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 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.23KNew |
$170K - $200K
|
1.23K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.23K+ 70.14% |
$169K - $199K
|
2.97K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.23K+ 7.23% |
$169K - $199K
|
18.2K
$2.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.22K+ 0.49% |
$168K - $197K
|
251K
$39.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.22KNew |
$168K - $197K
|
1.22K
$191K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.22K+ 10.55% |
$168K - $197K
|
12.8K
$2M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.21K+ 4.84% |
$166K - $195K
|
26.1K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.2K+ 0.42% |
$165K - $194K
|
285K
$44.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.2K+ 26.1% |
$165K - $194K
|
5.78K
$905K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.19K+ 22.9% |
$164K - $193K
|
6.4K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 63.39% |
$164K - $192K
|
3.06K
$478K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.18K+ 3.12% |
$163K - $192K
|
39.1K
$6.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.18K+ 25.28% |
$163K - $192K
|
5.86K
$917K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.18K+ 5.15% |
$163K - $191K
|
24.1K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
1.17K+ 34.03% |
$162K - $190K
|
4.62K
$723K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.17K+ 40.62% |
$161K - $190K
|
4.05K
$634K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1.17K+ 2.17% |
$161K - $190K
|
55.1K
$8.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
1.17K+ 1.97% |
$161K - $190K
|
60.6K
$9.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.17K+ 1.77% |
$161K - $190K
|
67.3K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.17K+ 18.17% |
$161K - $190K
|
7.61K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.16K+ 6.78% |
$160K - $188K
|
18.3K
$2.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.16K+ 20.81% |
$160K - $188K
|
6.73K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.16K+ 2.37% |
$159K - $187K
|
50K
$7.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.15K+ 3.2% |
$159K - $186K
|
37.1K
$5.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.15K+ 13.4% |
$158K - $186K
|
9.72K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.15KNew |
$158K - $186K
|
1.15K
$180K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.15K+ 1.72% |
$158K - $186K
|
67.7K
$10.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.14K+ 22.67% |
$157K - $185K
|
6.18K
$966K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.14K+ 2.4% |
$157K - $185K
|
48.7K
$7.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.13K+ 6.95% |
$156K - $183K
|
17.4K
$2.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.12K+ 1.86% |
$154K - $181K
|
61.1K
$9.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.11K+ 11.66% |
$153K - $180K
|
10.7K
$1.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.11K+ 14.86% |
$153K - $180K
|
8.6K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.11K+ 152.41% |
$153K - $179K
|
1.84K
$287K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.11KNew |
$153K - $179K
|
1.11K
$173K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.1K+ 31.09% |
$152K - $178K
|
4.64K
$726K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
1.1K+ 3.9% |
$151K - $177K
|
29.2K
$4.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.09K+ 3.07% |
$150K - $176K
|
36.5K
$5.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.08K+ 0.78% |
$149K - $176K
|
141K
$22M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.08K+ 10.96% |
$149K - $175K
|
11K
$1.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.08K+ 7.72% |
$149K - $175K
|
15K
$2.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.07K+ 0.54% |
$148K - $174K
|
200K
$31.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
1.07K+ 2.31% |
$147K - $173K
|
47.4K
$7.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.07K+ 8.36% |
$147K - $173K
|
13.8K
$2.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1.06K+ 6.84% |
$146K - $172K
|
16.6K
$2.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
1.06K+ 5.06% |
$146K - $172K
|
22K
$3.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.06K+ 9.13% |
$146K - $171K
|
12.6K
$1.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.06K+ 0.52% |
$146K - $171K
|
205K
$32.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.06K+ 0.38% |
$146K - $171K
|
280K
$43.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.05K+ 60.24% |
$145K - $171K
|
2.8K
$438K
|