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 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.44KNew |
$198K - $233K
|
1.44K
$212K
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
1.44KNew |
$198K - $233K
|
1.44K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.42K+ 2.09% |
$196K - $231K
|
69.6K
$10.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.42KNew |
$195K - $229K
|
1.42K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.41K+ 12.28% |
$195K - $229K
|
12.9K
$1.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.41KNew |
$194K - $228K
|
1.41K
$208K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.41K+ 1.36% |
$194K - $228K
|
105K
$15.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
1.4K+ 13.71% |
$194K - $227K
|
11.6K
$1.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1.4K+ 10.18% |
$193K - $227K
|
15.1K
$2.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.4K+ 1.6% |
$192K - $226K
|
88.5K
$13M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.39K+ 4.45% |
$192K - $226K
|
32.7K
$4.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.39KNew |
$192K - $225K
|
1.39K
$205K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.38KNew |
$191K - $224K
|
1.38K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.38K+ 29.49% |
$191K - $224K
|
6.07K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
1.38K+ 26.67% |
$191K - $224K
|
6.57K
$967K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.38KNew |
$190K - $223K
|
1.38K
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.37KNew |
$189K - $222K
|
1.37K
$202K
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
1.37K+ 5.82% |
$189K - $222K
|
24.9K
$3.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.37K+ 61.98% |
$189K - $222K
|
3.58K
$526K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.37K+ 5.11% |
$189K - $222K
|
28.1K
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.37K+ 1.27% |
$188K - $221K
|
109K
$16M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.35K+ 19.65% |
$187K - $219K
|
8.25K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.35K+ 15.21% |
$187K - $219K
|
10.2K
$1.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
BUY
|
- |
1.35K+ 4.26% |
$186K - $219K
|
33.1K
$4.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.35KNew |
$186K - $219K
|
1.35K
$199K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.35K+ 2.53% |
$186K - $218K
|
54.7K
$8.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.34K+ 3.43% |
$185K - $218K
|
40.5K
$5.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.34K+ 1.88% |
$185K - $218K
|
72.7K
$10.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.34K+ 14.1% |
$185K - $217K
|
10.8K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 0.77% |
$184K - $217K
|
175K
$25.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1.34K+ 12.04% |
$184K - $216K
|
12.4K
$1.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.32K+ 9.05% |
$181K - $213K
|
15.8K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
1.3K+ 21.68% |
$179K - $211K
|
7.3K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.3K+ 26.82% |
$179K - $210K
|
6.13K
$902K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.29K+ 3.4% |
$178K - $209K
|
39.2K
$5.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.28K+ 3.61% |
$176K - $207K
|
36.7K
$5.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.28K+ 6.0% |
$176K - $207K
|
22.6K
$3.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.27K+ 7.93% |
$175K - $205K
|
17.3K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.26K+ 2.64% |
$174K - $204K
|
49.1K
$7.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.26K+ 10.45% |
$173K - $204K
|
13.3K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.25K+ 1.96% |
$173K - $203K
|
65.3K
$9.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.25K+ 1.68% |
$172K - $202K
|
75.4K
$11.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.25K+ 4.57% |
$172K - $202K
|
28.5K
$4.2M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.24K+ 4.88% |
$171K - $201K
|
26.7K
$3.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.24K+ 13.12% |
$171K - $201K
|
10.7K
$1.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.24K+ 1.94% |
$171K - $200K
|
64.9K
$9.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.24K+ 44.17% |
$170K - $200K
|
4.03K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.23K+ 4.8% |
$170K - $200K
|
26.9K
$3.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.23KNew |
$170K - $200K
|
1.23K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.23K+ 70.14% |
$169K - $199K
|
2.97K
$438K
|