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 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.22K- 6.58% |
$168K - $197K
|
17.3K
$2.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.22K- 6.36% |
$168K - $197K
|
18K
$2.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.22K- 64.83% |
$169K - $198K
|
664
$109K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.23K- 4.02% |
$169K - $199K
|
29.3K
$4.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.23K- 30.0% |
$169K - $199K
|
2.87K
$472K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.24K- 8.3% |
$171K - $200K
|
13.7K
$2.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.24K- 1.5% |
$171K - $201K
|
81.6K
$13.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.25K- 6.93% |
$172K - $202K
|
16.8K
$2.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.25K- 7.92% |
$172K - $202K
|
14.5K
$2.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.26K- 4.43% |
$173K - $204K
|
27.1K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.26K- 3.49% |
$173K - $204K
|
34.8K
$5.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.26K- 18.97% |
$174K - $204K
|
5.38K
$886K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.26K- 23.16% |
$174K - $205K
|
4.19K
$691K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.27K- 18.97% |
$174K - $205K
|
5.41K
$891K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.28K- 3.7% |
$177K - $207K
|
33.3K
$5.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1.29K- 1.59% |
$178K - $209K
|
79.7K
$13.1M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-1.31K- 25.22% |
$180K - $211K
|
3.87K
$637K
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
SELL
|
- |
-1.32K- 3.59% |
$182K - $213K
|
35.3K
$5.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.32K- 23.78% |
$182K - $213K
|
4.23K
$696K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.32K- 1.1% |
$182K - $214K
|
119K
$19.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.33K- 1.99% |
$184K - $216K
|
65.6K
$10.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.34K- 9.34% |
$184K - $217K
|
13K
$2.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.34K- 12.37% |
$185K - $218K
|
9.51K
$1.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.35K- 4.33% |
$186K - $219K
|
29.8K
$4.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.35K- 4.33% |
$187K - $219K
|
30K
$4.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.36K- 1.54% |
$187K - $220K
|
86.9K
$14.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.36K- 19.55% |
$188K - $221K
|
5.61K
$924K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.37K- 6.99% |
$189K - $222K
|
18.2K
$3.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.37K- 19.04% |
$189K - $222K
|
5.83K
$960K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.37K- 15.07% |
$189K - $222K
|
7.73K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.38K- 7.29% |
$190K - $224K
|
17.6K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.39K- 8.63% |
$192K - $225K
|
14.7K
$2.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.39K- 8.38% |
$192K - $225K
|
15.2K
$2.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 6.09% |
$193K - $226K
|
21.5K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.41K- 28.67% |
$194K - $228K
|
3.5K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Hosking Partners LLP
|
SELL
|
- |
-1.41K- 4.62% |
$195K - $229K
|
29.2K
$4.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.41K- 1.17% |
$195K - $229K
|
120K
$19.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.43K- 29.11% |
$197K - $231K
|
3.48K
$573K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.43K- 12.5% |
$197K - $232K
|
10K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.43K- 7.04% |
$198K - $232K
|
18.9K
$3.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.45K- 6.64% |
$200K - $235K
|
20.4K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.46K- 1.86% |
$201K - $236K
|
77K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.46K- 8.31% |
$202K - $237K
|
16.1K
$2.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.47K- 11.19% |
$203K - $238K
|
11.7K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.47K- 6.75% |
$203K - $239K
|
20.3K
$3.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.49K- 7.05% |
$205K - $241K
|
19.6K
$3.23M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 6.17% |
$205K - $241K
|
22.6K
$3.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.49K- 8.83% |
$206K - $242K
|
15.4K
$2.54M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.49K- 31.73% |
$206K - $242K
|
3.22K
$530K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.49K- 5.89% |
$206K - $242K
|
23.9K
$3.93M
|