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 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-53- 2.26% |
$7.31K - $8.58K
|
2.29K
$342K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-54- 0.44% |
$7.45K - $8.75K
|
12.1K
$1.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-54- 0.15% |
$7.45K - $8.75K
|
35K
$5.23M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-55- 17.74% |
$7.58K - $8.91K
|
255
$38.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-55- 77.46% |
$7.58K - $8.91K
|
16
$2.39K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-55- 0.54% |
$7.58K - $8.91K
|
10.2K
$1.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-56- 0.42% |
$7.72K - $9.07K
|
13.3K
$1.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-56- 3.79% |
$7.72K - $9.07K
|
1.42K
$212K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-56- 1.66% |
$7.72K - $9.07K
|
3.31K
$495K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-57- 2.39% |
$7.86K - $9.23K
|
2.32K
$347K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-57- 0.46% |
$7.86K - $9.23K
|
12.3K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-57- 0.31% |
$7.86K - $9.23K
|
18.5K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-57- 1.49% |
$7.86K - $9.23K
|
3.76K
$562K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-57- 3.7% |
$7.86K - $9.23K
|
1.48K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-58- 2.46% |
$8K - $9.39K
|
2.3K
$344K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-58- 9.27% |
$8K - $9.39K
|
568
$84.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-58- 2.93% |
$8K - $9.39K
|
1.92K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-58- 1.88% |
$8K - $9.39K
|
3.03K
$453K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-59- 0.16% |
$8.13K - $9.56K
|
36.1K
$5.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-59- 1.65% |
$8.13K - $9.56K
|
3.52K
$527K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-59- 4.49% |
$8.13K - $9.56K
|
1.26K
$188K
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-59- 2.43% |
$8.13K - $9.56K
|
2.37K
$355K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-59- 3.27% |
$8.13K - $9.56K
|
1.75K
$261K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-60- 1.65% |
$8.27K - $9.72K
|
3.57K
$533K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-60- 2.2% |
$8.27K - $9.72K
|
2.67K
$399K
|
|
|
Oct 18, 2024
Q3 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-60- 1.86% |
$8.27K - $9.72K
|
3.17K
$474K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-60- 10.73% |
$8.27K - $9.72K
|
499
$74.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-60- 1.4% |
$8.27K - $9.72K
|
4.24K
$634K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-61- 1.72% |
$8.41K - $9.88K
|
3.49K
$522K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-62- 2.94% |
$8.55K - $10K
|
2.05K
$306K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-62- 3.66% |
$8.55K - $10K
|
1.63K
$244K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-63- 1.59% |
$8.69K - $10.2K
|
3.9K
$583K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-63- 0.94% |
$8.69K - $10.2K
|
6.62K
$991K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-63- 11.19% |
$8.69K - $10.2K
|
500
$74.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-64- 3.98% |
$8.82K - $10.4K
|
1.55K
$231K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-65- 0.29% |
$8.96K - $10.5K
|
22.7K
$3.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-65- 0.69% |
$8.96K - $10.5K
|
9.37K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-65- 2.21% |
$8.96K - $10.5K
|
2.88K
$430K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-65- 1.33% |
$8.96K - $10.5K
|
4.81K
$719K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-65- 1.95% |
$8.96K - $10.5K
|
3.27K
$489K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-66- 2.45% |
$9.1K - $10.7K
|
2.63K
$393K
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-66- 1.34% |
$9.1K - $10.7K
|
4.86K
$727K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-66- 1.01% |
$9.1K - $10.7K
|
6.47K
$968K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-66- 5.0% |
$9.1K - $10.7K
|
1.25K
$187K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-67- 3.26% |
$9.24K - $10.9K
|
1.99K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-67- 11.92% |
$9.24K - $10.9K
|
495
$74K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-68- 3.65% |
$9.38K - $11K
|
1.79K
$268K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-68- 0.29% |
$9.38K - $11K
|
23.8K
$3.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-68- 2.16% |
$9.38K - $11K
|
3.08K
$461K
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-68- 0.86% |
$9.38K - $11K
|
7.85K
$1.17M
|