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 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
9.07K+ 500.66% |
$946K - $1.08M
|
10.9K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
9KNew |
$939K - $1.07M
|
9K
$1.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
9K+ 20.23% |
$939K - $1.07M
|
53.5K
$8.63M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.9K+ 20.62% |
$929K - $1.06M
|
52.1K
$8.41M
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
BUY
|
- |
8.89K+ 174.69% |
$927K - $1.06M
|
14K
$2.26M
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
8.86K+ 27.18% |
$925K - $1.05M
|
41.5K
$6.69M
|
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
8.83KNew |
$921K - $1.05M
|
8.83K
$1.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
8.81KNew |
$919K - $1.05M
|
8.81K
$1.42M
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
8.81KNew |
$919K - $1.05M
|
8.81K
$1.42M
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
8.79KNew |
$917K - $1.04M
|
8.79K
$1.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
8.79KNew |
$917K - $1.04M
|
8.79K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
8.78KNew |
$916K - $1.04M
|
8.78K
$1.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.77K+ 34.68% |
$915K - $1.04M
|
34.1K
$5.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
8.74KNew |
$911K - $1.04M
|
8.74K
$1.41M
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
8.73KNew |
$911K - $1.04M
|
8.73K
$1.41M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8.67KNew |
$904K - $1.03M
|
8.67K
$1.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8.66KNew |
$903K - $1.03M
|
8.66K
$1.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
8.62K+ 138.57% |
$900K - $1.02M
|
14.8K
$2.4M
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
8.62KNew |
$899K - $1.02M
|
8.62K
$1.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
8.61KNew |
$898K - $1.02M
|
8.61K
$1.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
8.51KNew |
$888K - $1.01M
|
8.51K
$1.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.49K+ 73.07% |
$886K - $1.01M
|
20.1K
$3.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8.48KNew |
$885K - $1.01M
|
8.48K
$1.37M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.43K+ 7.74% |
$880K - $1M
|
117K
$18.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
8.43K+ 2.21% |
$879K - $1M
|
389K
$62.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Ascension Asset Management LLC
|
BUY
|
- |
8.43KNew |
$879K - $1M
|
8.43K
$1.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.38K+ 35.99% |
$874K - $995K
|
31.6K
$5.11M
|
|
|
Feb 16, 2022
Q4 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
8.33K+ 65.29% |
$869K - $989K
|
21.1K
$3.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.28K+ 4.86% |
$864K - $983K
|
179K
$28.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
8.26KNew |
$862K - $981K
|
8.26K
$1.33M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
8.2KNew |
$855K - $974K
|
8.2K
$1.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.18K+ 27.87% |
$853K - $972K
|
37.5K
$6.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.17KNew |
$852K - $971K
|
8.17K
$1.32M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
8.16KNew |
$851K - $969K
|
8.16K
$1.32M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.16K+ 13.9% |
$851K - $969K
|
66.9K
$10.8M
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
8.14K+ 1.29% |
$849K - $966K
|
637K
$103M
|
|
|
Jan 31, 2022
Q4 2021
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
8.11K+ 109.6% |
$846K - $963K
|
15.5K
$2.5M
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
8.05KNew |
$840K - $956K
|
8.05K
$1.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
7.98KNew |
$833K - $948K
|
7.98K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
7.95KNew |
$829K - $944K
|
7.95K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
7.91KNew |
$825K - $939K
|
7.91K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
7.89K+ 13.17% |
$824K - $938K
|
67.8K
$10.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
7.88KNew |
$822K - $936K
|
7.88K
$1.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.86K+ 31.27% |
$820K - $933K
|
33K
$5.32M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
7.82KNew |
$815K - $928K
|
7.82K
$1.26M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.78K+ 18.55% |
$812K - $924K
|
49.7K
$8.03M
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
7.73KNew |
$807K - $919K
|
7.73K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
BUY
|
- |
7.72KNew |
$806K - $917K
|
7.72K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
7.72K+ 7.75% |
$805K - $917K
|
107K
$17.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
7.7K+ 3.2% |
$804K - $915K
|
248K
$40.1M
|