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 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.86K- 7.0% |
$395K - $464K
|
38K
$5.92M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.88K- 7.63% |
$396K - $466K
|
34.8K
$5.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-2.88K- 8.37% |
$397K - $467K
|
31.6K
$4.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.9K- 1.26% |
$400K - $469K
|
228K
$35.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.9K- 13.77% |
$400K - $470K
|
18.2K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.91K- 28.37% |
$402K - $472K
|
7.35K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-2.93K- 30.91% |
$404K - $475K
|
6.55K
$1.02M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.94K- 50.27% |
$406K - $476K
|
2.91K
$453K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.97K- 12.97% |
$410K - $481K
|
19.9K
$3.1M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-2.98K- 30.78% |
$411K - $483K
|
6.71K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.99K- 8.25% |
$413K - $485K
|
33.3K
$5.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-3K- 10.72% |
$413K - $485K
|
25K
$3.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-3K- 3.59% |
$414K - $486K
|
80.6K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Scp Investment, LP
|
SELL
|
- |
-3K- 62.5% |
$414K - $486K
|
1.8K
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
SELL
|
- |
-3.01K- 1.58% |
$415K - $488K
|
187K
$29.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3.06K- 12.09% |
$422K - $495K
|
22.3K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.15K- 2.77% |
$434K - $510K
|
110K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.15K- 10.05% |
$434K - $510K
|
28.2K
$4.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-3.18K- 50.31% |
$438K - $515K
|
3.14K
$489K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-3.18K- 6.78% |
$439K - $515K
|
43.8K
$6.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.25K- 5.37% |
$448K - $526K
|
57.2K
$8.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-3.28K- 10.02% |
$452K - $530K
|
29.4K
$4.58M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.28K- 8.24% |
$452K - $531K
|
36.5K
$5.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.28K- 3.68% |
$453K - $532K
|
86K
$13.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.29K- 0.97% |
$453K - $532K
|
334K
$52M
|
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-3.29K- 15.61% |
$453K - $533K
|
17.8K
$2.77M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.31K- 82.85% |
$456K - $536K
|
685
$107K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.38K- 4.85% |
$467K - $548K
|
66.3K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.39K- 41.15% |
$467K - $549K
|
4.85K
$754K
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.41K- 15.69% |
$470K - $552K
|
18.3K
$2.85M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-3.43K- 1.75% |
$472K - $555K
|
193K
$30M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-3.52K- 49.85% |
$485K - $569K
|
3.54K
$551K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3.55K- 49.86% |
$490K - $575K
|
3.57K
$556K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.56K- 10.17% |
$491K - $577K
|
31.4K
$4.89M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-3.61K- 5.19% |
$497K - $584K
|
65.8K
$10.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.63K- 39.74% |
$500K - $588K
|
5.5K
$856K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-3.64K- 12.97% |
$501K - $589K
|
24.4K
$3.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.75K- 71.5% |
$517K - $608K
|
1.5K
$233K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3.8K- 10.43% |
$524K - $616K
|
32.6K
$5.08M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 32.6% |
$526K - $618K
|
7.89K
$1.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.82K- 5.38% |
$527K - $619K
|
67.2K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-3.85K- 95.91% |
$531K - $623K
|
164
$25.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-3.85K- 29.29% |
$531K - $624K
|
9.31K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-3.87K- 18.28% |
$534K - $627K
|
17.3K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
SELL
|
- |
-3.87K- 3.94% |
$534K - $627K
|
94.4K
$14.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-3.87K- 18.53% |
$534K - $627K
|
17K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.89K- 16.21% |
$536K - $630K
|
20.1K
$3.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.9K- 0.71% |
$538K - $632K
|
542K
$84.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.93K- 8.32% |
$542K - $637K
|
43.3K
$6.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-3.95K- 6.74% |
$545K - $640K
|
54.7K
$8.51M
|