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 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-212- 2.73% |
$22.1K - $25.2K
|
7.54K
$1.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-214- 1.04% |
$22.3K - $25.4K
|
20.3K
$3.28M
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
SELL
|
- |
-215- 0.33% |
$22.4K - $25.5K
|
64K
$10.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-216- 1.71% |
$22.5K - $25.7K
|
12.4K
$2.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-216- 2.47% |
$22.5K - $25.7K
|
8.52K
$1.37M
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-220- 2.02% |
$23K - $26.1K
|
10.7K
$1.72M
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-221- 1.27% |
$23.1K - $26.3K
|
17.1K
$2.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-222- 6.48% |
$23.2K - $26.4K
|
3.21K
$518K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-225Closed |
$23.5K - $26.7K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Miller Howard Investments Inc
|
SELL
|
- |
-225- 2.74% |
$23.5K - $26.7K
|
7.99K
$1.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-225- 1.9% |
$23.5K - $26.7K
|
11.6K
$1.88M
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-226- 2.15% |
$23.6K - $26.8K
|
10.3K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
SELL
|
- |
-227- 3.07% |
$23.7K - $27K
|
7.17K
$1.16M
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-227- 4.18% |
$23.7K - $27K
|
5.21K
$840K
|
|
|
Feb 14, 2022
Q4 2021
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-228- 0.96% |
$23.8K - $27.1K
|
23.6K
$3.81M
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-228- 0.68% |
$23.8K - $27.1K
|
33.1K
$5.35M
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-231- 10.41% |
$24.1K - $27.4K
|
1.99K
$321K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-231- 0.54% |
$24.1K - $27.4K
|
42.4K
$6.85M
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-232- 0.8% |
$24.2K - $27.6K
|
28.7K
$4.64M
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-235- 7.35% |
$24.5K - $27.9K
|
2.96K
$478K
|
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-236- 1.29% |
$24.6K - $28K
|
18.1K
$2.92M
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-236- 10.15% |
$24.6K - $28K
|
2.09K
$337K
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-239- 1.44% |
$24.9K - $28.4K
|
16.3K
$2.64M
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-240- 4.1% |
$25K - $28.5K
|
5.62K
$907K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-242- 2.61% |
$25.2K - $28.7K
|
9.03K
$1.46M
|
|
|
Jan 07, 2022
Q4 2021
|
Martin Capital Partners, LLC
|
SELL
|
- |
-243- 0.46% |
$25.4K - $28.9K
|
53K
$8.56M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-245- 4.67% |
$25.6K - $29.1K
|
5.01K
$808K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-247- 6.48% |
$25.8K - $29.3K
|
3.56K
$575K
|
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-250- 1.95% |
$26.1K - $29.7K
|
12.5K
$2.03M
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-250Closed |
$26.1K - $29.7K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-253- 2.04% |
$26.4K - $30.1K
|
12.1K
$1.96M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-258- 10.03% |
$26.9K - $30.6K
|
2.32K
$374K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-259- 0.52% |
$27K - $30.8K
|
49.6K
$8M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-263- 1.45% |
$27.4K - $31.2K
|
17.9K
$2.89M
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-264- 11.26% |
$27.5K - $31.4K
|
2.08K
$336K
|
|
|
Jan 19, 2022
Q4 2021
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-267- 2.92% |
$27.9K - $31.7K
|
8.87K
$1.43M
|
|
|
Mar 31, 2022
Q4 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-267- 0.11% |
$27.9K - $31.7K
|
244K
$39.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-270- 11.12% |
$28.2K - $32.1K
|
2.16K
$348K
|
|
|
Jan 27, 2022
Q4 2021
|
Close Asset Management LTD
|
SELL
|
- |
-270- 1.25% |
$28.2K - $32.1K
|
21.4K
$3.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-277Closed |
$28.9K - $32.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-278- 4.91% |
$29K - $33K
|
5.38K
$869K
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-283- 7.6% |
$29.5K - $33.6K
|
3.44K
$555K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-283- 8.34% |
$29.5K - $33.6K
|
3.11K
$502K
|
|
|
Feb 03, 2022
Q4 2021
|
Bull Street Advisors, LLC
|
SELL
|
- |
-291- 2.05% |
$30.4K - $34.6K
|
13.9K
$2.25M
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-293- 0.32% |
$30.6K - $34.8K
|
91K
$14.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-294- 3.14% |
$30.7K - $34.9K
|
9.08K
$1.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-295- 6.08% |
$30.8K - $35K
|
4.56K
$736K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-295- 0.7% |
$30.8K - $35K
|
41.9K
$6.77M
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-296- 7.13% |
$30.9K - $35.2K
|
3.86K
$623K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-296- 9.82% |
$30.9K - $35.2K
|
2.72K
$439K
|