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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
7+ 0.12% |
$988 - $1.14K
|
5.82K
$913K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7+ 0.11% |
$988 - $1.14K
|
6.22K
$975K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
7+ 0.43% |
$988 - $1.14K
|
1.63K
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.81% |
$988 - $1.14K
|
874
$137K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
7+ 0.04% |
$988 - $1.14K
|
16.3K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$988 - $1.14K
|
6.06K
$952K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
7+ 0.04% |
$988 - $1.14K
|
19.9K
$3.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
7New |
$988 - $1.14K
|
7
$1.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
7+ 0.29% |
$988 - $1.14K
|
2.4K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.55% |
$988 - $1.14K
|
1.27K
$199K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7+ 0.38% |
$988 - $1.14K
|
1.86K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 0.23% |
$988 - $1.14K
|
3.1K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
7+ 2.51% |
$988 - $1.14K
|
286
$44.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
7+ 0.55% |
$988 - $1.14K
|
1.27K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
7+ 0.28% |
$988 - $1.14K
|
2.55K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6+ 0.38% |
$847 - $975
|
1.6K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
6+ 0.36% |
$847 - $975
|
1.66K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 0.82% |
$847 - $975
|
742
$116K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
6+ 0.13% |
$847 - $975
|
4.53K
$711K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
5New |
$706 - $813
|
5
$785
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
5+ 0.18% |
$706 - $813
|
2.83K
$444K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5+ 0.25% |
$706 - $813
|
2.01K
$315K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
5+ 0.11% |
$706 - $813
|
4.49K
$704K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.09% |
$706 - $813
|
5.47K
$858K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$706 - $813
|
2.3K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
5+ 0.13% |
$706 - $813
|
3.99K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
5+ 0.08% |
$706 - $813
|
6.31K
$990K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5+ 0.31% |
$706 - $813
|
1.64K
$257K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4+ 0.85% |
$565 - $650
|
473
$74.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
4+ 0.19% |
$565 - $650
|
2.09K
$328K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.72% |
$565 - $650
|
557
$87.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
4+ 0.03% |
$565 - $650
|
12.8K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
4+ 0.04% |
$565 - $650
|
10.4K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
3+ 0.03% |
$423 - $488
|
10.7K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
3+ 0.03% |
$423 - $488
|
8.63K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
3+ 0.15% |
$423 - $488
|
1.97K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3+ 0.11% |
$423 - $488
|
2.61K
$410K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
3+ 0.23% |
$423 - $488
|
1.29K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
3+ 0.04% |
$423 - $488
|
8.07K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
3+ 0.14% |
$423 - $488
|
2.18K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
3+ 0.04% |
$423 - $488
|
6.91K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3+ 0.3% |
$423 - $488
|
1.02K
$160K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.11% |
$423 - $488
|
2.86K
$449K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 0.85% |
$423 - $488
|
356
$55.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3+ 0.09% |
$423 - $488
|
3.32K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
3+ 0.03% |
$423 - $488
|
9.03K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3+ 0.16% |
$423 - $488
|
1.84K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.0% |
$282 - $325
|
42.8K
$6.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2+ 0.06% |
$282 - $325
|
3.55K
$557K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
2+ 0.12% |
$282 - $325
|
1.7K
$266K
|