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 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.64K+ 3.52% |
$363K - $427K
|
77.6K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
2.62KNew |
$362K - $425K
|
2.62K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.59KNew |
$358K - $420K
|
2.59K
$427K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
2.58KNew |
$355K - $417K
|
2.58K
$425K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.57K+ 39.73% |
$354K - $416K
|
9.04K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2.57KNew |
$354K - $416K
|
2.57K
$423K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
2.57K+ 12.85% |
$354K - $416K
|
22.6K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
2.57K+ 6.59% |
$354K - $416K
|
41.5K
$6.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
2.55KNew |
$352K - $413K
|
2.55K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.55K+ 0.26% |
$351K - $413K
|
998K
$164M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.53K+ 21.5% |
$348K - $409K
|
14.3K
$2.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.52K+ 11.56% |
$347K - $408K
|
24.3K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.52KNew |
$347K - $408K
|
2.52K
$415K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.51K+ 6.88% |
$347K - $407K
|
39.1K
$6.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.51K+ 5.88% |
$346K - $407K
|
45.2K
$7.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.5K+ 2.7% |
$345K - $406K
|
95.4K
$15.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.5K+ 7.1% |
$344K - $404K
|
37.6K
$6.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.47KNew |
$341K - $400K
|
2.47K
$407K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2.46KNew |
$340K - $399K
|
2.46K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.46K+ 16.14% |
$339K - $398K
|
17.7K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.45KNew |
$337K - $396K
|
2.45K
$403K
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
2.44K+ 164.09% |
$336K - $395K
|
3.93K
$647K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.43K+ 14.32% |
$335K - $394K
|
19.4K
$3.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.43K+ 21.74% |
$335K - $393K
|
13.6K
$2.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.42K+ 2.19% |
$334K - $393K
|
113K
$18.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.42K+ 4.01% |
$334K - $392K
|
62.9K
$10.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
2.4KNew |
$331K - $389K
|
2.4K
$396K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.4K+ 135.12% |
$330K - $388K
|
4.17K
$687K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.35K+ 1.14% |
$324K - $381K
|
209K
$34.5M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
2.35K+ 183.74% |
$324K - $381K
|
3.63K
$598K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.31K+ 6.92% |
$318K - $374K
|
35.7K
$5.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.31K+ 151.08% |
$318K - $374K
|
3.83K
$632K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 5.42% |
$315K - $370K
|
44.4K
$7.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.26K+ 3.94% |
$312K - $366K
|
59.6K
$9.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
2.25K+ 52.57% |
$311K - $365K
|
6.54K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.24K+ 12.5% |
$309K - $363K
|
20.2K
$3.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.23K+ 4.77% |
$307K - $361K
|
48.9K
$8.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.22K+ 14.69% |
$306K - $359K
|
17.3K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.21K+ 0.98% |
$305K - $358K
|
228K
$37.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.19K+ 31.86% |
$302K - $355K
|
9.07K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.19K+ 4.68% |
$302K - $355K
|
49K
$8.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.18K+ 8.09% |
$300K - $352K
|
29.1K
$4.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.16K+ 14.59% |
$298K - $350K
|
17K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.13K+ 6.16% |
$293K - $344K
|
36.7K
$6.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.11K+ 52.79% |
$291K - $341K
|
6.1K
$1.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.1KNew |
$290K - $340K
|
2.1K
$346K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.08K+ 5.59% |
$287K - $338K
|
39.3K
$6.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.06K+ 154.16% |
$284K - $333K
|
3.39K
$559K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
2.05K+ 4.18% |
$282K - $331K
|
51K
$8.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
2.04K+ 9.3% |
$281K - $330K
|
24K
$3.95M
|