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 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-450- 2.58% |
$62K - $72.9K
|
17K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-453- 5.53% |
$62.5K - $73.4K
|
7.73K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-454- 3.67% |
$62.6K - $73.5K
|
11.9K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-456- 22.29% |
$62.9K - $73.9K
|
1.59K
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-457- 20.57% |
$63K - $74K
|
1.77K
$278K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-457- 1.82% |
$63K - $74K
|
24.7K
$3.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-458- 19.88% |
$63.1K - $74.2K
|
1.85K
$290K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-459- 1.81% |
$63.3K - $74.3K
|
24.9K
$3.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-461- 8.75% |
$63.6K - $74.7K
|
4.81K
$756K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-463- 1.69% |
$63.8K - $75K
|
26.9K
$4.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-466- 8.9% |
$64.3K - $75.5K
|
4.77K
$750K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-467- 3.28% |
$64.4K - $75.6K
|
13.8K
$2.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-469- 0.56% |
$64.7K - $76K
|
83.6K
$13.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-470- 3.51% |
$64.8K - $76.1K
|
12.9K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-472- 4.62% |
$65.1K - $76.4K
|
9.74K
$1.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-475- 0.73% |
$65.5K - $76.9K
|
64.8K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-476- 0.5% |
$65.6K - $77.1K
|
94.8K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-478- 4.56% |
$65.9K - $77.4K
|
10K
$1.57M
|
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-480- 4.33% |
$66.2K - $77.7K
|
10.6K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-480- 7.15% |
$66.2K - $77.7K
|
6.23K
$980K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-481- 1.03% |
$66.3K - $77.9K
|
46.2K
$7.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-481- 3.25% |
$66.3K - $77.9K
|
14.3K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-487- 1.29% |
$67.1K - $78.9K
|
37.2K
$5.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
SELL
|
- |
-488- 2.06% |
$67.3K - $79K
|
23.2K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-488- 1.9% |
$67.3K - $79K
|
25.1K
$3.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-495- 7.81% |
$68.3K - $80.2K
|
5.85K
$919K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-496- 13.15% |
$68.4K - $80.3K
|
3.28K
$515K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-497- 1.11% |
$68.5K - $80.5K
|
44.3K
$6.96M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-498- 1.23% |
$68.7K - $80.7K
|
40.1K
$6.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-498- 13.29% |
$68.7K - $80.7K
|
3.25K
$511K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-500- 5.99% |
$68.9K - $81K
|
7.84K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-500- 2.38% |
$68.9K - $81K
|
20.5K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-500- 0.43% |
$68.9K - $81K
|
117K
$18.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-503- 9.68% |
$69.4K - $81.5K
|
4.69K
$738K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-503- 11.94% |
$69.4K - $81.5K
|
3.71K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-503- 1.26% |
$69.4K - $81.5K
|
39.4K
$6.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-505- 0.21% |
$69.6K - $81.8K
|
240K
$37.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-507- 6.63% |
$69.9K - $82.1K
|
7.14K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-507- 3.36% |
$69.9K - $82.1K
|
14.6K
$2.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-510- 13.51% |
$70.3K - $82.6K
|
3.26K
$513K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-511- 11.46% |
$70.5K - $82.8K
|
3.95K
$621K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-514- 6.57% |
$70.9K - $83.3K
|
7.3K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-515- 13.39% |
$71K - $83.4K
|
3.33K
$524K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-517- 6.86% |
$71.3K - $83.7K
|
7.02K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-519- 6.78% |
$71.6K - $84.1K
|
7.13K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-522- 2.17% |
$72K - $84.5K
|
23.5K
$3.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-522- 1.53% |
$72K - $84.5K
|
33.7K
$5.3M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-522- 4.71% |
$72K - $84.5K
|
10.6K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-523- 14.48% |
$72.1K - $84.7K
|
3.09K
$486K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-527- 2.77% |
$72.7K - $85.4K
|
18.5K
$2.91M
|