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 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-362- 0.72% |
$49.9K - $58.6K
|
49.8K
$7.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-363- 6.59% |
$50.1K - $58.8K
|
5.15K
$770K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-365- 3.22% |
$50.3K - $59.1K
|
11K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-367- 21.07% |
$50.6K - $59.4K
|
1.38K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-367- 17.46% |
$50.6K - $59.4K
|
1.74K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-367- 3.84% |
$50.6K - $59.4K
|
9.18K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-369- 0.75% |
$50.9K - $59.8K
|
49K
$7.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-371- 7.53% |
$51.2K - $60.1K
|
4.56K
$682K
|
|
|
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
$631K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-371- 11.8% |
$51.2K - $60.1K
|
2.77K
$415K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-374- 19.78% |
$51.6K - $60.6K
|
1.52K
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-375- 6.39% |
$51.7K - $60.7K
|
5.49K
$821K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-377- 4.37% |
$52K - $61.1K
|
8.25K
$1.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-378- 3.4% |
$52.1K - $61.2K
|
10.7K
$1.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-379- 45.01% |
$52.3K - $61.4K
|
463
$69.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-381- 0.53% |
$52.5K - $61.7K
|
71.6K
$10.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-381- 3.19% |
$52.5K - $61.7K
|
11.6K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-384- 4.56% |
$52.9K - $62.2K
|
8.03K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-389- 4.54% |
$53.6K - $63K
|
8.18K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-390- 0.36% |
$53.8K - $63.2K
|
108K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-391- 0.04% |
$53.9K - $63.3K
|
989K
$148M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-395- 10.99% |
$54.5K - $64K
|
3.2K
$479K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-396- 12.3% |
$54.6K - $64.1K
|
2.82K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-396- 93.18% |
$54.6K - $64.1K
|
29
$4.34K
|
|
|
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
$307K
|
|
|
Oct 09, 2024
Q3 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-400- 5.59% |
$55.2K - $64.8K
|
6.76K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-400- 19.2% |
$55.2K - $64.8K
|
1.68K
$252K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-400- 0.71% |
$55.2K - $64.8K
|
56K
$8.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-400- 18.32% |
$55.2K - $64.8K
|
1.78K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-400- 3.58% |
$55.2K - $64.8K
|
10.8K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-400- 3.01% |
$55.2K - $64.8K
|
12.9K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-400- 1.85% |
$55.2K - $64.8K
|
21.2K
$3.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-400- 15.16% |
$55.2K - $64.8K
|
2.24K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-406- 4.04% |
$56K - $65.8K
|
9.65K
$1.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-407- 0.24% |
$56.1K - $65.9K
|
172K
$25.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-407- 6.64% |
$56.1K - $65.9K
|
5.72K
$856K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-408- 5.84% |
$56.3K - $66.1K
|
6.58K
$984K
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-409- 14.53% |
$56.4K - $66.2K
|
2.41K
$360K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-410- 4.66% |
$56.5K - $66.4K
|
8.38K
$1.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-412- 1.84% |
$56.8K - $66.7K
|
21.9K
$3.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-413- 7.03% |
$56.9K - $66.9K
|
5.46K
$817K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-414- 0.21% |
$57.1K - $67.1K
|
193K
$28.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-415- 0.85% |
$57.2K - $67.2K
|
48.4K
$7.24M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-420- 1.61% |
$57.9K - $68K
|
25.7K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-421- 6.2% |
$58K - $68.2K
|
6.37K
$952K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-422- 9.4% |
$58.2K - $68.4K
|
4.07K
$608K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-422- 2.36% |
$58.2K - $68.4K
|
17.5K
$2.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-423- 1.56% |
$58.3K - $68.5K
|
26.8K
$4M
|