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
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.23% |
$138 - $162
|
82
$12.3K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1- 0.04% |
$138 - $162
|
2.46K
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1- 0.05% |
$138 - $162
|
2.02K
$303K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1- 0.02% |
$138 - $162
|
4.34K
$653K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-1- 0.04% |
$138 - $162
|
2.63K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$138 - $162
|
9.45K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-2- 0.03% |
$276 - $324
|
6.15K
$925K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-2- 0.01% |
$276 - $324
|
29.5K
$4.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-2- 0.04% |
$276 - $324
|
4.71K
$707K
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.09% |
$276 - $324
|
2.33K
$350K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-3- 0.13% |
$414 - $486
|
2.24K
$336K
|
|
|
Oct 28, 2024
Q3 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-3- 0.01% |
$414 - $486
|
56.6K
$8.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-3- 0.18% |
$414 - $486
|
1.63K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-3- 0.02% |
$414 - $486
|
19.3K
$2.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-4- 0.18% |
$552 - $648
|
2.21K
$332K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-4- 1.21% |
$552 - $648
|
327
$49.1K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-4- 12.9% |
$552 - $648
|
27
$4.06K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-4- 0.1% |
$552 - $648
|
4.04K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4- 0.28% |
$552 - $648
|
1.42K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-4- 0.18% |
$552 - $648
|
2.22K
$333K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-5- 0.03% |
$689 - $810
|
15.4K
$2.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5- 0.6% |
$689 - $810
|
832
$125K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5- 0.51% |
$689 - $810
|
984
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Fortune 45 LLC
|
SELL
|
- |
-5- 0.1% |
$689 - $810
|
5.15K
$774K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-6- 0.02% |
$827 - $972
|
29.9K
$4.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-6- 0.04% |
$827 - $972
|
15.1K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-6- 0.04% |
$827 - $972
|
15.1K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-6- 0.3% |
$827 - $972
|
1.98K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-7- 2.11% |
$965 - $1.13K
|
324
$48.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-7- 0.09% |
$965 - $1.13K
|
8.09K
$1.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-8- 0.3% |
$1.1K - $1.3K
|
2.67K
$401K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-8- 0.04% |
$1.1K - $1.3K
|
21.7K
$3.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-8- 0.48% |
$1.1K - $1.3K
|
1.65K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-8- 6.61% |
$1.1K - $1.3K
|
113
$17K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-9- 0.07% |
$1.24K - $1.46K
|
12.2K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-9- 0.27% |
$1.24K - $1.46K
|
3.27K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-9- 0.19% |
$1.24K - $1.46K
|
4.83K
$726K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-10- 0.49% |
$1.38K - $1.62K
|
2.03K
$305K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-10- 0.07% |
$1.38K - $1.62K
|
15.3K
$2.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 0.23% |
$1.38K - $1.62K
|
4.37K
$657K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-10- 0.07% |
$1.38K - $1.62K
|
14K
$2.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-10- 0.08% |
$1.38K - $1.62K
|
12.3K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-10- 0.05% |
$1.38K - $1.62K
|
19.9K
$2.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-11- 0.07% |
$1.52K - $1.78K
|
14.7K
$2.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-11- 0.23% |
$1.52K - $1.78K
|
4.87K
$732K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-11- 0.57% |
$1.52K - $1.78K
|
1.93K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-11- 0.25% |
$1.52K - $1.78K
|
4.41K
$662K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-12- 0.03% |
$1.65K - $1.94K
|
42.3K
$6.35M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-12- 0.32% |
$1.65K - $1.94K
|
3.79K
$570K
|