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 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
51+ 2.04% |
$7.03K - $8.26K
|
2.55K
$393K
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
51+ 0.66% |
$7.03K - $8.26K
|
7.75K
$1.2M
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
50+ 0.65% |
$6.89K - $8.1K
|
7.78K
$1.2M
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
50+ 0.86% |
$6.89K - $8.1K
|
5.88K
$908K
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
50+ 5.78% |
$6.89K - $8.1K
|
915
$141K
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
50+ 0.38% |
$6.89K - $8.1K
|
13.2K
$2.04M
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
49+ 2.22% |
$6.76K - $7.94K
|
2.26K
$349K
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
49+ 3.31% |
$6.76K - $7.94K
|
1.53K
$236K
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
49+ 3.28% |
$6.76K - $7.94K
|
1.54K
$238K
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
48+ 0.22% |
$6.62K - $7.77K
|
21.5K
$3.32M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
47+ 3.37% |
$6.48K - $7.61K
|
1.44K
$222K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
46+ 2.78% |
$6.34K - $7.45K
|
1.7K
$262K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
46+ 0.77% |
$6.34K - $7.45K
|
6.01K
$928K
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
46+ 0.5% |
$6.34K - $7.45K
|
9.23K
$1.43M
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
46+ 0.37% |
$6.34K - $7.45K
|
12.4K
$1.91M
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
46+ 19.25% |
$6.34K - $7.45K
|
285
$44K
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
46+ 0.43% |
$6.34K - $7.45K
|
10.7K
$1.65M
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
46+ 1.02% |
$6.34K - $7.45K
|
4.57K
$706K
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
45+ 0.13% |
$6.2K - $7.29K
|
33.9K
$5.23M
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
45+ 0.63% |
$6.2K - $7.29K
|
7.19K
$1.11M
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
44+ 2.89% |
$6.07K - $7.13K
|
1.57K
$242K
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
44+ 1.0% |
$6.07K - $7.13K
|
4.44K
$686K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
44+ 1.68% |
$6.07K - $7.13K
|
2.66K
$411K
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
44+ 1.07% |
$6.07K - $7.13K
|
4.14K
$639K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
43+ 0.11% |
$5.93K - $6.96K
|
38.7K
$5.98M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
43+ 1.42% |
$5.93K - $6.96K
|
3.07K
$474K
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
42+ 2.82% |
$5.79K - $6.8K
|
1.53K
$236K
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
41+ 2.05% |
$5.65K - $6.64K
|
2.04K
$315K
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
41+ 0.58% |
$5.65K - $6.64K
|
7.11K
$1.1M
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
41+ 0.07% |
$5.65K - $6.64K
|
57.6K
$8.9M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
40+ 1.5% |
$5.52K - $6.48K
|
2.71K
$419K
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
BUY
|
- |
40+ 0.21% |
$5.52K - $6.48K
|
19.5K
$3.01M
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
40+ 0.56% |
$5.52K - $6.48K
|
7.22K
$1.11M
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
40+ 0.21% |
$5.52K - $6.48K
|
19.4K
$2.99M
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
40+ 0.55% |
$5.52K - $6.48K
|
7.34K
$1.13M
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
40+ 0.65% |
$5.52K - $6.48K
|
6.19K
$956K
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
40+ 2.67% |
$5.52K - $6.48K
|
1.54K
$237K
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
39+ 1.48% |
$5.38K - $6.32K
|
2.68K
$413K
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
39+ 2.92% |
$5.38K - $6.32K
|
1.38K
$212K
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
39+ 1.97% |
$5.38K - $6.32K
|
2.02K
$312K
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
39+ 2.83% |
$5.38K - $6.32K
|
1.42K
$219K
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
39+ 0.19% |
$5.38K - $6.32K
|
20.7K
$3.2M
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
BUY
|
- |
38+ 0.09% |
$5.24K - $6.15K
|
42.4K
$6.55M
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
38+ 1.54% |
$5.24K - $6.15K
|
2.51K
$387K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37+ 2.07% |
$5.1K - $5.99K
|
1.82K
$281K
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
37+ 0.9% |
$5.1K - $5.99K
|
4.16K
$643K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
36+ 2.12% |
$4.96K - $5.83K
|
1.74K
$268K
|
|
Oct 16, 2024
Q3 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
36+ 1.17% |
$4.96K - $5.83K
|
3.1K
$479K
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
36+ 0.87% |
$4.96K - $5.83K
|
4.16K
$643K
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
35+ 0.82% |
$4.83K - $5.67K
|
4.28K
$661K
|