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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.03K- 10.38% |
$418K - $491K
|
26.2K
$3.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3.06K- 12.09% |
$422K - $495K
|
22.3K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.15K- 2.77% |
$434K - $510K
|
110K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.15K- 10.05% |
$434K - $510K
|
28.2K
$4.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-3.18K- 50.31% |
$438K - $515K
|
3.14K
$470K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-3.18K- 6.78% |
$439K - $515K
|
43.8K
$6.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.25K- 5.37% |
$448K - $526K
|
57.2K
$8.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-3.28K- 10.02% |
$452K - $530K
|
29.4K
$4.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.28K- 8.24% |
$452K - $531K
|
36.5K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.28K- 3.68% |
$453K - $532K
|
86K
$12.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.29K- 0.97% |
$453K - $532K
|
334K
$49.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-3.29K- 15.61% |
$453K - $533K
|
17.8K
$2.66M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.31K- 82.85% |
$456K - $536K
|
685
$102K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.38K- 4.85% |
$467K - $548K
|
66.3K
$9.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.39K- 41.15% |
$467K - $549K
|
4.85K
$725K
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.41K- 15.69% |
$470K - $552K
|
18.3K
$2.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-3.43K- 1.75% |
$472K - $555K
|
193K
$28.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-3.52K- 49.85% |
$485K - $569K
|
3.54K
$529K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-3.53K- 8.1% |
$486K - $571K
|
40K
$5.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3.55K- 49.86% |
$490K - $575K
|
3.57K
$534K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.56K- 10.17% |
$491K - $577K
|
31.4K
$4.7M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-3.61K- 5.19% |
$497K - $584K
|
65.8K
$9.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.63K- 39.74% |
$500K - $588K
|
5.5K
$823K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-3.64K- 12.97% |
$501K - $589K
|
24.4K
$3.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.75K- 71.5% |
$517K - $608K
|
1.5K
$224K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3.8K- 10.43% |
$524K - $616K
|
32.6K
$4.88M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 32.6% |
$526K - $618K
|
7.89K
$1.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.82K- 5.38% |
$527K - $619K
|
67.2K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-3.85K- 95.91% |
$531K - $623K
|
164
$24.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-3.85K- 29.29% |
$531K - $624K
|
9.31K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-3.87K- 18.28% |
$534K - $627K
|
17.3K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
SELL
|
- |
-3.87K- 3.94% |
$534K - $627K
|
94.4K
$14.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-3.87K- 18.53% |
$534K - $627K
|
17K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.89K- 16.21% |
$536K - $630K
|
20.1K
$3.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.9K- 0.71% |
$538K - $632K
|
542K
$81M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.93K- 8.32% |
$542K - $637K
|
43.3K
$6.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-3.95K- 6.74% |
$545K - $640K
|
54.7K
$8.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-3.98K- 40.99% |
$548K - $644K
|
5.72K
$856K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4K- 73.77% |
$552K - $648K
|
1.42K
$213K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-4.04K- 7.32% |
$556K - $654K
|
51.1K
$7.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.04K- 4.24% |
$557K - $654K
|
91.3K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-4.07K- 43.75% |
$562K - $660K
|
5.24K
$783K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.08K- 1.7% |
$562K - $661K
|
236K
$35.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-4.11K- 22.4% |
$567K - $666K
|
14.3K
$2.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.25K- 53.67% |
$586K - $689K
|
3.67K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.28K- 13.31% |
$591K - $694K
|
27.9K
$4.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-4.3K- 15.92% |
$593K - $697K
|
22.7K
$3.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-4.33K- 22.32% |
$596K - $701K
|
15K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-4.38K- 73.02% |
$603K - $709K
|
1.62K
$242K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-4.39K- 8.9% |
$605K - $711K
|
44.9K
$6.72M
|