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 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
44+ 2.89% |
$6.07K - $7.13K
|
1.57K
$244K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
44+ 1.0% |
$6.07K - $7.13K
|
4.44K
$693K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
44+ 1.68% |
$6.07K - $7.13K
|
2.66K
$415K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
44+ 1.07% |
$6.07K - $7.13K
|
4.14K
$645K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
43+ 0.11% |
$5.93K - $6.96K
|
38.7K
$6.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
43+ 1.42% |
$5.93K - $6.96K
|
3.07K
$478K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
42+ 2.82% |
$5.79K - $6.8K
|
1.53K
$238K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
41+ 2.05% |
$5.65K - $6.64K
|
2.04K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
41+ 0.58% |
$5.65K - $6.64K
|
7.11K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
41+ 0.07% |
$5.65K - $6.64K
|
57.6K
$8.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
40+ 1.5% |
$5.52K - $6.48K
|
2.71K
$422K
|
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
BUY
|
- |
40+ 0.21% |
$5.52K - $6.48K
|
19.5K
$3.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
40+ 0.56% |
$5.52K - $6.48K
|
7.22K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
40+ 0.21% |
$5.52K - $6.48K
|
19.4K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
40+ 0.55% |
$5.52K - $6.48K
|
7.34K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
40+ 0.65% |
$5.52K - $6.48K
|
6.19K
$965K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
40+ 2.67% |
$5.52K - $6.48K
|
1.54K
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
39+ 1.48% |
$5.38K - $6.32K
|
2.68K
$417K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
39+ 2.92% |
$5.38K - $6.32K
|
1.38K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
39+ 1.97% |
$5.38K - $6.32K
|
2.02K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
39+ 2.83% |
$5.38K - $6.32K
|
1.42K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
39+ 0.19% |
$5.38K - $6.32K
|
20.7K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
BUY
|
- |
38+ 0.09% |
$5.24K - $6.15K
|
42.4K
$6.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
38+ 1.54% |
$5.24K - $6.15K
|
2.51K
$391K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37+ 2.07% |
$5.1K - $5.99K
|
1.82K
$284K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
37+ 0.9% |
$5.1K - $5.99K
|
4.16K
$649K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
36+ 2.12% |
$4.96K - $5.83K
|
1.74K
$271K
|
|
|
Oct 16, 2024
Q3 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
36+ 1.17% |
$4.96K - $5.83K
|
3.1K
$483K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
36+ 0.87% |
$4.96K - $5.83K
|
4.16K
$649K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
35+ 0.82% |
$4.83K - $5.67K
|
4.28K
$667K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
35+ 3.19% |
$4.83K - $5.67K
|
1.13K
$176K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
35+ 0.25% |
$4.83K - $5.67K
|
14K
$2.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
35+ 0.25% |
$4.83K - $5.67K
|
13.8K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
35+ 0.96% |
$4.83K - $5.67K
|
3.69K
$575K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
34+ 0.35% |
$4.69K - $5.51K
|
9.65K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
34+ 0.83% |
$4.69K - $5.51K
|
4.14K
$645K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
34+ 0.95% |
$4.69K - $5.51K
|
3.61K
$563K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
33+ 0.74% |
$4.55K - $5.35K
|
4.47K
$697K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
33+ 0.9% |
$4.55K - $5.35K
|
3.68K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
BUY
|
- |
33+ 0.1% |
$4.55K - $5.35K
|
34.7K
$5.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
32+ 0.72% |
$4.41K - $5.18K
|
4.5K
$702K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
32+ 0.97% |
$4.41K - $5.18K
|
3.34K
$520K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
32+ 0.36% |
$4.41K - $5.18K
|
8.81K
$1.37M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.17% |
$4.41K - $5.18K
|
19.2K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
32+ 0.16% |
$4.41K - $5.18K
|
20.3K
$3.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
30+ 1.56% |
$4.14K - $4.86K
|
1.95K
$304K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
29+ 0.77% |
$4K - $4.7K
|
3.79K
$591K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
29+ 0.91% |
$4K - $4.7K
|
3.23K
$504K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
28+ 1.52% |
$3.86K - $4.54K
|
1.87K
$292K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
28+ 0.61% |
$3.86K - $4.54K
|
4.65K
$725K
|