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 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
525+ 7.63% |
$74.1K - $85.3K
|
7.41K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
521+ 8.34% |
$73.5K - $84.7K
|
6.77K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
521+ 3.07% |
$73.5K - $84.7K
|
17.5K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
518+ 16.3% |
$73.1K - $84.2K
|
3.7K
$580K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
512+ 3.97% |
$72.3K - $83.2K
|
13.4K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
512+ 0.27% |
$72.3K - $83.2K
|
187K
$29.3M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
508+ 9.92% |
$71.7K - $82.6K
|
5.63K
$883K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
507+ 36.95% |
$71.6K - $82.4K
|
1.88K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
505+ 2.24% |
$71.3K - $82.1K
|
23.1K
$3.62M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
500+ 17.15% |
$70.6K - $81.3K
|
3.42K
$536K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
500+ 1.39% |
$70.6K - $81.3K
|
36.5K
$5.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
500+ 0.58% |
$70.6K - $81.3K
|
87.2K
$13.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
499+ 10.75% |
$70.4K - $81.1K
|
5.14K
$807K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
495+ 10.87% |
$69.9K - $80.5K
|
5.05K
$792K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
494New |
$69.7K - $80.3K
|
494
$77.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
494New |
$69.7K - $80.3K
|
494
$77.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
492+ 1.48% |
$69.4K - $80K
|
33.7K
$5.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
488+ 3.27% |
$68.9K - $79.3K
|
15.4K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
487+ 0.81% |
$68.7K - $79.2K
|
60.4K
$9.47M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
485+ 2.61% |
$68.5K - $78.8K
|
19K
$2.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
483+ 1.18% |
$68.2K - $78.5K
|
41.5K
$6.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
481+ 1.56% |
$67.9K - $78.2K
|
31.3K
$4.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
480+ 2.3% |
$67.8K - $78K
|
21.4K
$3.35M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
475+ 8.92% |
$67K - $77.2K
|
5.8K
$910K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
474+ 2.48% |
$66.9K - $77K
|
19.6K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
474+ 13.12% |
$66.9K - $77K
|
4.09K
$641K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
473+ 1.62% |
$66.8K - $76.9K
|
29.7K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
471+ 17.99% |
$66.5K - $76.6K
|
3.09K
$485K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
470+ 2.72% |
$66.3K - $76.4K
|
17.7K
$2.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
470+ 1.5% |
$66.3K - $76.4K
|
31.8K
$4.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
467+ 8.71% |
$65.9K - $75.9K
|
5.83K
$915K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
463+ 5.85% |
$65.4K - $75.3K
|
8.38K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
BUY
|
- |
460+ 1.08% |
$64.9K - $74.8K
|
42.9K
$6.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
459+ 9.66% |
$64.8K - $74.6K
|
5.21K
$818K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
454New |
$64.1K - $73.8K
|
454
$71.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
452+ 8.63% |
$63.8K - $73.5K
|
5.69K
$893K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
451+ 6.27% |
$63.7K - $73.3K
|
7.64K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
441+ 29.07% |
$62.2K - $71.7K
|
1.96K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
441+ 9.62% |
$62.2K - $71.7K
|
5.02K
$788K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
437+ 1.19% |
$61.7K - $71K
|
37.2K
$5.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
436+ 2.01% |
$61.5K - $70.9K
|
22.1K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
434+ 8.14% |
$61.3K - $70.5K
|
5.77K
$905K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
433+ 15.57% |
$61.1K - $70.4K
|
3.21K
$504K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
433+ 5.42% |
$61.1K - $70.4K
|
8.42K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
431+ 9.39% |
$60.8K - $70.1K
|
5.02K
$788K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
426+ 8.92% |
$60.1K - $69.2K
|
5.2K
$816K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
425+ 7.66% |
$60K - $69.1K
|
5.97K
$937K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
423+ 19.34% |
$59.7K - $68.8K
|
2.61K
$410K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
423New |
$59.7K - $68.8K
|
423
$66.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
422+ 5.46% |
$59.6K - $68.6K
|
8.15K
$1.28M
|