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 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
87+ 2.61% |
$12K - $14.1K
|
3.42K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
87+ 0.53% |
$12K - $14.1K
|
16.6K
$2.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
86+ 1.91% |
$11.9K - $13.9K
|
4.59K
$689K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
85+ 2.11% |
$11.7K - $13.8K
|
4.12K
$619K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
85+ 2.21% |
$11.7K - $13.8K
|
3.94K
$592K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
84+ 1.92% |
$11.6K - $13.6K
|
4.47K
$671K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
83+ 2.79% |
$11.4K - $13.4K
|
3.06K
$459K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
82+ 2.9% |
$11.3K - $13.3K
|
2.91K
$437K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
82+ 1.21% |
$11.3K - $13.3K
|
6.85K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
82+ 1.01% |
$11.3K - $13.3K
|
8.22K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
82+ 1.53% |
$11.3K - $13.3K
|
5.44K
$818K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
81+ 1.54% |
$11.2K - $13.1K
|
5.33K
$801K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
81+ 3.81% |
$11.2K - $13.1K
|
2.21K
$332K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
80+ 0.02% |
$11K - $13K
|
330K
$49.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
79+ 5.04% |
$10.9K - $12.8K
|
1.65K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
79+ 2.55% |
$10.9K - $12.8K
|
3.18K
$478K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
78+ 0.69% |
$10.8K - $12.6K
|
11.4K
$1.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
78+ 3.45% |
$10.8K - $12.6K
|
2.34K
$351K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
78+ 5.75% |
$10.8K - $12.6K
|
1.43K
$216K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
77+ 3.86% |
$10.6K - $12.5K
|
2.07K
$312K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
76+ 1.79% |
$10.5K - $12.3K
|
4.33K
$650K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
76+ 4.87% |
$10.5K - $12.3K
|
1.64K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
76+ 0.38% |
$10.5K - $12.3K
|
19.9K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
76+ 0.69% |
$10.5K - $12.3K
|
11.1K
$1.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
75+ 0.87% |
$10.3K - $12.1K
|
8.67K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
75+ 3.15% |
$10.3K - $12.1K
|
2.46K
$369K
|
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
75+ 0.22% |
$10.3K - $12.1K
|
34.7K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
75+ 0.95% |
$10.3K - $12.1K
|
7.99K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
74+ 0.57% |
$10.2K - $12K
|
13.2K
$1.98M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
73+ 1.93% |
$10.1K - $11.8K
|
3.86K
$579K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
73+ 2.36% |
$10.1K - $11.8K
|
3.17K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
73+ 0.61% |
$10.1K - $11.8K
|
12.1K
$1.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
72+ 1.4% |
$9.93K - $11.7K
|
5.22K
$785K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
69+ 2.85% |
$9.51K - $11.2K
|
2.49K
$374K
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
69+ 3.06% |
$9.51K - $11.2K
|
2.32K
$349K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
68+ 1.89% |
$9.38K - $11K
|
3.67K
$552K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
68+ 1.32% |
$9.38K - $11K
|
5.21K
$783K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
67+ 0.34% |
$9.24K - $10.9K
|
19.8K
$2.97M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
67+ 0.75% |
$9.24K - $10.9K
|
9.03K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
67+ 5.16% |
$9.24K - $10.9K
|
1.37K
$205K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
66+ 17.14% |
$9.1K - $10.7K
|
451
$67.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
66+ 0.13% |
$9.1K - $10.7K
|
49.8K
$7.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
65+ 16.71% |
$8.96K - $10.5K
|
454
$68.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
65+ 0.2% |
$8.96K - $10.5K
|
33.4K
$5.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
65+ 0.8% |
$8.96K - $10.5K
|
8.23K
$1.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
63+ 1.17% |
$8.69K - $10.2K
|
5.45K
$819K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
62+ 2.08% |
$8.55K - $10K
|
3.04K
$458K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
61+ 2.24% |
$8.41K - $9.88K
|
2.79K
$419K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
61+ 1.44% |
$8.41K - $9.88K
|
4.31K
$648K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
61+ 1.32% |
$8.41K - $9.88K
|
4.68K
$703K
|