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
|
Successful Portfolios LLC
|
BUY
|
- |
3+ 0.06% |
$313 - $356
|
5.25K
$848K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.08% |
$313 - $356
|
3.85K
$622K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
3+ 0.1% |
$313 - $356
|
3.06K
$494K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.02% |
$313 - $356
|
15.6K
$2.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3+ 0.07% |
$313 - $356
|
4.11K
$664K
|
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$209 - $238
|
4.23K
$682K
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
2+ 0.03% |
$209 - $238
|
6.82K
$1.1M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2+ 0.02% |
$209 - $238
|
10.2K
$1.65M
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
1+ 0.2% |
$104 - $119
|
510
$82.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.09% |
$104 - $119
|
1.17K
$189K
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.18% |
$104 - $119
|
560
$90.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1+ 0.02% |
$104 - $119
|
6.6K
$1.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.01% |
$104 - $119
|
11.3K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.14% |
$104 - $119
|
713
$115K
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.98% |
$104 - $119
|
103
$16.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1+ 0.04% |
$104 - $119
|
2.78K
$449K
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.03% |
$104 - $119
|
2.91K
$469K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1- 0.42% |
$104 - $119
|
239
$38.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.79% |
$104 - $119
|
126
$20.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$104 - $119
|
3.91K
$631K
|
|
|
Feb 09, 2022
Q4 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-1- -0.0% |
$104 - $119
|
21.1K
$3.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-1- -0.0% |
$104 - $119
|
28.2K
$4.55M
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-2- 0.01% |
$209 - $238
|
18K
$2.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-2- 2.7% |
$209 - $238
|
72
$11.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-2- 0.03% |
$209 - $238
|
6.42K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$209 - $238
|
8.62K
$1.39M
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2- 0.01% |
$209 - $238
|
14.4K
$2.33M
|
|
|
Mar 30, 2022
Q4 2021
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-3- 0.14% |
$313 - $356
|
2.1K
$338K
|
|
|
Jan 19, 2022
Q4 2021
|
M. Kraus & CO
|
SELL
|
- |
-5- 0.05% |
$522 - $594
|
10.8K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-5- 0.23% |
$522 - $594
|
2.19K
$354K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-6- 0.06% |
$626 - $713
|
9.73K
$1.57M
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
SELL
|
- |
-7- 0.14% |
$730 - $832
|
5.13K
$827K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-7- 4.29% |
$730 - $832
|
156
$25.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Hendley & CO Inc
|
SELL
|
- |
-7- 0.01% |
$730 - $832
|
51.8K
$8.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-7- 0.21% |
$730 - $832
|
3.28K
$530K
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-7- 0.95% |
$730 - $832
|
727
$117K
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-8- 0.08% |
$835 - $950
|
9.67K
$1.56M
|
|
|
Feb 07, 2022
Q4 2021
|
First Dallas Securities Inc.
|
SELL
|
- |
-10- 0.29% |
$1.04K - $1.19K
|
3.45K
$556K
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
SELL
|
- |
-10- 0.49% |
$1.04K - $1.19K
|
2.02K
$325K
|
|
|
Feb 16, 2022
Q4 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-10- 0.06% |
$1.04K - $1.19K
|
15.6K
$2.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-10- 0.31% |
$1.04K - $1.19K
|
3.22K
$520K
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-10- 0.27% |
$1.04K - $1.19K
|
3.63K
$586K
|
|
|
Jan 19, 2022
Q4 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-11Closed |
$1.15K - $1.31K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-11Closed |
$1.15K - $1.31K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
SELL
|
- |
-13- 0.26% |
$1.36K - $1.54K
|
4.91K
$793K
|
|
|
Feb 09, 2022
Q4 2021
|
Biechele Royce Advisors
|
SELL
|
- |
-14- 0.32% |
$1.46K - $1.66K
|
4.33K
$699K
|
|
|
Feb 11, 2022
Q4 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-15- 0.35% |
$1.56K - $1.78K
|
4.24K
$684K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-16- 10.81% |
$1.67K - $1.9K
|
132
$21.3K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-17- 0.51% |
$1.77K - $2.02K
|
3.32K
$536K
|