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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-575- 13.62% |
$79.3K - $93.1K
|
3.65K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-575- 0.31% |
$79.3K - $93.1K
|
184K
$27.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-577- 15.5% |
$79.6K - $93.5K
|
3.15K
$473K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-579- 2.23% |
$79.8K - $93.8K
|
25.4K
$3.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-586- 0.81% |
$80.8K - $94.9K
|
71.9K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-589- 5.01% |
$81.2K - $95.4K
|
11.2K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-590- 7.31% |
$81.3K - $95.6K
|
7.48K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-595- 70.83% |
$82K - $96.4K
|
245
$36.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-601- 2.02% |
$82.9K - $97.3K
|
29.2K
$4.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-603- 34.66% |
$83.1K - $97.7K
|
1.14K
$171K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-603- 24.09% |
$83.1K - $97.7K
|
1.9K
$286K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-605- 9.67% |
$83.4K - $98K
|
5.65K
$850K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-606- 24.81% |
$83.6K - $98.2K
|
1.84K
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-607- 4.48% |
$83.7K - $98.3K
|
13K
$1.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-608- 16.09% |
$83.8K - $98.5K
|
3.17K
$476K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-610- 4.51% |
$84.1K - $98.8K
|
12.9K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-613- 0.62% |
$84.5K - $99.3K
|
98K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-613- 16.4% |
$84.5K - $99.3K
|
3.12K
$470K
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-621- 4.94% |
$85.6K - $101K
|
11.9K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-621- 20.09% |
$85.6K - $101K
|
2.47K
$371K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-622- 0.82% |
$85.8K - $101K
|
75.3K
$11.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-626- 0.16% |
$86.3K - $101K
|
382K
$57.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-627- 0.21% |
$86.5K - $102K
|
297K
$44.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-628- 14.59% |
$86.6K - $102K
|
3.68K
$553K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-628- 14.19% |
$86.6K - $102K
|
3.8K
$571K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-633- 5.16% |
$87.3K - $103K
|
11.6K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-636- 30.84% |
$87.7K - $103K
|
1.43K
$214K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-636- 7.62% |
$87.7K - $103K
|
7.71K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-637- 1.17% |
$87.8K - $103K
|
53.9K
$8.1M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-638- 7.49% |
$88K - $103K
|
7.89K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-640- 13.74% |
$88.2K - $104K
|
4.02K
$604K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-641- 5.06% |
$88.4K - $104K
|
12K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-641- 5.37% |
$88.4K - $104K
|
11.3K
$1.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-642- 8.79% |
$88.5K - $104K
|
6.66K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-642- 30.56% |
$88.5K - $104K
|
1.46K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-642- 4.22% |
$88.5K - $104K
|
14.6K
$2.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-646- 7.89% |
$89.1K - $105K
|
7.54K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-649- 0.63% |
$89.5K - $105K
|
102K
$15.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-659- 20.47% |
$90.9K - $107K
|
2.56K
$385K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-660- 2.74% |
$91K - $107K
|
23.4K
$3.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-668- 6.52% |
$92.1K - $108K
|
9.58K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-683- 6.09% |
$94.2K - $111K
|
10.5K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-685- 29.21% |
$94.4K - $111K
|
1.66K
$249K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-687- 5.95% |
$94.7K - $111K
|
10.9K
$1.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-689- 2.15% |
$95K - $112K
|
31.3K
$4.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-690- 6.26% |
$95.1K - $112K
|
10.3K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-690- 1.77% |
$95.1K - $112K
|
38.4K
$5.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-691- 2.0% |
$95.3K - $112K
|
33.8K
$5.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-692- 18.35% |
$95.4K - $112K
|
3.08K
$463K
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-700- 23.65% |
$96.5K - $113K
|
2.26K
$340K
|