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 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
7.28K+ 28.18% |
$1M - $1.18M
|
33.1K
$5.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
7.24K+ 7.49% |
$999K - $1.17M
|
104K
$16.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.21KNew |
$994K - $1.17M
|
7.21K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
7.17K+ 7.88% |
$989K - $1.16M
|
98.2K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.08KNew |
$976K - $1.15M
|
7.08K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.06K+ 0.7% |
$973K - $1.14M
|
1.01M
$158M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
7.03K+ 2.94% |
$970K - $1.14M
|
246K
$38.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
6.98K+ 55.23% |
$963K - $1.13M
|
19.6K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
6.94KNew |
$957K - $1.12M
|
6.94K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
6.79K+ 14.97% |
$936K - $1.1M
|
52.2K
$8.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
6.75K+ 2.14% |
$930K - $1.09M
|
322K
$50.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
6.7K+ 10.68% |
$924K - $1.09M
|
69.5K
$10.8M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
6.61KNew |
$911K - $1.07M
|
6.61K
$1.03M
|
|
|
Nov 25, 2024
Q3 2024
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
6.58K+ 34.26% |
$907K - $1.07M
|
25.8K
$4.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.56K+ 13.58% |
$904K - $1.06M
|
54.9K
$8.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.49K+ 11.95% |
$894K - $1.05M
|
60.7K
$9.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
6.48K+ 27.69% |
$894K - $1.05M
|
29.9K
$4.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
6.45KNew |
$889K - $1.04M
|
6.45K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
6.41K+ 27.79% |
$883K - $1.04M
|
29.5K
$4.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.32K+ 17.23% |
$871K - $1.02M
|
43K
$6.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
6.3K+ 15.62% |
$869K - $1.02M
|
46.7K
$7.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
6.28KNew |
$866K - $1.02M
|
6.28K
$978K
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
6.28KNew |
$865K - $1.02M
|
6.28K
$977K
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
6.24K+ 9.58% |
$861K - $1.01M
|
71.5K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
6.23K+ 2.86% |
$859K - $1.01M
|
224K
$34.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
6.23K+ 19.1% |
$858K - $1.01M
|
38.8K
$6.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
6.14K+ 10.6% |
$846K - $994K
|
64K
$9.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
6.13KNew |
$845K - $992K
|
6.13K
$954K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
6.12K+ 5.29% |
$844K - $991K
|
122K
$19M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
6.07KNew |
$837K - $983K
|
6.07K
$945K
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
6.06KNew |
$835K - $981K
|
6.06K
$943K
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
6.04K+ 21.88% |
$832K - $977K
|
33.6K
$5.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
5.97K+ 42.04% |
$823K - $967K
|
20.2K
$3.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.96K+ 80.78% |
$821K - $965K
|
13.3K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5.91K+ 3.29% |
$815K - $957K
|
186K
$28.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.91K+ 52.82% |
$815K - $957K
|
17.1K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
5.89K+ 1.3% |
$811K - $953K
|
457K
$71.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
5.88K+ 34.23% |
$810K - $952K
|
23.1K
$3.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
5.86K+ 6.7% |
$808K - $949K
|
93.3K
$14.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
5.83KNew |
$804K - $945K
|
5.83K
$908K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
5.79KNew |
$799K - $938K
|
5.79K
$902K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
BUY
|
- |
5.79K+ 1.51% |
$798K - $937K
|
388K
$60.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.79K+ 28.21% |
$798K - $937K
|
26.3K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.79K+ 8.12% |
$798K - $937K
|
77.1K
$12M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.79K+ 10.52% |
$798K - $937K
|
60.8K
$9.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
5.77K+ 9.67% |
$795K - $934K
|
65.5K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
5.76K+ 41.05% |
$794K - $933K
|
19.8K
$3.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
5.75K+ 2.78% |
$792K - $931K
|
212K
$33.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.71KNew |
$787K - $925K
|
5.71K
$889K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.66K+ 5.04% |
$781K - $917K
|
118K
$18.4M
|