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
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
31+ 1.2% |
$3.23K - $3.68K
|
2.61K
$410K
|
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
31+ 0.51% |
$3.23K - $3.68K
|
6.1K
$957K
|
|
|
Jan 31, 2022
Q4 2021
|
Diamant Asset Management, Inc.
|
BUY
|
- |
30+ 0.7% |
$3.13K - $3.56K
|
4.32K
$678K
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
30+ 0.22% |
$3.13K - $3.56K
|
13.9K
$2.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
30+ 0.29% |
$3.13K - $3.56K
|
10.4K
$1.64M
|
|
|
Feb 07, 2022
Q4 2021
|
Parthenon LLC
|
BUY
|
- |
27+ 0.16% |
$2.82K - $3.21K
|
17.3K
$2.71M
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
27+ 1.08% |
$2.82K - $3.21K
|
2.53K
$398K
|
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
27+ 1.01% |
$2.82K - $3.21K
|
2.69K
$422K
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
25+ 0.46% |
$2.61K - $2.97K
|
5.44K
$853K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
25New |
$2.61K - $2.97K
|
25
$3.92K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
25+ 0.71% |
$2.61K - $2.97K
|
3.57K
$560K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
25+ 0.16% |
$2.61K - $2.97K
|
15.9K
$2.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
24+ 0.06% |
$2.5K - $2.85K
|
37.2K
$5.84M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
23+ 1.1% |
$2.4K - $2.73K
|
2.11K
$331K
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
22+ 0.13% |
$2.3K - $2.61K
|
16.9K
$2.65M
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
21+ 0.21% |
$2.19K - $2.49K
|
9.84K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
20+ 0.27% |
$2.09K - $2.38K
|
7.31K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
19+ 0.33% |
$1.98K - $2.26K
|
5.7K
$894K
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
BUY
|
- |
19+ 0.05% |
$1.98K - $2.26K
|
35.5K
$5.57M
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
18+ 3.6% |
$1.88K - $2.14K
|
518
$81.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
18+ 6.08% |
$1.88K - $2.14K
|
314
$49.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
17+ 0.01% |
$1.77K - $2.02K
|
263K
$41.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
16+ 0.34% |
$1.67K - $1.9K
|
4.77K
$748K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
16+ 0.1% |
$1.67K - $1.9K
|
16.3K
$2.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
15+ 0.74% |
$1.56K - $1.78K
|
2.04K
$319K
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
15+ 0.72% |
$1.56K - $1.78K
|
2.11K
$331K
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
14+ 0.15% |
$1.46K - $1.66K
|
9.59K
$1.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
14New |
$1.46K - $1.66K
|
14
$2.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.2% |
$1.36K - $1.54K
|
6.38K
$1M
|
|
|
Jan 31, 2022
Q4 2021
|
Inlet Private Wealth, LLC
|
BUY
|
- |
11+ 0.03% |
$1.15K - $1.31K
|
42.2K
$6.62M
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
11+ 0.18% |
$1.15K - $1.31K
|
6.29K
$987K
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
11+ 0.47% |
$1.15K - $1.31K
|
2.36K
$370K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
11+ 0.4% |
$1.15K - $1.31K
|
2.73K
$428K
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
11+ 0.03% |
$1.15K - $1.31K
|
34.7K
$5.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
11+ 73.33% |
$1.15K - $1.31K
|
26
$4.08K
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
10+ 0.09% |
$1.04K - $1.19K
|
11.3K
$1.78M
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
10+ 0.2% |
$1.04K - $1.19K
|
4.99K
$783K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 0.22% |
$1.04K - $1.19K
|
4.65K
$730K
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
9+ 0.37% |
$939 - $1.07K
|
2.47K
$387K
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
8+ 0.34% |
$835 - $950
|
2.35K
$369K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
8+ 0.17% |
$835 - $950
|
4.6K
$722K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.51% |
$835 - $950
|
1.58K
$248K
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
7+ 0.34% |
$730 - $832
|
2.05K
$322K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
7+ 0.31% |
$730 - $832
|
2.27K
$356K
|
|
|
Jan 25, 2022
Q4 2021
|
Exeter Financial, LLC
|
BUY
|
- |
7+ 0.03% |
$730 - $832
|
26.5K
$4.16M
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
7+ 0.33% |
$730 - $832
|
2.15K
$337K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
6+ 0.28% |
$626 - $713
|
2.12K
$332K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
6+ 0.54% |
$626 - $713
|
1.12K
$175K
|
|
|
Jan 19, 2022
Q4 2021
|
Iam Advisory, LLC
|
BUY
|
- |
5+ 0.11% |
$522 - $594
|
4.75K
$745K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.21% |
$522 - $594
|
2.4K
$376K
|