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 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.05K+ 6.44% |
$145K - $170K
|
17.4K
$2.72M
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.05K+ 2.78% |
$145K - $170K
|
38.8K
$6.07M
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
1.05K+ 1.51% |
$144K - $169K
|
70.3K
$11M
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.05K+ 45.73% |
$144K - $169K
|
3.33K
$521K
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.04K+ 5.27% |
$143K - $168K
|
20.7K
$3.24M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.04K+ 2.32% |
$143K - $168K
|
45.7K
$7.15M
|
|
Nov 15, 2024
Q3 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
1.03K+ 6.7% |
$143K - $167K
|
16.5K
$2.58M
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.03K+ 27.72% |
$142K - $167K
|
4.76K
$745K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.03K+ 3.01% |
$142K - $167K
|
35.3K
$5.52M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.03K+ 6.64% |
$141K - $166K
|
16.5K
$2.58M
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.02K+ 7.4% |
$141K - $166K
|
14.8K
$2.32M
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 27.94% |
$141K - $165K
|
4.68K
$731K
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.02K+ 29.38% |
$140K - $165K
|
4.48K
$701K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.01K+ 4.45% |
$140K - $164K
|
23.7K
$3.71M
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
1.01K+ 0.36% |
$139K - $163K
|
284K
$44.5M
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1K+ 28.54% |
$138K - $162K
|
4.51K
$705K
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1K+ 2.92% |
$138K - $162K
|
35.2K
$5.51M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1K+ 0.49% |
$138K - $162K
|
203K
$31.8M
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1K+ 142.86% |
$138K - $162K
|
1.7K
$266K
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
985+ 6.81% |
$136K - $160K
|
15.5K
$2.42M
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
985+ 7.55% |
$136K - $160K
|
14K
$2.2M
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
979+ 6.42% |
$135K - $159K
|
16.2K
$2.54M
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
978+ 8.88% |
$135K - $158K
|
12K
$1.88M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
976+ 29.91% |
$135K - $158K
|
4.24K
$663K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
971New |
$134K - $157K
|
971
$152K
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
966+ 5.54% |
$133K - $156K
|
18.4K
$2.88M
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
963+ 9.24% |
$133K - $156K
|
11.4K
$1.78M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
960+ 13.9% |
$132K - $155K
|
7.87K
$1.23M
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
959+ 22.52% |
$132K - $155K
|
5.22K
$816K
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
959+ 4.64% |
$132K - $155K
|
21.6K
$3.38M
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
950+ 13.58% |
$131K - $154K
|
7.95K
$1.24M
|
|
Nov 21, 2024
Q3 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
950+ 4.47% |
$131K - $154K
|
22.2K
$3.48M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
948+ 1.33% |
$131K - $154K
|
72.1K
$11.3M
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
945+ 9.52% |
$130K - $153K
|
10.9K
$1.7M
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
945+ 2.38% |
$130K - $153K
|
40.6K
$6.35M
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
942+ 3.19% |
$130K - $153K
|
30.5K
$4.77M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
931+ 5.12% |
$128K - $151K
|
19.1K
$2.99M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
928+ 15.15% |
$128K - $150K
|
7.05K
$1.1M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
920+ 5.45% |
$127K - $149K
|
17.8K
$2.78M
|
|
Nov 08, 2024
Q3 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
920+ 20.22% |
$127K - $149K
|
5.47K
$856K
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
913+ 1.31% |
$126K - $148K
|
70.8K
$11.1M
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
902+ 16.93% |
$124K - $146K
|
6.23K
$974K
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
897+ 1.51% |
$124K - $145K
|
60.2K
$9.42M
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
895+ 5.02% |
$123K - $145K
|
18.7K
$2.93M
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
894+ 5.38% |
$123K - $145K
|
17.5K
$2.74M
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
893+ 1.62% |
$123K - $145K
|
56.1K
$8.77M
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
893+ 3.6% |
$123K - $145K
|
25.7K
$4.02M
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
888+ 49.94% |
$122K - $144K
|
2.67K
$417K
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
887+ 4.91% |
$122K - $144K
|
19K
$2.97M
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
883+ 3.18% |
$122K - $143K
|
28.6K
$4.48M
|