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 16, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
320New |
$44.1K - $51.8K
|
320
$47.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
320+ 20.13% |
$44.1K - $51.8K
|
1.91K
$286K
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
320+ 6.17% |
$44.1K - $51.8K
|
5.51K
$824K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
319+ 4.34% |
$44K - $51.7K
|
7.66K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
319+ 2.25% |
$44K - $51.7K
|
14.5K
$2.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
318New |
$43.8K - $51.5K
|
318
$47.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
315+ 17.05% |
$43.4K - $51K
|
2.16K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
311+ 16.91% |
$42.9K - $50.4K
|
2.15K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
311+ 29.79% |
$42.9K - $50.4K
|
1.36K
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
309+ 1.75% |
$42.6K - $50K
|
18K
$2.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
309+ 3.18% |
$42.6K - $50K
|
10K
$1.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
307+ 0.98% |
$42.3K - $49.7K
|
31.6K
$4.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
304+ 2.43% |
$41.9K - $49.2K
|
12.8K
$1.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
BUY
|
- |
300+ 1.46% |
$41.4K - $48.6K
|
20.9K
$3.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
300+ 0.37% |
$41.4K - $48.6K
|
80.4K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
300+ 166.67% |
$41.4K - $48.6K
|
480
$71.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
299+ 5.8% |
$41.2K - $48.4K
|
5.45K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
298+ 2.82% |
$41.1K - $48.3K
|
10.9K
$1.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
297+ 1.67% |
$41K - $48.1K
|
18.1K
$2.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
296+ 0.62% |
$40.8K - $47.9K
|
48.3K
$7.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
294+ 3.85% |
$40.5K - $47.6K
|
7.92K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
293+ 0.9% |
$40.4K - $47.5K
|
32.9K
$4.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
292+ 5.31% |
$40.3K - $47.3K
|
5.79K
$866K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
292New |
$40.3K - $47.3K
|
292
$43.7K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
290+ 4.07% |
$40K - $47K
|
7.41K
$1.11M
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
287+ 3.69% |
$39.6K - $46.5K
|
8.07K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
285+ 4.98% |
$39.3K - $46.2K
|
6.01K
$899K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
284+ 11.04% |
$39.2K - $46K
|
2.86K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
284+ 7.09% |
$39.2K - $46K
|
4.29K
$642K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
281+ 1.5% |
$38.7K - $45.5K
|
19K
$2.84M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
281+ 8.99% |
$38.7K - $45.5K
|
3.41K
$509K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
280+ 1.34% |
$38.6K - $45.4K
|
21.2K
$3.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
280+ 14.94% |
$38.6K - $45.4K
|
2.15K
$322K
|
|
|
Nov 15, 2024
Q3 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
280+ 2.39% |
$38.6K - $45.4K
|
12K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
279+ 2.95% |
$38.5K - $45.2K
|
9.73K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
279+ 2.18% |
$38.5K - $45.2K
|
13.1K
$1.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
275+ 4.5% |
$37.9K - $44.5K
|
6.38K
$955K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
274+ 5.59% |
$37.8K - $44.4K
|
5.17K
$774K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
272+ 10.07% |
$37.5K - $44.1K
|
2.97K
$445K
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
268+ 9.91% |
$37K - $43.4K
|
2.97K
$445K
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
266+ 1.53% |
$36.7K - $43.1K
|
17.7K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
265+ 5.4% |
$36.5K - $42.9K
|
5.17K
$774K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
263+ 4.44% |
$36.3K - $42.6K
|
6.19K
$926K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
263+ 2.4% |
$36.3K - $42.6K
|
11.2K
$1.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
262+ 5.03% |
$36.1K - $42.4K
|
5.47K
$818K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
262+ 1.68% |
$36.1K - $42.4K
|
15.9K
$2.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
261+ 0.37% |
$36K - $42.3K
|
70.8K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
261+ 12.07% |
$36K - $42.3K
|
2.42K
$363K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
260+ 7.62% |
$35.8K - $42.1K
|
3.67K
$549K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
259+ 6.35% |
$35.7K - $42K
|
4.34K
$649K
|