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 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.2K- 14.13% |
$304K - $357K
|
13.4K
$2.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-2.23K- 6.25% |
$307K - $360K
|
33.4K
$5.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.23K- 19.83% |
$308K - $361K
|
9.02K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-2.25K- 1.16% |
$310K - $364K
|
192K
$28.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.25K- 2.81% |
$311K - $365K
|
77.9K
$11.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.26K- 2.36% |
$311K - $366K
|
93.3K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-2.27K- 8.83% |
$313K - $368K
|
23.5K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.28K- 3.92% |
$315K - $369K
|
55.9K
$8.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-2.29K- 1.28% |
$315K - $371K
|
177K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.31K- 30.6% |
$318K - $374K
|
5.23K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.31K- 5.86% |
$319K - $375K
|
37.1K
$5.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.39K- 2.36% |
$329K - $386K
|
98.8K
$14.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.39K- 2.81% |
$330K - $388K
|
82.7K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-2.41K- 36.34% |
$332K - $390K
|
4.21K
$633K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-2.41K- 14.18% |
$332K - $390K
|
14.6K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-2.43K- 40.58% |
$335K - $393K
|
3.56K
$534K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.44K- 32.06% |
$336K - $395K
|
5.17K
$777K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.44K- 2.12% |
$337K - $396K
|
113K
$16.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-2.47K- 12.48% |
$340K - $399K
|
17.3K
$2.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.47K- 26.39% |
$340K - $400K
|
6.88K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.48K- 1.32% |
$342K - $402K
|
186K
$28M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.49K- 29.24% |
$343K - $403K
|
6.02K
$905K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.54K- 4.32% |
$351K - $412K
|
56.4K
$8.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-2.55K- 8.68% |
$351K - $413K
|
26.8K
$4.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-2.55K- 60.1% |
$352K - $413K
|
1.69K
$254K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.55K- 5.46% |
$352K - $413K
|
44.2K
$6.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.59K- 13.86% |
$358K - $420K
|
16.1K
$2.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.62K- 6.06% |
$362K - $425K
|
40.7K
$6.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-2.63K- 22.2% |
$363K - $426K
|
9.22K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.64K- 3.34% |
$364K - $428K
|
76.4K
$11.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.65K- 2.08% |
$365K - $428K
|
124K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.67K- 2.37% |
$368K - $432K
|
110K
$16.5M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.72K- 4.33% |
$375K - $440K
|
60.1K
$9.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.72K- 3.93% |
$375K - $441K
|
66.5K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.73K- 25.72% |
$376K - $442K
|
7.88K
$1.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.73K- 5.69% |
$377K - $443K
|
45.3K
$6.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.75K- 10.21% |
$379K - $445K
|
24.2K
$3.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-2.75K- 15.63% |
$379K - $446K
|
14.8K
$2.23M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-2.77K- 26.97% |
$381K - $448K
|
7.49K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.78K- 50.59% |
$384K - $451K
|
2.72K
$408K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-2.79K- 62.22% |
$384K - $451K
|
1.69K
$254K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.79K- 0.6% |
$385K - $452K
|
465K
$69.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.8K- 2.56% |
$387K - $454K
|
107K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.83K- 4.61% |
$390K - $458K
|
58.6K
$8.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.84K- 1.47% |
$391K - $459K
|
190K
$28.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-2.84K- 62.72% |
$392K - $460K
|
1.69K
$254K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-2.84K- 4.27% |
$392K - $460K
|
63.7K
$9.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.86K- 7.0% |
$395K - $464K
|
38K
$5.72M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.88K- 7.63% |
$396K - $466K
|
34.8K
$5.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-2.88K- 8.37% |
$397K - $467K
|
31.6K
$4.74M
|