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
|
Courier Capital LLC
|
BUY
|
- |
1.97K+ 3.12% |
$271K - $319K
|
65K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
1.97K+ 7.83% |
$271K - $318K
|
27.1K
$4.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.96K+ 17.36% |
$270K - $317K
|
13.2K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.96K+ 8.61% |
$270K - $317K
|
24.7K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.96K+ 4.3% |
$270K - $317K
|
47.5K
$7.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.94K+ 0.62% |
$267K - $313K
|
314K
$48.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.93K+ 70.86% |
$266K - $313K
|
4.66K
$725K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 450.7% |
$266K - $312K
|
2.36K
$367K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.92K+ 1.21% |
$265K - $311K
|
160K
$24.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 149.14% |
$264K - $310K
|
3.19K
$497K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.91K+ 11.15% |
$263K - $310K
|
19.1K
$2.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.91K+ 5.69% |
$263K - $309K
|
35.4K
$5.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.9K+ 7.11% |
$262K - $308K
|
28.6K
$4.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.89K+ 50.74% |
$261K - $307K
|
5.62K
$875K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.87K+ 8.74% |
$258K - $303K
|
23.3K
$3.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.87K+ 7.97% |
$258K - $303K
|
25.3K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.86K+ 10.9% |
$256K - $301K
|
18.9K
$2.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.85K+ 579.06% |
$255K - $300K
|
2.17K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.85K+ 5.0% |
$255K - $300K
|
38.9K
$6.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.85K+ 1.52% |
$255K - $299K
|
124K
$19.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.85K+ 15.51% |
$255K - $299K
|
13.8K
$2.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.84K+ 7.32% |
$254K - $298K
|
27K
$4.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.84K+ 0.89% |
$254K - $298K
|
208K
$32.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.84K+ 6.35% |
$253K - $298K
|
30.8K
$4.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.83K+ 3.13% |
$252K - $296K
|
60.3K
$9.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.83KNew |
$252K - $296K
|
1.83K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
1.82K+ 0.78% |
$251K - $295K
|
235K
$36.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.82K+ 5.02% |
$251K - $294K
|
38K
$5.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.81KNew |
$249K - $293K
|
1.81K
$281K
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.79KNew |
$247K - $290K
|
1.79K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.79KNew |
$247K - $290K
|
1.79K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.77K+ 3.17% |
$244K - $287K
|
57.7K
$8.98M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
1.77KNew |
$244K - $287K
|
1.77K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
1.75K+ 7.19% |
$241K - $284K
|
26.1K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.75KNew |
$241K - $283K
|
1.75K
$272K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.75K+ 25.76% |
$241K - $283K
|
8.53K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1.74K+ 1.65% |
$240K - $282K
|
108K
$16.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.74K+ 24.75% |
$240K - $282K
|
8.78K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.73KNew |
$239K - $280K
|
1.73K
$269K
|
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.72K+ 12.78% |
$237K - $279K
|
15.2K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.71K+ 8.88% |
$236K - $277K
|
21K
$3.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.71KNew |
$236K - $277K
|
1.71K
$266K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.71K+ 38.99% |
$235K - $277K
|
6.09K
$948K
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
1.71K+ 10.85% |
$235K - $276K
|
17.4K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.7K+ 4.15% |
$235K - $276K
|
42.8K
$6.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.7K+ 2.34% |
$235K - $276K
|
74.5K
$11.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.7K+ 8.95% |
$234K - $275K
|
20.7K
$3.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.7K+ 64.82% |
$234K - $275K
|
4.32K
$672K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.69K+ 0.57% |
$233K - $274K
|
300K
$46.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.69KNew |
$233K - $273K
|
1.69K
$263K
|