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 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.69KNew |
$233K - $273K
|
1.69K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.69K+ 36.38% |
$232K - $273K
|
6.32K
$943K
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.68K+ 5.16% |
$231K - $271K
|
34.2K
$5.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.68KNew |
$231K - $271K
|
1.68K
$250K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.67K+ 2.56% |
$231K - $271K
|
67K
$10M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
1.66K+ 8.63% |
$229K - $270K
|
21K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.65K+ 10.08% |
$228K - $268K
|
18.1K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
1.65K+ 11.64% |
$227K - $266K
|
15.8K
$2.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.64K+ 8.9% |
$227K - $266K
|
20.1K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.64K+ 1.18% |
$226K - $266K
|
141K
$21M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.63KNew |
$224K - $264K
|
1.63K
$243K
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.62K+ 2.42% |
$223K - $262K
|
68.7K
$10.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.61K+ 4.0% |
$222K - $261K
|
41.9K
$6.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.61K+ 16.05% |
$222K - $260K
|
11.6K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.6K+ 5.51% |
$221K - $259K
|
30.6K
$4.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.6KNew |
$221K - $259K
|
1.6K
$239K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.6K+ 56.94% |
$220K - $259K
|
4.41K
$658K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.6KNew |
$220K - $259K
|
1.6K
$238K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.59K+ 38.19% |
$219K - $258K
|
5.76K
$860K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.58KNew |
$218K - $257K
|
1.58K
$237K
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.58K+ 16.57% |
$218K - $256K
|
11.1K
$1.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
1.58K+ 54.76% |
$218K - $256K
|
4.47K
$668K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.58K+ 5.24% |
$218K - $256K
|
31.7K
$4.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.58KNew |
$218K - $256K
|
1.58K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.58K+ 2.43% |
$217K - $255K
|
66.6K
$9.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.57K+ 118.06% |
$216K - $254K
|
2.9K
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.56K+ 6.2% |
$215K - $253K
|
26.7K
$3.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.56K+ 4.35% |
$215K - $252K
|
37.3K
$5.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
1.55KNew |
$213K - $251K
|
1.55K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.54K+ 3.0% |
$213K - $250K
|
52.9K
$7.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.54KNew |
$212K - $249K
|
1.54K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.54K+ 18.15% |
$212K - $249K
|
10K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.54KNew |
$212K - $249K
|
1.54K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.54K+ 10.22% |
$212K - $249K
|
16.6K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.53K+ 1.61% |
$211K - $248K
|
96.8K
$14.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.53K+ 3.92% |
$211K - $248K
|
40.6K
$6.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
1.53K+ 94.19% |
$210K - $247K
|
3.14K
$470K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.52K+ 8.16% |
$209K - $246K
|
20.1K
$3M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.51KNew |
$209K - $245K
|
1.51K
$226K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.5K+ 5.35% |
$207K - $243K
|
29.6K
$4.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.5K+ 1.41% |
$207K - $243K
|
108K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.5K+ 12.08% |
$207K - $243K
|
13.9K
$2.08M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.5K+ 0.23% |
$207K - $243K
|
647K
$96.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
1.49K+ 4.79% |
$206K - $242K
|
32.6K
$4.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.49K+ 4.93% |
$206K - $241K
|
31.8K
$4.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.48K+ 3.3% |
$205K - $240K
|
46.4K
$6.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.47K+ 3.07% |
$202K - $238K
|
49.2K
$7.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.46KNew |
$201K - $236K
|
1.46K
$218K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.46K+ 1.16% |
$201K - $236K
|
127K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.46KNew |
$201K - $236K
|
1.46K
$218K
|