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 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-59- 2.43% |
$8.13K - $9.56K
|
2.37K
$369K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-59- 3.27% |
$8.13K - $9.56K
|
1.75K
$272K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-60- 1.65% |
$8.27K - $9.72K
|
3.57K
$556K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-60- 2.2% |
$8.27K - $9.72K
|
2.67K
$415K
|
|
|
Oct 18, 2024
Q3 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-60- 1.86% |
$8.27K - $9.72K
|
3.17K
$494K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-60- 10.73% |
$8.27K - $9.72K
|
499
$77.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-60- 1.4% |
$8.27K - $9.72K
|
4.24K
$661K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-61- 1.72% |
$8.41K - $9.88K
|
3.49K
$544K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-62- 2.94% |
$8.55K - $10K
|
2.05K
$319K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-62- 3.66% |
$8.55K - $10K
|
1.63K
$254K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-63- 1.59% |
$8.69K - $10.2K
|
3.9K
$607K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-63- 0.94% |
$8.69K - $10.2K
|
6.62K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-63- 11.19% |
$8.69K - $10.2K
|
500
$77.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-64- 3.98% |
$8.82K - $10.4K
|
1.55K
$241K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-65- 0.29% |
$8.96K - $10.5K
|
22.7K
$3.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-65- 0.69% |
$8.96K - $10.5K
|
9.37K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-65- 2.21% |
$8.96K - $10.5K
|
2.88K
$448K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-65- 1.33% |
$8.96K - $10.5K
|
4.81K
$749K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-65- 1.95% |
$8.96K - $10.5K
|
3.27K
$509K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-66- 2.45% |
$9.1K - $10.7K
|
2.63K
$409K
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-66- 1.34% |
$9.1K - $10.7K
|
4.86K
$757K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-66- 1.01% |
$9.1K - $10.7K
|
6.47K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-66- 5.0% |
$9.1K - $10.7K
|
1.25K
$195K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-67- 3.26% |
$9.24K - $10.9K
|
1.99K
$309K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-67- 11.92% |
$9.24K - $10.9K
|
495
$77.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-68- 3.65% |
$9.38K - $11K
|
1.79K
$279K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-68- 0.29% |
$9.38K - $11K
|
23.8K
$3.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-68- 2.16% |
$9.38K - $11K
|
3.08K
$480K
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-68- 0.86% |
$9.38K - $11K
|
7.85K
$1.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-68- 1.05% |
$9.38K - $11K
|
6.43K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-68- 3.3% |
$9.38K - $11K
|
1.99K
$310K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-69- 0.2% |
$9.51K - $11.2K
|
34.8K
$5.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-70- 1.36% |
$9.65K - $11.3K
|
5.08K
$791K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-70- 3.73% |
$9.65K - $11.3K
|
1.81K
$282K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-70- 0.27% |
$9.65K - $11.3K
|
26.2K
$4.08M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-70- 1.61% |
$9.65K - $11.3K
|
4.27K
$665K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-71- 3.73% |
$9.79K - $11.5K
|
1.84K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-71- 1.56% |
$9.79K - $11.5K
|
4.47K
$696K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-72- 0.71% |
$9.93K - $11.7K
|
10.1K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-72- 54.96% |
$9.93K - $11.7K
|
59
$9.19K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-74- 2.15% |
$10.2K - $12K
|
3.37K
$526K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-74- 3.78% |
$10.2K - $12K
|
1.88K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-74- 1.84% |
$10.2K - $12K
|
3.96K
$616K
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-74- 0.31% |
$10.2K - $12K
|
23.8K
$3.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-75- 0.52% |
$10.3K - $12.1K
|
14.5K
$2.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-75- 4.95% |
$10.3K - $12.1K
|
1.44K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-75- 1.67% |
$10.3K - $12.1K
|
4.41K
$686K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-75- 0.38% |
$10.3K - $12.1K
|
19.6K
$3.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-76- 0.45% |
$10.5K - $12.3K
|
16.9K
$2.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-77- 4.85% |
$10.6K - $12.5K
|
1.51K
$235K
|