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 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.93KNew |
$272K - $314K
|
1.93K
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.92KNew |
$272K - $313K
|
1.92K
$300K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.91KNew |
$270K - $311K
|
1.91K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.91K+ 59.78% |
$270K - $311K
|
5.11K
$798K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
1.91KNew |
$270K - $311K
|
1.91K
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
1.91K+ 4.58% |
$269K - $310K
|
43.5K
$6.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.88K+ 11.12% |
$265K - $306K
|
18.8K
$2.93M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.88KNew |
$265K - $305K
|
1.88K
$293K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.88K+ 7.71% |
$265K - $305K
|
26.2K
$4.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.87K+ 12.04% |
$264K - $304K
|
17.4K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.87KNew |
$264K - $304K
|
1.87K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.87K+ 4.91% |
$264K - $303K
|
39.9K
$6.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.86K+ 5.73% |
$263K - $303K
|
34.4K
$5.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.86KNew |
$263K - $303K
|
1.86K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
1.85KNew |
$261K - $301K
|
1.85K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.85K+ 23.18% |
$261K - $300K
|
9.82K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.85K+ 54.06% |
$260K - $300K
|
5.26K
$821K
|
|
|
Feb 12, 2025
Q4 2024
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
1.82KNew |
$257K - $295K
|
1.82K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.82KNew |
$256K - $295K
|
1.82K
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.82K+ 9.27% |
$256K - $295K
|
21.4K
$3.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.81KNew |
$255K - $294K
|
1.81K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.81K+ 10.11% |
$255K - $294K
|
19.7K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
1.8KNew |
$254K - $293K
|
1.8K
$282K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.8KNew |
$254K - $293K
|
1.8K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.79K+ 1.62% |
$253K - $291K
|
112K
$17.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
1.79KNew |
$252K - $290K
|
1.79K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.79KNew |
$252K - $290K
|
1.79K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.78KNew |
$251K - $288K
|
1.78K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.77KNew |
$250K - $288K
|
1.77K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.77KNew |
$250K - $288K
|
1.77K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.77K+ 30.34% |
$250K - $287K
|
7.6K
$1.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.77K+ 2.91% |
$249K - $287K
|
62.4K
$9.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
BUY
|
- |
1.77K+ 36.38% |
$249K - $287K
|
6.62K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.76K+ 7.07% |
$248K - $286K
|
26.6K
$4.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.75KNew |
$247K - $285K
|
1.75K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.75K+ 14.57% |
$247K - $284K
|
13.8K
$2.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
1.75KNew |
$247K - $284K
|
1.75K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.74K+ 19.49% |
$246K - $283K
|
10.7K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.74K+ 11.98% |
$246K - $283K
|
16.3K
$2.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.74K+ 8.55% |
$246K - $283K
|
22.1K
$3.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.74K+ 9.51% |
$246K - $283K
|
20.1K
$3.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.74K+ 5.9% |
$245K - $282K
|
31.2K
$4.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.73K+ 19.09% |
$244K - $281K
|
10.8K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.72K+ 9.17% |
$243K - $280K
|
20.5K
$3.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.72K+ 4.26% |
$243K - $280K
|
42.2K
$6.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.72K+ 6.08% |
$243K - $280K
|
30K
$4.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
1.72KNew |
$243K - $280K
|
1.72K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.72KNew |
$243K - $280K
|
1.72K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
1.72K+ 68.59% |
$243K - $280K
|
4.23K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.72KNew |
$243K - $280K
|
1.72K
$269K
|