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 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-4.42K- 84.31% |
$609K - $715K
|
822
$123K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.42K- 6.95% |
$609K - $716K
|
59.1K
$8.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.44K- 3.08% |
$612K - $719K
|
140K
$20.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.46K- 8.28% |
$615K - $723K
|
49.4K
$7.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.47K- 3.9% |
$617K - $724K
|
110K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-4.48K- 4.55% |
$618K - $726K
|
94.1K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.54K- 12.56% |
$627K - $736K
|
31.6K
$4.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-4.57K- 52.36% |
$630K - $740K
|
4.16K
$622K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.59K- 6.9% |
$633K - $743K
|
61.9K
$9.26M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-4.6K- 5.2% |
$634K - $745K
|
83.8K
$12.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-4.66K- 3.35% |
$643K - $755K
|
135K
$20.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.77K- 3.38% |
$658K - $772K
|
136K
$20.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-4.79K- 26.64% |
$660K - $776K
|
13.2K
$1.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-4.89K- 6.71% |
$674K - $791K
|
68K
$10.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-4.92K- 8.91% |
$679K - $797K
|
50.4K
$7.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.96K- 33.36% |
$683K - $803K
|
9.9K
$1.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.99K- 2.05% |
$689K - $809K
|
239K
$35.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
SELL
|
- |
-5K- 9.4% |
$690K - $810K
|
48.2K
$7.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.03K- 12.29% |
$693K - $814K
|
35.9K
$5.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.03K- 32.54% |
$693K - $814K
|
10.4K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-5.04K- 4.2% |
$695K - $816K
|
115K
$17.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-5.07K- 6.8% |
$699K - $822K
|
69.5K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.08K- 43.08% |
$701K - $823K
|
6.72K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.12K- 15.99% |
$705K - $829K
|
26.9K
$4.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-5.16K- 39.89% |
$711K - $836K
|
7.77K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-5.2K- 96.58% |
$717K - $842K
|
184
$27.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-5.28K- 37.48% |
$728K - $855K
|
8.8K
$1.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-5.28K- 9.2% |
$728K - $855K
|
52.1K
$7.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.28K- 0.7% |
$729K - $856K
|
748K
$112M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-5.29K- 4.09% |
$730K - $857K
|
124K
$18.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.37K- 4.63% |
$741K - $870K
|
111K
$16.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-5.4K- 15.55% |
$745K - $875K
|
29.3K
$4.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.4K- 7.44% |
$745K - $875K
|
67.2K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-5.48K- 28.37% |
$755K - $887K
|
13.8K
$2.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-5.48K- 45.76% |
$756K - $888K
|
6.5K
$972K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-5.49K- 11.86% |
$758K - $890K
|
40.8K
$6.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-5.51K- 10.74% |
$760K - $893K
|
45.8K
$6.85M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-5.52K- 20.19% |
$762K - $895K
|
21.8K
$3.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-5.53K- 41.96% |
$762K - $896K
|
7.65K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.56K- 10.94% |
$766K - $900K
|
45.2K
$6.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-5.56K- 12.49% |
$766K - $900K
|
38.9K
$5.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.56K- 3.69% |
$767K - $901K
|
145K
$21.7M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-5.59K- 10.24% |
$770K - $905K
|
49K
$7.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.61K- 2.81% |
$774K - $909K
|
194K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-5.69K- 1.6% |
$784K - $921K
|
351K
$52.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-5.77K- 11.32% |
$795K - $934K
|
45.2K
$6.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-5.81K- 71.72% |
$801K - $941K
|
2.29K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.82K- 20.26% |
$802K - $942K
|
22.9K
$3.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5.82K- 4.61% |
$803K - $943K
|
120K
$18M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-5.86K- 24.69% |
$807K - $948K
|
17.9K
$2.67M
|