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 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
879+ 45.83% |
$121K - $142K
|
2.8K
$437K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
877+ 2.78% |
$121K - $142K
|
32.4K
$5.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
865+ 3.02% |
$119K - $140K
|
29.5K
$4.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
865+ 4.44% |
$119K - $140K
|
20.4K
$3.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
864+ 1.34% |
$119K - $140K
|
65.3K
$10.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
864+ 2.36% |
$119K - $140K
|
37.5K
$5.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
850+ 24.16% |
$117K - $138K
|
4.37K
$683K
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
849+ 33.5% |
$117K - $138K
|
3.38K
$529K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
845+ 2.7% |
$117K - $137K
|
32.1K
$5.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
841New |
$116K - $136K
|
841
$132K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
833+ 17.12% |
$115K - $135K
|
5.7K
$891K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
832+ 5.42% |
$115K - $135K
|
16.2K
$2.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
832+ 5.39% |
$115K - $135K
|
16.3K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
830+ 10.05% |
$114K - $134K
|
9.09K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
827+ 11.25% |
$114K - $134K
|
8.18K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
819+ 11.2% |
$113K - $133K
|
8.13K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
819+ 6.13% |
$113K - $133K
|
14.2K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
812+ 3.91% |
$112K - $132K
|
21.6K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
811+ 51.36% |
$112K - $131K
|
2.39K
$374K
|
|
|
Nov 05, 2024
Q3 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
810+ 22.28% |
$112K - $131K
|
4.45K
$695K
|
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
808+ 1.61% |
$111K - $131K
|
51K
$7.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
800+ 13.69% |
$110K - $130K
|
6.64K
$1.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
800+ 0.37% |
$110K - $130K
|
220K
$34.3M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
800+ 2.07% |
$110K - $130K
|
39.4K
$6.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
800+ 6.37% |
$110K - $130K
|
13.4K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
800New |
$110K - $130K
|
800
$125K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
795+ 12.66% |
$110K - $129K
|
7.07K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
792+ 3.11% |
$109K - $128K
|
26.3K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
790+ 18.45% |
$109K - $128K
|
5.07K
$793K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
787+ 5.89% |
$109K - $127K
|
14.1K
$2.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
785+ 1.93% |
$108K - $127K
|
41.5K
$6.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
785+ 0.49% |
$108K - $127K
|
161K
$25.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
780+ 8.67% |
$108K - $126K
|
9.78K
$1.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
BUY
|
- |
775+ 1.8% |
$107K - $126K
|
43.8K
$6.85M
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
767+ 3.11% |
$106K - $124K
|
25.5K
$3.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
763+ 5.47% |
$105K - $124K
|
14.7K
$2.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
BUY
|
- |
762+ 0.34% |
$105K - $123K
|
224K
$35.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
761+ 5.27% |
$105K - $123K
|
15.2K
$2.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
759+ 3.13% |
$105K - $123K
|
25K
$3.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
759+ 7.96% |
$105K - $123K
|
10.3K
$1.61M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
755+ 10.2% |
$104K - $122K
|
8.16K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
752+ 2.37% |
$104K - $122K
|
32.5K
$5.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
750+ 42.78% |
$103K - $121K
|
2.5K
$391K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
748+ 33.2% |
$103K - $121K
|
3K
$469K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
740+ 23.63% |
$102K - $120K
|
3.87K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
726+ 6.69% |
$100K - $118K
|
11.6K
$1.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
720+ 13.03% |
$99.3K - $117K
|
6.25K
$977K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
717+ 6.28% |
$98.9K - $116K
|
12.1K
$1.9M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
716+ 3.21% |
$98.7K - $116K
|
23K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
714+ 6.78% |
$98.4K - $116K
|
11.2K
$1.76M
|