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 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
46+ 0.58% |
$6.49K - $7.48K
|
7.97K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
45+ 14.8% |
$6.35K - $7.31K
|
349
$54.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
45+ 1.39% |
$6.35K - $7.31K
|
3.28K
$515K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
44+ 1.23% |
$6.21K - $7.15K
|
3.61K
$566K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
43+ 0.59% |
$6.07K - $6.99K
|
7.36K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
43New |
$6.07K - $6.99K
|
43
$6.75K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
43+ 1.01% |
$6.07K - $6.99K
|
4.31K
$677K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
43+ 0.19% |
$6.07K - $6.99K
|
22.6K
$3.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
42+ 2.92% |
$5.93K - $6.83K
|
1.48K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
42+ 0.72% |
$5.93K - $6.83K
|
5.91K
$927K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
42+ 33.07% |
$5.93K - $6.83K
|
169
$26.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
42+ 1.41% |
$5.93K - $6.83K
|
3.02K
$474K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
41+ 0.16% |
$5.79K - $6.66K
|
26.2K
$4.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
41+ 1.63% |
$5.79K - $6.66K
|
2.55K
$401K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
41+ 2.81% |
$5.79K - $6.66K
|
1.5K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
41New |
$5.79K - $6.66K
|
41
$6.43K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
40+ 0.67% |
$5.65K - $6.5K
|
6.02K
$945K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
40New |
$5.65K - $6.5K
|
40
$6.28K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
39+ 1.72% |
$5.5K - $6.34K
|
2.31K
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
39+ 2.55% |
$5.5K - $6.34K
|
1.57K
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
39+ 2.52% |
$5.5K - $6.34K
|
1.59K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
38+ 2.78% |
$5.36K - $6.18K
|
1.4K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
38+ 0.24% |
$5.36K - $6.18K
|
16.2K
$2.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
38New |
$5.36K - $6.18K
|
38
$5.96K
|
|
|
Feb 12, 2025
Q4 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
38+ 0.61% |
$5.36K - $6.18K
|
6.27K
$984K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
37+ 0.21% |
$5.22K - $6.01K
|
17.3K
$2.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
37+ 1.29% |
$5.22K - $6.01K
|
2.92K
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
36+ 2.04% |
$5.08K - $5.85K
|
1.8K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
36+ 0.18% |
$5.08K - $5.85K
|
19.6K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
36+ 1.37% |
$5.08K - $5.85K
|
2.67K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
35+ 0.2% |
$4.94K - $5.69K
|
17.5K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
35+ 1.18% |
$4.94K - $5.69K
|
3.01K
$472K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
35+ 3.81% |
$4.94K - $5.69K
|
954
$150K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
34+ 0.22% |
$4.8K - $5.53K
|
15.2K
$2.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
34+ 1.47% |
$4.8K - $5.53K
|
2.34K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
34+ 0.05% |
$4.8K - $5.53K
|
63.9K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
34+ 6.07% |
$4.8K - $5.53K
|
594
$93.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
33+ 0.63% |
$4.66K - $5.36K
|
5.26K
$825K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
33+ 1.84% |
$4.66K - $5.36K
|
1.82K
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
33+ 2.23% |
$4.66K - $5.36K
|
1.52K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
33+ 2.41% |
$4.66K - $5.36K
|
1.41K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
32+ 1.03% |
$4.52K - $5.2K
|
3.13K
$491K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
32+ 6.41% |
$4.52K - $5.2K
|
531
$83.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
32+ 0.89% |
$4.52K - $5.2K
|
3.64K
$570K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
32+ 0.39% |
$4.52K - $5.2K
|
8.31K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
32+ 0.23% |
$4.52K - $5.2K
|
14.1K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
31+ 3.15% |
$4.38K - $5.04K
|
1.02K
$159K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
31+ 0.54% |
$4.38K - $5.04K
|
5.74K
$901K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
30+ 1.74% |
$4.23K - $4.88K
|
1.75K
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
30+ 0.35% |
$4.23K - $4.88K
|
8.71K
$1.37M
|