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 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-4- 0.01% |
$565 - $650
|
28.8K
$4.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4- 0.06% |
$565 - $650
|
7.11K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-4- 0.08% |
$565 - $650
|
4.71K
$738K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 0.16% |
$565 - $650
|
2.57K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4- 0.06% |
$565 - $650
|
6.58K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 0.08% |
$706 - $813
|
6.01K
$942K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 10.64% |
$706 - $813
|
42
$6.59K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5- 0.09% |
$706 - $813
|
5.58K
$875K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-6- 0.04% |
$847 - $975
|
16.8K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-6- 0.06% |
$847 - $975
|
9.37K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-6- 0.17% |
$847 - $975
|
3.55K
$557K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-6- 0.15% |
$847 - $975
|
4.12K
$647K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-7- 0.41% |
$988 - $1.14K
|
1.69K
$265K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-7- 0.39% |
$988 - $1.14K
|
1.79K
$280K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-7- 0.08% |
$988 - $1.14K
|
8.5K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-7- 0.38% |
$988 - $1.14K
|
1.81K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-8- 1.56% |
$1.13K - $1.3K
|
504
$79.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-8- 0.26% |
$1.13K - $1.3K
|
3.06K
$480K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-8- 5.37% |
$1.13K - $1.3K
|
141
$22.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-9- 0.62% |
$1.27K - $1.46K
|
1.45K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-9- 0.13% |
$1.27K - $1.46K
|
6.9K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-9- 0.23% |
$1.27K - $1.46K
|
3.83K
$601K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-9- 0.23% |
$1.27K - $1.46K
|
3.9K
$613K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-10- 0.12% |
$1.41K - $1.63K
|
8.06K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-10- 0.38% |
$1.41K - $1.63K
|
2.6K
$407K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-10- 0.3% |
$1.41K - $1.63K
|
3.33K
$523K
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-10- 0.08% |
$1.41K - $1.63K
|
13.1K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-10- 0.44% |
$1.41K - $1.63K
|
2.28K
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-10- 0.19% |
$1.41K - $1.63K
|
5.14K
$806K
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
SELL
|
- |
-10- 0.66% |
$1.41K - $1.63K
|
1.5K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.78% |
$1.41K - $1.63K
|
1.27K
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-10- 0.7% |
$1.41K - $1.63K
|
1.41K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-10- 0.02% |
$1.41K - $1.63K
|
49K
$7.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-11- 0.41% |
$1.55K - $1.79K
|
2.65K
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-11- 0.27% |
$1.55K - $1.79K
|
3.99K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-11- 0.06% |
$1.55K - $1.79K
|
18.8K
$2.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-12- 0.6% |
$1.69K - $1.95K
|
2K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-12- 0.69% |
$1.69K - $1.95K
|
1.73K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-12- 0.29% |
$1.69K - $1.95K
|
4.18K
$655K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-13- 0.12% |
$1.83K - $2.11K
|
10.8K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.13% |
$1.83K - $2.11K
|
9.71K
$1.52M
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-15- 0.2% |
$2.12K - $2.44K
|
7.3K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-15- 0.08% |
$2.12K - $2.44K
|
18.9K
$2.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-15- 0.27% |
$2.12K - $2.44K
|
5.6K
$879K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-15- 0.72% |
$2.12K - $2.44K
|
2.06K
$323K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-15- 0.41% |
$2.12K - $2.44K
|
3.67K
$576K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 0.03% |
$2.12K - $2.44K
|
56.6K
$8.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-15- 0.36% |
$2.12K - $2.44K
|
4.12K
$647K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-16- 0.14% |
$2.26K - $2.6K
|
11.7K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-16- 0.35% |
$2.26K - $2.6K
|
4.55K
$713K
|