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 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
$773K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
272+ 10.07% |
$37.5K - $44.1K
|
2.97K
$444K
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
268+ 9.91% |
$37K - $43.4K
|
2.97K
$444K
|
|
|
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
$773K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
263+ 4.44% |
$36.3K - $42.6K
|
6.19K
$925K
|
|
|
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
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
256+ 1.66% |
$35.3K - $41.5K
|
15.7K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
256+ 13.67% |
$35.3K - $41.5K
|
2.13K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
256+ 9.63% |
$35.3K - $41.5K
|
2.92K
$436K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
255+ 11.54% |
$35.2K - $41.3K
|
2.46K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
254+ 2.55% |
$35K - $41.1K
|
10.2K
$1.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
253+ 10.56% |
$34.9K - $41K
|
2.65K
$396K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
253+ 0.99% |
$34.9K - $41K
|
25.9K
$3.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
251+ 4.22% |
$34.6K - $40.7K
|
6.2K
$928K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
251+ 3.51% |
$34.6K - $40.7K
|
7.39K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
249+ 12.67% |
$34.3K - $40.3K
|
2.21K
$331K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
248+ 1.21% |
$34.2K - $40.2K
|
20.7K
$3.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
245+ 3.96% |
$33.8K - $39.7K
|
6.44K
$962K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
245+ 1.72% |
$33.8K - $39.7K
|
14.5K
$2.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
243+ 1.91% |
$33.5K - $39.4K
|
12.9K
$1.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
238+ 1.54% |
$32.8K - $38.5K
|
15.7K
$2.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
236+ 15.19% |
$32.5K - $38.2K
|
1.79K
$268K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
236+ 9.96% |
$32.5K - $38.2K
|
2.61K
$390K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
236+ 4.62% |
$32.5K - $38.2K
|
5.35K
$800K
|
|
|
Nov 06, 2024
Q3 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
236+ 0.65% |
$32.5K - $38.2K
|
36.8K
$5.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
236+ 11.26% |
$32.5K - $38.2K
|
2.33K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
231+ 1.16% |
$31.9K - $37.4K
|
20.2K
$3.02M
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
230+ 0.36% |
$31.7K - $37.3K
|
64.5K
$9.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
229+ 5.19% |
$31.6K - $37.1K
|
4.64K
$694K
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
226+ 9.14% |
$31.2K - $36.6K
|
2.7K
$404K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
226+ 18.4% |
$31.2K - $36.6K
|
1.45K
$217K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
225+ 7.24% |
$31K - $36.4K
|
3.33K
$498K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
223+ 0.24% |
$30.7K - $36.1K
|
93.4K
$14M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
220+ 1.36% |
$30.3K - $35.6K
|
16.4K
$2.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
220+ 16.64% |
$30.3K - $35.6K
|
1.54K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
220+ 4.73% |
$30.3K - $35.6K
|
4.87K
$729K
|