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 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
187+ 1.47% |
$19.5K - $22.2K
|
12.9K
$2.09M
|
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
186+ 0.35% |
$19.4K - $22.1K
|
54K
$8.72M
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
186+ 3.21% |
$19.4K - $22.1K
|
5.99K
$966K
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
BUY
|
- |
185+ 2.87% |
$19.3K - $22K
|
6.62K
$1.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
184+ 0.79% |
$19.2K - $21.9K
|
23.6K
$3.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
184+ 5.46% |
$19.2K - $21.9K
|
3.55K
$574K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
183+ 21.58% |
$19.1K - $21.7K
|
1.03K
$166K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Capital Management LLC
|
BUY
|
- |
180+ 0.11% |
$18.8K - $21.4K
|
158K
$25.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
179+ 3.95% |
$18.7K - $21.3K
|
4.71K
$761K
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
178+ 0.67% |
$18.6K - $21.1K
|
26.6K
$4.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
177+ 0.23% |
$18.5K - $21K
|
75.7K
$12.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
173+ 3.21% |
$18K - $20.6K
|
5.56K
$897K
|
|
|
Jan 19, 2022
Q4 2021
|
Blooom, Inc.
|
BUY
|
- |
171+ 8.5% |
$17.8K - $20.3K
|
2.18K
$352K
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
169+ 3.03% |
$17.6K - $20.1K
|
5.74K
$927K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
169+ 1.36% |
$17.6K - $20.1K
|
12.6K
$2.03M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
168+ 2.09% |
$17.5K - $20K
|
8.2K
$1.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
168+ 3.4% |
$17.5K - $20K
|
5.11K
$825K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
166+ 1.56% |
$17.3K - $19.7K
|
10.8K
$1.74M
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
165+ 1.89% |
$17.2K - $19.6K
|
8.88K
$1.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
163+ 56.01% |
$17K - $19.4K
|
454
$73.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
163+ 0.67% |
$17K - $19.4K
|
24.4K
$3.94M
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
161+ 0.6% |
$16.8K - $19.1K
|
27.1K
$4.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
156+ 3.36% |
$16.3K - $18.5K
|
4.79K
$774K
|
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
155+ 0.76% |
$16.2K - $18.4K
|
20.5K
$3.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
154+ 0.1% |
$16.1K - $18.3K
|
149K
$24M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
154+ 0.1% |
$16.1K - $18.3K
|
161K
$26M
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
152+ 1.13% |
$15.9K - $18.1K
|
13.6K
$2.19M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
152+ 2.8% |
$15.9K - $18.1K
|
5.59K
$902K
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
151+ 1.77% |
$15.8K - $17.9K
|
8.67K
$1.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
151+ 3.15% |
$15.8K - $17.9K
|
4.95K
$799K
|
|
|
Feb 03, 2022
Q4 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
150+ 0.68% |
$15.6K - $17.8K
|
22.1K
$3.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
150+ 3.1% |
$15.6K - $17.8K
|
4.99K
$805K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
150+ 5.49% |
$15.6K - $17.8K
|
2.88K
$465K
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
150+ 7.4% |
$15.6K - $17.8K
|
2.18K
$352K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
148+ 7.91% |
$15.4K - $17.6K
|
2.02K
$326K
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
147+ 0.82% |
$15.3K - $17.5K
|
18K
$2.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
146+ 11.55% |
$15.2K - $17.3K
|
1.41K
$228K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
145+ 1.97% |
$15.1K - $17.2K
|
7.51K
$1.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
BUY
|
- |
144+ 4.15% |
$15K - $17.1K
|
3.62K
$584K
|
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
BUY
|
- |
143+ 1.66% |
$14.9K - $17K
|
8.78K
$1.42M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
142New |
$14.8K - $16.9K
|
142
$22.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
141+ 1.84% |
$14.7K - $16.7K
|
7.82K
$1.26M
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
141+ 0.39% |
$14.7K - $16.7K
|
36.3K
$5.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
141+ 0.54% |
$14.7K - $16.7K
|
26.3K
$4.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
140+ 0.26% |
$14.6K - $16.6K
|
53.4K
$8.62M
|
|
|
Jan 13, 2022
Q4 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
138+ 3.33% |
$14.4K - $16.4K
|
4.29K
$692K
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
138+ 5.12% |
$14.4K - $16.4K
|
2.84K
$458K
|
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
138+ 4.36% |
$14.4K - $16.4K
|
3.3K
$533K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
137+ 2.41% |
$14.3K - $16.3K
|
5.83K
$941K
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
137+ 1.42% |
$14.3K - $16.3K
|
9.8K
$1.58M
|