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 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
637+ 3.46% |
$89.9K - $104K
|
19K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
632+ 0.34% |
$89.2K - $103K
|
186K
$29.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
631+ 1.61% |
$89.1K - $103K
|
39.8K
$6.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
628+ 2.33% |
$88.6K - $102K
|
27.5K
$4.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
625+ 1.04% |
$88.2K - $102K
|
60.9K
$9.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
624+ 6.02% |
$88.1K - $101K
|
11K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
617+ 4.83% |
$87.1K - $100K
|
13.4K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
615+ 5.46% |
$86.8K - $100K
|
11.9K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
610+ 38.15% |
$86.1K - $99.1K
|
2.21K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
604+ 0.14% |
$85.3K - $98.2K
|
443K
$70.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
603+ 8.52% |
$85.1K - $98K
|
7.68K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
603+ 4.05% |
$85.1K - $98K
|
15.5K
$2.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
601+ 10.76% |
$84.8K - $97.7K
|
6.19K
$983K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
599+ 96.93% |
$84.5K - $97.4K
|
1.22K
$193K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
598+ 3.24% |
$84.4K - $97.2K
|
19.1K
$3.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
598+ 1.56% |
$84.4K - $97.2K
|
39K
$6.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
593+ 19.23% |
$83.7K - $96.4K
|
3.68K
$584K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
591+ 3.24% |
$83.4K - $96.1K
|
18.8K
$2.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
590+ 12.37% |
$83.3K - $95.9K
|
5.36K
$851K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
588+ 18.19% |
$83K - $95.6K
|
3.82K
$607K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
585+ 8.07% |
$82.6K - $95.1K
|
7.83K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
585+ 21.0% |
$82.6K - $95.1K
|
3.37K
$535K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
583+ 10.02% |
$82.3K - $94.8K
|
6.4K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
583+ 19.85% |
$82.3K - $94.8K
|
3.52K
$559K
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
582+ 2.15% |
$82.1K - $94.6K
|
27.6K
$4.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
579+ 4.96% |
$81.7K - $94.1K
|
12.3K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
578+ 9.08% |
$81.6K - $93.9K
|
6.95K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
575+ 3.92% |
$81.2K - $93.5K
|
15.2K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
567+ 39.54% |
$80K - $92.2K
|
2K
$318K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
563+ 0.67% |
$79.5K - $91.5K
|
84.2K
$13.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
560+ 4.03% |
$79K - $91K
|
14.5K
$2.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
559+ 10.1% |
$78.9K - $90.9K
|
6.09K
$968K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
557New |
$78.6K - $90.5K
|
557
$88.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
553+ 33.76% |
$78.1K - $89.9K
|
2.19K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
547+ 24.73% |
$77.2K - $88.9K
|
2.76K
$438K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
546+ 2.98% |
$77.1K - $88.7K
|
18.8K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
545+ 10.13% |
$76.9K - $88.6K
|
5.92K
$941K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
543+ 3.36% |
$76.6K - $88.3K
|
16.7K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
542+ 6.2% |
$76.5K - $88.1K
|
9.28K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
541New |
$76.4K - $87.9K
|
541
$85.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
541+ 5.14% |
$76.4K - $87.9K
|
11.1K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
540+ 4.42% |
$76.2K - $87.8K
|
12.8K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
540+ 21.86% |
$76.2K - $87.8K
|
3.01K
$478K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
538+ 2.57% |
$75.9K - $87.4K
|
21.5K
$3.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
536+ 0.4% |
$75.7K - $87.1K
|
134K
$21.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
534+ 485.45% |
$75.4K - $86.8K
|
644
$102K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
529+ 6.8% |
$74.7K - $86K
|
8.31K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
527+ 7.06% |
$74.4K - $85.7K
|
7.99K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
525+ 22.81% |
$74.1K - $85.3K
|
2.83K
$449K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
525+ 7.63% |
$74.1K - $85.3K
|
7.41K
$1.18M
|