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 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-399- 16.29% |
$55K - $64.6K
|
2.05K
$313K
|
|
|
Oct 09, 2024
Q3 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-400- 5.59% |
$55.2K - $64.8K
|
6.76K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-400- 19.2% |
$55.2K - $64.8K
|
1.68K
$257K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-400- 0.71% |
$55.2K - $64.8K
|
56K
$8.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-400- 18.32% |
$55.2K - $64.8K
|
1.78K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-400- 3.58% |
$55.2K - $64.8K
|
10.8K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-400- 3.01% |
$55.2K - $64.8K
|
12.9K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-400- 1.85% |
$55.2K - $64.8K
|
21.2K
$3.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-400- 15.16% |
$55.2K - $64.8K
|
2.24K
$342K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-406- 4.04% |
$56K - $65.8K
|
9.65K
$1.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-407- 0.24% |
$56.1K - $65.9K
|
172K
$26.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-407- 6.64% |
$56.1K - $65.9K
|
5.72K
$874K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-408- 5.84% |
$56.3K - $66.1K
|
6.58K
$1M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-409- 14.53% |
$56.4K - $66.2K
|
2.41K
$367K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-410- 4.66% |
$56.5K - $66.4K
|
8.38K
$1.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-412- 1.84% |
$56.8K - $66.7K
|
21.9K
$3.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-413- 7.03% |
$56.9K - $66.9K
|
5.46K
$834K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-414- 0.21% |
$57.1K - $67.1K
|
193K
$29.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-415- 0.85% |
$57.2K - $67.2K
|
48.4K
$7.39M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-420- 1.61% |
$57.9K - $68K
|
25.7K
$3.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-421- 6.2% |
$58K - $68.2K
|
6.37K
$972K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-422- 9.4% |
$58.2K - $68.4K
|
4.07K
$621K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-422- 2.36% |
$58.2K - $68.4K
|
17.5K
$2.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-423- 1.56% |
$58.3K - $68.5K
|
26.8K
$4.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-423- 20.66% |
$58.3K - $68.5K
|
1.62K
$248K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-424- 20.4% |
$58.5K - $68.7K
|
1.65K
$252K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-424- 1.23% |
$58.5K - $68.7K
|
33.9K
$5.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-425- 0.89% |
$58.6K - $68.8K
|
47.1K
$7.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-426- 5.75% |
$58.7K - $69K
|
6.98K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-428- 2.43% |
$59K - $69.3K
|
17.2K
$2.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-430- 1.08% |
$59.3K - $69.6K
|
39.3K
$6M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-433- 10.28% |
$59.7K - $70.1K
|
3.78K
$577K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-433- 0.79% |
$59.7K - $70.1K
|
54.7K
$8.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-434- 10.67% |
$59.8K - $70.3K
|
3.63K
$555K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-439- 4.18% |
$60.5K - $71.1K
|
10.1K
$1.53M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-440- 6.19% |
$60.7K - $71.3K
|
6.67K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-440- 21.62% |
$60.7K - $71.3K
|
1.6K
$243K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-442- 1.61% |
$60.9K - $71.6K
|
27K
$4.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-447- 12.13% |
$61.6K - $72.4K
|
3.24K
$494K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-447- 2.7% |
$61.6K - $72.4K
|
16.1K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-450- 2.71% |
$62K - $72.9K
|
16.2K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-450- 2.58% |
$62K - $72.9K
|
17K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-453- 5.53% |
$62.5K - $73.4K
|
7.73K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-454- 3.67% |
$62.6K - $73.5K
|
11.9K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-456- 22.29% |
$62.9K - $73.9K
|
1.59K
$243K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-457- 20.57% |
$63K - $74K
|
1.77K
$269K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-457- 1.82% |
$63K - $74K
|
24.7K
$3.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-458- 19.88% |
$63.1K - $74.2K
|
1.85K
$282K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-459- 1.81% |
$63.3K - $74.3K
|
24.9K
$3.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-461- 8.75% |
$63.6K - $74.7K
|
4.81K
$734K
|