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 26, 2022
Q4 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.78KNew |
$185K - $211K
|
1.78K
$287K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
1.77K+ 1.86% |
$185K - $210K
|
97K
$15.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
1.77KNew |
$184K - $210K
|
1.77K
$285K
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.76KNew |
$184K - $209K
|
1.76K
$284K
|
|
|
Feb 07, 2022
Q4 2021
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.76KNew |
$184K - $209K
|
1.76K
$284K
|
|
|
Feb 02, 2022
Q4 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
1.75K+ 47.25% |
$183K - $208K
|
5.46K
$882K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.75K+ 12.72% |
$183K - $208K
|
15.5K
$2.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
1.75K+ 3.01% |
$183K - $208K
|
59.9K
$9.67M
|
|
|
Feb 04, 2022
Q4 2021
|
Renaissance Investment Group LLC
|
BUY
|
- |
1.75KNew |
$183K - $208K
|
1.75K
$282K
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.75KNew |
$182K - $208K
|
1.75K
$282K
|
|
|
Feb 14, 2022
Q4 2021
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
1.75KNew |
$182K - $208K
|
1.75K
$282K
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.74KNew |
$182K - $207K
|
1.74K
$281K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.74KNew |
$181K - $207K
|
1.74K
$281K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.74KNew |
$181K - $207K
|
1.74K
$281K
|
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.74KNew |
$181K - $206K
|
1.74K
$280K
|
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.73K+ 66.36% |
$181K - $206K
|
4.34K
$701K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
1.73K+ 3.09% |
$181K - $206K
|
57.7K
$9.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
1.73KNew |
$180K - $205K
|
1.73K
$279K
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.73KNew |
$180K - $205K
|
1.73K
$279K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.73KNew |
$180K - $205K
|
1.73K
$279K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.73KNew |
$180K - $205K
|
1.73K
$278K
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.73KNew |
$180K - $205K
|
1.73K
$278K
|
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
BUY
|
- |
1.72KNew |
$179K - $204K
|
1.72K
$277K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
1.72K+ 4.81% |
$179K - $204K
|
37.5K
$6.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.72KNew |
$179K - $204K
|
1.72K
$277K
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.72K+ 6.43% |
$179K - $204K
|
28.4K
$4.58M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.71K+ 41.46% |
$179K - $204K
|
5.85K
$944K
|
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
BUY
|
- |
1.71K+ 2.08% |
$178K - $203K
|
83.8K
$13.5M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
1.71KNew |
$178K - $203K
|
1.71K
$276K
|
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.7K+ 26.56% |
$177K - $202K
|
8.1K
$1.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.7K+ 14.15% |
$177K - $202K
|
13.7K
$2.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.7K+ 5.42% |
$177K - $202K
|
33K
$5.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.69K+ 2.87% |
$176K - $201K
|
60.6K
$9.78M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.69K+ 22.5% |
$176K - $201K
|
9.2K
$1.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.68KNew |
$175K - $199K
|
1.68K
$271K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.67K+ 12.37% |
$174K - $199K
|
15.2K
$2.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.67K+ 13.24% |
$174K - $198K
|
14.3K
$2.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
1.65K+ 2.57% |
$172K - $196K
|
66K
$10.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.65K+ 3.43% |
$172K - $196K
|
49.8K
$8.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
BUY
|
- |
1.65K+ 1.87% |
$172K - $196K
|
89.8K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.64KNew |
$171K - $194K
|
1.64K
$264K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.63K+ 6.62% |
$170K - $194K
|
26.3K
$4.25M
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.62K+ 12.24% |
$169K - $193K
|
14.9K
$2.4M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.62KNew |
$169K - $192K
|
1.62K
$262K
|
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.62K+ 3.73% |
$169K - $192K
|
44.9K
$7.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.59K+ 1.2% |
$166K - $189K
|
134K
$21.6M
|
|
|
Aug 08, 2022
Q4 2021
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
1.59KNew |
$165K - $188K
|
1.59K
$256K
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
1.57K+ 34.0% |
$164K - $187K
|
6.19K
$999K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.56K+ 5.26% |
$163K - $186K
|
31.3K
$5.05M
|
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
1.56K+ 431.22% |
$163K - $185K
|
1.92K
$310K
|