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 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
365+ 1.08% |
$51.5K - $59.3K
|
34.2K
$5.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
364+ 14.88% |
$51.4K - $59.2K
|
2.81K
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
364+ 5.42% |
$51.4K - $59.2K
|
7.08K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
362+ 15.33% |
$51.1K - $58.8K
|
2.72K
$427K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
359+ 2.04% |
$50.7K - $58.3K
|
18K
$2.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
357+ 20.19% |
$50.4K - $58K
|
2.13K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
356+ 1.19% |
$50.2K - $57.9K
|
30.4K
$4.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
354+ 16.37% |
$50K - $57.5K
|
2.52K
$395K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
351+ 19.67% |
$49.5K - $57K
|
2.14K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
350+ 1.18% |
$49.4K - $56.9K
|
29.9K
$4.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
349New |
$49.3K - $56.7K
|
349
$54.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
346+ 1.85% |
$48.8K - $56.2K
|
19.1K
$3M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
343+ 1.46% |
$48.4K - $55.7K
|
23.9K
$3.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
340+ 2.5% |
$48K - $55.3K
|
13.9K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
338+ 8.12% |
$47.7K - $54.9K
|
4.5K
$706K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
338+ 8.9% |
$47.7K - $54.9K
|
4.14K
$649K
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
337+ 1.44% |
$47.6K - $54.8K
|
23.7K
$3.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
337+ 2.31% |
$47.6K - $54.8K
|
14.9K
$2.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
336+ 9.21% |
$47.4K - $54.6K
|
3.98K
$625K
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
331+ 5.27% |
$46.7K - $53.8K
|
6.61K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
330+ 2.91% |
$46.6K - $53.6K
|
11.7K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
330+ 18.46% |
$46.6K - $53.6K
|
2.12K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
329+ 6.17% |
$46.4K - $53.5K
|
5.66K
$888K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
328+ 1.9% |
$46.3K - $53.3K
|
17.6K
$2.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
328+ 2.02% |
$46.3K - $53.3K
|
16.6K
$2.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
326+ 17.52% |
$46K - $53K
|
2.19K
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
322+ 0.8% |
$45.5K - $52.3K
|
40.8K
$6.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
322+ 4.97% |
$45.5K - $52.3K
|
6.8K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
320New |
$45.2K - $52K
|
320
$50.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
316+ 2.08% |
$44.6K - $51.4K
|
15.5K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
316+ 3.68% |
$44.6K - $51.4K
|
8.91K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
315+ 6.71% |
$44.5K - $51.2K
|
5.01K
$786K
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
315+ 1.95% |
$44.5K - $51.2K
|
16.5K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
312+ 7.44% |
$44K - $50.7K
|
4.51K
$707K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
310+ 0.7% |
$43.8K - $50.4K
|
44.5K
$6.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
310+ 2.18% |
$43.8K - $50.4K
|
14.6K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
308New |
$43.5K - $50.1K
|
308
$48.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
BUY
|
- |
302+ 3.12% |
$42.6K - $49.1K
|
9.98K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
300+ 4.33% |
$42.3K - $48.8K
|
7.24K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
300+ 4.5% |
$42.3K - $48.8K
|
6.97K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
298+ 11.46% |
$42.1K - $48.4K
|
2.9K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
294+ 1.55% |
$41.5K - $47.8K
|
19.2K
$3.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
293+ 9.2% |
$41.4K - $47.6K
|
3.48K
$546K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
293+ 14.48% |
$41.4K - $47.6K
|
2.32K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
290+ 15.11% |
$40.9K - $47.1K
|
2.21K
$347K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
290+ 2.85% |
$40.9K - $47.1K
|
10.4K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
289+ 7.92% |
$40.8K - $47K
|
3.94K
$618K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
287New |
$40.5K - $46.6K
|
287
$45K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
285+ 11.19% |
$40.2K - $46.3K
|
2.83K
$444K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
285+ 0.15% |
$40.2K - $46.3K
|
192K
$30.1M
|