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
|
Empire Life Investments Inc.
|
BUY
|
- |
585+ 0.37% |
$61K - $69.5K
|
159K
$25.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
582+ 1.22% |
$60.7K - $69.1K
|
48.2K
$7.77M
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
578+ 12.24% |
$60.3K - $68.7K
|
5.3K
$856K
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
575+ 5.62% |
$60K - $68.3K
|
10.8K
$1.75M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
573+ 3.83% |
$59.8K - $68.1K
|
15.5K
$2.51M
|
|
|
Feb 03, 2022
Q4 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
572+ 5.59% |
$59.7K - $67.9K
|
10.8K
$1.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
568+ 5.9% |
$59.3K - $67.5K
|
10.2K
$1.64M
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
567+ 16.06% |
$59.2K - $67.4K
|
4.1K
$661K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
563+ 11.73% |
$58.7K - $66.9K
|
5.36K
$866K
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
561+ 1.84% |
$58.5K - $66.6K
|
31.1K
$5.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
561+ 14.47% |
$58.5K - $66.6K
|
4.44K
$716K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
561+ 8.27% |
$58.5K - $66.6K
|
7.35K
$1.19M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
557New |
$58.1K - $66.2K
|
557
$89.9K
|
|
|
Jan 12, 2022
Q4 2021
|
Moulton Wealth Management, Inc
|
BUY
|
- |
554+ 11.92% |
$57.8K - $65.8K
|
5.2K
$839K
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
550+ 14.55% |
$57.4K - $65.3K
|
4.33K
$699K
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
547+ 8.18% |
$57.1K - $65K
|
7.23K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
547+ 5.18% |
$57.1K - $65K
|
11.1K
$1.79M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
544+ 8.05% |
$56.8K - $64.6K
|
7.3K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
543+ 5.02% |
$56.7K - $64.5K
|
11.4K
$1.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
539+ 11.32% |
$56.2K - $64K
|
5.3K
$856K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
535+ 10.06% |
$55.8K - $63.6K
|
5.85K
$945K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
530New |
$55.3K - $63K
|
530
$85.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
530+ 2.42% |
$55.3K - $63K
|
22.4K
$3.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
529+ 3.57% |
$55.2K - $62.8K
|
15.4K
$2.48M
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
528+ 15.12% |
$55.1K - $62.7K
|
4.02K
$649K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
526+ 7.44% |
$54.9K - $62.5K
|
7.6K
$1.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
522+ 7.39% |
$54.5K - $62K
|
7.59K
$1.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
515+ 0.57% |
$53.7K - $61.2K
|
90.3K
$14.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
512+ 2.7% |
$53.4K - $60.8K
|
19.4K
$3.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
511New |
$53.3K - $60.7K
|
511
$82.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
510+ 7.1% |
$53.2K - $60.6K
|
7.69K
$1.24M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
506+ 3.28% |
$52.8K - $60.1K
|
16K
$2.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
506+ 17.34% |
$52.8K - $60.1K
|
3.42K
$553K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
506+ 1.71% |
$52.8K - $60.1K
|
30.2K
$4.87M
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
506+ 23.42% |
$52.8K - $60.1K
|
2.67K
$431K
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
505+ 4.44% |
$52.7K - $60K
|
11.9K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
505+ 12.64% |
$52.7K - $60K
|
4.5K
$726K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
504+ 14.8% |
$52.6K - $59.9K
|
3.91K
$631K
|
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
504+ 10.13% |
$52.6K - $59.9K
|
5.48K
$884K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
501+ 19.43% |
$52.3K - $59.5K
|
3.08K
$497K
|
|
|
Feb 11, 2022
Q4 2021
|
Compton Financial Group, LLC
|
BUY
|
- |
500+ 16.88% |
$52.2K - $59.4K
|
3.46K
$559K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
500+ 1388.89% |
$52.2K - $59.4K
|
536
$86.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
500+ 6.51% |
$52.2K - $59.4K
|
8.19K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
500New |
$52.2K - $59.4K
|
500
$80.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
499+ 2.18% |
$52.1K - $59.3K
|
23.4K
$3.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
491New |
$51.2K - $58.3K
|
491
$79.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
486+ 0.49% |
$50.7K - $57.7K
|
100K
$16.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
484+ 2.61% |
$50.5K - $57.5K
|
19K
$3.07M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
481+ 5.83% |
$50.2K - $57.1K
|
8.74K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
477+ 2.42% |
$49.8K - $56.7K
|
20.2K
$3.26M
|