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 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.39KNew |
$196K - $226K
|
1.39K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.39K+ 2.28% |
$196K - $225K
|
62.1K
$9.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.39KNew |
$195K - $225K
|
1.39K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.39KNew |
$195K - $225K
|
1.39K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.36K+ 5.91% |
$192K - $221K
|
24.4K
$3.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.35K+ 10.19% |
$190K - $219K
|
14.6K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.35K+ 14.26% |
$190K - $219K
|
10.8K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1.35K+ 118.82% |
$190K - $219K
|
2.48K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.34K+ 11.05% |
$189K - $217K
|
13.4K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
1.33K+ 2.07% |
$187K - $216K
|
65.3K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.32K+ 4.47% |
$187K - $215K
|
30.9K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.31K+ 18.34% |
$185K - $213K
|
8.44K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.3K+ 5.05% |
$183K - $211K
|
27K
$4.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.3K+ 20.23% |
$183K - $211K
|
7.7K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.3K+ 1.83% |
$183K - $210K
|
72.1K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.29K+ 9.04% |
$183K - $210K
|
15.6K
$2.45M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.28K+ 0.21% |
$181K - $208K
|
620K
$97.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.28K+ 4.97% |
$181K - $208K
|
27.1K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.28K+ 1.96% |
$181K - $208K
|
66.6K
$10.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.28K+ 4.02% |
$180K - $208K
|
33K
$5.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
1.28K+ 8.26% |
$180K - $207K
|
16.7K
$2.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.27K+ 9.81% |
$180K - $207K
|
14.2K
$2.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.27K+ 5.19% |
$179K - $206K
|
25.7K
$4.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.26K+ 5.47% |
$178K - $205K
|
24.4K
$3.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.26KNew |
$178K - $205K
|
1.26K
$198K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.26K+ 5.1% |
$178K - $205K
|
25.9K
$4.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.25K+ 28.65% |
$176K - $203K
|
5.61K
$883K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.24K+ 33.5% |
$175K - $202K
|
4.95K
$779K
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.24K+ 0.28% |
$175K - $202K
|
437K
$68.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.23K+ 1.06% |
$174K - $201K
|
118K
$18.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.23KNew |
$174K - $200K
|
1.23K
$193K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
1.23K+ 0.88% |
$173K - $199K
|
141K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.21K+ 9.38% |
$171K - $197K
|
14.1K
$2.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.21K+ 14.99% |
$171K - $197K
|
9.3K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
1.21K+ 7.79% |
$171K - $197K
|
16.7K
$2.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.21K+ 28.99% |
$171K - $196K
|
5.38K
$846K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.21K+ 2.54% |
$171K - $196K
|
48.7K
$7.66M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
1.21K+ 2.3% |
$170K - $196K
|
53.7K
$8.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.2K+ 2.31% |
$170K - $196K
|
53.4K
$8.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.2K+ 27.36% |
$169K - $195K
|
5.59K
$878K
|
|
|
Feb 12, 2025
Q4 2024
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 1.8% |
$169K - $195K
|
67.7K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.18K+ 4.23% |
$166K - $191K
|
29K
$4.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.18K+ 8.84% |
$166K - $191K
|
14.5K
$2.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.16K+ 2.49% |
$164K - $189K
|
47.8K
$7.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.16K+ 1.23% |
$164K - $189K
|
95.2K
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.15K+ 2.05% |
$163K - $187K
|
57.3K
$9.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
1.14K+ 11.22% |
$161K - $186K
|
11.3K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.14K+ 10.72% |
$161K - $186K
|
11.8K
$1.85M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1.14K+ 9.64% |
$161K - $185K
|
13K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
1.12K+ 7.08% |
$158K - $182K
|
16.9K
$2.66M
|