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
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
233+ 1.92% |
$32.9K - $37.9K
|
12.3K
$1.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
230+ 6.71% |
$32.5K - $37.4K
|
3.66K
$574K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
230+ 3.34% |
$32.5K - $37.4K
|
7.11K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
229+ 8.59% |
$32.3K - $37.2K
|
2.9K
$454K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
229+ 0.7% |
$32.3K - $37.2K
|
32.9K
$5.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
227+ 6.17% |
$32K - $36.9K
|
3.91K
$613K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
226+ 1.06% |
$31.9K - $36.7K
|
21.5K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
225+ 7.76% |
$31.8K - $36.6K
|
3.12K
$490K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
224+ 0.83% |
$31.6K - $36.4K
|
27.2K
$4.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
224+ 4.77% |
$31.6K - $36.4K
|
4.92K
$772K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
224+ 6.85% |
$31.6K - $36.4K
|
3.49K
$548K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
223+ 14.76% |
$31.5K - $36.2K
|
1.73K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
222+ 15.25% |
$31.3K - $36.1K
|
1.68K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
222+ 3.48% |
$31.3K - $36.1K
|
6.6K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
221+ 0.39% |
$31.2K - $35.9K
|
56.3K
$8.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
221+ 2.51% |
$31.2K - $35.9K
|
9.02K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
218+ 1.17% |
$30.8K - $35.4K
|
18.9K
$2.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
216+ 12.06% |
$30.5K - $35.1K
|
2.01K
$315K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
216+ 3.93% |
$30.5K - $35.1K
|
5.71K
$896K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
212+ 1.86% |
$29.9K - $34.5K
|
11.6K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
212+ 10.0% |
$29.9K - $34.5K
|
2.33K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
210+ 4.1% |
$29.6K - $34.1K
|
5.33K
$836K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
210+ 0.67% |
$29.6K - $34.1K
|
31.7K
$4.98M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
210+ 0.83% |
$29.6K - $34.1K
|
25.4K
$3.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
209+ 1.61% |
$29.5K - $34K
|
13.2K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
208+ 4.9% |
$29.4K - $33.8K
|
4.45K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
208+ 3.47% |
$29.4K - $33.8K
|
6.2K
$973K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
206+ 6.55% |
$29.1K - $33.5K
|
3.35K
$526K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
206+ 0.91% |
$29.1K - $33.5K
|
22.7K
$3.57M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
205+ 2.83% |
$28.9K - $33.3K
|
7.46K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
205+ 4.59% |
$28.9K - $33.3K
|
4.67K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
204+ 2.63% |
$28.8K - $33.2K
|
7.96K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
203+ 1.17% |
$28.7K - $33K
|
17.5K
$2.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
202+ 10.59% |
$28.5K - $32.8K
|
2.11K
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
202+ 0.25% |
$28.5K - $32.8K
|
80.4K
$12.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
201+ 3.67% |
$28.4K - $32.7K
|
5.67K
$890K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
200+ 0.32% |
$28.2K - $32.5K
|
62.7K
$9.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
200+ 11.83% |
$28.2K - $32.5K
|
1.89K
$297K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
200+ 3.54% |
$28.2K - $32.5K
|
5.84K
$917K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
200+ 10.66% |
$28.2K - $32.5K
|
2.08K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
200New |
$28.2K - $32.5K
|
200
$31.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
200+ 1.32% |
$28.2K - $32.5K
|
15.3K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
200New |
$28.2K - $32.5K
|
200
$31.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
199+ 1.4% |
$28.1K - $32.3K
|
14.4K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
199+ 0.51% |
$28.1K - $32.3K
|
39.1K
$6.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
199+ 0.58% |
$28.1K - $32.3K
|
34.4K
$5.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
197+ 2.24% |
$27.8K - $32K
|
9.01K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
193+ 8.67% |
$27.2K - $31.4K
|
2.42K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
193+ 3.65% |
$27.2K - $31.4K
|
5.49K
$861K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
190+ 3.2% |
$26.8K - $30.9K
|
6.12K
$961K
|