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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.73K- 0.96% |
$238K - $280K
|
179K
$26.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.73K- 0.43% |
$239K - $281K
|
404K
$60.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 10.71% |
$242K - $285K
|
14.7K
$2.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.76K- 3.61% |
$243K - $285K
|
47K
$7.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-1.76K- 9.94% |
$243K - $285K
|
16K
$2.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-1.78K- 4.67% |
$246K - $288K
|
36.4K
$5.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.78K- 11.61% |
$246K - $289K
|
13.6K
$2.04M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.79K- 12.2% |
$246K - $289K
|
12.9K
$1.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.79K- 0.82% |
$247K - $290K
|
217K
$32.7M
|
|
|
Nov 06, 2024
Q3 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-1.8K- 10.44% |
$248K - $291K
|
15.4K
$2.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.8K- 7.98% |
$249K - $292K
|
20.8K
$3.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.82K- 12.25% |
$251K - $295K
|
13.1K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.83K- 2.37% |
$252K - $296K
|
75.3K
$11.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.83K- 24.14% |
$253K - $297K
|
5.76K
$865K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.85K- 7.67% |
$255K - $299K
|
22.2K
$3.34M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.85K- 37.17% |
$255K - $300K
|
3.13K
$471K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.86K- 2.98% |
$256K - $301K
|
60.6K
$9.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.87K- 3.78% |
$258K - $303K
|
47.6K
$7.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.89K- 69.16% |
$260K - $306K
|
842
$127K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.9K- 0.53% |
$262K - $308K
|
359K
$54M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.9K- 13.62% |
$262K - $308K
|
12.1K
$1.81M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.91K- 1.69% |
$263K - $310K
|
111K
$16.8M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-1.91K- 2.93% |
$264K - $310K
|
63.4K
$9.52M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-1.91K- 1.35% |
$264K - $310K
|
140K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.92K- 2.44% |
$265K - $312K
|
77K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.93K- 8.57% |
$267K - $313K
|
20.6K
$3.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.94K- 52.36% |
$267K - $314K
|
1.76K
$265K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.95K- 11.13% |
$269K - $316K
|
15.6K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.96K- 9.37% |
$270K - $317K
|
18.9K
$2.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-1.96K- 28.77% |
$270K - $317K
|
4.85K
$729K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.97K- 8.52% |
$271K - $318K
|
21.1K
$3.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.97K- 14.09% |
$272K - $319K
|
12K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2K- 16.51% |
$276K - $324K
|
10.1K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-2K- 36.95% |
$276K - $324K
|
3.41K
$513K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.03K- 7.91% |
$280K - $328K
|
23.6K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.04K- 12.57% |
$281K - $330K
|
14.2K
$2.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2.04K- 57.84% |
$281K - $330K
|
1.49K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-2.04K- 13.0% |
$281K - $330K
|
13.7K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2.05K- 7.9% |
$283K - $332K
|
23.9K
$3.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.07K- 12.0% |
$285K - $335K
|
15.2K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.08K- 10.41% |
$287K - $337K
|
17.9K
$2.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.09K- 18.9% |
$289K - $339K
|
8.98K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-2.12K- 37.52% |
$292K - $343K
|
3.53K
$531K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-2.13K- 47.78% |
$294K - $345K
|
2.33K
$350K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.13K- 27.18% |
$294K - $345K
|
5.71K
$858K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.16K- 2.57% |
$297K - $349K
|
81.8K
$12.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.16K- 19.83% |
$298K - $350K
|
8.74K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.17K- 5.29% |
$299K - $351K
|
38.8K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.18K- 29.6% |
$300K - $352K
|
5.17K
$777K
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-2.18K- 1.21% |
$301K - $353K
|
178K
$26.8M
|