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
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 5.11% |
$157K - $181K
|
22.9K
$3.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.1K+ 27.91% |
$156K - $179K
|
5.06K
$796K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.09K+ 21.55% |
$154K - $178K
|
6.16K
$969K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.09K+ 0.55% |
$154K - $177K
|
201K
$31.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.09K+ 78.05% |
$154K - $177K
|
2.48K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.08K+ 16.95% |
$153K - $176K
|
7.46K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.08K+ 16.71% |
$152K - $175K
|
7.51K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.08K+ 13.79% |
$152K - $175K
|
8.88K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.07KNew |
$151K - $174K
|
1.07K
$169K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.07K+ 78.89% |
$151K - $174K
|
2.42K
$381K
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.07K+ 50.86% |
$150K - $173K
|
3.16K
$497K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.07K+ 3.52% |
$150K - $173K
|
31.3K
$4.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.06K+ 11.43% |
$150K - $173K
|
10.4K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 20.36% |
$150K - $173K
|
6.28K
$987K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.06K+ 18.76% |
$149K - $172K
|
6.69K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.05K+ 43.99% |
$149K - $171K
|
3.45K
$542K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.05K+ 4.39% |
$148K - $171K
|
25K
$3.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.04K+ 6.33% |
$147K - $169K
|
17.5K
$2.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
1.04K+ 23.39% |
$147K - $169K
|
5.49K
$863K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.04K+ 5.42% |
$146K - $168K
|
20.1K
$3.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.03K+ 2.36% |
$145K - $167K
|
44.7K
$7.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.03K+ 1.38% |
$145K - $167K
|
75.5K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.03K+ 1.1% |
$145K - $167K
|
94.4K
$14.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 3.09% |
$145K - $167K
|
34.2K
$5.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
1.03K+ 39.03% |
$145K - $167K
|
3.65K
$574K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.02K+ 7.18% |
$145K - $166K
|
15.3K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.02K+ 30.15% |
$144K - $166K
|
4.41K
$694K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.02K+ 24.09% |
$144K - $166K
|
5.27K
$828K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.02K+ 4.12% |
$143K - $165K
|
25.6K
$4.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.01K+ 5.19% |
$142K - $164K
|
20.4K
$3.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1K+ 2.73% |
$141K - $163K
|
37.7K
$5.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Scp Investment, LP
|
BUY
|
- |
1K+ 55.56% |
$141K - $163K
|
2.8K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$141K - $163K
|
1K
$157K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
997+ 2.71% |
$141K - $162K
|
37.7K
$5.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
990+ 12.64% |
$140K - $161K
|
8.82K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
989+ 10.04% |
$140K - $161K
|
10.8K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
987+ 0.68% |
$139K - $160K
|
146K
$23M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
982+ 2.06% |
$139K - $160K
|
48.7K
$7.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
971+ 6.93% |
$137K - $158K
|
15K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
966+ 10.65% |
$136K - $157K
|
10K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
965+ 1.02% |
$136K - $157K
|
95.7K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
962+ 3.42% |
$136K - $156K
|
29.1K
$4.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
959+ 26.73% |
$135K - $156K
|
4.55K
$715K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
958+ 22.86% |
$135K - $156K
|
5.15K
$810K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
957+ 2.66% |
$135K - $156K
|
37K
$5.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
947+ 4.57% |
$134K - $154K
|
21.7K
$3.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
945+ 23.5% |
$133K - $154K
|
4.97K
$781K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
931+ 52.78% |
$131K - $151K
|
2.7K
$424K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
930+ 2.96% |
$131K - $151K
|
32.4K
$5.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
929+ 286.73% |
$131K - $151K
|
1.25K
$197K
|