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 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-68- 1.05% |
$9.38K - $11K
|
6.43K
$962K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-68- 3.3% |
$9.38K - $11K
|
1.99K
$298K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-69- 0.2% |
$9.51K - $11.2K
|
34.8K
$5.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-70- 1.36% |
$9.65K - $11.3K
|
5.08K
$759K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-70- 3.73% |
$9.65K - $11.3K
|
1.81K
$270K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-70- 0.27% |
$9.65K - $11.3K
|
26.2K
$3.92M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-70- 1.61% |
$9.65K - $11.3K
|
4.27K
$639K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-71- 3.73% |
$9.79K - $11.5K
|
1.84K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-71- 1.56% |
$9.79K - $11.5K
|
4.47K
$668K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-72- 0.71% |
$9.93K - $11.7K
|
10.1K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-72- 54.96% |
$9.93K - $11.7K
|
59
$8.82K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-74- 2.15% |
$10.2K - $12K
|
3.37K
$505K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-74- 3.78% |
$10.2K - $12K
|
1.88K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-74- 1.84% |
$10.2K - $12K
|
3.96K
$592K
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-74- 0.31% |
$10.2K - $12K
|
23.8K
$3.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-75- 0.52% |
$10.3K - $12.1K
|
14.5K
$2.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-75- 4.95% |
$10.3K - $12.1K
|
1.44K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-75- 1.67% |
$10.3K - $12.1K
|
4.41K
$659K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-75- 0.38% |
$10.3K - $12.1K
|
19.6K
$2.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-76- 0.45% |
$10.5K - $12.3K
|
16.9K
$2.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-77- 4.85% |
$10.6K - $12.5K
|
1.51K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-77- 5.13% |
$10.6K - $12.5K
|
1.42K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-77- 0.61% |
$10.6K - $12.5K
|
12.5K
$1.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-78- 3.2% |
$10.8K - $12.6K
|
2.36K
$353K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-79- 2.44% |
$10.9K - $12.8K
|
3.15K
$472K
|
|
|
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
$880K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-80- 2.79% |
$11K - $13K
|
2.79K
$417K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-80- 2.17% |
$11K - $13K
|
3.6K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-80- 1.82% |
$11K - $13K
|
4.32K
$645K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-81- 0.93% |
$11.2K - $13.1K
|
8.62K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-81- 3.0% |
$11.2K - $13.1K
|
2.62K
$392K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-82- 3.12% |
$11.3K - $13.3K
|
2.55K
$381K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-82- 4.04% |
$11.3K - $13.3K
|
1.95K
$292K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-83- 0.35% |
$11.4K - $13.4K
|
23.8K
$3.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-84- 0.19% |
$11.6K - $13.6K
|
44.2K
$6.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-86- 0.05% |
$11.9K - $13.9K
|
185K
$27.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-86- 1.9% |
$11.9K - $13.9K
|
4.44K
$664K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-87- 4.86% |
$12K - $14.1K
|
1.7K
$255K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-87- 9.68% |
$12K - $14.1K
|
812
$121K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-87- 2.41% |
$12K - $14.1K
|
3.53K
$527K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-88- 1.31% |
$12.1K - $14.3K
|
6.65K
$995K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-88- 3.13% |
$12.1K - $14.3K
|
2.73K
$408K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-89- 1.55% |
$12.3K - $14.4K
|
5.65K
$844K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-89- 0.73% |
$12.3K - $14.4K
|
12.1K
$1.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-90- 3.1% |
$12.4K - $14.6K
|
2.81K
$420K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-90- 0.43% |
$12.4K - $14.6K
|
20.8K
$3.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-91- 1.03% |
$12.5K - $14.7K
|
8.74K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-91- 22.14% |
$12.5K - $14.7K
|
320
$47.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-92- 0.39% |
$12.7K - $14.9K
|
23.5K
$3.51M
|