Purchases and Sales Made in Q3 2024 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-10- 0.49% |
$1.38K - $1.62K
|
2.03K
$316K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-10- 0.07% |
$1.38K - $1.62K
|
15.3K
$2.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 0.23% |
$1.38K - $1.62K
|
4.37K
$682K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-10- 0.07% |
$1.38K - $1.62K
|
14K
$2.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-10- 0.08% |
$1.38K - $1.62K
|
12.3K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-10- 0.05% |
$1.38K - $1.62K
|
19.9K
$3.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-11- 0.07% |
$1.52K - $1.78K
|
14.7K
$2.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-11- 0.23% |
$1.52K - $1.78K
|
4.87K
$760K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-11- 0.57% |
$1.52K - $1.78K
|
1.93K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-11- 0.25% |
$1.52K - $1.78K
|
4.41K
$687K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-12- 0.03% |
$1.65K - $1.94K
|
42.3K
$6.59M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-12- 0.32% |
$1.65K - $1.94K
|
3.79K
$591K
|
|
|
Oct 24, 2024
Q3 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-12- 0.2% |
$1.65K - $1.94K
|
5.87K
$915K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-12- 0.23% |
$1.65K - $1.94K
|
5.23K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-12- 0.26% |
$1.65K - $1.94K
|
4.54K
$707K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-13- 0.62% |
$1.79K - $2.11K
|
2.09K
$325K
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-13- 0.26% |
$1.79K - $2.11K
|
4.95K
$772K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-13- 0.5% |
$1.79K - $2.11K
|
2.61K
$407K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-13- 0.64% |
$1.79K - $2.11K
|
2.02K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-13- 0.27% |
$1.79K - $2.11K
|
4.86K
$758K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
SELL
|
- |
-13- 0.19% |
$1.79K - $2.11K
|
6.95K
$1.08M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-14- 0.87% |
$1.93K - $2.27K
|
1.6K
$249K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-14- 0.01% |
$1.93K - $2.27K
|
135K
$21M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-14- 0.16% |
$1.93K - $2.27K
|
8.74K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-14- 0.07% |
$1.93K - $2.27K
|
20.7K
$3.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-15- 0.73% |
$2.07K - $2.43K
|
2.03K
$317K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-15- 0.95% |
$2.07K - $2.43K
|
1.56K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-15- 1.4% |
$2.07K - $2.43K
|
1.06K
$165K
|
|
|
Oct 24, 2024
Q3 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-15- 0.03% |
$2.07K - $2.43K
|
46.4K
$7.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-15- 0.48% |
$2.07K - $2.43K
|
3.11K
$485K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-15- 6.88% |
$2.07K - $2.43K
|
203
$31.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-16- 0.69% |
$2.21K - $2.59K
|
2.29K
$357K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-16- 0.43% |
$2.21K - $2.59K
|
3.68K
$574K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-16- 0.33% |
$2.21K - $2.59K
|
4.77K
$744K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-16- 0.93% |
$2.21K - $2.59K
|
1.7K
$265K
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
SELL
|
- |
-17- 0.35% |
$2.34K - $2.75K
|
4.8K
$748K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-17- 0.48% |
$2.34K - $2.75K
|
3.53K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-17- 1.11% |
$2.34K - $2.75K
|
1.52K
$237K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-18- 0.12% |
$2.48K - $2.92K
|
14.4K
$2.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-18- 1.15% |
$2.48K - $2.92K
|
1.54K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-18- 0.6% |
$2.48K - $2.92K
|
3.01K
$468K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-18- 0.87% |
$2.48K - $2.92K
|
2.04K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-18- 0.07% |
$2.48K - $2.92K
|
25.2K
$3.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-19- 1.48% |
$2.62K - $3.08K
|
1.26K
$197K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-19- 0.32% |
$2.62K - $3.08K
|
5.92K
$923K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-19- 0.08% |
$2.62K - $3.08K
|
23.2K
$3.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 0.06% |
$2.76K - $3.24K
|
32.7K
$5.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-20- 0.25% |
$2.76K - $3.24K
|
7.99K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
SELL
|
- |
-20- 0.65% |
$2.76K - $3.24K
|
3.07K
$479K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-20- 4.08% |
$2.76K - $3.24K
|
470
$73.3K
|