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 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-133- 0.72% |
$18.3K - $21.5K
|
18.4K
$2.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-134- 0.19% |
$18.5K - $21.7K
|
71.6K
$11.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-134- 0.72% |
$18.5K - $21.7K
|
18.5K
$2.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-135- 1.01% |
$18.6K - $21.9K
|
13.2K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
SELL
|
- |
-135- 1.46% |
$18.6K - $21.9K
|
9.1K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-137- 4.78% |
$18.9K - $22.2K
|
2.73K
$425K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-139- 1.17% |
$19.2K - $22.5K
|
11.7K
$1.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-140- 1.22% |
$19.3K - $22.7K
|
11.3K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-140- 31.53% |
$19.3K - $22.7K
|
304
$47.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-140- 6.18% |
$19.3K - $22.7K
|
2.13K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-140- 7.41% |
$19.3K - $22.7K
|
1.75K
$273K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-141- 5.72% |
$19.4K - $22.8K
|
2.32K
$362K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-142- 3.4% |
$19.6K - $23K
|
4.03K
$628K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-143- 0.62% |
$19.7K - $23.2K
|
22.9K
$3.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-144- 1.62% |
$19.9K - $23.3K
|
8.74K
$1.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-144- 17.76% |
$19.9K - $23.3K
|
667
$104K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-145- 3.12% |
$20K - $23.5K
|
4.5K
$701K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-148- 6.0% |
$20.4K - $24K
|
2.32K
$361K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-148- 6.26% |
$20.4K - $24K
|
2.22K
$345K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-148- 1.12% |
$20.4K - $24K
|
13.1K
$2.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-148- 1.67% |
$20.4K - $24K
|
8.74K
$1.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-149- 3.32% |
$20.5K - $24.1K
|
4.34K
$676K
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-150- 0.78% |
$20.7K - $24.3K
|
19.1K
$2.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-150- 2.24% |
$20.7K - $24.3K
|
6.55K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-150- 1.41% |
$20.7K - $24.3K
|
10.5K
$1.63M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-150- 18.05% |
$20.7K - $24.3K
|
681
$106K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-151- 4.53% |
$20.8K - $24.5K
|
3.18K
$496K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-152- 4.31% |
$21K - $24.6K
|
3.38K
$526K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-152- 97.44% |
$21K - $24.6K
|
4
$623
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-155- 1.79% |
$21.4K - $25.1K
|
8.49K
$1.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-156- 1.16% |
$21.5K - $25.3K
|
13.3K
$2.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-158- 0.62% |
$21.8K - $25.6K
|
25.3K
$3.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-159- 1.46% |
$21.9K - $25.8K
|
10.8K
$1.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-160- 5.34% |
$22.1K - $25.9K
|
2.84K
$442K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-160- 8.92% |
$22.1K - $25.9K
|
1.63K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-160- 0.71% |
$22.1K - $25.9K
|
22.4K
$3.49M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-160- 2.37% |
$22.1K - $25.9K
|
6.58K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-161- 8.99% |
$22.2K - $26.1K
|
1.63K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-161- 10.35% |
$22.2K - $26.1K
|
1.39K
$217K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-161- 7.9% |
$22.2K - $26.1K
|
1.88K
$293K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-162- 2.76% |
$22.3K - $26.2K
|
5.71K
$890K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-162- 0.71% |
$22.3K - $26.2K
|
22.5K
$3.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-163- 1.77% |
$22.5K - $26.4K
|
9.03K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-163- 1.49% |
$22.5K - $26.4K
|
10.8K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-163- 3.64% |
$22.5K - $26.4K
|
4.31K
$671K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-164- 2.66% |
$22.6K - $26.6K
|
6.01K
$936K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-165- 3.97% |
$22.8K - $26.7K
|
3.99K
$621K
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-165- 0.99% |
$22.8K - $26.7K
|
16.6K
$2.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-166- 1.26% |
$22.9K - $26.9K
|
13K
$2.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-166- 1.35% |
$22.9K - $26.9K
|
12.1K
$1.89M
|