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 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
600+ 0.9% |
$82.7K - $97.2K
|
67.4K
$10.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
600+ 0.71% |
$82.7K - $97.2K
|
85.6K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
600+ 1.53% |
$82.7K - $97.2K
|
39.7K
$5.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
599+ 2.85% |
$82.6K - $97K
|
21.6K
$3.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
590+ 11.75% |
$81.3K - $95.6K
|
5.61K
$840K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
589+ 2.45% |
$81.2K - $95.4K
|
24.7K
$3.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
588+ 2.36% |
$81.1K - $95.2K
|
25.5K
$3.82M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
585+ 8.82% |
$80.7K - $94.8K
|
7.21K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
585+ 15.18% |
$80.7K - $94.8K
|
4.44K
$664K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
576+ 0.81% |
$79.4K - $93.3K
|
72K
$10.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
572+ 3.92% |
$78.9K - $92.6K
|
15.2K
$2.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
564+ 8.15% |
$77.8K - $91.4K
|
7.49K
$1.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
559New |
$77.1K - $90.5K
|
559
$83.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
555+ 2.11% |
$76.5K - $89.9K
|
26.9K
$4.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
552+ 4.33% |
$76.1K - $89.4K
|
13.3K
$1.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
550+ 9.02% |
$75.8K - $89.1K
|
6.65K
$995K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
548+ 11.55% |
$75.6K - $88.8K
|
5.29K
$792K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
547+ 9.47% |
$75.4K - $88.6K
|
6.32K
$946K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
545+ 0.2% |
$75.1K - $88.3K
|
278K
$41.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
542+ 1.69% |
$74.7K - $87.8K
|
32.7K
$4.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
539+ 7.5% |
$74.3K - $87.3K
|
7.73K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
534+ 2.26% |
$73.6K - $86.5K
|
24.2K
$3.62M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
532+ 6.62% |
$73.4K - $86.2K
|
8.57K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
531+ 4.78% |
$73.2K - $86K
|
11.6K
$1.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
530+ 2.23% |
$73.1K - $85.8K
|
24.3K
$3.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
529+ 0.29% |
$72.9K - $85.7K
|
184K
$27.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
528+ 7.85% |
$72.8K - $85.5K
|
7.25K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
526+ 14.33% |
$72.5K - $85.2K
|
4.2K
$628K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
523+ 7.14% |
$72.1K - $84.7K
|
7.84K
$1.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
520+ 2.28% |
$71.7K - $84.2K
|
23.3K
$3.49M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
514+ 4.86% |
$70.9K - $83.3K
|
11.1K
$1.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
512+ 1.93% |
$70.6K - $82.9K
|
27K
$4.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
512+ 11.7% |
$70.6K - $82.9K
|
4.89K
$731K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
512+ 0.87% |
$70.6K - $82.9K
|
59.3K
$8.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
511+ 21.06% |
$70.5K - $82.8K
|
2.94K
$439K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
500+ 7.45% |
$68.9K - $81K
|
7.21K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
494+ 4.0% |
$68.1K - $80K
|
12.8K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
493+ 4.68% |
$68K - $79.9K
|
11K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
493+ 9.85% |
$68K - $79.9K
|
5.5K
$822K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
493+ 3.68% |
$68K - $79.9K
|
13.9K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
488+ 42.66% |
$67.3K - $79K
|
1.63K
$244K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
486+ 3.7% |
$67K - $78.7K
|
13.6K
$2.04M
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
481+ 5.44% |
$66.3K - $77.9K
|
9.33K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
476+ 5.91% |
$65.6K - $77.1K
|
8.53K
$1.28M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
473+ 6.73% |
$65.2K - $76.6K
|
7.5K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
473+ 3.42% |
$65.2K - $76.6K
|
14.3K
$2.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
471+ 1.16% |
$64.9K - $76.3K
|
41K
$6.14M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
471+ 32.96% |
$64.9K - $76.3K
|
1.9K
$284K
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
470+ 5.23% |
$64.8K - $76.1K
|
9.45K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
468+ 6.36% |
$64.5K - $75.8K
|
7.83K
$1.17M
|