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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-41- 1.05% |
$5.65K - $6.64K
|
3.87K
$602K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-42- 2.57% |
$5.79K - $6.8K
|
1.59K
$248K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-42- 1.22% |
$5.79K - $6.8K
|
3.41K
$531K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-42- 0.04% |
$5.79K - $6.8K
|
97.6K
$15.2M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-43- 0.73% |
$5.93K - $6.96K
|
5.82K
$907K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-43- 0.32% |
$5.93K - $6.96K
|
13.6K
$2.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-45- 1.02% |
$6.2K - $7.29K
|
4.39K
$683K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-46- 0.97% |
$6.34K - $7.45K
|
4.72K
$735K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-46- 0.44% |
$6.34K - $7.45K
|
10.4K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-46- 1.55% |
$6.34K - $7.45K
|
2.92K
$454K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-46- 1.05% |
$6.34K - $7.45K
|
4.35K
$677K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-46- 0.08% |
$6.34K - $7.45K
|
60.1K
$9.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-47- 1.85% |
$6.48K - $7.61K
|
2.5K
$389K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-47- 50.54% |
$6.48K - $7.61K
|
46
$7.17K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-48- 1.77% |
$6.62K - $7.77K
|
2.66K
$415K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-48- 1.68% |
$6.62K - $7.77K
|
2.8K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-48- 0.62% |
$6.62K - $7.77K
|
7.74K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-49- 3.45% |
$6.76K - $7.94K
|
1.37K
$214K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-49- 2.79% |
$6.76K - $7.94K
|
1.71K
$266K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-50- 1.87% |
$6.89K - $8.1K
|
2.63K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-50- 0.18% |
$6.89K - $8.1K
|
27.1K
$4.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-50- 0.47% |
$6.89K - $8.1K
|
10.5K
$1.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-50- 2.28% |
$6.89K - $8.1K
|
2.15K
$334K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-50- 7.96% |
$6.89K - $8.1K
|
578
$90K
|
|
|
Nov 12, 2024
Q3 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-50- 0.68% |
$6.89K - $8.1K
|
7.3K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-51- 1.59% |
$7.03K - $8.26K
|
3.16K
$493K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-52- 2.07% |
$7.17K - $8.42K
|
2.46K
$383K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-52- 1.41% |
$7.17K - $8.42K
|
3.65K
$568K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-52- 0.15% |
$7.17K - $8.42K
|
34.9K
$5.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-53- 2.26% |
$7.31K - $8.58K
|
2.29K
$357K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-54- 0.44% |
$7.45K - $8.75K
|
12.1K
$1.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-54- 0.15% |
$7.45K - $8.75K
|
35K
$5.45M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-55- 17.74% |
$7.58K - $8.91K
|
255
$39.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-55- 77.46% |
$7.58K - $8.91K
|
16
$2.49K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-55- 0.54% |
$7.58K - $8.91K
|
10.2K
$1.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-56- 0.42% |
$7.72K - $9.07K
|
13.3K
$2.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-56- 3.79% |
$7.72K - $9.07K
|
1.42K
$221K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-56- 1.66% |
$7.72K - $9.07K
|
3.31K
$515K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-57- 2.39% |
$7.86K - $9.23K
|
2.32K
$362K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-57- 0.46% |
$7.86K - $9.23K
|
12.3K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-57- 0.31% |
$7.86K - $9.23K
|
18.5K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-57- 1.49% |
$7.86K - $9.23K
|
3.76K
$585K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-57- 3.7% |
$7.86K - $9.23K
|
1.48K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-58- 2.46% |
$8K - $9.39K
|
2.3K
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-58- 9.27% |
$8K - $9.39K
|
568
$88.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-58- 2.93% |
$8K - $9.39K
|
1.92K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-58- 1.88% |
$8K - $9.39K
|
3.03K
$471K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-59- 0.16% |
$8.13K - $9.56K
|
36.1K
$5.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-59- 1.65% |
$8.13K - $9.56K
|
3.52K
$548K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-59- 4.49% |
$8.13K - $9.56K
|
1.26K
$196K
|