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 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-63- 0.94% |
$8.69K - $10.2K
|
6.62K
$996K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-63- 11.19% |
$8.69K - $10.2K
|
500
$75.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-64- 3.98% |
$8.82K - $10.4K
|
1.55K
$232K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-65- 0.29% |
$8.96K - $10.5K
|
22.7K
$3.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-65- 0.69% |
$8.96K - $10.5K
|
9.37K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-65- 2.21% |
$8.96K - $10.5K
|
2.88K
$433K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-65- 1.33% |
$8.96K - $10.5K
|
4.81K
$722K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-65- 1.95% |
$8.96K - $10.5K
|
3.27K
$491K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-66- 2.45% |
$9.1K - $10.7K
|
2.63K
$395K
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-66- 1.34% |
$9.1K - $10.7K
|
4.86K
$730K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-66- 1.01% |
$9.1K - $10.7K
|
6.47K
$973K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-66- 5.0% |
$9.1K - $10.7K
|
1.25K
$188K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-67- 3.26% |
$9.24K - $10.9K
|
1.99K
$298K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-67- 11.92% |
$9.24K - $10.9K
|
495
$74.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-68- 3.65% |
$9.38K - $11K
|
1.79K
$270K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-68- 0.29% |
$9.38K - $11K
|
23.8K
$3.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-68- 2.16% |
$9.38K - $11K
|
3.08K
$464K
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-68- 0.86% |
$9.38K - $11K
|
7.85K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-68- 1.05% |
$9.38K - $11K
|
6.43K
$967K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-68- 3.3% |
$9.38K - $11K
|
1.99K
$300K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-69- 0.2% |
$9.51K - $11.2K
|
34.8K
$5.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-70- 1.36% |
$9.65K - $11.3K
|
5.08K
$763K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-70- 3.73% |
$9.65K - $11.3K
|
1.81K
$272K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-70- 0.27% |
$9.65K - $11.3K
|
26.2K
$3.94M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-70- 1.61% |
$9.65K - $11.3K
|
4.27K
$642K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-71- 3.73% |
$9.79K - $11.5K
|
1.84K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-71- 1.56% |
$9.79K - $11.5K
|
4.47K
$672K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-72- 0.71% |
$9.93K - $11.7K
|
10.1K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-72- 54.96% |
$9.93K - $11.7K
|
59
$8.87K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-74- 2.15% |
$10.2K - $12K
|
3.37K
$507K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-74- 3.78% |
$10.2K - $12K
|
1.88K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-74- 1.84% |
$10.2K - $12K
|
3.96K
$595K
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-74- 0.31% |
$10.2K - $12K
|
23.8K
$3.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-75- 0.52% |
$10.3K - $12.1K
|
14.5K
$2.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-75- 4.95% |
$10.3K - $12.1K
|
1.44K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-75- 1.67% |
$10.3K - $12.1K
|
4.41K
$662K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-75- 0.38% |
$10.3K - $12.1K
|
19.6K
$2.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-76- 0.45% |
$10.5K - $12.3K
|
16.9K
$2.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-77- 4.85% |
$10.6K - $12.5K
|
1.51K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-77- 5.13% |
$10.6K - $12.5K
|
1.42K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-77- 0.61% |
$10.6K - $12.5K
|
12.5K
$1.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-78- 3.2% |
$10.8K - $12.6K
|
2.36K
$355K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-79- 2.44% |
$10.9K - $12.8K
|
3.15K
$474K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-79- 0.7% |
$10.9K - $12.8K
|
11.3K
$1.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-80- 1.34% |
$11K - $13K
|
5.89K
$885K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-80- 2.79% |
$11K - $13K
|
2.79K
$419K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-80- 2.17% |
$11K - $13K
|
3.6K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-80- 1.82% |
$11K - $13K
|
4.32K
$649K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-81- 0.93% |
$11.2K - $13.1K
|
8.62K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-81- 3.0% |
$11.2K - $13.1K
|
2.62K
$393K
|