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 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
881+ 9.98% |
$91.9K - $105K
|
9.71K
$1.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
877+ 4.3% |
$91.5K - $104K
|
21.3K
$3.44M
|
|
|
Jan 28, 2022
Q4 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
877+ 22.12% |
$91.5K - $104K
|
4.84K
$782K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
874+ 4.01% |
$91.2K - $104K
|
22.7K
$3.66M
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
873+ 16.19% |
$91.1K - $104K
|
6.26K
$1.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
867+ 4.82% |
$90.5K - $103K
|
18.8K
$3.04M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
866+ 1.15% |
$90.3K - $103K
|
76.2K
$12.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
862+ 4.37% |
$89.9K - $102K
|
20.6K
$3.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
860New |
$89.7K - $102K
|
860
$139K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
860+ 4.88% |
$89.7K - $102K
|
18.5K
$2.98M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
860+ 4.88% |
$89.7K - $102K
|
18.5K
$2.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
856+ 6.83% |
$89.3K - $102K
|
13.4K
$2.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
850+ 3.62% |
$88.7K - $101K
|
24.3K
$3.93M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
849+ 6.03% |
$88.6K - $101K
|
14.9K
$2.41M
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
846+ 9.89% |
$88.3K - $100K
|
9.4K
$1.52M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
840+ 6.13% |
$87.6K - $99.8K
|
14.5K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
840+ 4.68% |
$87.6K - $99.8K
|
18.8K
$3.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
836+ 0.63% |
$87.2K - $99.3K
|
134K
$21.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Versor Investments LP
|
BUY
|
- |
829+ 12.95% |
$86.5K - $98.5K
|
7.23K
$1.17M
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
828+ 15.24% |
$86.4K - $98.4K
|
6.26K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
828+ 8.53% |
$86.4K - $98.4K
|
10.5K
$1.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
827+ 4.42% |
$86.3K - $98.2K
|
19.5K
$3.15M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
824+ 0.92% |
$86K - $97.9K
|
90.6K
$14.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
819+ 0.74% |
$85.4K - $97.3K
|
111K
$17.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
817+ 1.54% |
$85.2K - $97.1K
|
54K
$8.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
810+ 1.13% |
$84.5K - $96.2K
|
72.2K
$11.7M
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
810+ 8.02% |
$84.5K - $96.2K
|
10.9K
$1.76M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
804+ 0.42% |
$83.9K - $95.5K
|
194K
$31.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
800+ 0.23% |
$83.5K - $95K
|
351K
$56.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
798+ 18.73% |
$83.3K - $94.8K
|
5.06K
$816K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
795+ 1.58% |
$82.9K - $94.4K
|
51.1K
$8.25M
|
|
|
Feb 01, 2022
Q4 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
794+ 0.57% |
$82.8K - $94.3K
|
141K
$22.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
782+ 4.46% |
$81.6K - $92.9K
|
18.3K
$2.95M
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
779+ 12.65% |
$81.3K - $92.5K
|
6.94K
$1.12M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
777+ 7.09% |
$81.1K - $92.3K
|
11.7K
$1.89M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
775+ 5.02% |
$80.9K - $92.1K
|
16.2K
$2.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
775+ 2.1% |
$80.9K - $92.1K
|
37.7K
$6.09M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
768+ 3.64% |
$80.1K - $91.2K
|
21.9K
$3.53M
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
759+ 6.22% |
$79.2K - $90.2K
|
13K
$2.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
756+ 0.46% |
$78.9K - $89.8K
|
165K
$26.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
750+ 3.22% |
$78.2K - $89.1K
|
24.1K
$3.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
750+ 1.86% |
$78.2K - $89.1K
|
41.1K
$6.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
750+ 71.43% |
$78.2K - $89.1K
|
1.8K
$291K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
746+ 9.59% |
$77.8K - $88.6K
|
8.52K
$1.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
746+ 13.81% |
$77.8K - $88.6K
|
6.15K
$992K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
745+ 1.56% |
$77.7K - $88.5K
|
48.4K
$7.81M
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
744+ 322.08% |
$77.6K - $88.4K
|
975
$157K
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
742+ 6.89% |
$77.4K - $88.1K
|
11.5K
$1.86M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
738+ 3.8% |
$77K - $87.7K
|
20.1K
$3.25M
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
735+ 1.54% |
$76.7K - $87.3K
|
48.6K
$7.84M
|