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 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-167- 7.74% |
$23K - $27K
|
1.99K
$304K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-169- 0.73% |
$23.3K - $27.4K
|
23K
$3.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-170- 9.86% |
$23.4K - $27.5K
|
1.55K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-171- 6.63% |
$23.6K - $27.7K
|
2.41K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-171- 3.11% |
$23.6K - $27.7K
|
5.32K
$812K
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-173- 7.33% |
$23.9K - $28K
|
2.19K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-173- 0.03% |
$23.9K - $28K
|
665K
$101M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-174- 4.62% |
$24K - $28.2K
|
3.6K
$549K
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-176- 2.1% |
$24.3K - $28.5K
|
8.19K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-178- 4.85% |
$24.5K - $28.8K
|
3.5K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-179- 2.3% |
$24.7K - $29K
|
7.61K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-180- 4.66% |
$24.8K - $29.2K
|
3.68K
$562K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-181- 0.6% |
$25K - $29.3K
|
30K
$4.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-182- 8.91% |
$25.1K - $29.5K
|
1.86K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-183- 5.44% |
$25.2K - $29.6K
|
3.18K
$486K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-184- 3.43% |
$25.4K - $29.8K
|
5.18K
$790K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-184- 0.85% |
$25.4K - $29.8K
|
21.6K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-184- 0.31% |
$25.4K - $29.8K
|
58.8K
$8.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-186- 9.16% |
$25.6K - $30.1K
|
1.85K
$282K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-187- 3.83% |
$25.8K - $30.3K
|
4.7K
$717K
|
|
|
Oct 31, 2024
Q3 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-187- 3.44% |
$25.8K - $30.3K
|
5.24K
$800K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-188- 2.04% |
$25.9K - $30.5K
|
9.02K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-189- 0.25% |
$26.1K - $30.6K
|
76.7K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-189- 1.46% |
$26.1K - $30.6K
|
12.7K
$1.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-191- 5.17% |
$26.3K - $30.9K
|
3.51K
$535K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-191- 3.11% |
$26.3K - $30.9K
|
5.95K
$908K
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-192- 1.47% |
$26.5K - $31.1K
|
12.9K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-192- 5.76% |
$26.5K - $31.1K
|
3.14K
$479K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-193- 11.94% |
$26.6K - $31.3K
|
1.42K
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-193- 1.86% |
$26.6K - $31.3K
|
10.2K
$1.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-195- 3.44% |
$26.9K - $31.6K
|
5.48K
$836K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-197- 1.22% |
$27.2K - $31.9K
|
15.9K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-197- 4.71% |
$27.2K - $31.9K
|
3.98K
$608K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-199- 1.16% |
$27.4K - $32.2K
|
17K
$2.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-200- 8.72% |
$27.6K - $32.4K
|
2.09K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-200- 8.16% |
$27.6K - $32.4K
|
2.25K
$344K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-200- 2.17% |
$27.6K - $32.4K
|
9.01K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-200- 5.45% |
$27.6K - $32.4K
|
3.47K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-200- 1.15% |
$27.6K - $32.4K
|
17.2K
$2.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-201- 10.73% |
$27.7K - $32.6K
|
1.67K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-202- 2.2% |
$27.9K - $32.7K
|
8.97K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-202- 4.34% |
$27.9K - $32.7K
|
4.45K
$679K
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-203- 4.93% |
$28K - $32.9K
|
3.91K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-203- 3.22% |
$28K - $32.9K
|
6.11K
$933K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-204- 6.3% |
$28.1K - $33K
|
3.03K
$463K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-204- 2.43% |
$28.1K - $33K
|
8.19K
$1.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-206- 2.31% |
$28.4K - $33.4K
|
8.73K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-207- 3.95% |
$28.5K - $33.5K
|
5.03K
$767K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-208- 4.92% |
$28.7K - $33.7K
|
4.02K
$614K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-208- 13.03% |
$28.7K - $33.7K
|
1.39K
$212K
|