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 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-83- 0.47% |
$11.7K - $13.5K
|
17.7K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-83- 4.92% |
$11.7K - $13.5K
|
1.61K
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-83- 1.05% |
$11.7K - $13.5K
|
7.8K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-85- 3.08% |
$12K - $13.8K
|
2.67K
$424K
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-86- 0.34% |
$12.1K - $14K
|
25.4K
$4.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-86- 2.22% |
$12.1K - $14K
|
3.79K
$602K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-86- 2.39% |
$12.1K - $14K
|
3.51K
$557K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-86- 3.7% |
$12.1K - $14K
|
2.24K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-87- 0.38% |
$12.3K - $14.1K
|
22.5K
$3.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-89- 1.6% |
$12.6K - $14.5K
|
5.47K
$869K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-89- 3.72% |
$12.6K - $14.5K
|
2.3K
$365K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-90- 4.45% |
$12.7K - $14.6K
|
1.93K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-90- 1.57% |
$12.7K - $14.6K
|
5.64K
$896K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-90- 0.31% |
$12.7K - $14.6K
|
29.4K
$4.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-91- 15.74% |
$12.8K - $14.8K
|
487
$77.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-96- 0.37% |
$13.6K - $15.6K
|
26.2K
$4.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-96- 1.12% |
$13.6K - $15.6K
|
8.45K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-96- 5.29% |
$13.6K - $15.6K
|
1.72K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-96- 1.78% |
$13.6K - $15.6K
|
5.28K
$839K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-97- 26.72% |
$13.7K - $15.8K
|
266
$42.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-97- 2.38% |
$13.7K - $15.8K
|
3.98K
$632K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-98- 6.38% |
$13.8K - $15.9K
|
1.44K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-98- 2.11% |
$13.8K - $15.9K
|
4.56K
$723K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-98- 1.36% |
$13.8K - $15.9K
|
7.09K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-99- 0.24% |
$14K - $16.1K
|
40.5K
$6.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-99- 1.19% |
$14K - $16.1K
|
8.22K
$1.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-100- 1.69% |
$14.1K - $16.3K
|
5.8K
$921K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.54% |
$14.1K - $16.3K
|
3.84K
$610K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-100- 4.22% |
$14.1K - $16.3K
|
2.27K
$361K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-100- 0.8% |
$14.1K - $16.3K
|
12.4K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-100- 5.88% |
$14.1K - $16.3K
|
1.6K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-100- 0.18% |
$14.1K - $16.3K
|
55.3K
$8.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-100- 2.2% |
$14.1K - $16.3K
|
4.45K
$706K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-102- 1.91% |
$14.4K - $16.6K
|
5.24K
$832K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-102- 4.7% |
$14.4K - $16.6K
|
2.07K
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-102- 1.62% |
$14.4K - $16.6K
|
6.21K
$986K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-102- 3.29% |
$14.4K - $16.6K
|
3K
$476K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-102- 3.07% |
$14.4K - $16.6K
|
3.23K
$512K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-102- 0.47% |
$14.4K - $16.6K
|
21.6K
$3.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-102- 0.55% |
$14.4K - $16.6K
|
18.4K
$2.92M
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-103- 0.06% |
$14.5K - $16.7K
|
186K
$29.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-103- 0.36% |
$14.5K - $16.7K
|
28.7K
$4.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-103- 1.68% |
$14.5K - $16.7K
|
6.03K
$957K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-104- 0.26% |
$14.7K - $16.9K
|
39.2K
$6.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-104- 2.96% |
$14.7K - $16.9K
|
3.4K
$541K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-104- 2.51% |
$14.7K - $16.9K
|
4.04K
$642K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-105- 4.84% |
$14.8K - $17.1K
|
2.06K
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-105- 0.73% |
$14.8K - $17.1K
|
14.2K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-105- 0.16% |
$14.8K - $17.1K
|
67.1K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-107- 0.54% |
$15.1K - $17.4K
|
19.7K
$3.12M
|