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 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
70+ 3.37% |
$9.88K - $11.4K
|
2.15K
$337K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
70+ 4.39% |
$9.88K - $11.4K
|
1.66K
$261K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
69+ 3.41% |
$9.74K - $11.2K
|
2.09K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
68+ 6.09% |
$9.6K - $11.1K
|
1.18K
$186K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
67+ 0.5% |
$9.46K - $10.9K
|
13.4K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
67+ 14.89% |
$9.46K - $10.9K
|
517
$81.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
67+ 0.38% |
$9.46K - $10.9K
|
17.8K
$2.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
66+ 2.38% |
$9.32K - $10.7K
|
2.84K
$446K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
66+ 1.43% |
$9.32K - $10.7K
|
4.67K
$733K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
66+ 0.43% |
$9.32K - $10.7K
|
15.2K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
64New |
$9.03K - $10.4K
|
64
$10K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
64+ 67.37% |
$9.03K - $10.4K
|
159
$25K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
63+ 3.49% |
$8.89K - $10.2K
|
1.87K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
63+ 1.19% |
$8.89K - $10.2K
|
5.35K
$839K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
62+ 0.18% |
$8.75K - $10.1K
|
33.9K
$5.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
62+ 1.94% |
$8.75K - $10.1K
|
3.25K
$511K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
62+ 2.55% |
$8.75K - $10.1K
|
2.49K
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
62+ 0.05% |
$8.75K - $10.1K
|
127K
$19.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
61+ 0.02% |
$8.61K - $9.91K
|
260K
$40.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
61+ 0.86% |
$8.61K - $9.91K
|
7.17K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
60+ 0.86% |
$8.47K - $9.75K
|
7K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
59+ 0.6% |
$8.33K - $9.59K
|
9.92K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
59+ 3.18% |
$8.33K - $9.59K
|
1.92K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
59+ 3.09% |
$8.33K - $9.59K
|
1.97K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
58+ 1.8% |
$8.19K - $9.43K
|
3.27K
$514K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
58+ 2.36% |
$8.19K - $9.43K
|
2.52K
$395K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
57+ 2.63% |
$8.05K - $9.26K
|
2.23K
$349K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
55+ 1.91% |
$7.76K - $8.94K
|
2.94K
$462K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
55+ 1.01% |
$7.76K - $8.94K
|
5.5K
$864K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
54+ 3.02% |
$7.62K - $8.78K
|
1.84K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
54+ 2.27% |
$7.62K - $8.78K
|
2.44K
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
53+ 1.97% |
$7.48K - $8.61K
|
2.75K
$431K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
52+ 0.9% |
$7.34K - $8.45K
|
5.81K
$912K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
52+ 1.22% |
$7.34K - $8.45K
|
4.32K
$679K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
52+ 0.13% |
$7.34K - $8.45K
|
40.3K
$6.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
51+ 0.6% |
$7.2K - $8.29K
|
8.62K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
51+ 0.08% |
$7.2K - $8.29K
|
63.7K
$10M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
50+ 0.46% |
$7.06K - $8.13K
|
10.9K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
50+ 1.23% |
$7.06K - $8.13K
|
4.1K
$644K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
50+ 2.56% |
$7.06K - $8.13K
|
2K
$314K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
50+ 0.89% |
$7.06K - $8.13K
|
5.68K
$892K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
50+ 73.53% |
$7.06K - $8.13K
|
118
$18.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
50+ 2.33% |
$7.06K - $8.13K
|
2.2K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
50New |
$7.06K - $8.13K
|
50
$7.85K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
49+ 0.48% |
$6.92K - $7.96K
|
10.3K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
48+ 2.05% |
$6.78K - $7.8K
|
2.39K
$374K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
48+ 0.62% |
$6.78K - $7.8K
|
7.76K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
48+ 0.59% |
$6.78K - $7.8K
|
8.24K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
47+ 2.55% |
$6.63K - $7.64K
|
1.89K
$297K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
46+ 1.21% |
$6.49K - $7.48K
|
3.86K
$606K
|