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 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.54KNew |
$370K - $421K
|
3.54K
$572K
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
3.53KNew |
$369K - $420K
|
3.53K
$570K
|
|
|
May 12, 2022
Q4 2021
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
3.52KNew |
$367K - $418K
|
3.52K
$568K
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
3.51KNew |
$367K - $417K
|
3.51K
$567K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
3.51K+ 6.57% |
$366K - $417K
|
57K
$9.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.49K+ 5.1% |
$365K - $415K
|
72.1K
$11.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.48K+ 9.6% |
$363K - $413K
|
39.7K
$6.41M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.47K+ 13.99% |
$362K - $412K
|
28.3K
$4.56M
|
|
|
Jan 25, 2022
Q4 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.46K+ 16.7% |
$361K - $411K
|
24.2K
$3.91M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
3.46K+ 7.64% |
$361K - $411K
|
48.7K
$7.86M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.43KNew |
$358K - $408K
|
3.43K
$554K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.43K+ 30.74% |
$358K - $408K
|
14.6K
$2.36M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3.41KNew |
$355K - $405K
|
3.41K
$550K
|
|
|
Feb 16, 2022
Q4 2021
|
Mendel Capital Management LLC
|
BUY
|
- |
3.4KNew |
$355K - $404K
|
3.4K
$549K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.39KNew |
$354K - $403K
|
3.39K
$547K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.39K+ 58.98% |
$353K - $402K
|
9.13K
$1.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
3.37KNew |
$352K - $400K
|
3.37K
$544K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.36K+ 4.71% |
$351K - $400K
|
74.9K
$12.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3.36KNew |
$351K - $399K
|
3.36K
$543K
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
3.35KNew |
$350K - $398K
|
3.35K
$541K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.35KNew |
$350K - $398K
|
3.35K
$541K
|
|
|
Mar 03, 2022
Q4 2021
|
Better Wealth, LLC
|
BUY
|
- |
3.34KNew |
$349K - $397K
|
3.34K
$539K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
3.33K+ 11.24% |
$347K - $396K
|
33K
$5.32M
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
3.32KNew |
$346K - $394K
|
3.32K
$536K
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.3KNew |
$345K - $392K
|
3.3K
$533K
|
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
BUY
|
- |
3.28K+ 3.48% |
$342K - $390K
|
97.4K
$15.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.28K+ 0.99% |
$342K - $389K
|
332K
$53.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
3.27K+ 15.54% |
$341K - $389K
|
24.3K
$3.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.27K+ 3.17% |
$341K - $389K
|
107K
$17.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.26KNew |
$340K - $387K
|
3.26K
$526K
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.24KNew |
$338K - $385K
|
3.24K
$523K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.2K+ 17.68% |
$334K - $380K
|
21.3K
$3.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.19KNew |
$333K - $379K
|
3.19K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Harvest Volatility Management LLC
|
BUY
|
- |
3.17KNew |
$331K - $377K
|
3.17K
$512K
|
|
|
Feb 11, 2022
Q4 2021
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.15K+ 3.75% |
$329K - $375K
|
87.3K
$14.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
3.14K+ 46.98% |
$328K - $373K
|
9.83K
$1.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Fosun International LTD
|
BUY
|
- |
3.14K+ 52.33% |
$328K - $373K
|
9.14K
$1.48M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.14K+ 11.25% |
$327K - $372K
|
31K
$5.01M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.13KNew |
$327K - $372K
|
3.13K
$506K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.11K+ 6.08% |
$325K - $370K
|
54.3K
$8.77M
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
3.11K+ 124.65% |
$324K - $369K
|
5.61K
$905K
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
3.1KNew |
$323K - $368K
|
3.1K
$500K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
3.08K+ 223.64% |
$322K - $366K
|
4.46K
$720K
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.08K+ 94.68% |
$321K - $366K
|
6.33K
$1.02M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
3.08K+ 58.41% |
$321K - $366K
|
8.35K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
3.08K+ 21.58% |
$321K - $366K
|
17.3K
$2.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Seven Eight Capital, LP
|
BUY
|
- |
3.06KNew |
$320K - $364K
|
3.06K
$495K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.06KNew |
$319K - $363K
|
3.06K
$494K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.06KNew |
$319K - $363K
|
3.06K
$493K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.05K+ 57.48% |
$319K - $363K
|
8.36K
$1.35M
|