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 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
381+ 17.57% |
$52.5K - $61.7K
|
2.55K
$381K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
380+ 9.59% |
$52.4K - $61.5K
|
4.34K
$650K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
379+ 10.87% |
$52.3K - $61.4K
|
3.87K
$578K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
377+ 6.44% |
$52K - $61.1K
|
6.23K
$932K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
377+ 1.46% |
$52K - $61.1K
|
26.1K
$3.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
375+ 5.05% |
$51.7K - $60.7K
|
7.8K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
375+ 1.66% |
$51.7K - $60.7K
|
22.9K
$3.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
373+ 1.88% |
$51.4K - $60.4K
|
20.2K
$3.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
372+ 1.41% |
$51.3K - $60.3K
|
26.7K
$3.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
372+ 3.92% |
$51.3K - $60.3K
|
9.87K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
372+ 0.59% |
$51.3K - $60.3K
|
63.9K
$9.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
371+ 2.8% |
$51.2K - $60.1K
|
13.6K
$2.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
369+ 3.33% |
$50.9K - $59.8K
|
11.4K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
366+ 11.96% |
$50.5K - $59.3K
|
3.43K
$512K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
360+ 3.17% |
$49.6K - $58.3K
|
11.7K
$1.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
358+ 5.33% |
$49.4K - $58K
|
7.08K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
357+ 19.09% |
$49.2K - $57.8K
|
2.23K
$333K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
350+ 5.97% |
$48.3K - $56.7K
|
6.22K
$930K
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
350+ 14.01% |
$48.3K - $56.7K
|
2.85K
$426K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
350+ 3.54% |
$48.3K - $56.7K
|
10.2K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
349+ 14.68% |
$48.1K - $56.5K
|
2.73K
$408K
|
|
|
Oct 22, 2024
Q3 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
349+ 1.97% |
$48.1K - $56.5K
|
18.1K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
349+ 10.78% |
$48.1K - $56.5K
|
3.59K
$536K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
348+ 1.24% |
$48K - $56.4K
|
28.3K
$4.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
347+ 0.58% |
$47.8K - $56.2K
|
59.9K
$8.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
346+ 2.75% |
$47.7K - $56K
|
12.9K
$1.93M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
345+ 1.55% |
$47.6K - $55.9K
|
22.5K
$3.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
344+ 1.31% |
$47.4K - $55.7K
|
26.6K
$3.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
344+ 1.98% |
$47.4K - $55.7K
|
17.7K
$2.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
344+ 1.21% |
$47.4K - $55.7K
|
28.8K
$4.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
343+ 18.0% |
$47.3K - $55.6K
|
2.25K
$336K
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
343+ 15.3% |
$47.3K - $55.6K
|
2.59K
$387K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
337+ 6.42% |
$46.5K - $54.6K
|
5.59K
$836K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
336+ 3.08% |
$46.3K - $54.4K
|
11.2K
$1.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
336+ 8.69% |
$46.3K - $54.4K
|
4.2K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
336+ 15.69% |
$46.3K - $54.4K
|
2.48K
$371K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
335+ 0.55% |
$46.2K - $54.3K
|
61.5K
$9.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
335+ 3.28% |
$46.2K - $54.3K
|
10.5K
$1.58M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
334+ 3.56% |
$46.1K - $54.1K
|
9.7K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
334+ 3.06% |
$46.1K - $54.1K
|
11.3K
$1.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
329New |
$45.4K - $53.3K
|
329
$49.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
327+ 0.98% |
$45.1K - $53K
|
33.8K
$5.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
327+ 23.63% |
$45.1K - $53K
|
1.71K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
326+ 2.14% |
$44.9K - $52.8K
|
15.6K
$2.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
325+ 2.27% |
$44.8K - $52.6K
|
14.7K
$2.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
325New |
$44.8K - $52.6K
|
325
$48.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
322+ 4.24% |
$44.4K - $52.2K
|
7.92K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
321+ 1.32% |
$44.3K - $52K
|
24.6K
$3.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
320+ 19.46% |
$44.1K - $51.8K
|
1.96K
$294K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
320+ 4.61% |
$44.1K - $51.8K
|
7.25K
$1.09M
|