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 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-192- 5.76% |
$26.5K - $31.1K
|
3.14K
$470K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-193- 11.94% |
$26.6K - $31.3K
|
1.42K
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-193- 1.86% |
$26.6K - $31.3K
|
10.2K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-195- 3.44% |
$26.9K - $31.6K
|
5.48K
$819K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-197- 1.22% |
$27.2K - $31.9K
|
15.9K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-197- 4.71% |
$27.2K - $31.9K
|
3.98K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-199- 1.16% |
$27.4K - $32.2K
|
17K
$2.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-200- 8.72% |
$27.6K - $32.4K
|
2.09K
$313K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-200- 8.16% |
$27.6K - $32.4K
|
2.25K
$337K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-200- 2.17% |
$27.6K - $32.4K
|
9.01K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-200- 5.45% |
$27.6K - $32.4K
|
3.47K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-200- 1.15% |
$27.6K - $32.4K
|
17.2K
$2.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-201- 10.73% |
$27.7K - $32.6K
|
1.67K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-202- 2.2% |
$27.9K - $32.7K
|
8.97K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-202- 4.34% |
$27.9K - $32.7K
|
4.45K
$665K
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-203- 4.93% |
$28K - $32.9K
|
3.91K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-203- 3.22% |
$28K - $32.9K
|
6.11K
$914K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-204- 6.3% |
$28.1K - $33K
|
3.03K
$454K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-204- 2.43% |
$28.1K - $33K
|
8.19K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-206- 2.31% |
$28.4K - $33.4K
|
8.73K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-207- 3.95% |
$28.5K - $33.5K
|
5.03K
$752K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-208- 4.92% |
$28.7K - $33.7K
|
4.02K
$601K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-208- 13.03% |
$28.7K - $33.7K
|
1.39K
$208K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-210- 2.48% |
$29K - $34K
|
8.26K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-210- 0.24% |
$29K - $34K
|
86.2K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-213- 7.13% |
$29.4K - $34.5K
|
2.77K
$415K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-215- 0.39% |
$29.6K - $34.8K
|
55K
$8.22M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-218- 9.13% |
$30.1K - $35.3K
|
2.17K
$325K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-218- 9.48% |
$30.1K - $35.3K
|
2.08K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-218- 9.49% |
$30.1K - $35.3K
|
2.08K
$311K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-219- 5.15% |
$30.2K - $35.5K
|
4.04K
$604K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-221- 1.75% |
$30.5K - $35.8K
|
12.4K
$1.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-222- 1.02% |
$30.6K - $36K
|
21.5K
$3.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-223- 4.94% |
$30.7K - $36.1K
|
4.3K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-223- 3.74% |
$30.7K - $36.1K
|
5.73K
$857K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-226- 3.25% |
$31.2K - $36.6K
|
6.72K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-226- 4.68% |
$31.2K - $36.6K
|
4.61K
$689K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-226- 1.77% |
$31.2K - $36.6K
|
12.5K
$1.87M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-226- 0.19% |
$31.2K - $36.6K
|
119K
$17.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-227- 4.58% |
$31.3K - $36.8K
|
4.72K
$706K
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-227- 1.04% |
$31.3K - $36.8K
|
21.5K
$3.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-230- 8.02% |
$31.7K - $37.3K
|
2.64K
$394K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-231- 2.53% |
$31.9K - $37.4K
|
8.91K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-233- 1.0% |
$32.1K - $37.7K
|
23.1K
$3.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-234- 1.35% |
$32.3K - $37.9K
|
17.1K
$2.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-234- 0.65% |
$32.3K - $37.9K
|
36K
$5.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-234- 0.64% |
$32.3K - $37.9K
|
36.6K
$5.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-234- 3.68% |
$32.3K - $37.9K
|
6.13K
$917K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-235- 1.49% |
$32.4K - $38.1K
|
15.5K
$2.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-236- 0.45% |
$32.5K - $38.2K
|
52.5K
$7.85M
|