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 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.5K+ 5.35% |
$207K - $243K
|
29.6K
$4.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.5K+ 1.41% |
$207K - $243K
|
108K
$16.2M
|
|
|
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
$96.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
1.49K+ 4.79% |
$206K - $242K
|
32.6K
$4.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.49K+ 4.93% |
$206K - $241K
|
31.8K
$4.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.48K+ 3.3% |
$205K - $240K
|
46.4K
$6.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.47K+ 3.07% |
$202K - $238K
|
49.2K
$7.36M
|
|
|
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
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
1.46KNew |
$201K - $236K
|
1.46K
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.44K+ 6.0% |
$199K - $234K
|
25.5K
$3.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.44KNew |
$198K - $233K
|
1.44K
$215K
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
1.44KNew |
$198K - $233K
|
1.44K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.42K+ 2.09% |
$196K - $231K
|
69.6K
$10.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.42KNew |
$195K - $229K
|
1.42K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.41K+ 12.28% |
$195K - $229K
|
12.9K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.41KNew |
$194K - $228K
|
1.41K
$211K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.41K+ 1.36% |
$194K - $228K
|
105K
$15.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
1.4K+ 13.71% |
$194K - $227K
|
11.6K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1.4K+ 10.18% |
$193K - $227K
|
15.1K
$2.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.4K+ 1.6% |
$192K - $226K
|
88.5K
$13.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.39K+ 4.45% |
$192K - $226K
|
32.7K
$4.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.39KNew |
$192K - $225K
|
1.39K
$208K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.38KNew |
$191K - $224K
|
1.38K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.38K+ 29.49% |
$191K - $224K
|
6.07K
$908K
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
1.38K+ 26.67% |
$191K - $224K
|
6.57K
$982K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.38KNew |
$190K - $223K
|
1.38K
$206K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.37KNew |
$189K - $222K
|
1.37K
$205K
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
1.37K+ 5.82% |
$189K - $222K
|
24.9K
$3.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.37K+ 61.98% |
$189K - $222K
|
3.58K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.37K+ 5.11% |
$189K - $222K
|
28.1K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.37K+ 1.27% |
$188K - $221K
|
109K
$16.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.35K+ 19.65% |
$187K - $219K
|
8.25K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.35K+ 15.21% |
$187K - $219K
|
10.2K
$1.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
BUY
|
- |
1.35K+ 4.26% |
$186K - $219K
|
33.1K
$4.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.35KNew |
$186K - $219K
|
1.35K
$202K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.35K+ 2.53% |
$186K - $218K
|
54.7K
$8.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.34K+ 3.43% |
$185K - $218K
|
40.5K
$6.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.34K+ 1.88% |
$185K - $218K
|
72.7K
$10.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.34K+ 14.1% |
$185K - $217K
|
10.8K
$1.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 0.77% |
$184K - $217K
|
175K
$26.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1.34K+ 12.04% |
$184K - $216K
|
12.4K
$1.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.32K+ 9.05% |
$181K - $213K
|
15.8K
$2.37M
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.3K+ 6.95% |
$180K - $211K
|
20.1K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
1.3K+ 21.68% |
$179K - $211K
|
7.3K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.3K+ 26.82% |
$179K - $210K
|
6.13K
$916K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.29K+ 3.4% |
$178K - $209K
|
39.2K
$5.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.28K+ 3.61% |
$176K - $207K
|
36.7K
$5.48M
|