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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.95KNew |
$203K - $231K
|
1.95K
$314K
|
|
|
Jan 14, 2022
Q4 2021
|
Sara Bay Financial
|
BUY
|
- |
1.93KNew |
$201K - $229K
|
1.93K
$312K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.93K+ 6.09% |
$201K - $229K
|
33.6K
$5.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.91KNew |
$199K - $227K
|
1.91K
$309K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.91K+ 1.73% |
$199K - $227K
|
113K
$18.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
BUY
|
- |
1.91KNew |
$199K - $227K
|
1.91K
$308K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
1.91K+ 9.68% |
$199K - $226K
|
21.6K
$3.48M
|
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.91KNew |
$199K - $226K
|
1.91K
$308K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.9K+ 0.24% |
$199K - $226K
|
804K
$130M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
1.9KNew |
$199K - $226K
|
1.9K
$307K
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
1.9K+ 40.84% |
$198K - $226K
|
6.56K
$1.06M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.9K+ 59.58% |
$198K - $226K
|
5.09K
$821K
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
1.9KNew |
$198K - $225K
|
1.9K
$306K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.9KNew |
$198K - $225K
|
1.9K
$306K
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.89KNew |
$198K - $225K
|
1.89K
$306K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1.89K+ 21.94% |
$197K - $224K
|
10.5K
$1.69M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.89K+ 0.96% |
$197K - $224K
|
198K
$32M
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.88KNew |
$196K - $224K
|
1.88K
$304K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.88KNew |
$196K - $223K
|
1.88K
$303K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.87K+ 0.32% |
$195K - $222K
|
584K
$94.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.87K+ 30.15% |
$195K - $222K
|
8.09K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.87KNew |
$195K - $222K
|
1.87K
$302K
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.87KNew |
$195K - $222K
|
1.87K
$302K
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.87KNew |
$195K - $222K
|
1.87K
$301K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.87K+ 3.75% |
$195K - $222K
|
51.7K
$8.34M
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
1.86K+ 10.25% |
$194K - $221K
|
20K
$3.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
1.86KNew |
$194K - $221K
|
1.86K
$301K
|
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.86KNew |
$194K - $221K
|
1.86K
$301K
|
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.85KNew |
$193K - $220K
|
1.85K
$299K
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.85KNew |
$193K - $220K
|
1.85K
$299K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 5.39% |
$193K - $220K
|
36.1K
$5.84M
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
1.85K+ 15.96% |
$192K - $219K
|
13.4K
$2.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.84K+ 1.95% |
$192K - $218K
|
96K
$15.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.84KNew |
$192K - $218K
|
1.84K
$297K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.84K+ 16.72% |
$192K - $218K
|
12.8K
$2.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.84KNew |
$192K - $218K
|
1.84K
$296K
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
1.83KNew |
$191K - $218K
|
1.83K
$296K
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.83KNew |
$191K - $217K
|
1.83K
$295K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.82K+ 6.21% |
$190K - $216K
|
31.2K
$5.03M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
1.82KNew |
$190K - $216K
|
1.82K
$294K
|
|
|
Feb 07, 2022
Q4 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1.82KNew |
$190K - $216K
|
1.82K
$294K
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
BUY
|
- |
1.82KNew |
$190K - $216K
|
1.82K
$294K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.82K+ 3.1% |
$190K - $216K
|
60.6K
$9.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.81KNew |
$189K - $215K
|
1.81K
$293K
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.81KNew |
$189K - $215K
|
1.81K
$293K
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
- |
1.81KNew |
$189K - $215K
|
1.81K
$292K
|
|
|
Feb 11, 2022
Q4 2021
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.8KNew |
$188K - $214K
|
1.8K
$291K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.8KNew |
$188K - $214K
|
1.8K
$290K
|
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.79KNew |
$187K - $213K
|
1.79K
$290K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.79KNew |
$187K - $213K
|
1.79K
$289K
|