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 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
702+ 13.27% |
$96.8K - $114K
|
5.99K
$896K
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
700+ 0.91% |
$96.5K - $113K
|
77.5K
$11.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
700+ 21.25% |
$96.5K - $113K
|
3.99K
$597K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
700+ 0.01% |
$96.5K - $113K
|
5.2M
$777M
|
|
|
Nov 13, 2024
Q3 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
700+ 14.78% |
$96.5K - $113K
|
5.44K
$813K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
699+ 3.31% |
$96.4K - $113K
|
21.8K
$3.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
698+ 8.63% |
$96.2K - $113K
|
8.79K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
698+ 2.04% |
$96.2K - $113K
|
35K
$5.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
697+ 5.87% |
$96.1K - $113K
|
12.6K
$1.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
697+ 14.41% |
$96.1K - $113K
|
5.53K
$828K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
696+ 11.44% |
$96K - $113K
|
6.78K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
694+ 0.21% |
$95.7K - $112K
|
329K
$49.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
691+ 0.52% |
$95.3K - $112K
|
134K
$20M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
690+ 6.6% |
$95.1K - $112K
|
11.1K
$1.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
682+ 6.26% |
$94K - $110K
|
11.6K
$1.73M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
680+ 19.6% |
$93.8K - $110K
|
4.15K
$621K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
678+ 2.29% |
$93.5K - $110K
|
30.2K
$4.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
667+ 2.47% |
$92K - $108K
|
27.7K
$4.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
664+ 1.17% |
$91.6K - $108K
|
57.3K
$8.58M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
663+ 5.28% |
$91.4K - $107K
|
13.2K
$1.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
663+ 2.55% |
$91.4K - $107K
|
26.7K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
663+ 2.11% |
$91.4K - $107K
|
32K
$4.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
BUY
|
- |
662+ 1.33% |
$91.3K - $107K
|
50.5K
$7.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
657+ 26.22% |
$90.6K - $106K
|
3.16K
$473K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
654+ 5.04% |
$90.2K - $106K
|
13.6K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
651+ 9.72% |
$89.8K - $105K
|
7.35K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
650+ 0.44% |
$89.6K - $105K
|
147K
$22M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
648+ 31.46% |
$89.3K - $105K
|
2.71K
$405K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
644+ 6.53% |
$88.8K - $104K
|
10.5K
$1.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
644+ 1.4% |
$88.8K - $104K
|
46.7K
$6.98M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
642+ 10.1% |
$88.5K - $104K
|
7K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
641+ 27.64% |
$88.4K - $104K
|
2.96K
$443K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
638+ 42.59% |
$88K - $103K
|
2.14K
$320K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
635+ 4.26% |
$87.6K - $103K
|
15.5K
$2.32M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
635+ 7.63% |
$87.6K - $103K
|
8.95K
$1.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
634+ 11.09% |
$87.4K - $103K
|
6.35K
$950K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
631+ 2.87% |
$87K - $102K
|
22.6K
$3.38M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
629+ 8.42% |
$86.7K - $102K
|
8.1K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
628+ 1.77% |
$86.6K - $102K
|
36K
$5.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
626+ 3.08% |
$86.3K - $101K
|
21K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
625+ 3.48% |
$86.2K - $101K
|
18.6K
$2.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
624+ 22.94% |
$86K - $101K
|
3.34K
$500K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
622+ 17.66% |
$85.8K - $101K
|
4.14K
$620K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
622+ 16.63% |
$85.8K - $101K
|
4.36K
$653K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
621+ 8.7% |
$85.6K - $101K
|
7.76K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
619New |
$85.3K - $100K
|
619
$92.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
617+ 3.29% |
$85.1K - $99.9K
|
19.3K
$2.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
613+ 9.75% |
$84.5K - $99.3K
|
6.9K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
603+ 0.53% |
$83.1K - $97.7K
|
115K
$17.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
603+ 18.56% |
$83.1K - $97.7K
|
3.85K
$576K
|