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 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-236- 1.52% |
$32.5K - $38.2K
|
15.3K
$2.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-238- 7.51% |
$32.8K - $38.5K
|
2.93K
$438K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-240- 9.94% |
$33.1K - $38.9K
|
2.18K
$325K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-240- 3.63% |
$33.1K - $38.9K
|
6.36K
$952K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-244- 1.57% |
$33.6K - $39.5K
|
15.3K
$2.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-244- 12.13% |
$33.6K - $39.5K
|
1.77K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-245- 0.48% |
$33.8K - $39.7K
|
50.9K
$7.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-247- 9.5% |
$34.1K - $40K
|
2.35K
$352K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-247- 9.35% |
$34.1K - $40K
|
2.4K
$358K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-247- 1.38% |
$34.1K - $40K
|
17.7K
$2.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-249- 5.57% |
$34.3K - $40.3K
|
4.23K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-250- 8.6% |
$34.5K - $40.5K
|
2.66K
$398K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-251- 1.5% |
$34.6K - $40.7K
|
16.5K
$2.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-252- 2.71% |
$34.7K - $40.8K
|
9.05K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-252- 5.23% |
$34.7K - $40.8K
|
4.56K
$683K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-253- 0.66% |
$34.9K - $41K
|
38.2K
$5.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-255- 55.31% |
$35.2K - $41.3K
|
206
$30.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-256- 1.4% |
$35.3K - $41.5K
|
18K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-259- 4.27% |
$35.7K - $42K
|
5.81K
$868K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-259- 5.23% |
$35.7K - $42K
|
4.69K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-262- 2.88% |
$36.1K - $42.4K
|
8.83K
$1.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-266- 7.64% |
$36.7K - $43.1K
|
3.21K
$481K
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-268- 1.39% |
$37K - $43.4K
|
19.1K
$2.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-270- 2.9% |
$37.2K - $43.7K
|
9.05K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-272- 25.83% |
$37.5K - $44.1K
|
781
$117K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-273- 8.68% |
$37.6K - $44.2K
|
2.87K
$429K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-273- 4.88% |
$37.6K - $44.2K
|
5.32K
$795K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-275- 4.73% |
$37.9K - $44.5K
|
5.55K
$829K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-277- 1.77% |
$38.2K - $44.9K
|
15.4K
$2.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-279- 13.55% |
$38.5K - $45.2K
|
1.78K
$266K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-280- 14.34% |
$38.6K - $45.4K
|
1.67K
$250K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-284- 10.97% |
$39.2K - $46K
|
2.31K
$345K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-285- 0.27% |
$39.3K - $46.2K
|
104K
$15.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-285- 9.44% |
$39.3K - $46.2K
|
2.73K
$409K
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-289- 7.43% |
$39.8K - $46.8K
|
3.6K
$539K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-289- 5.25% |
$39.8K - $46.8K
|
5.22K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-289- 4.33% |
$39.8K - $46.8K
|
6.38K
$954K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-291- 0.32% |
$40.1K - $47.1K
|
89.8K
$13.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-292- 4.38% |
$40.3K - $47.3K
|
6.37K
$953K
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-293- 5.31% |
$40.4K - $47.5K
|
5.23K
$782K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-295- 1.8% |
$40.7K - $47.8K
|
16.1K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-296- 15.65% |
$40.8K - $47.9K
|
1.6K
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-297- 1.3% |
$41K - $48.1K
|
22.6K
$3.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-297- 3.97% |
$41K - $48.1K
|
7.19K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-297- 7.94% |
$41K - $48.1K
|
3.45K
$515K
|
|
|
Oct 07, 2024
Q3 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-300- 0.81% |
$41.4K - $48.6K
|
36.7K
$5.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-300- 3.48% |
$41.4K - $48.6K
|
8.32K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-300- 7.25% |
$41.4K - $48.6K
|
3.84K
$574K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-301- 0.9% |
$41.5K - $48.8K
|
33.2K
$4.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-303- 6.67% |
$41.8K - $49.1K
|
4.24K
$634K
|