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 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
136+ 2.93% |
$14.2K - $16.2K
|
4.77K
$770K
|
|
|
Feb 17, 2022
Q4 2021
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
136+ 7.14% |
$14.2K - $16.2K
|
2.04K
$330K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
136+ 2.99% |
$14.2K - $16.2K
|
4.69K
$756K
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
135+ 5.07% |
$14.1K - $16K
|
2.8K
$451K
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
135+ 0.38% |
$14.1K - $16K
|
35.6K
$5.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
132+ 0.94% |
$13.8K - $15.7K
|
14.2K
$2.3M
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
130+ 0.72% |
$13.6K - $15.4K
|
18.2K
$2.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
129+ 3.0% |
$13.5K - $15.3K
|
4.43K
$714K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
128+ 5.5% |
$13.4K - $15.2K
|
2.46K
$397K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
125New |
$13K - $14.8K
|
125
$20.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
125+ 0.36% |
$13K - $14.8K
|
35.3K
$5.7M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
125+ 0.98% |
$13K - $14.8K
|
12.9K
$2.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
124+ 0.6% |
$12.9K - $14.7K
|
20.8K
$3.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
122+ 3.51% |
$12.7K - $14.5K
|
3.59K
$580K
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
122+ 5.95% |
$12.7K - $14.5K
|
2.17K
$351K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
121+ 0.63% |
$12.6K - $14.4K
|
19.4K
$3.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
121+ 116.35% |
$12.6K - $14.4K
|
225
$36.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
120+ 5.17% |
$12.5K - $14.3K
|
2.44K
$394K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
115+ 2.12% |
$12K - $13.7K
|
5.55K
$896K
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
114+ 0.72% |
$11.9K - $13.5K
|
15.9K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
114+ 4.43% |
$11.9K - $13.5K
|
2.69K
$434K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
111+ 2.48% |
$11.6K - $13.2K
|
4.59K
$740K
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
BUY
|
- |
110+ 3.23% |
$11.5K - $13.1K
|
3.52K
$568K
|
|
|
Jan 28, 2022
Q4 2021
|
Wedgewood Investors Inc
|
BUY
|
- |
110+ 2.42% |
$11.5K - $13.1K
|
4.65K
$751K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
110+ 0.17% |
$11.5K - $13.1K
|
65.6K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
106+ 0.15% |
$11.1K - $12.6K
|
68.5K
$11.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
103+ 0.9% |
$10.7K - $12.2K
|
11.6K
$1.87M
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
103+ 2.16% |
$10.7K - $12.2K
|
4.88K
$788K
|
|
|
Jan 11, 2022
Q4 2021
|
Stolper CO
|
BUY
|
- |
102+ 0.26% |
$10.6K - $12.1K
|
39.2K
$6.33M
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
102+ 1.44% |
$10.6K - $12.1K
|
7.2K
$1.16M
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
102+ 1.23% |
$10.6K - $12.1K
|
8.41K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
102+ 5.29% |
$10.6K - $12.1K
|
2.03K
$328K
|
|
|
Jan 26, 2022
Q4 2021
|
Hoertkorn Richard Charles
|
BUY
|
- |
100+ 0.61% |
$10.4K - $11.9K
|
16.6K
$2.67M
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
100New |
$10.4K - $11.9K
|
100
$16.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
100+ 3.8% |
$10.4K - $11.9K
|
2.73K
$441K
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
100+ 0.43% |
$10.4K - $11.9K
|
23.6K
$3.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
100+ 0.95% |
$10.4K - $11.9K
|
10.7K
$1.72M
|
|
|
Jan 19, 2022
Q4 2021
|
Benin Management Corp
|
BUY
|
- |
100+ 0.61% |
$10.4K - $11.9K
|
16.6K
$2.68M
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
100New |
$10.4K - $11.9K
|
100
$16.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
100+ 0.3% |
$10.4K - $11.9K
|
33.2K
$5.36M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
99+ 3.16% |
$10.3K - $11.8K
|
3.23K
$522K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
98+ 9.32% |
$10.2K - $11.6K
|
1.15K
$186K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
97+ 0.85% |
$10.1K - $11.5K
|
11.6K
$1.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
97+ 0.31% |
$10.1K - $11.5K
|
31.8K
$5.13M
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
96+ 0.52% |
$10K - $11.4K
|
18.4K
$2.97M
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
95+ 3.49% |
$9.91K - $11.3K
|
2.82K
$455K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
94+ 8.17% |
$9.81K - $11.2K
|
1.24K
$201K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
94+ 0.44% |
$9.81K - $11.2K
|
21.7K
$3.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
93+ 0.3% |
$9.7K - $11K
|
31.6K
$5.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
92+ 0.9% |
$9.6K - $10.9K
|
10.4K
$1.67M
|