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 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.07K- 19.08% |
$148K - $174K
|
4.55K
$684K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.08K- 9.17% |
$148K - $174K
|
10.7K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.08K- 5.89% |
$149K - $175K
|
17.3K
$2.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.08K- 3.46% |
$149K - $175K
|
30.2K
$4.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.1K- 2.46% |
$152K - $178K
|
43.6K
$6.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.11K- 17.48% |
$153K - $179K
|
5.23K
$786K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.11K- 0.73% |
$154K - $180K
|
151K
$22.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1.13K- 29.51% |
$156K - $183K
|
2.69K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-1.13K- 2.74% |
$156K - $184K
|
40.3K
$6.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.15K- 21.95% |
$158K - $186K
|
4.08K
$613K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.15K- 1.44% |
$158K - $186K
|
78.7K
$11.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.15K- 32.8% |
$159K - $186K
|
2.36K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.16K- 20.62% |
$159K - $187K
|
4.45K
$668K
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-1.16K- 6.72% |
$160K - $188K
|
16.1K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.18K- 9.95% |
$163K - $191K
|
10.7K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.18K- 11.54% |
$163K - $191K
|
9.05K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.18K- 1.29% |
$163K - $191K
|
90.7K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.19K- 8.93% |
$164K - $192K
|
12.1K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.19K- 42.62% |
$164K - $193K
|
1.6K
$241K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.2K- 14.96% |
$165K - $194K
|
6.79K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.2K- 26.89% |
$165K - $194K
|
3.26K
$490K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 1.24% |
$165K - $194K
|
95.8K
$14.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.2K- 29.77% |
$165K - $194K
|
2.83K
$425K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.2K- 15.8% |
$166K - $195K
|
6.41K
$963K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.22K- 45.71% |
$168K - $197K
|
1.44K
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.22K- 6.58% |
$168K - $197K
|
17.3K
$2.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.22K- 6.36% |
$168K - $197K
|
18K
$2.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.22K- 64.83% |
$169K - $198K
|
664
$99.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.23K- 4.02% |
$169K - $199K
|
29.3K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.23K- 30.0% |
$169K - $199K
|
2.87K
$431K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.24K- 8.3% |
$171K - $200K
|
13.7K
$2.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.24K- 1.5% |
$171K - $201K
|
81.6K
$12.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.25K- 6.93% |
$172K - $202K
|
16.8K
$2.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.25K- 7.92% |
$172K - $202K
|
14.5K
$2.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.26K- 4.43% |
$173K - $204K
|
27.1K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.26K- 3.49% |
$173K - $204K
|
34.8K
$5.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.26K- 18.97% |
$174K - $204K
|
5.38K
$808K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.26K- 23.16% |
$174K - $205K
|
4.19K
$630K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.27K- 18.97% |
$174K - $205K
|
5.41K
$812K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.28K- 3.7% |
$177K - $207K
|
33.3K
$5.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1.29K- 1.59% |
$178K - $209K
|
79.7K
$12M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-1.31K- 25.22% |
$180K - $211K
|
3.87K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
SELL
|
- |
-1.32K- 3.59% |
$182K - $213K
|
35.3K
$5.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.32K- 23.78% |
$182K - $213K
|
4.23K
$635K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.32K- 1.1% |
$182K - $214K
|
119K
$17.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.33K- 1.99% |
$184K - $216K
|
65.6K
$9.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.34K- 9.34% |
$184K - $217K
|
13K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.34K- 12.37% |
$185K - $218K
|
9.51K
$1.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.35K- 4.33% |
$186K - $219K
|
29.8K
$4.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.35K- 4.33% |
$187K - $219K
|
30K
$4.5M
|