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 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
144+ 0.59% |
$20.3K - $23.4K
|
24.4K
$3.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
144New |
$20.3K - $23.4K
|
144
$22.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
142+ 0.52% |
$20K - $23.1K
|
27.5K
$4.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
142+ 0.13% |
$20K - $23.1K
|
110K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
142+ 1.45% |
$20K - $23.1K
|
9.92K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
141+ 0.37% |
$19.9K - $22.9K
|
38.4K
$6.02M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
140+ 5.07% |
$19.8K - $22.8K
|
2.9K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
139+ 9.01% |
$19.6K - $22.6K
|
1.68K
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
139+ 1.58% |
$19.6K - $22.6K
|
8.92K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
139+ 0.8% |
$19.6K - $22.6K
|
17.4K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
139+ 20.84% |
$19.6K - $22.6K
|
806
$126K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
139+ 4.82% |
$19.6K - $22.6K
|
3.02K
$474K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
138+ 3.76% |
$19.5K - $22.4K
|
3.81K
$598K
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
138+ 5.19% |
$19.5K - $22.4K
|
2.8K
$439K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
137+ 7.65% |
$19.3K - $22.3K
|
1.93K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
137+ 1.29% |
$19.3K - $22.3K
|
10.8K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
135+ 0.65% |
$19.1K - $21.9K
|
21K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
135+ 3.96% |
$19.1K - $21.9K
|
3.55K
$557K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
135+ 1.74% |
$19.1K - $21.9K
|
7.91K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
134+ 8.4% |
$18.9K - $21.8K
|
1.73K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
134+ 2.85% |
$18.9K - $21.8K
|
4.84K
$760K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
133+ 4.82% |
$18.8K - $21.6K
|
2.89K
$454K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
132+ 3.55% |
$18.6K - $21.5K
|
3.85K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
130+ 5.64% |
$18.3K - $21.1K
|
2.44K
$382K
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
130+ 7.89% |
$18.3K - $21.1K
|
1.78K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
129+ 1.62% |
$18.2K - $21K
|
8.07K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
129+ 2.99% |
$18.2K - $21K
|
4.45K
$698K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
128+ 1.1% |
$18.1K - $20.8K
|
11.8K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
128+ 2.36% |
$18.1K - $20.8K
|
5.55K
$871K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
127+ 2.73% |
$17.9K - $20.6K
|
4.78K
$751K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
126+ 2.16% |
$17.8K - $20.5K
|
5.96K
$935K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
125+ 4.31% |
$17.6K - $20.3K
|
3.02K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
125+ 0.16% |
$17.6K - $20.3K
|
77.2K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
124+ 0.31% |
$17.5K - $20.2K
|
40.1K
$6.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
123+ 2.11% |
$17.4K - $20K
|
5.95K
$933K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
123+ 3.2% |
$17.4K - $20K
|
3.96K
$622K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
123+ 1.61% |
$17.4K - $20K
|
7.78K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
122+ 8.25% |
$17.2K - $19.8K
|
1.6K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
120+ 0.95% |
$16.9K - $19.5K
|
12.7K
$1.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
120+ 1.96% |
$16.9K - $19.5K
|
6.23K
$978K
|
|
|
Feb 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
BUY
|
- |
120+ 0.98% |
$16.9K - $19.5K
|
12.4K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
119+ 2.54% |
$16.8K - $19.3K
|
4.8K
$753K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
118New |
$16.7K - $19.2K
|
118
$18.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
117+ 2.62% |
$16.5K - $19K
|
4.59K
$719K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
116+ 4.71% |
$16.4K - $18.9K
|
2.58K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
116+ 2.07% |
$16.4K - $18.9K
|
5.73K
$899K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
115+ 4.21% |
$16.2K - $18.7K
|
2.84K
$446K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
115+ 1.65% |
$16.2K - $18.7K
|
7.09K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
114+ 1.72% |
$16.1K - $18.5K
|
6.74K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
114+ 4.35% |
$16.1K - $18.5K
|
2.73K
$429K
|