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 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
421+ 1.75% |
$59.4K - $68.4K
|
24.5K
$3.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
420+ 1.73% |
$59.3K - $68.3K
|
24.7K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
420New |
$59.3K - $68.3K
|
420
$65.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
418+ 9.2% |
$59K - $67.9K
|
4.96K
$778K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
417+ 1.02% |
$58.9K - $67.8K
|
41.3K
$6.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
416+ 1.29% |
$58.7K - $67.6K
|
32.5K
$5.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
415+ 9.64% |
$58.6K - $67.4K
|
4.72K
$741K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
411+ 4.62% |
$58K - $66.8K
|
9.32K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
409New |
$57.7K - $66.5K
|
409
$64.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
409New |
$57.7K - $66.5K
|
409
$64.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
404+ 17.84% |
$57K - $65.7K
|
2.67K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
403+ 9.94% |
$56.9K - $65.5K
|
4.46K
$699K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
401+ 6.28% |
$56.6K - $65.2K
|
6.79K
$1.06M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
401+ 26.66% |
$56.6K - $65.2K
|
1.91K
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
400New |
$56.5K - $65K
|
400
$62.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
399+ 8.19% |
$56.3K - $64.8K
|
5.27K
$827K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
396+ 3.65% |
$55.9K - $64.4K
|
11.2K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
395+ 1.52% |
$55.8K - $64.2K
|
26.4K
$4.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
393+ 0.79% |
$55.5K - $63.9K
|
50.2K
$7.88M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
391+ 2.21% |
$55.2K - $63.5K
|
18.1K
$2.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
391+ 13.19% |
$55.2K - $63.5K
|
3.36K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
391+ 3.78% |
$55.2K - $63.5K
|
10.7K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
391+ 3.71% |
$55.2K - $63.5K
|
10.9K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
390+ 1.52% |
$55K - $63.4K
|
26.1K
$4.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
389+ 2.86% |
$54.9K - $63.2K
|
14K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
389+ 6.28% |
$54.9K - $63.2K
|
6.58K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
BUY
|
- |
388+ 2.94% |
$54.8K - $63.1K
|
13.6K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
388+ 0.89% |
$54.8K - $63.1K
|
43.9K
$6.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
386+ 11.38% |
$54.5K - $62.7K
|
3.78K
$593K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
386+ 12.86% |
$54.5K - $62.7K
|
3.39K
$531K
|
|
|
Feb 05, 2025
Q4 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
384+ 1.03% |
$54.2K - $62.4K
|
37.5K
$5.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
382+ 2.0% |
$53.9K - $62.1K
|
19.4K
$3.05M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
381+ 7.16% |
$53.8K - $61.9K
|
5.7K
$894K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
380+ 4.9% |
$53.6K - $61.8K
|
8.14K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
379+ 4.2% |
$53.5K - $61.6K
|
9.4K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
379+ 11.49% |
$53.5K - $61.6K
|
3.68K
$577K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
379+ 7.13% |
$53.5K - $61.6K
|
5.7K
$894K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
378+ 0.11% |
$53.4K - $61.4K
|
334K
$52.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
376New |
$53.1K - $61.1K
|
376
$59K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
375+ 0.32% |
$52.9K - $60.9K
|
118K
$18.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
375+ 4.68% |
$52.9K - $60.9K
|
8.39K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
375+ 0.65% |
$52.9K - $60.9K
|
57.8K
$9.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
375+ 1.56% |
$52.9K - $60.9K
|
24.4K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
372+ 19.25% |
$52.5K - $60.5K
|
2.3K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
371+ 2.58% |
$52.4K - $60.3K
|
14.8K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
371+ 2.65% |
$52.4K - $60.3K
|
14.4K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
371+ 0.73% |
$52.4K - $60.3K
|
51.2K
$8.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
370+ 0.08% |
$52.2K - $60.1K
|
465K
$73M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
368+ 15.64% |
$51.9K - $59.8K
|
2.72K
$427K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
365+ 95.3% |
$51.5K - $59.3K
|
748
$117K
|