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
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-24- 0.26% |
$3.31K - $3.89K
|
9.07K
$1.36M
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-24- 1.54% |
$3.31K - $3.89K
|
1.54K
$231K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-25- 0.67% |
$3.45K - $4.05K
|
3.73K
$561K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-25- 0.63% |
$3.45K - $4.05K
|
3.94K
$592K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-25- 3.56% |
$3.45K - $4.05K
|
677
$102K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-25- 0.03% |
$3.45K - $4.05K
|
82.6K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-25- 1.78% |
$3.45K - $4.05K
|
1.38K
$208K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-26- 0.21% |
$3.58K - $4.21K
|
12.3K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-26- 0.27% |
$3.58K - $4.21K
|
9.45K
$1.42M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-26- 0.51% |
$3.58K - $4.21K
|
5.12K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-26- 0.16% |
$3.58K - $4.21K
|
15.8K
$2.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-27- 1.6% |
$3.72K - $4.37K
|
1.67K
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-28- 0.53% |
$3.86K - $4.54K
|
5.25K
$790K
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-30- 0.17% |
$4.14K - $4.86K
|
17.5K
$2.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-30- 3.65% |
$4.14K - $4.86K
|
793
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-30- 0.17% |
$4.14K - $4.86K
|
17.1K
$2.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-31- 1.59% |
$4.27K - $5.02K
|
1.92K
$288K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-32- 1.77% |
$4.41K - $5.18K
|
1.77K
$266K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.79% |
$4.41K - $5.18K
|
4.04K
$608K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-32- 1.57% |
$4.41K - $5.18K
|
2K
$301K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-32- 1.21% |
$4.41K - $5.18K
|
2.61K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-32- 0.83% |
$4.41K - $5.18K
|
3.83K
$575K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-33- 1.5% |
$4.55K - $5.35K
|
2.17K
$325K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-34- 1.66% |
$4.69K - $5.51K
|
2.02K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-34- 1.1% |
$4.69K - $5.51K
|
3.06K
$459K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-35- 0.56% |
$4.83K - $5.67K
|
6.17K
$928K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-35- 23.18% |
$4.83K - $5.67K
|
116
$17.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-35- 0.68% |
$4.83K - $5.67K
|
5.08K
$763K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-35- 2.04% |
$4.83K - $5.67K
|
1.68K
$252K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-36- 1.58% |
$4.96K - $5.83K
|
2.24K
$337K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-36- 0.28% |
$4.96K - $5.83K
|
12.7K
$1.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-37- 0.16% |
$5.1K - $5.99K
|
23.5K
$3.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-37- 0.47% |
$5.1K - $5.99K
|
7.76K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-38- 2.44% |
$5.24K - $6.15K
|
1.52K
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-39- 0.36% |
$5.38K - $6.32K
|
10.9K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-39- 1.63% |
$5.38K - $6.32K
|
2.36K
$355K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-40- 6.94% |
$5.52K - $6.48K
|
536
$80.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-40- 0.13% |
$5.52K - $6.48K
|
31.6K
$4.75M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-41- 0.36% |
$5.65K - $6.64K
|
11.5K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-41- 1.05% |
$5.65K - $6.64K
|
3.87K
$581K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-42- 2.57% |
$5.79K - $6.8K
|
1.59K
$240K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-42- 1.22% |
$5.79K - $6.8K
|
3.41K
$513K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-42- 0.04% |
$5.79K - $6.8K
|
97.6K
$14.7M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-43- 0.73% |
$5.93K - $6.96K
|
5.82K
$875K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-43- 0.32% |
$5.93K - $6.96K
|
13.6K
$2.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-45- 1.02% |
$6.2K - $7.29K
|
4.39K
$659K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-46- 0.97% |
$6.34K - $7.45K
|
4.72K
$709K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-46- 0.44% |
$6.34K - $7.45K
|
10.4K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-46- 1.55% |
$6.34K - $7.45K
|
2.92K
$438K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-46- 1.05% |
$6.34K - $7.45K
|
4.35K
$653K
|