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 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-500- 0.43% |
$68.9K - $81K
|
117K
$17.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-503- 9.68% |
$69.4K - $81.5K
|
4.69K
$702K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-503- 11.94% |
$69.4K - $81.5K
|
3.71K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-503- 1.26% |
$69.4K - $81.5K
|
39.4K
$5.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-505- 0.21% |
$69.6K - $81.8K
|
240K
$35.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-507- 6.63% |
$69.9K - $82.1K
|
7.14K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-507- 3.36% |
$69.9K - $82.1K
|
14.6K
$2.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-510- 13.51% |
$70.3K - $82.6K
|
3.26K
$488K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-511- 11.46% |
$70.5K - $82.8K
|
3.95K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-514- 6.57% |
$70.9K - $83.3K
|
7.3K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-515- 13.39% |
$71K - $83.4K
|
3.33K
$498K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-517- 6.86% |
$71.3K - $83.7K
|
7.02K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-519- 6.78% |
$71.6K - $84.1K
|
7.13K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-522- 2.17% |
$72K - $84.5K
|
23.5K
$3.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-522- 1.53% |
$72K - $84.5K
|
33.7K
$5.04M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-522- 4.71% |
$72K - $84.5K
|
10.6K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-523- 14.48% |
$72.1K - $84.7K
|
3.09K
$462K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-527- 2.77% |
$72.7K - $85.4K
|
18.5K
$2.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-532- 3.1% |
$73.4K - $86.2K
|
16.6K
$2.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-536- 13.07% |
$73.9K - $86.8K
|
3.56K
$533K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-547- 19.83% |
$75.4K - $88.6K
|
2.21K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-548- 1.28% |
$75.6K - $88.8K
|
42.3K
$6.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-558- 0.88% |
$76.9K - $90.4K
|
63K
$9.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-559- 3.17% |
$77.1K - $90.5K
|
17.1K
$2.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-559- 7.72% |
$77.1K - $90.5K
|
6.68K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-560- 5.67% |
$77.2K - $90.7K
|
9.32K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-562- 6.06% |
$77.5K - $91K
|
8.71K
$1.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-563- 0.32% |
$77.6K - $91.2K
|
174K
$26M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-564- 6.74% |
$77.8K - $91.4K
|
7.8K
$1.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-565- 4.22% |
$77.9K - $91.5K
|
12.8K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-566- 10.95% |
$78K - $91.7K
|
4.6K
$688K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-567- 1.06% |
$78.2K - $91.8K
|
53.1K
$7.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-567- 16.14% |
$78.2K - $91.8K
|
2.95K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-570- 1.66% |
$78.6K - $92.3K
|
33.7K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-571- 0.78% |
$78.7K - $92.5K
|
72.5K
$10.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-572- 7.07% |
$78.9K - $92.6K
|
7.52K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-572- 18.9% |
$78.9K - $92.6K
|
2.46K
$367K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-575- 13.62% |
$79.3K - $93.1K
|
3.65K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-575- 0.31% |
$79.3K - $93.1K
|
184K
$27.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-577- 15.5% |
$79.6K - $93.5K
|
3.15K
$470K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-579- 2.23% |
$79.8K - $93.8K
|
25.4K
$3.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-586- 0.81% |
$80.8K - $94.9K
|
71.9K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-589- 5.01% |
$81.2K - $95.4K
|
11.2K
$1.67M
|
|
|
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
$36.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-601- 2.02% |
$82.9K - $97.3K
|
29.2K
$4.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-603- 34.66% |
$83.1K - $97.7K
|
1.14K
$170K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-603- 24.09% |
$83.1K - $97.7K
|
1.9K
$284K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-605- 9.67% |
$83.4K - $98K
|
5.65K
$845K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-606- 24.81% |
$83.6K - $98.2K
|
1.84K
$275K
|