Purchases and Sales Made in Q4 2024 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.82KNew |
$397K - $458K
|
2.82K
$437K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2.82K+ 107.12% |
$397K - $458K
|
5.44K
$846K
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.8K+ 42.67% |
$395K - $454K
|
9.35K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.76K+ 27.47% |
$390K - $449K
|
12.8K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
2.76K+ 1.56% |
$389K - $448K
|
180K
$27.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
2.75KNew |
$388K - $447K
|
2.75K
$427K
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.74KNew |
$387K - $446K
|
2.74K
$426K
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
2.74KNew |
$386K - $445K
|
2.74K
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.73K+ 40.66% |
$385K - $444K
|
9.45K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.73K+ 13.71% |
$385K - $443K
|
22.6K
$3.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
2.73KNew |
$385K - $443K
|
2.73K
$423K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
2.72K+ 3.66% |
$384K - $443K
|
77.2K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.71K+ 5.76% |
$383K - $441K
|
49.8K
$7.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.7K+ 10.11% |
$381K - $439K
|
29.4K
$4.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.7K+ 7.53% |
$381K - $439K
|
38.6K
$5.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.7K+ 7.36% |
$381K - $438K
|
39.4K
$6.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2.7KNew |
$380K - $438K
|
2.7K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
2.7KNew |
$380K - $438K
|
2.7K
$419K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
2.69KNew |
$380K - $438K
|
2.69K
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.69K+ 4.04% |
$380K - $437K
|
69.2K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.69KNew |
$379K - $437K
|
2.69K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
2.69KNew |
$379K - $436K
|
2.69K
$417K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.68K+ 9.56% |
$379K - $436K
|
30.7K
$4.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.68K+ 16.63% |
$379K - $436K
|
18.8K
$2.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
2.67K+ 23.98% |
$377K - $434K
|
13.8K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.66K+ 18.64% |
$376K - $433K
|
16.9K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 47.2% |
$376K - $432K
|
8.3K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.65KNew |
$374K - $431K
|
2.65K
$412K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.64K+ 7.92% |
$373K - $429K
|
36K
$5.59M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.62K+ 1.06% |
$369K - $425K
|
250K
$38.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.61K+ 3.98% |
$368K - $424K
|
68.1K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.6KNew |
$367K - $422K
|
2.6K
$403K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.59KNew |
$366K - $422K
|
2.59K
$403K
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
2.59K+ 34.02% |
$365K - $421K
|
10.2K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.56KNew |
$362K - $417K
|
2.56K
$398K
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
2.55K+ 3.67% |
$360K - $414K
|
72K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.54K+ 8.51% |
$358K - $412K
|
32.3K
$5.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.53KNew |
$358K - $412K
|
2.53K
$394K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.53K+ 4.06% |
$358K - $412K
|
64.9K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.52K+ 7.02% |
$356K - $410K
|
38.4K
$5.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
2.52K+ 10.55% |
$355K - $409K
|
26.4K
$4.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.51K+ 13.19% |
$355K - $408K
|
21.6K
$3.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.51K+ 4.21% |
$354K - $408K
|
62.1K
$9.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.51KNew |
$354K - $407K
|
2.51K
$389K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.51K+ 2.49% |
$354K - $407K
|
103K
$16M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.49K+ 22.51% |
$352K - $405K
|
13.6K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.49K+ 6.69% |
$352K - $405K
|
39.8K
$6.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.49KNew |
$352K - $405K
|
2.49K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.49KNew |
$351K - $404K
|
2.49K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.48K+ 12.73% |
$350K - $404K
|
22K
$3.41M
|