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 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3.8K- 10.43% |
$524K - $616K
|
32.6K
$5.07M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 32.6% |
$526K - $618K
|
7.89K
$1.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.82K- 5.38% |
$527K - $619K
|
67.2K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-3.85K- 95.91% |
$531K - $623K
|
164
$25.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-3.85K- 29.29% |
$531K - $624K
|
9.31K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-3.87K- 18.28% |
$534K - $627K
|
17.3K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
SELL
|
- |
-3.87K- 3.94% |
$534K - $627K
|
94.4K
$14.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-3.87K- 18.53% |
$534K - $627K
|
17K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.89K- 16.21% |
$536K - $630K
|
20.1K
$3.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.9K- 0.71% |
$538K - $632K
|
542K
$84.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.93K- 8.32% |
$542K - $637K
|
43.3K
$6.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-3.95K- 6.74% |
$545K - $640K
|
54.7K
$8.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-3.98K- 40.99% |
$548K - $644K
|
5.72K
$889K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4K- 73.77% |
$552K - $648K
|
1.42K
$221K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-4.04K- 7.32% |
$556K - $654K
|
51.1K
$7.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.04K- 4.24% |
$557K - $654K
|
91.3K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-4.07K- 43.75% |
$562K - $660K
|
5.24K
$814K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.08K- 1.7% |
$562K - $661K
|
236K
$36.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-4.11K- 22.4% |
$567K - $666K
|
14.3K
$2.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.25K- 53.67% |
$586K - $689K
|
3.67K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.28K- 13.31% |
$591K - $694K
|
27.9K
$4.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-4.3K- 15.92% |
$593K - $697K
|
22.7K
$3.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-4.33K- 22.32% |
$596K - $701K
|
15K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-4.38K- 73.02% |
$603K - $709K
|
1.62K
$251K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-4.39K- 8.9% |
$605K - $711K
|
44.9K
$6.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-4.42K- 84.31% |
$609K - $715K
|
822
$128K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.42K- 6.95% |
$609K - $716K
|
59.1K
$9.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.44K- 3.08% |
$612K - $719K
|
140K
$21.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.46K- 8.28% |
$615K - $723K
|
49.4K
$7.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.47K- 3.9% |
$617K - $724K
|
110K
$17.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-4.48K- 4.55% |
$618K - $726K
|
94.1K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.54K- 12.56% |
$627K - $736K
|
31.6K
$4.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-4.57K- 52.36% |
$630K - $740K
|
4.16K
$646K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.59K- 6.9% |
$633K - $743K
|
61.9K
$9.62M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-4.6K- 5.2% |
$634K - $745K
|
83.8K
$13M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-4.66K- 3.35% |
$643K - $755K
|
135K
$20.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.77K- 3.38% |
$658K - $772K
|
136K
$21.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-4.79K- 26.64% |
$660K - $776K
|
13.2K
$2.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-4.89K- 6.71% |
$674K - $791K
|
68K
$10.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-4.92K- 8.91% |
$679K - $797K
|
50.4K
$7.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.96K- 33.36% |
$683K - $803K
|
9.9K
$1.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.99K- 2.05% |
$689K - $809K
|
239K
$37.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
SELL
|
- |
-5K- 9.4% |
$690K - $810K
|
48.2K
$7.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.03K- 12.29% |
$693K - $814K
|
35.9K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.03K- 32.54% |
$693K - $814K
|
10.4K
$1.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-5.04K- 4.2% |
$695K - $816K
|
115K
$17.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-5.07K- 6.8% |
$699K - $822K
|
69.5K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.08K- 43.08% |
$701K - $823K
|
6.72K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.12K- 15.99% |
$705K - $829K
|
26.9K
$4.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-5.16K- 39.89% |
$711K - $836K
|
7.77K
$1.21M
|