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 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-342- 18.69% |
$47.2K - $55.4K
|
1.49K
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-344- 2.46% |
$47.4K - $55.7K
|
13.7K
$2.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-345- 1.73% |
$47.6K - $55.9K
|
19.6K
$2.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-345- 3.11% |
$47.6K - $55.9K
|
10.8K
$1.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-346- 0.61% |
$47.7K - $56K
|
56.7K
$8.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-346- 8.66% |
$47.7K - $56K
|
3.65K
$548K
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-350- 6.96% |
$48.3K - $56.7K
|
4.68K
$703K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-350- 10.78% |
$48.3K - $56.7K
|
2.9K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-350- 1.8% |
$48.3K - $56.7K
|
19.1K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-352- 1.95% |
$48.5K - $57K
|
17.7K
$2.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-355- 2.15% |
$48.9K - $57.5K
|
16.1K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-358- 1.37% |
$49.4K - $58K
|
25.8K
$3.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-359- 2.41% |
$49.5K - $58.1K
|
14.5K
$2.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-360- 9.63% |
$49.6K - $58.3K
|
3.38K
$508K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-362- 0.72% |
$49.9K - $58.6K
|
49.8K
$7.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-363- 6.59% |
$50.1K - $58.8K
|
5.15K
$774K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-365- 3.22% |
$50.3K - $59.1K
|
11K
$1.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-367- 21.07% |
$50.6K - $59.4K
|
1.38K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-367- 17.46% |
$50.6K - $59.4K
|
1.74K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-367- 3.84% |
$50.6K - $59.4K
|
9.18K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-369- 0.75% |
$50.9K - $59.8K
|
49K
$7.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-371- 7.53% |
$51.2K - $60.1K
|
4.56K
$685K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-371- 5.08% |
$51.2K - $60.1K
|
6.94K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-371- 8.08% |
$51.2K - $60.1K
|
4.22K
$634K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-371- 11.8% |
$51.2K - $60.1K
|
2.77K
$417K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-374- 19.78% |
$51.6K - $60.6K
|
1.52K
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-375- 6.39% |
$51.7K - $60.7K
|
5.49K
$825K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-377- 4.37% |
$52K - $61.1K
|
8.25K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-378- 3.4% |
$52.1K - $61.2K
|
10.7K
$1.61M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-379- 45.01% |
$52.3K - $61.4K
|
463
$69.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-381- 0.53% |
$52.5K - $61.7K
|
71.6K
$10.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-381- 3.19% |
$52.5K - $61.7K
|
11.6K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-384- 4.56% |
$52.9K - $62.2K
|
8.03K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-389- 4.54% |
$53.6K - $63K
|
8.18K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-390- 0.36% |
$53.8K - $63.2K
|
108K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-391- 0.04% |
$53.9K - $63.3K
|
989K
$149M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-395- 10.99% |
$54.5K - $64K
|
3.2K
$481K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-396- 12.3% |
$54.6K - $64.1K
|
2.82K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-396- 93.18% |
$54.6K - $64.1K
|
29
$4.36K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-399- 4.5% |
$55K - $64.6K
|
8.48K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-399- 16.29% |
$55K - $64.6K
|
2.05K
$308K
|
|
|
Oct 09, 2024
Q3 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-400- 5.59% |
$55.2K - $64.8K
|
6.76K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-400- 19.2% |
$55.2K - $64.8K
|
1.68K
$253K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-400- 0.71% |
$55.2K - $64.8K
|
56K
$8.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-400- 18.32% |
$55.2K - $64.8K
|
1.78K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-400- 3.58% |
$55.2K - $64.8K
|
10.8K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-400- 3.01% |
$55.2K - $64.8K
|
12.9K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-400- 1.85% |
$55.2K - $64.8K
|
21.2K
$3.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-400- 15.16% |
$55.2K - $64.8K
|
2.24K
$336K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-406- 4.04% |
$56K - $65.8K
|
9.65K
$1.45M
|