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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
2.2K+ 3.64% |
$311K - $358K
|
62.8K
$9.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2.2KNew |
$310K - $357K
|
2.2K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.19KNew |
$310K - $357K
|
2.19K
$343K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.19K+ 46.74% |
$309K - $356K
|
6.88K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.18K+ 13.64% |
$308K - $354K
|
18.2K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.18KNew |
$308K - $354K
|
2.18K
$340K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.17K+ 5.94% |
$307K - $353K
|
38.7K
$6.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.16K+ 16.82% |
$305K - $351K
|
15K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
2.15KNew |
$304K - $350K
|
2.15K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.15KNew |
$303K - $349K
|
2.15K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.14K+ 1.34% |
$302K - $348K
|
162K
$25.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.13K+ 1.08% |
$301K - $347K
|
200K
$31.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.13K+ 23.75% |
$300K - $346K
|
11.1K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.12KNew |
$300K - $345K
|
2.12K
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.12KNew |
$299K - $345K
|
2.12K
$331K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.11K+ 4.57% |
$298K - $343K
|
48.3K
$7.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.11K+ 1.36% |
$298K - $343K
|
157K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.11KNew |
$297K - $342K
|
2.11K
$329K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.1K+ 369.89% |
$297K - $341K
|
2.67K
$417K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 9.27% |
$296K - $341K
|
24.7K
$3.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.09K+ 390.3% |
$295K - $340K
|
2.63K
$410K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.09KNew |
$294K - $339K
|
2.09K
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
2.08K+ 1.93% |
$293K - $338K
|
110K
$17.1M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2.08K+ 15.19% |
$293K - $337K
|
15.7K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.07K+ 2.05% |
$293K - $337K
|
103K
$16.1M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.07K+ 23.01% |
$292K - $336K
|
11K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.06K+ 75.89% |
$291K - $335K
|
4.78K
$746K
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
2.05K+ 6.21% |
$290K - $334K
|
35.1K
$5.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 10.14% |
$289K - $333K
|
22.3K
$3.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.05KNew |
$289K - $333K
|
2.05K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.03K+ 16.11% |
$287K - $330K
|
14.6K
$2.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 1.89% |
$287K - $330K
|
110K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
2.02KNew |
$285K - $328K
|
2.02K
$315K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
2.01KNew |
$284K - $327K
|
2.01K
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2K+ 31.28% |
$282K - $325K
|
8.4K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
2KNew |
$282K - $325K
|
2K
$312K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.99KNew |
$280K - $323K
|
1.99K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.98K+ 33.32% |
$280K - $322K
|
7.93K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.98KNew |
$279K - $321K
|
1.98K
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.97K+ 7.96% |
$278K - $320K
|
26.7K
$4.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1.97K+ 8.2% |
$278K - $320K
|
26K
$4.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.96K+ 21.84% |
$277K - $319K
|
10.9K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.96K+ 61.43% |
$277K - $319K
|
5.16K
$805K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.96K+ 10.78% |
$277K - $319K
|
20.1K
$3.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.95K+ 5.51% |
$275K - $317K
|
37.3K
$5.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.94K+ 2.85% |
$274K - $316K
|
70K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.94K+ 2.41% |
$274K - $315K
|
82.3K
$12.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.94K+ 6.77% |
$274K - $315K
|
30.6K
$4.77M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.93K+ 662.33% |
$273K - $314K
|
2.23K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.93K+ 41.11% |
$273K - $314K
|
6.63K
$1.04M
|