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 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-852- 3.76% |
$117K - $138K
|
21.8K
$3.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-857- 16.64% |
$118K - $139K
|
4.29K
$645K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-858- 2.65% |
$118K - $139K
|
31.5K
$4.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-860- 0.35% |
$119K - $139K
|
248K
$37.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-864- 13.44% |
$119K - $140K
|
5.56K
$836K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-867- 1.69% |
$120K - $140K
|
50.3K
$7.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-873- 29.53% |
$120K - $141K
|
2.08K
$313K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-886- 1.11% |
$122K - $144K
|
79.1K
$11.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-899- 12.43% |
$124K - $146K
|
6.33K
$952K
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-900- 25.67% |
$124K - $146K
|
2.61K
$392K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-900- 4.43% |
$124K - $146K
|
19.4K
$2.92M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-911- 23.03% |
$126K - $148K
|
3.05K
$458K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-913- 1.99% |
$126K - $148K
|
45.1K
$6.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-920- 3.13% |
$127K - $149K
|
28.5K
$4.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-921- 37.78% |
$127K - $149K
|
1.52K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-924- 5.22% |
$127K - $150K
|
16.8K
$2.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-925- 1.25% |
$128K - $150K
|
73K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-930- 3.16% |
$128K - $151K
|
28.5K
$4.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-931- 3.37% |
$128K - $151K
|
26.7K
$4.02M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-938- 8.98% |
$129K - $152K
|
9.51K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-942- 2.16% |
$130K - $153K
|
42.6K
$6.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-947- 0.96% |
$131K - $153K
|
97.7K
$14.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-948- 2.64% |
$131K - $154K
|
35K
$5.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-962- 7.33% |
$133K - $156K
|
12.2K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-966- 4.7% |
$133K - $156K
|
19.6K
$2.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-971- 0.98% |
$134K - $157K
|
97.8K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-971- 4.29% |
$134K - $157K
|
21.7K
$3.26M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-982- 25.97% |
$135K - $159K
|
2.8K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-989- 4.81% |
$136K - $160K
|
19.6K
$2.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-993- 13.14% |
$137K - $161K
|
6.56K
$986K
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-1K- 8.86% |
$138K - $162K
|
10.3K
$1.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-1K- 13.19% |
$138K - $162K
|
6.58K
$989K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1K- 3.4% |
$138K - $162K
|
28.4K
$4.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.01K- 4.06% |
$139K - $164K
|
23.8K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.01K- 29.6% |
$140K - $164K
|
2.41K
$363K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.02K- 1.11% |
$140K - $164K
|
90.1K
$13.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.02K- 12.67% |
$140K - $165K
|
7.02K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-1.02K- 15.16% |
$140K - $165K
|
5.7K
$856K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.03K- 2.32% |
$141K - $166K
|
43.3K
$6.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.03K- 0.12% |
$142K - $167K
|
882K
$133M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.03K- 1.13% |
$142K - $167K
|
90.6K
$13.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.04K- 0.98% |
$143K - $168K
|
105K
$15.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.04K- 2.99% |
$144K - $169K
|
33.8K
$5.08M
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.04K- 26.58% |
$144K - $169K
|
2.88K
$432K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-1.04K- 15.97% |
$144K - $169K
|
5.48K
$824K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.05K- 18.14% |
$144K - $170K
|
4.72K
$710K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.05K- 14.82% |
$145K - $171K
|
6.05K
$909K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-1.06K- 25.1% |
$146K - $171K
|
3.15K
$474K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.06K- 40.92% |
$147K - $172K
|
1.54K
$231K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-1.07K- 19.81% |
$148K - $173K
|
4.33K
$651K
|