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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
3.2KNew |
$442K - $519K
|
3.2K
$474K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.19K+ 3.08% |
$440K - $517K
|
107K
$15.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.19K+ 33.96% |
$440K - $517K
|
12.6K
$1.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.19K+ 1.29% |
$439K - $516K
|
250K
$37M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.18K+ 4.45% |
$438K - $515K
|
74.5K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
3.17K+ 0.49% |
$437K - $513K
|
656K
$97M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.16K+ 4.48% |
$436K - $512K
|
73.6K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.16K+ 19.48% |
$435K - $512K
|
19.4K
$2.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.12K+ 6.77% |
$430K - $506K
|
49.2K
$7.28M
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
3.11K+ 12.29% |
$429K - $504K
|
28.4K
$4.2M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.11K+ 4.02% |
$428K - $503K
|
80.4K
$11.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3.09K+ 23.25% |
$426K - $501K
|
16.4K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.08K+ 0.41% |
$425K - $499K
|
753K
$111M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3.07K+ 12.4% |
$423K - $497K
|
27.8K
$4.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
3.05K+ 3.71% |
$421K - $495K
|
85.4K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.01K+ 24.02% |
$415K - $488K
|
15.5K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
3.01K+ 2.65% |
$415K - $488K
|
117K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.99KNew |
$413K - $485K
|
2.99K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
2.98KNew |
$411K - $482K
|
2.98K
$440K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.96K+ 13.17% |
$409K - $480K
|
25.5K
$3.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.96K+ 10.4% |
$408K - $480K
|
31.4K
$4.65M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.94K+ 48.72% |
$406K - $476K
|
8.98K
$1.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.93K+ 57.81% |
$403K - $474K
|
7.99K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.92K+ 11.61% |
$403K - $473K
|
28.1K
$4.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.92KNew |
$402K - $472K
|
2.92K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.91K+ 25.65% |
$401K - $471K
|
14.2K
$2.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
2.9K+ 1.81% |
$399K - $469K
|
163K
$24.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.89K+ 5.14% |
$398K - $467K
|
59K
$8.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.86K+ 156.56% |
$395K - $464K
|
4.69K
$693K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.85K+ 3.69% |
$393K - $462K
|
80.2K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.8KNew |
$386K - $453K
|
2.8K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.77K+ 9.88% |
$382K - $449K
|
30.8K
$4.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
2.75K+ 17.75% |
$379K - $445K
|
18.2K
$2.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.74K+ 11.94% |
$378K - $444K
|
25.7K
$3.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.73KNew |
$377K - $443K
|
2.73K
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.71K+ 1.88% |
$374K - $439K
|
147K
$21.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.71K+ 14.29% |
$373K - $438K
|
21.7K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
2.7KNew |
$372K - $437K
|
2.7K
$399K
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
2.7K+ 2.74% |
$372K - $437K
|
101K
$14.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.67K+ 1.48% |
$368K - $433K
|
184K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.67K+ 87.7% |
$368K - $432K
|
5.71K
$844K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
2.66KNew |
$367K - $431K
|
2.66K
$393K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.65K+ 8.3% |
$365K - $429K
|
34.6K
$5.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
2.64KNew |
$364K - $428K
|
2.64K
$391K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.64K+ 3.52% |
$363K - $427K
|
77.6K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
2.62KNew |
$362K - $425K
|
2.62K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.59KNew |
$358K - $420K
|
2.59K
$384K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
2.58KNew |
$355K - $417K
|
2.58K
$381K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.57K+ 39.73% |
$354K - $416K
|
9.04K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2.57KNew |
$354K - $416K
|
2.57K
$380K
|