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 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-108- 4.08% |
$14.9K - $17.5K
|
2.54K
$382K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-109- 0.56% |
$15K - $17.7K
|
19.2K
$2.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-109- 1.84% |
$15K - $17.7K
|
5.82K
$875K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-109- 0.58% |
$15K - $17.7K
|
18.8K
$2.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-110- 0.71% |
$15.2K - $17.8K
|
15.4K
$2.32M
|
|
|
Nov 08, 2024
Q3 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-110- 2.93% |
$15.2K - $17.8K
|
3.64K
$547K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-111- 2.44% |
$15.3K - $18K
|
4.45K
$668K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-113- 0.4% |
$15.6K - $18.3K
|
28.5K
$4.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-113- 0.17% |
$15.6K - $18.3K
|
67.1K
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-114- 3.05% |
$15.7K - $18.5K
|
3.62K
$544K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-115- 0.2% |
$15.9K - $18.6K
|
58.6K
$8.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-115- 2.91% |
$15.9K - $18.6K
|
3.84K
$577K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-115- 3.57% |
$15.9K - $18.6K
|
3.1K
$466K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-117- 3.38% |
$16.1K - $19K
|
3.34K
$502K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-118- 6.26% |
$16.3K - $19.1K
|
1.77K
$265K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-119- 2.18% |
$16.4K - $19.3K
|
5.34K
$802K
|
|
|
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
$714K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-120- 1.02% |
$16.5K - $19.4K
|
11.6K
$1.74M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-122- 4.24% |
$16.8K - $19.8K
|
2.76K
$415K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-122- 1.13% |
$16.8K - $19.8K
|
10.7K
$1.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-122- 2.16% |
$16.8K - $19.8K
|
5.52K
$830K
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-122- 3.92% |
$16.8K - $19.8K
|
2.99K
$449K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-123- 1.87% |
$17K - $19.9K
|
6.44K
$968K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-124- 0.69% |
$17.1K - $20.1K
|
17.9K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-125- 0.1% |
$17.2K - $20.2K
|
127K
$19.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-125- 7.84% |
$17.2K - $20.2K
|
1.47K
$221K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-125- 0.47% |
$17.2K - $20.2K
|
26.5K
$3.98M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-125- 0.92% |
$17.2K - $20.2K
|
13.4K
$2.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-126- 3.75% |
$17.4K - $20.4K
|
3.23K
$486K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-126- 0.82% |
$17.4K - $20.4K
|
15.2K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-127- 1.19% |
$17.5K - $20.6K
|
10.5K
$1.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-128- 0.91% |
$17.6K - $20.7K
|
13.9K
$2.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-128- 0.15% |
$17.6K - $20.7K
|
83.2K
$12.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-129- 4.18% |
$17.8K - $20.9K
|
2.95K
$444K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-130- 3.64% |
$17.9K - $21.1K
|
3.45K
$518K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-132- 1.05% |
$18.2K - $21.4K
|
12.4K
$1.86M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-132- 4.31% |
$18.2K - $21.4K
|
2.93K
$441K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-133- 1.63% |
$18.3K - $21.5K
|
8.02K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-133- 0.72% |
$18.3K - $21.5K
|
18.4K
$2.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-134- 0.19% |
$18.5K - $21.7K
|
71.6K
$10.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-134- 0.72% |
$18.5K - $21.7K
|
18.5K
$2.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-135- 1.01% |
$18.6K - $21.9K
|
13.2K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
SELL
|
- |
-135- 1.46% |
$18.6K - $21.9K
|
9.1K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-137- 4.78% |
$18.9K - $22.2K
|
2.73K
$410K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-139- 1.17% |
$19.2K - $22.5K
|
11.7K
$1.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-140- 1.22% |
$19.3K - $22.7K
|
11.3K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-140- 31.53% |
$19.3K - $22.7K
|
304
$45.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-140- 6.18% |
$19.3K - $22.7K
|
2.13K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-140- 7.41% |
$19.3K - $22.7K
|
1.75K
$263K
|