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 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.55K+ 1.6% |
$218K - $251K
|
97.9K
$15.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.54KNew |
$218K - $251K
|
1.54K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.54KNew |
$218K - $250K
|
1.54K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.54KNew |
$217K - $250K
|
1.54K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.54K+ 1.62% |
$217K - $250K
|
96.6K
$15.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.54K+ 0.76% |
$217K - $250K
|
205K
$32.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.53KNew |
$216K - $249K
|
1.53K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.53K+ 8.46% |
$216K - $249K
|
19.6K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
1.53K+ 4.04% |
$216K - $249K
|
39.4K
$6.2M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.52K+ 11.28% |
$215K - $247K
|
15K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1.52KNew |
$215K - $247K
|
1.52K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.52KNew |
$214K - $247K
|
1.52K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
1.52KNew |
$214K - $246K
|
1.52K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.51K+ 1.92% |
$214K - $246K
|
80.2K
$12.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.51KNew |
$213K - $246K
|
1.51K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.51K+ 18.48% |
$213K - $246K
|
9.69K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.5KNew |
$212K - $244K
|
1.5K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$212K - $244K
|
1.5K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.5KNew |
$212K - $244K
|
1.5K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.5KNew |
$212K - $244K
|
1.5K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.49KNew |
$211K - $243K
|
1.49K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.49KNew |
$210K - $242K
|
1.49K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.48KNew |
$209K - $241K
|
1.48K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 11.58% |
$209K - $241K
|
14.3K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.47KNew |
$208K - $239K
|
1.47K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.47K+ 10.0% |
$207K - $239K
|
16.2K
$2.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.47K+ 7.27% |
$207K - $239K
|
21.7K
$3.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.46K+ 8.4% |
$206K - $237K
|
18.8K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
1.46KNew |
$206K - $237K
|
1.46K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.45K+ 6.12% |
$205K - $236K
|
25.2K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
1.45KNew |
$205K - $236K
|
1.45K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.45KNew |
$204K - $235K
|
1.45K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.45KNew |
$204K - $235K
|
1.45K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 0.48% |
$204K - $235K
|
300K
$47.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.45K+ 27.94% |
$204K - $235K
|
6.62K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.44KNew |
$204K - $235K
|
1.44K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.44K+ 7.05% |
$203K - $234K
|
21.9K
$3.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1.43KNew |
$201K - $232K
|
1.43K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.42K+ 8.91% |
$200K - $230K
|
17.3K
$2.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.41KNew |
$199K - $229K
|
1.41K
$222K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1.41KNew |
$199K - $229K
|
1.41K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.41KNew |
$199K - $229K
|
1.41K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.41KNew |
$199K - $229K
|
1.41K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.4KNew |
$198K - $228K
|
1.4K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.4K+ 28.76% |
$197K - $227K
|
6.26K
$983K
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.4K+ 1.55% |
$197K - $227K
|
91.2K
$14.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.39K+ 0.25% |
$197K - $227K
|
570K
$89.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.39KNew |
$197K - $226K
|
1.39K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.39K+ 55.61% |
$196K - $226K
|
3.9K
$612K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.39KNew |
$196K - $226K
|
1.39K
$219K
|