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 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
75+ 0.95% |
$10.3K - $12.1K
|
7.99K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
74+ 0.57% |
$10.2K - $12K
|
13.2K
$1.97M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
73+ 1.93% |
$10.1K - $11.8K
|
3.86K
$577K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
73+ 2.36% |
$10.1K - $11.8K
|
3.17K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
73+ 0.61% |
$10.1K - $11.8K
|
12.1K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
72+ 1.4% |
$9.93K - $11.7K
|
5.22K
$781K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
69+ 2.85% |
$9.51K - $11.2K
|
2.49K
$373K
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
69+ 3.06% |
$9.51K - $11.2K
|
2.32K
$347K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
68+ 1.89% |
$9.38K - $11K
|
3.67K
$549K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
68+ 1.32% |
$9.38K - $11K
|
5.21K
$779K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
67+ 0.34% |
$9.24K - $10.9K
|
19.8K
$2.96M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
67+ 0.75% |
$9.24K - $10.9K
|
9.03K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
67+ 5.16% |
$9.24K - $10.9K
|
1.37K
$204K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
66+ 17.14% |
$9.1K - $10.7K
|
451
$67.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
66+ 0.13% |
$9.1K - $10.7K
|
49.8K
$7.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
65+ 16.71% |
$8.96K - $10.5K
|
454
$67.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
65+ 0.2% |
$8.96K - $10.5K
|
33.4K
$4.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
65+ 0.8% |
$8.96K - $10.5K
|
8.23K
$1.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
63+ 1.17% |
$8.69K - $10.2K
|
5.45K
$815K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
62+ 2.08% |
$8.55K - $10K
|
3.04K
$455K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
61+ 2.24% |
$8.41K - $9.88K
|
2.79K
$416K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
61+ 1.44% |
$8.41K - $9.88K
|
4.31K
$645K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
61+ 1.32% |
$8.41K - $9.88K
|
4.68K
$700K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
60+ 0.59% |
$8.27K - $9.72K
|
10.2K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
60+ 0.39% |
$8.27K - $9.72K
|
15.5K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Ar Asset Management Inc
|
BUY
|
- |
60+ 0.05% |
$8.27K - $9.72K
|
113K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
60+ 2.22% |
$8.27K - $9.72K
|
2.76K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
59+ 0.47% |
$8.13K - $9.56K
|
12.5K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
59+ 1.0% |
$8.13K - $9.56K
|
5.96K
$892K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
58+ 1.3% |
$8K - $9.39K
|
4.52K
$676K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
58+ 0.45% |
$8K - $9.39K
|
12.9K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
58+ 0.65% |
$8K - $9.39K
|
8.94K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
57+ 2.76% |
$7.86K - $9.23K
|
2.12K
$317K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
54+ 1.29% |
$7.45K - $8.75K
|
4.25K
$635K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
54+ 0.05% |
$7.45K - $8.75K
|
117K
$17.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
54+ 1.34% |
$7.45K - $8.75K
|
4.09K
$612K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
53+ 0.96% |
$7.31K - $8.58K
|
5.59K
$836K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
53+ 0.56% |
$7.31K - $8.58K
|
9.45K
$1.41M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
52+ 9.19% |
$7.17K - $8.42K
|
618
$92.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
52+ 0.75% |
$7.17K - $8.42K
|
6.95K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
52+ 0.29% |
$7.17K - $8.42K
|
17.7K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
52+ 2.76% |
$7.17K - $8.42K
|
1.94K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
51+ 0.36% |
$7.03K - $8.26K
|
14.2K
$2.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
51+ 5.73% |
$7.03K - $8.26K
|
941
$141K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
51+ 2.34% |
$7.03K - $8.26K
|
2.23K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
51+ 2.04% |
$7.03K - $8.26K
|
2.55K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
51+ 0.66% |
$7.03K - $8.26K
|
7.75K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
50+ 0.65% |
$6.89K - $8.1K
|
7.78K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
50+ 0.86% |
$6.89K - $8.1K
|
5.88K
$880K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
50+ 5.78% |
$6.89K - $8.1K
|
915
$137K
|