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 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
101+ 1.89% |
$13.9K - $16.4K
|
5.44K
$813K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
100+ 0.48% |
$13.8K - $16.2K
|
20.8K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
100+ 7.66% |
$13.8K - $16.2K
|
1.41K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
100+ 1.91% |
$13.8K - $16.2K
|
5.34K
$798K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
99+ 0.29% |
$13.7K - $16K
|
33.8K
$5.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
99+ 0.79% |
$13.7K - $16K
|
12.7K
$1.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
98+ 2.59% |
$13.5K - $15.9K
|
3.88K
$580K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
98+ 4.31% |
$13.5K - $15.9K
|
2.37K
$355K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
98+ 2.09% |
$13.5K - $15.9K
|
4.8K
$718K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
97+ 5.12% |
$13.4K - $15.7K
|
1.99K
$298K
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
96+ 1.55% |
$13.2K - $15.5K
|
6.29K
$940K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
95+ 0.41% |
$13.1K - $15.4K
|
23.2K
$3.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
94+ 3.89% |
$13K - $15.2K
|
2.51K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
94+ 0.66% |
$13K - $15.2K
|
14.4K
$2.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
94+ 1.39% |
$13K - $15.2K
|
6.87K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
93+ 3.73% |
$12.8K - $15.1K
|
2.59K
$387K
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
92+ 0.71% |
$12.7K - $14.9K
|
13K
$1.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
91+ 2.76% |
$12.5K - $14.7K
|
3.39K
$507K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
90+ 1.63% |
$12.4K - $14.6K
|
5.62K
$840K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
90+ 0.48% |
$12.4K - $14.6K
|
18.9K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
89+ 0.61% |
$12.3K - $14.4K
|
14.7K
$2.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
88+ 2.17% |
$12.1K - $14.3K
|
4.14K
$619K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
87+ 2.61% |
$12K - $14.1K
|
3.42K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
87+ 0.53% |
$12K - $14.1K
|
16.6K
$2.48M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
87+ 5.95% |
$12K - $14.1K
|
1.55K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
86+ 1.91% |
$11.9K - $13.9K
|
4.59K
$686K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
85+ 2.11% |
$11.7K - $13.8K
|
4.12K
$616K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
85+ 2.21% |
$11.7K - $13.8K
|
3.94K
$589K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
84+ 1.92% |
$11.6K - $13.6K
|
4.47K
$668K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
83+ 2.79% |
$11.4K - $13.4K
|
3.06K
$457K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
82+ 2.9% |
$11.3K - $13.3K
|
2.91K
$435K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
82+ 1.21% |
$11.3K - $13.3K
|
6.85K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
82+ 1.01% |
$11.3K - $13.3K
|
8.22K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
82+ 1.53% |
$11.3K - $13.3K
|
5.44K
$814K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
81+ 1.54% |
$11.2K - $13.1K
|
5.33K
$797K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
81+ 3.81% |
$11.2K - $13.1K
|
2.21K
$330K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
80+ 0.02% |
$11K - $13K
|
330K
$49.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
79+ 5.04% |
$10.9K - $12.8K
|
1.65K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
79+ 2.55% |
$10.9K - $12.8K
|
3.18K
$475K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
78+ 0.69% |
$10.8K - $12.6K
|
11.4K
$1.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
78+ 3.45% |
$10.8K - $12.6K
|
2.34K
$350K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
78+ 5.75% |
$10.8K - $12.6K
|
1.43K
$214K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
77+ 3.86% |
$10.6K - $12.5K
|
2.07K
$310K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
76+ 1.79% |
$10.5K - $12.3K
|
4.33K
$647K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
76+ 4.87% |
$10.5K - $12.3K
|
1.64K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
76+ 0.38% |
$10.5K - $12.3K
|
19.9K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
76+ 0.69% |
$10.5K - $12.3K
|
11.1K
$1.66M
|
|
|
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
$367K
|
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
75+ 0.22% |
$10.3K - $12.1K
|
34.7K
$5.19M
|