$425K - $484K
|
4.08K
$658K
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.07KNew |
$424K - $483K
|
4.07K
$656K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.06K+ 7.57% |
$423K - $482K
|
57.6K
$9.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.05K+ 103.69% |
$423K - $481K
|
7.96K
$1.28M
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
4.04KNew |
$422K - $480K
|
4.04K
$652K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.01K+ 2.2% |
$419K - $477K
|
187K
$30.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$418K - $476K
|
4K
$646K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
4KNew |
$417K - $475K
|
4K
$646K
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
BUY
|
- |
3.97KNew |
$414K - $471K
|
3.97K
$640K
|
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
3.96K+ 0.95% |
$413K - $471K
|
421K
$67.9M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.96K+ 1.48% |
$413K - $470K
|
272K
$43.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
3.96K+ 3.77% |
$413K - $470K
|
109K
$17.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
3.95K+ 0.91% |
$412K - $470K
|
437K
$70.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.92K+ 7.2% |
$409K - $466K
|
58.4K
$9.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.92K+ 1.34% |
$409K - $466K
|
297K
$48M
|
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
3.91K+ 4.65% |
$408K - $465K
|
88K
$14.2M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.89KNew |
$405K - $461K
|
3.89K
$627K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.87K+ 7.15% |
$404K - $460K
|
58K
$9.37M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.86KNew |
$403K - $458K
|
3.86K
$623K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.86KNew |
$402K - $458K
|
3.86K
$622K
|
|
|
Feb 14, 2022
Q4 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
3.85K+ 7.05% |
$402K - $457K
|
58.5K
$9.44M
|
|
|
Jan 24, 2022
Q4 2021
|
Montis Financial, LLC
|
BUY
|
- |
3.77KNew |
$393K - $448K
|
3.77K
$609K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.76K+ 9.23% |
$392K - $447K
|
44.5K
$7.18M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
3.75KNew |
$392K - $446K
|
3.75K
$606K
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.74K+ 0.39% |
$390K - $444K
|
970K
$157M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.71KNew |
$387K - $441K
|
3.71K
$599K
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
3.66K+ 58.73% |
$382K - $435K
|
9.89K
$1.6M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.65KNew |
$381K - $433K
|
3.65K
$589K
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.6KNew |
$376K - $428K
|
3.6K
$582K
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.6KNew |
$376K - $428K
|
3.6K
$582K
|