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 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
780+ 0.31% |
$110K - $127K
|
251K
$39.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
779+ 14.24% |
$110K - $127K
|
6.25K
$992K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
776+ 8.25% |
$110K - $126K
|
10.2K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
775+ 7.13% |
$109K - $126K
|
11.6K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
769+ 18.31% |
$109K - $125K
|
4.97K
$789K
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
768+ 1.5% |
$108K - $125K
|
51.8K
$8.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
765+ 4.26% |
$108K - $124K
|
18.7K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
764+ 1.47% |
$108K - $124K
|
52.8K
$8.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
764New |
$108K - $124K
|
764
$121K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
763+ 4.04% |
$108K - $124K
|
19.6K
$3.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
754+ 17.97% |
$106K - $123K
|
4.95K
$786K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
754+ 2.0% |
$106K - $123K
|
38.4K
$6.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
750+ 8.79% |
$106K - $122K
|
9.28K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
747+ 3.92% |
$105K - $121K
|
19.8K
$3.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
745+ 0.75% |
$105K - $121K
|
99.5K
$15.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
743+ 7.7% |
$105K - $121K
|
10.4K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
739+ 13.82% |
$104K - $120K
|
6.09K
$967K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
737+ 27.09% |
$104K - $120K
|
3.46K
$549K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
730+ 14.11% |
$103K - $119K
|
5.9K
$937K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
728+ 46.52% |
$103K - $118K
|
2.29K
$364K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
726+ 1.41% |
$102K - $118K
|
52.3K
$8.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
724+ 49.25% |
$102K - $118K
|
2.19K
$348K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
715+ 10.21% |
$101K - $116K
|
7.72K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
709+ 30.53% |
$100K - $115K
|
3.03K
$481K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
707+ 4.87% |
$99.8K - $115K
|
15.2K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
704+ 21.67% |
$99.4K - $114K
|
3.95K
$628K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
700+ 28.34% |
$98.8K - $114K
|
3.17K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.25% |
$98.8K - $114K
|
286K
$45.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
698+ 13.57% |
$98.5K - $113K
|
5.84K
$928K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
696+ 7.96% |
$98.2K - $113K
|
9.44K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
691+ 24.34% |
$97.5K - $112K
|
3.53K
$561K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
687+ 3.81% |
$97K - $112K
|
18.7K
$2.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
684+ 10.6% |
$96.5K - $111K
|
7.13K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
684+ 6.01% |
$96.5K - $111K
|
12.1K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
683+ 39.8% |
$96.4K - $111K
|
2.4K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
683+ 48.61% |
$96.4K - $111K
|
2.09K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
677+ 4.28% |
$95.6K - $110K
|
16.5K
$2.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
674New |
$95.1K - $110K
|
674
$107K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
673+ 3.53% |
$95K - $109K
|
19.7K
$3.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
666+ 0.91% |
$94K - $108K
|
73.8K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
664+ 1.15% |
$93.7K - $108K
|
58.3K
$9.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
662+ 8.64% |
$93.4K - $108K
|
8.32K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
661+ 44.07% |
$93.3K - $107K
|
2.16K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
654+ 1.32% |
$92.3K - $106K
|
50.1K
$7.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
652+ 6.71% |
$92K - $106K
|
10.4K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
BUY
|
- |
650+ 3.21% |
$91.7K - $106K
|
20.9K
$3.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
649+ 5.58% |
$91.6K - $105K
|
12.3K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
648+ 11.92% |
$91.5K - $105K
|
6.08K
$966K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
642+ 2.47% |
$90.6K - $104K
|
26.6K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
638+ 28.07% |
$90.1K - $104K
|
2.91K
$462K
|