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
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-16- 0.91% |
$2.26K - $2.6K
|
1.75K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-16- 0.82% |
$2.26K - $2.6K
|
1.93K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-17- 1.11% |
$2.4K - $2.76K
|
1.51K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-17- 0.73% |
$2.4K - $2.76K
|
2.32K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-18- 0.16% |
$2.54K - $2.93K
|
11K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-18- 36.73% |
$2.54K - $2.93K
|
31
$4.86K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-19- 2.34% |
$2.68K - $3.09K
|
793
$124K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-19- 0.11% |
$2.68K - $3.09K
|
16.9K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-20- 0.34% |
$2.82K - $3.25K
|
5.83K
$915K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-20- 0.46% |
$2.82K - $3.25K
|
4.32K
$678K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-20- 0.55% |
$2.82K - $3.25K
|
3.6K
$565K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-20- 0.16% |
$2.82K - $3.25K
|
12.2K
$1.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-20- 1.32% |
$2.82K - $3.25K
|
1.5K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-20- 0.84% |
$2.82K - $3.25K
|
2.36K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-20- 0.89% |
$2.82K - $3.25K
|
2.23K
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 1.11% |
$2.96K - $3.41K
|
1.86K
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-22- 1.43% |
$3.11K - $3.58K
|
1.51K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-22- 0.09% |
$3.11K - $3.58K
|
24.9K
$3.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-22- 0.14% |
$3.11K - $3.58K
|
15.6K
$2.44M
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-23- 0.25% |
$3.25K - $3.74K
|
9.3K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-23- 1.0% |
$3.25K - $3.74K
|
2.27K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-24- 1.21% |
$3.39K - $3.9K
|
1.96K
$308K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-24- 11.82% |
$3.39K - $3.9K
|
179
$28.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24- 0.12% |
$3.39K - $3.9K
|
20.5K
$3.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-25- 0.14% |
$3.53K - $4.06K
|
17.8K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-25- 0.43% |
$3.53K - $4.06K
|
5.8K
$911K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-25- 2.73% |
$3.53K - $4.06K
|
890
$140K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-25- 3.85% |
$3.53K - $4.06K
|
625
$98.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-25- 0.76% |
$3.53K - $4.06K
|
3.24K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-25- 0.92% |
$3.53K - $4.06K
|
2.69K
$421K
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-25- 0.21% |
$3.53K - $4.06K
|
12K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-26- 0.5% |
$3.67K - $4.23K
|
5.15K
$808K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-26- 0.59% |
$3.67K - $4.23K
|
4.38K
$687K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-26- 0.54% |
$3.67K - $4.23K
|
4.78K
$750K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-26- 0.51% |
$3.67K - $4.23K
|
5.05K
$792K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-27- 2.19% |
$3.81K - $4.39K
|
1.21K
$189K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-27- 1.96% |
$3.81K - $4.39K
|
1.35K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-27- 0.22% |
$3.81K - $4.39K
|
12.5K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-28- 1.09% |
$3.95K - $4.55K
|
2.53K
$397K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-28- 1.97% |
$3.95K - $4.55K
|
1.39K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-29- 0.51% |
$4.09K - $4.71K
|
5.62K
$883K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-29- 0.86% |
$4.09K - $4.71K
|
3.35K
$525K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-29- 0.98% |
$4.09K - $4.71K
|
2.93K
$459K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-29- 0.38% |
$4.09K - $4.71K
|
7.6K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-29- 1.27% |
$4.09K - $4.71K
|
2.26K
$354K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-29- 0.78% |
$4.09K - $4.71K
|
3.69K
$580K
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-30- 0.14% |
$4.23K - $4.88K
|
21.8K
$3.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-30- 1.31% |
$4.23K - $4.88K
|
2.26K
$355K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-30- 1.14% |
$4.23K - $4.88K
|
2.61K
$409K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-30- 1.23% |
$4.23K - $4.88K
|
2.4K
$377K
|