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 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
467+ 6.96% |
$64.4K - $75.6K
|
7.17K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
466+ 3.64% |
$64.3K - $75.5K
|
13.3K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
465+ 16.38% |
$64.1K - $75.3K
|
3.3K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
464+ 1.87% |
$64K - $75.2K
|
25.2K
$3.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
458+ 10.8% |
$63.1K - $74.2K
|
4.7K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
458+ 1.8% |
$63.1K - $74.2K
|
26K
$3.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
451+ 12.92% |
$62.2K - $73K
|
3.94K
$590K
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
450+ 8.04% |
$62K - $72.9K
|
6.05K
$904K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
447+ 7.42% |
$61.6K - $72.4K
|
6.48K
$969K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
445+ 10.89% |
$61.4K - $72.1K
|
4.53K
$678K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
443+ 14.84% |
$61.1K - $71.8K
|
3.43K
$513K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
443+ 4.0% |
$61.1K - $71.8K
|
11.5K
$1.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
441+ 5.69% |
$60.8K - $71.4K
|
8.19K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
441+ 4.92% |
$60.8K - $71.4K
|
9.41K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
438+ 1.01% |
$60.4K - $70.9K
|
43.7K
$6.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
436+ 6.15% |
$60.1K - $70.6K
|
7.53K
$1.13M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
435+ 3.34% |
$60K - $70.5K
|
13.5K
$2.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
435+ 2.94% |
$60K - $70.5K
|
15.3K
$2.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
434New |
$59.8K - $70.3K
|
434
$64.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
434New |
$59.8K - $70.3K
|
434
$64.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
433+ 1.77% |
$59.7K - $70.1K
|
24.9K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
433+ 8.93% |
$59.7K - $70.1K
|
5.28K
$790K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
432+ 4.65% |
$59.6K - $70K
|
9.73K
$1.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
432+ 5.84% |
$59.6K - $70K
|
7.83K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
432+ 14.97% |
$59.6K - $70K
|
3.32K
$496K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
431+ 8.55% |
$59.4K - $69.8K
|
5.47K
$818K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
429+ 5.69% |
$59.2K - $69.5K
|
7.97K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
428+ 0.99% |
$59K - $69.3K
|
43.5K
$6.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
427+ 1.65% |
$58.9K - $69.2K
|
26.4K
$3.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
425+ 1.16% |
$58.6K - $68.8K
|
37.1K
$5.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
424+ 8.14% |
$58.5K - $68.7K
|
5.63K
$842K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
421+ 8.07% |
$58K - $68.2K
|
5.64K
$843K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
420+ 7.45% |
$57.9K - $68K
|
6.06K
$906K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
418+ 10.13% |
$57.6K - $67.7K
|
4.54K
$680K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
416+ 6.43% |
$57.4K - $67.4K
|
6.88K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
415+ 5.97% |
$57.2K - $67.2K
|
7.37K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
409+ 2.22% |
$56.4K - $66.2K
|
18.8K
$2.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
408+ 4.8% |
$56.3K - $66.1K
|
8.91K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
405+ 0.72% |
$55.8K - $65.6K
|
56.6K
$8.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
404+ 44.89% |
$55.7K - $65.4K
|
1.3K
$195K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
401+ 1.94% |
$55.3K - $64.9K
|
21.1K
$3.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
397+ 9.76% |
$54.7K - $64.3K
|
4.46K
$668K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
396+ 5.08% |
$54.6K - $64.1K
|
8.18K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
396+ 7.64% |
$54.6K - $64.1K
|
5.58K
$835K
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
395+ 1.15% |
$54.5K - $64K
|
34.7K
$5.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
391+ 11.55% |
$53.9K - $63.3K
|
3.78K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
391+ 2.83% |
$53.9K - $63.3K
|
14.2K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
387+ 9.31% |
$53.4K - $62.7K
|
4.55K
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
383+ 22.33% |
$52.8K - $62K
|
2.1K
$314K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
381+ 8.36% |
$52.5K - $61.7K
|
4.94K
$739K
|