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 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 0.76% |
$1.93K - $2.27K
|
1.86K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
14+ 0.6% |
$1.93K - $2.27K
|
2.34K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
14+ 0.62% |
$1.93K - $2.27K
|
2.27K
$354K
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
13+ 0.44% |
$1.79K - $2.11K
|
2.97K
$463K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
13+ 0.03% |
$1.79K - $2.11K
|
39.5K
$6.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13+ 0.11% |
$1.79K - $2.11K
|
12.1K
$1.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
13+ 0.69% |
$1.79K - $2.11K
|
1.91K
$297K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13+ 36.11% |
$1.79K - $2.11K
|
49
$7.63K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
13+ 0.92% |
$1.79K - $2.11K
|
1.43K
$222K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
13+ 0.27% |
$1.79K - $2.11K
|
4.83K
$753K
|
|
|
Nov 13, 2024
Q3 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
13+ 0.04% |
$1.79K - $2.11K
|
30.3K
$4.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
13+ 0.61% |
$1.79K - $2.11K
|
2.14K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
12+ 0.2% |
$1.65K - $1.94K
|
5.89K
$917K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12+ 0.96% |
$1.65K - $1.94K
|
1.26K
$197K
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
12+ 0.22% |
$1.65K - $1.94K
|
5.38K
$838K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
12+ 0.58% |
$1.65K - $1.94K
|
2.08K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
11+ 0.04% |
$1.52K - $1.78K
|
27.6K
$4.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.86% |
$1.52K - $1.78K
|
1.28K
$200K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
11+ 0.52% |
$1.52K - $1.78K
|
2.13K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
11+ 3.22% |
$1.52K - $1.78K
|
353
$55K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
10+ 0.21% |
$1.38K - $1.62K
|
4.69K
$730K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10+ 1.0% |
$1.38K - $1.62K
|
1.01K
$158K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.41% |
$1.38K - $1.62K
|
2.43K
$379K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
10+ 0.54% |
$1.38K - $1.62K
|
1.87K
$291K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
10+ 0.41% |
$1.38K - $1.62K
|
2.43K
$379K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
10+ 0.05% |
$1.38K - $1.62K
|
21.2K
$3.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
10+ 0.32% |
$1.38K - $1.62K
|
3.13K
$487K
|
|
|
Nov 06, 2024
Q3 2024
|
Check Capital Management Inc
|
BUY
|
- |
10+ 0.67% |
$1.38K - $1.62K
|
1.51K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
10+ 0.14% |
$1.38K - $1.62K
|
6.94K
$1.08M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
9+ 0.15% |
$1.24K - $1.46K
|
6.21K
$967K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
9+ 0.24% |
$1.24K - $1.46K
|
3.72K
$580K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9+ 0.29% |
$1.24K - $1.46K
|
3.09K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
9+ 0.47% |
$1.24K - $1.46K
|
1.94K
$302K
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
8+ 0.04% |
$1.1K - $1.3K
|
20K
$3.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
8+ 0.3% |
$1.1K - $1.3K
|
2.67K
$415K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
8+ 0.07% |
$1.1K - $1.3K
|
11.4K
$1.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
8+ 0.15% |
$1.1K - $1.3K
|
5.23K
$814K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
8+ 1.19% |
$1.1K - $1.3K
|
678
$106K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
8+ 0.77% |
$1.1K - $1.3K
|
1.05K
$163K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
8+ 0.38% |
$1.1K - $1.3K
|
2.13K
$331K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
8+ 0.05% |
$1.1K - $1.3K
|
15.5K
$2.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
8+ 0.01% |
$1.1K - $1.3K
|
55.4K
$8.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
7+ 0.43% |
$965 - $1.13K
|
1.62K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
7+ 0.1% |
$965 - $1.13K
|
7.26K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
7+ 0.02% |
$965 - $1.13K
|
43.5K
$6.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
7+ 17.5% |
$965 - $1.13K
|
47
$7.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
7+ 0.12% |
$965 - $1.13K
|
5.81K
$905K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
6+ 0.16% |
$827 - $972
|
3.66K
$570K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6+ 1.3% |
$827 - $972
|
469
$73.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
6+ 0.16% |
$827 - $972
|
3.72K
$579K
|