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 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
34+ 0.83% |
$4.69K - $5.51K
|
4.14K
$619K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
34+ 0.95% |
$4.69K - $5.51K
|
3.61K
$540K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
33+ 0.74% |
$4.55K - $5.35K
|
4.47K
$669K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
33+ 0.9% |
$4.55K - $5.35K
|
3.68K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
BUY
|
- |
33+ 0.1% |
$4.55K - $5.35K
|
34.7K
$5.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
32+ 0.72% |
$4.41K - $5.18K
|
4.5K
$673K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
32+ 0.97% |
$4.41K - $5.18K
|
3.34K
$499K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
32+ 0.36% |
$4.41K - $5.18K
|
8.81K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.17% |
$4.41K - $5.18K
|
19.2K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
32+ 0.16% |
$4.41K - $5.18K
|
20.3K
$3.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
30+ 1.56% |
$4.14K - $4.86K
|
1.95K
$292K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
29+ 0.77% |
$4K - $4.7K
|
3.79K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
29+ 0.91% |
$4K - $4.7K
|
3.23K
$483K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
28+ 1.52% |
$3.86K - $4.54K
|
1.87K
$280K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
28+ 0.61% |
$3.86K - $4.54K
|
4.65K
$696K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
28+ 23.14% |
$3.86K - $4.54K
|
149
$22.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
28+ 1.17% |
$3.86K - $4.54K
|
2.42K
$361K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
27+ 0.09% |
$3.72K - $4.37K
|
28.5K
$4.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
27+ 0.51% |
$3.72K - $4.37K
|
5.34K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
27+ 0.3% |
$3.72K - $4.37K
|
9.07K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
27+ 5.41% |
$3.72K - $4.37K
|
526
$78.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
26+ 0.15% |
$3.58K - $4.21K
|
16.8K
$2.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
26+ 0.52% |
$3.58K - $4.21K
|
5.04K
$754K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
26+ 0.1% |
$3.58K - $4.21K
|
25K
$3.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
25+ 0.43% |
$3.45K - $4.05K
|
5.9K
$882K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
25+ 0.05% |
$3.45K - $4.05K
|
50.8K
$7.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
25+ 1.06% |
$3.45K - $4.05K
|
2.39K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
25+ 0.96% |
$3.45K - $4.05K
|
2.62K
$392K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
24+ 0.09% |
$3.31K - $3.89K
|
27.4K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
23+ 0.14% |
$3.17K - $3.73K
|
15.9K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
23+ 1.26% |
$3.17K - $3.73K
|
1.84K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
23+ 0.74% |
$3.17K - $3.73K
|
3.15K
$470K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
22+ 0.39% |
$3.03K - $3.56K
|
5.73K
$858K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
22+ 1.23% |
$3.03K - $3.56K
|
1.82K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
22+ 0.47% |
$3.03K - $3.56K
|
4.71K
$704K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21+ 0.05% |
$2.9K - $3.4K
|
39.2K
$5.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
21+ 0.41% |
$2.9K - $3.4K
|
5.12K
$766K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
20+ 0.21% |
$2.76K - $3.24K
|
9.48K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
20+ 0.48% |
$2.76K - $3.24K
|
4.2K
$628K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
20+ 3.75% |
$2.76K - $3.24K
|
553
$82.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
20+ 0.57% |
$2.76K - $3.24K
|
3.53K
$527K
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
20+ 1.15% |
$2.76K - $3.24K
|
1.76K
$263K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
20+ 1.2% |
$2.76K - $3.24K
|
1.68K
$252K
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
19+ 1.01% |
$2.62K - $3.08K
|
1.9K
$284K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
19+ 0.22% |
$2.62K - $3.08K
|
8.68K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
19+ 0.06% |
$2.62K - $3.08K
|
31K
$4.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
19+ 0.19% |
$2.62K - $3.08K
|
10.1K
$1.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
18+ 1.23% |
$2.48K - $2.92K
|
1.48K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
18+ 0.6% |
$2.48K - $2.92K
|
3K
$449K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
18+ 0.43% |
$2.48K - $2.92K
|
4.24K
$634K
|