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
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-5.2K- 96.58% |
$717K - $842K
|
184
$28.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-5.28K- 37.48% |
$728K - $855K
|
8.8K
$1.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-5.28K- 9.2% |
$728K - $855K
|
52.1K
$8.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.28K- 0.7% |
$729K - $856K
|
748K
$116M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-5.29K- 4.09% |
$730K - $857K
|
124K
$19.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.37K- 4.63% |
$741K - $870K
|
111K
$17.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-5.4K- 15.55% |
$745K - $875K
|
29.3K
$4.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.4K- 7.44% |
$745K - $875K
|
67.2K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-5.48K- 28.37% |
$755K - $887K
|
13.8K
$2.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-5.48K- 45.76% |
$756K - $888K
|
6.5K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-5.49K- 11.86% |
$758K - $890K
|
40.8K
$6.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-5.51K- 10.74% |
$760K - $893K
|
45.8K
$7.12M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-5.52K- 20.19% |
$762K - $895K
|
21.8K
$3.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-5.53K- 41.96% |
$762K - $896K
|
7.65K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.56K- 10.94% |
$766K - $900K
|
45.2K
$7.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-5.56K- 12.49% |
$766K - $900K
|
38.9K
$6.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.56K- 3.69% |
$767K - $901K
|
145K
$22.5M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-5.59K- 10.24% |
$770K - $905K
|
49K
$7.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.61K- 2.81% |
$774K - $909K
|
194K
$30.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-5.69K- 1.6% |
$784K - $921K
|
351K
$54.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-5.77K- 11.32% |
$795K - $934K
|
45.2K
$7.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-5.81K- 71.72% |
$801K - $941K
|
2.29K
$356K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.82K- 20.26% |
$802K - $942K
|
22.9K
$3.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5.82K- 4.61% |
$803K - $943K
|
120K
$18.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-5.86K- 24.69% |
$807K - $948K
|
17.9K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-6.02K- 99.65% |
$831K - $976K
|
21
$3.26K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.06K- 13.91% |
$835K - $981K
|
37.5K
$5.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.15K- 49.79% |
$848K - $996K
|
6.2K
$963K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.17K- 1.44% |
$851K - $1M
|
424K
$65.8M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-6.2K- 1.32% |
$855K - $1M
|
463K
$72M
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-6.23K- 19.06% |
$859K - $1.01M
|
26.4K
$4.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.28K- 1.26% |
$865K - $1.02M
|
494K
$76.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-6.3K- 4.36% |
$868K - $1.02M
|
138K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.35K- 33.51% |
$876K - $1.03M
|
12.6K
$1.96M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-6.37K- 8.28% |
$879K - $1.03M
|
70.6K
$11M
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Natural Resources Fund, Inc.
|
SELL
|
- |
-6.6K- 1.26% |
$910K - $1.07M
|
518K
$80.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-6.6K- 1.6% |
$910K - $1.07M
|
405K
$62.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.62K- 11.11% |
$912K - $1.07M
|
53K
$8.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.65K- 0.59% |
$917K - $1.08M
|
1.12M
$174M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-6.66K- 39.74% |
$918K - $1.08M
|
10.1K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-6.68K- 2.84% |
$921K - $1.08M
|
229K
$35.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-6.69K- 23.15% |
$923K - $1.08M
|
22.2K
$3.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.74K- 2.47% |
$929K - $1.09M
|
266K
$41.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-6.77K- 1.86% |
$933K - $1.1M
|
357K
$55.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-6.77K- 1.33% |
$934K - $1.1M
|
502K
$78M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.86K- 23.96% |
$945K - $1.11M
|
21.8K
$3.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-6.87K- 3.62% |
$948K - $1.11M
|
183K
$28.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-6.94K- 4.7% |
$956K - $1.12M
|
141K
$21.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6.96K- 11.1% |
$960K - $1.13M
|
55.7K
$8.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.01K- 7.53% |
$967K - $1.14M
|
86.2K
$13.4M
|