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
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
187+ 0.84% |
$26.4K - $30.4K
|
22.3K
$3.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
185+ 1.69% |
$26.1K - $30.1K
|
11.2K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
182+ 0.59% |
$25.7K - $29.6K
|
31.1K
$4.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
182+ 2.78% |
$25.7K - $29.6K
|
6.73K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
179+ 0.14% |
$25.3K - $29.1K
|
126K
$19.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
179+ 38.66% |
$25.3K - $29.1K
|
642
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
179+ 14.42% |
$25.3K - $29.1K
|
1.42K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
178+ 9.37% |
$25.1K - $28.9K
|
2.08K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
177+ 3.61% |
$25K - $28.8K
|
5.08K
$798K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
176+ 5.92% |
$24.8K - $28.6K
|
3.15K
$494K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
176+ 0.43% |
$24.8K - $28.6K
|
41.4K
$6.5M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
174+ 4.42% |
$24.6K - $28.3K
|
4.11K
$645K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
174New |
$24.6K - $28.3K
|
174
$27.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
171+ 7.72% |
$24.1K - $27.8K
|
2.39K
$374K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
171+ 2.45% |
$24.1K - $27.8K
|
7.14K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
170+ 3.63% |
$24K - $27.6K
|
4.86K
$762K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
170New |
$24K - $27.6K
|
170
$26.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
169New |
$23.9K - $27.5K
|
169
$26.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
169+ 0.52% |
$23.9K - $27.5K
|
32.9K
$5.16M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
168+ 4.25% |
$23.7K - $27.3K
|
4.12K
$646K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
168+ 2.34% |
$23.7K - $27.3K
|
7.34K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
167+ 1.84% |
$23.6K - $27.1K
|
9.26K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
165+ 1.02% |
$23.3K - $26.8K
|
16.3K
$2.56M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
162+ 0.95% |
$22.9K - $26.3K
|
17.2K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
161+ 11.18% |
$22.7K - $26.2K
|
1.6K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
160+ 0.75% |
$22.6K - $26K
|
21.4K
$3.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
160+ 3.3% |
$22.6K - $26K
|
5.01K
$786K
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
160+ 1.17% |
$22.6K - $26K
|
13.8K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
159+ 4.77% |
$22.4K - $25.8K
|
3.49K
$547K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
157+ 7.71% |
$22.2K - $25.5K
|
2.19K
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
157+ 1.18% |
$22.2K - $25.5K
|
13.5K
$2.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
155+ 5.82% |
$21.9K - $25.2K
|
2.82K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
155+ 3.57% |
$21.9K - $25.2K
|
4.5K
$706K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
155+ 3.61% |
$21.9K - $25.2K
|
4.45K
$698K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
155+ 4.34% |
$21.9K - $25.2K
|
3.73K
$585K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
152+ 0.53% |
$21.5K - $24.7K
|
28.6K
$4.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
152+ 2.9% |
$21.5K - $24.7K
|
5.39K
$845K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
152+ 2.32% |
$21.5K - $24.7K
|
6.72K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
152+ 0.15% |
$21.5K - $24.7K
|
102K
$16M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
150+ 2.14% |
$21.2K - $24.4K
|
7.17K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
150+ 1.3% |
$21.2K - $24.4K
|
11.7K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
150+ 2.29% |
$21.2K - $24.4K
|
6.69K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
150+ 45.45% |
$21.2K - $24.4K
|
480
$75.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
149+ 3.6% |
$21K - $24.2K
|
4.29K
$673K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
148+ 0.71% |
$20.9K - $24.1K
|
21K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
148+ 4.07% |
$20.9K - $24.1K
|
3.78K
$593K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
148+ 0.68% |
$20.9K - $24.1K
|
21.9K
$3.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
148+ 0.13% |
$20.9K - $24.1K
|
110K
$17.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
146+ 0.69% |
$20.6K - $23.7K
|
21.5K
$3.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
144+ 0.8% |
$20.3K - $23.4K
|
18.2K
$2.85M
|