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 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-16- 0.33% |
$2.21K - $2.59K
|
4.77K
$714K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-16- 0.93% |
$2.21K - $2.59K
|
1.7K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
SELL
|
- |
-17- 0.35% |
$2.34K - $2.75K
|
4.8K
$718K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-17- 0.48% |
$2.34K - $2.75K
|
3.53K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-17- 1.11% |
$2.34K - $2.75K
|
1.52K
$227K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-18- 0.12% |
$2.48K - $2.92K
|
14.4K
$2.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-18- 1.15% |
$2.48K - $2.92K
|
1.54K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-18- 0.6% |
$2.48K - $2.92K
|
3.01K
$449K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-18- 0.87% |
$2.48K - $2.92K
|
2.04K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-18- 0.07% |
$2.48K - $2.92K
|
25.2K
$3.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-19- 1.48% |
$2.62K - $3.08K
|
1.26K
$189K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-19- 0.32% |
$2.62K - $3.08K
|
5.92K
$886K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-19- 0.08% |
$2.62K - $3.08K
|
23.2K
$3.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 0.06% |
$2.76K - $3.24K
|
32.7K
$4.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-20- 0.25% |
$2.76K - $3.24K
|
7.99K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
SELL
|
- |
-20- 0.65% |
$2.76K - $3.24K
|
3.07K
$459K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-20- 4.08% |
$2.76K - $3.24K
|
470
$70.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-20- 0.08% |
$2.76K - $3.24K
|
25.6K
$3.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-21- 0.22% |
$2.9K - $3.4K
|
9.71K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-21- 0.41% |
$2.9K - $3.4K
|
5.12K
$766K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-21- 1.27% |
$2.9K - $3.4K
|
1.63K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-21- 0.87% |
$2.9K - $3.4K
|
2.38K
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-21- 0.41% |
$2.9K - $3.4K
|
5.12K
$766K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-22- 1.23% |
$3.03K - $3.56K
|
1.76K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-22- 0.49% |
$3.03K - $3.56K
|
4.48K
$669K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-23- 0.05% |
$3.17K - $3.73K
|
47.2K
$7.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-24- 1.32% |
$3.31K - $3.89K
|
1.79K
$267K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-24- 1.28% |
$3.31K - $3.89K
|
1.85K
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-24- 0.15% |
$3.31K - $3.89K
|
16.3K
$2.44M
|
|
|
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
$230K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-25- 0.67% |
$3.45K - $4.05K
|
3.73K
$558K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-25- 0.63% |
$3.45K - $4.05K
|
3.94K
$589K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-25- 3.56% |
$3.45K - $4.05K
|
677
$101K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-25- 0.03% |
$3.45K - $4.05K
|
82.6K
$12.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-25- 1.78% |
$3.45K - $4.05K
|
1.38K
$207K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-26- 0.21% |
$3.58K - $4.21K
|
12.3K
$1.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-26- 0.27% |
$3.58K - $4.21K
|
9.45K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-26- 0.51% |
$3.58K - $4.21K
|
5.12K
$766K
|
|
|
Nov 14, 2024
Q3 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-26- 0.16% |
$3.58K - $4.21K
|
15.8K
$2.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-27- 1.6% |
$3.72K - $4.37K
|
1.67K
$249K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-28- 0.53% |
$3.86K - $4.54K
|
5.25K
$786K
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-30- 0.17% |
$4.14K - $4.86K
|
17.5K
$2.62M
|
|
|
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
$2.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-31- 1.59% |
$4.27K - $5.02K
|
1.92K
$287K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-32- 1.77% |
$4.41K - $5.18K
|
1.77K
$265K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.79% |
$4.41K - $5.18K
|
4.04K
$605K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-32- 1.57% |
$4.41K - $5.18K
|
2K
$300K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-32- 1.21% |
$4.41K - $5.18K
|
2.61K
$390K
|