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 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
931+ 52.78% |
$131K - $151K
|
2.7K
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
930+ 2.96% |
$131K - $151K
|
32.4K
$5.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
929+ 286.73% |
$131K - $151K
|
1.25K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
929+ 19.77% |
$131K - $151K
|
5.63K
$894K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
927+ 0.99% |
$131K - $151K
|
94.2K
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
926+ 7.09% |
$131K - $151K
|
14K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
925+ 3.46% |
$131K - $150K
|
27.6K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
925+ 63.49% |
$131K - $150K
|
2.38K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
920+ 58.23% |
$130K - $150K
|
2.5K
$397K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
918+ 6.16% |
$130K - $149K
|
15.8K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
916+ 3.05% |
$129K - $149K
|
30.9K
$4.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
909+ 63.74% |
$128K - $148K
|
2.34K
$371K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
904+ 9.99% |
$128K - $147K
|
9.95K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
896+ 16.36% |
$126K - $146K
|
6.37K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
894+ 20.83% |
$126K - $145K
|
5.19K
$823K
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
BUY
|
- |
881+ 1.35% |
$124K - $143K
|
66.3K
$10.5M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
881New |
$124K - $143K
|
881
$140K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
877+ 2.16% |
$124K - $143K
|
41.5K
$6.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
870+ 21.18% |
$123K - $141K
|
4.98K
$790K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
868+ 7.19% |
$123K - $141K
|
12.9K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
868+ 9.93% |
$123K - $141K
|
9.61K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
862+ 35.74% |
$122K - $140K
|
3.27K
$520K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
861+ 5.43% |
$122K - $140K
|
16.7K
$2.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
859+ 4.79% |
$121K - $140K
|
18.8K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
851+ 50.59% |
$120K - $138K
|
2.53K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
848+ 11.89% |
$120K - $138K
|
7.98K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
842+ 60.14% |
$119K - $137K
|
2.24K
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
832+ 4.02% |
$117K - $135K
|
21.5K
$3.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
829+ 3.67% |
$117K - $135K
|
23.4K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
827+ 2.9% |
$117K - $134K
|
29.3K
$4.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
826+ 0.82% |
$117K - $134K
|
102K
$16.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
824+ 1.88% |
$116K - $134K
|
44.8K
$7.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
819+ 1.06% |
$116K - $133K
|
77.8K
$12.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
818+ 9.65% |
$115K - $133K
|
9.29K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
817+ 47.81% |
$115K - $133K
|
2.53K
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
817+ 8.85% |
$115K - $133K
|
10K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
816+ 5.9% |
$115K - $133K
|
14.6K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
815+ 40.89% |
$115K - $132K
|
2.81K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
809+ 1.53% |
$114K - $131K
|
53.7K
$8.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
807+ 44.15% |
$114K - $131K
|
2.64K
$418K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
805+ 33.35% |
$114K - $131K
|
3.22K
$511K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
804+ 0.55% |
$113K - $131K
|
148K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
800+ 3.86% |
$113K - $130K
|
21.5K
$3.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
798+ 2.18% |
$113K - $130K
|
37.5K
$5.95M
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
798+ 2.3% |
$113K - $130K
|
35.5K
$5.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
791+ 6.57% |
$112K - $129K
|
12.8K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
785+ 0.59% |
$111K - $128K
|
133K
$21.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
783+ 4.1% |
$111K - $127K
|
19.9K
$3.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
782+ 5.52% |
$110K - $127K
|
14.9K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
780+ 9.59% |
$110K - $127K
|
8.92K
$1.42M
|