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 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-324- 1.84% |
$44.7K - $52.5K
|
17.3K
$2.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-324- 12.52% |
$44.7K - $52.5K
|
2.26K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-324- 5.75% |
$44.7K - $52.5K
|
5.31K
$844K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-325- 2.92% |
$44.8K - $52.6K
|
10.8K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-326- 26.35% |
$44.9K - $52.8K
|
911
$145K
|
|
|
Nov 12, 2024
Q3 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-327- 9.54% |
$45.1K - $53K
|
3.1K
$492K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-328- 1.54% |
$45.2K - $53.1K
|
21K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-329- 2.51% |
$45.4K - $53.3K
|
12.8K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-330- 0.66% |
$45.5K - $53.5K
|
50K
$7.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-330- 2.44% |
$45.5K - $53.5K
|
13.2K
$2.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-331- 3.87% |
$45.6K - $53.6K
|
8.22K
$1.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-331- 5.04% |
$45.6K - $53.6K
|
6.23K
$990K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-332- 7.1% |
$45.8K - $53.8K
|
4.34K
$690K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-333- 8.67% |
$45.9K - $53.9K
|
3.51K
$557K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-337- 4.89% |
$46.5K - $54.6K
|
6.55K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-338- 2.82% |
$46.6K - $54.7K
|
11.7K
$1.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-340- 5.42% |
$46.9K - $55.1K
|
5.94K
$943K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-340- 21.07% |
$46.9K - $55.1K
|
1.27K
$202K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-342- 18.69% |
$47.2K - $55.4K
|
1.49K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-344- 2.46% |
$47.4K - $55.7K
|
13.7K
$2.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-345- 1.73% |
$47.6K - $55.9K
|
19.6K
$3.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-345- 3.11% |
$47.6K - $55.9K
|
10.8K
$1.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-346- 0.61% |
$47.7K - $56K
|
56.7K
$9.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-346- 8.66% |
$47.7K - $56K
|
3.65K
$579K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-348- 7.65% |
$48K - $56.4K
|
4.2K
$667K
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-350- 6.96% |
$48.3K - $56.7K
|
4.68K
$743K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-350- 10.78% |
$48.3K - $56.7K
|
2.9K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-350- 1.8% |
$48.3K - $56.7K
|
19.1K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-352- 1.95% |
$48.5K - $57K
|
17.7K
$2.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-355- 2.15% |
$48.9K - $57.5K
|
16.1K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-358- 1.37% |
$49.4K - $58K
|
25.8K
$4.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-359- 2.41% |
$49.5K - $58.1K
|
14.5K
$2.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-360- 9.63% |
$49.6K - $58.3K
|
3.38K
$536K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-362- 0.72% |
$49.9K - $58.6K
|
49.8K
$7.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-363- 6.59% |
$50.1K - $58.8K
|
5.15K
$818K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-365- 3.22% |
$50.3K - $59.1K
|
11K
$1.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-367- 21.07% |
$50.6K - $59.4K
|
1.38K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-367- 17.46% |
$50.6K - $59.4K
|
1.74K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-367- 3.84% |
$50.6K - $59.4K
|
9.18K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-369- 0.75% |
$50.9K - $59.8K
|
49K
$7.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-371- 7.53% |
$51.2K - $60.1K
|
4.56K
$724K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-371- 5.08% |
$51.2K - $60.1K
|
6.94K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-371- 8.08% |
$51.2K - $60.1K
|
4.22K
$670K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-371- 11.8% |
$51.2K - $60.1K
|
2.77K
$440K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-374- 19.78% |
$51.6K - $60.6K
|
1.52K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-375- 6.39% |
$51.7K - $60.7K
|
5.49K
$872K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-377- 4.37% |
$52K - $61.1K
|
8.25K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-378- 3.4% |
$52.1K - $61.2K
|
10.7K
$1.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-379- 45.01% |
$52.3K - $61.4K
|
463
$73.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-381- 0.53% |
$52.5K - $61.7K
|
71.6K
$11.4M
|