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 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
25+ 0.43% |
$3.45K - $4.05K
|
5.9K
$886K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
25+ 0.05% |
$3.45K - $4.05K
|
50.8K
$7.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
25+ 1.06% |
$3.45K - $4.05K
|
2.39K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
25+ 0.96% |
$3.45K - $4.05K
|
2.62K
$393K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
24+ 0.09% |
$3.31K - $3.89K
|
27.4K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
23+ 0.14% |
$3.17K - $3.73K
|
15.9K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
23+ 1.26% |
$3.17K - $3.73K
|
1.84K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
23+ 0.74% |
$3.17K - $3.73K
|
3.15K
$473K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
22+ 0.39% |
$3.03K - $3.56K
|
5.73K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
22+ 1.23% |
$3.03K - $3.56K
|
1.82K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
22+ 0.47% |
$3.03K - $3.56K
|
4.71K
$707K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21+ 0.05% |
$2.9K - $3.4K
|
39.2K
$5.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
21+ 0.41% |
$2.9K - $3.4K
|
5.12K
$770K
|
|
|
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
$631K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
20+ 3.75% |
$2.76K - $3.24K
|
553
$83.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
20+ 0.57% |
$2.76K - $3.24K
|
3.53K
$530K
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
20+ 1.15% |
$2.76K - $3.24K
|
1.76K
$264K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
20+ 1.2% |
$2.76K - $3.24K
|
1.68K
$253K
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
19+ 1.01% |
$2.62K - $3.08K
|
1.9K
$285K
|
|
|
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
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
19+ 0.19% |
$2.62K - $3.08K
|
10.1K
$1.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
18+ 1.23% |
$2.48K - $2.92K
|
1.48K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
18+ 0.6% |
$2.48K - $2.92K
|
3K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
18+ 0.43% |
$2.48K - $2.92K
|
4.24K
$638K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
18+ 0.02% |
$2.48K - $2.92K
|
78.3K
$11.8M
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
18+ 0.32% |
$2.48K - $2.92K
|
5.58K
$838K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
17+ 0.29% |
$2.34K - $2.75K
|
5.87K
$883K
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
17+ 0.66% |
$2.34K - $2.75K
|
2.61K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
17+ 0.86% |
$2.34K - $2.75K
|
2K
$300K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
16+ 0.7% |
$2.21K - $2.59K
|
2.29K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.71% |
$2.21K - $2.59K
|
2.28K
$343K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
15+ 0.27% |
$2.07K - $2.43K
|
5.64K
$848K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15+ 0.44% |
$2.07K - $2.43K
|
3.39K
$510K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
15+ 0.25% |
$2.07K - $2.43K
|
6.01K
$904K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
15+ 2.05% |
$2.07K - $2.43K
|
745
$112K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
14+ 0.64% |
$1.93K - $2.27K
|
2.2K
$330K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
14+ 0.03% |
$1.93K - $2.27K
|
47K
$7.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 0.76% |
$1.93K - $2.27K
|
1.86K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
14+ 0.6% |
$1.93K - $2.27K
|
2.34K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
14+ 0.62% |
$1.93K - $2.27K
|
2.27K
$342K
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
13+ 0.44% |
$1.79K - $2.11K
|
2.97K
$447K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
13+ 0.03% |
$1.79K - $2.11K
|
39.5K
$5.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13+ 0.11% |
$1.79K - $2.11K
|
12.1K
$1.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
13+ 0.69% |
$1.79K - $2.11K
|
1.91K
$287K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13+ 36.11% |
$1.79K - $2.11K
|
49
$7.36K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
13+ 0.92% |
$1.79K - $2.11K
|
1.43K
$214K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
13+ 0.27% |
$1.79K - $2.11K
|
4.83K
$727K
|
|
|
Nov 13, 2024
Q3 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
13+ 0.04% |
$1.79K - $2.11K
|
30.3K
$4.55M
|