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 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-93- 0.88% |
$12.8K - $15.1K
|
10.4K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-93- 0.13% |
$12.8K - $15.1K
|
70.3K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-93- 1.84% |
$12.8K - $15.1K
|
4.95K
$741K
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-94- 0.89% |
$13K - $15.2K
|
10.5K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-96- 5.22% |
$13.2K - $15.5K
|
1.74K
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-98- 0.65% |
$13.5K - $15.9K
|
14.9K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-98- 18.22% |
$13.5K - $15.9K
|
440
$65.8K
|
|
|
Oct 02, 2024
Q3 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-100- 5.96% |
$13.8K - $16.2K
|
1.58K
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-100- 0.69% |
$13.8K - $16.2K
|
14.4K
$2.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-100- 3.35% |
$13.8K - $16.2K
|
2.89K
$432K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 1.34% |
$13.8K - $16.2K
|
7.34K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-100- 1.54% |
$13.8K - $16.2K
|
6.38K
$954K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-100- 3.98% |
$13.8K - $16.2K
|
2.41K
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-100- 6.76% |
$13.8K - $16.2K
|
1.38K
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-100- 2.89% |
$13.8K - $16.2K
|
3.36K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-100- 1.0% |
$13.8K - $16.2K
|
9.9K
$1.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-101- 0.22% |
$13.9K - $16.4K
|
46.2K
$6.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-101- 4.8% |
$13.9K - $16.4K
|
2K
$300K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-102- 0.02% |
$14.1K - $16.5K
|
452K
$67.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-103- 1.12% |
$14.2K - $16.7K
|
9.08K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-103- 4.12% |
$14.2K - $16.7K
|
2.4K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-104- 0.81% |
$14.3K - $16.8K
|
12.7K
$1.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-104- 2.53% |
$14.3K - $16.8K
|
4K
$599K
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-104- 0.66% |
$14.3K - $16.8K
|
15.7K
$2.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-105- 0.82% |
$14.5K - $17K
|
12.8K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-105- 3.88% |
$14.5K - $17K
|
2.6K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-106- 0.78% |
$14.6K - $17.2K
|
13.4K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-107- 2.49% |
$14.8K - $17.3K
|
4.2K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-107- 0.62% |
$14.8K - $17.3K
|
17.1K
$2.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-108- 1.24% |
$14.9K - $17.5K
|
8.6K
$1.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-108- 0.9% |
$14.9K - $17.5K
|
11.9K
$1.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-108- 1.44% |
$14.9K - $17.5K
|
7.4K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-108- 4.08% |
$14.9K - $17.5K
|
2.54K
$380K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-109- 0.56% |
$15K - $17.7K
|
19.2K
$2.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-109- 1.84% |
$15K - $17.7K
|
5.82K
$871K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-109- 0.58% |
$15K - $17.7K
|
18.8K
$2.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-110- 0.71% |
$15.2K - $17.8K
|
15.4K
$2.3M
|
|
|
Nov 08, 2024
Q3 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-110- 2.93% |
$15.2K - $17.8K
|
3.64K
$544K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-111- 2.44% |
$15.3K - $18K
|
4.45K
$665K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-113- 0.4% |
$15.6K - $18.3K
|
28.5K
$4.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-113- 0.17% |
$15.6K - $18.3K
|
67.1K
$10M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-114- 3.05% |
$15.7K - $18.5K
|
3.62K
$541K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-115- 0.2% |
$15.9K - $18.6K
|
58.6K
$8.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-115- 2.91% |
$15.9K - $18.6K
|
3.84K
$574K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-115- 3.57% |
$15.9K - $18.6K
|
3.1K
$464K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-117- 3.38% |
$16.1K - $19K
|
3.34K
$499K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-118- 6.26% |
$16.3K - $19.1K
|
1.77K
$264K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-119- 2.18% |
$16.4K - $19.3K
|
5.34K
$798K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-119- 1.48% |
$16.4K - $19.3K
|
7.94K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-120- 2.46% |
$16.5K - $19.4K
|
4.75K
$711K
|