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 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
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-108- 3.34% |
$15.2K - $17.6K
|
3.13K
$497K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-108- 3.06% |
$15.2K - $17.6K
|
3.42K
$543K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-109- 2.45% |
$15.4K - $17.7K
|
4.34K
$688K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-110- 2.8% |
$15.5K - $17.9K
|
3.82K
$606K
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-110- 6.83% |
$15.5K - $17.9K
|
1.5K
$238K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-111- 1.1% |
$15.7K - $18K
|
10K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-111- 4.59% |
$15.7K - $18K
|
2.31K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-111- 0.24% |
$15.7K - $18K
|
46.7K
$7.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-112- 1.93% |
$15.8K - $18.2K
|
5.69K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-112- 2.52% |
$15.8K - $18.2K
|
4.33K
$687K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-114- 3.01% |
$16.1K - $18.5K
|
3.68K
$584K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-116- 5.46% |
$16.4K - $18.9K
|
2.01K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-117- 0.41% |
$16.5K - $19K
|
28.4K
$4.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-118- 2.16% |
$16.7K - $19.2K
|
5.35K
$850K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-119- 3.4% |
$16.8K - $19.3K
|
3.38K
$536K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-119- 5.31% |
$16.8K - $19.3K
|
2.12K
$337K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-120- 1.53% |
$16.9K - $19.5K
|
7.73K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-120- 0.91% |
$16.9K - $19.5K
|
13.1K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-120- 5.15% |
$16.9K - $19.5K
|
2.21K
$351K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-121- 2.06% |
$17.1K - $19.7K
|
5.75K
$913K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-121- 1.06% |
$17.1K - $19.7K
|
11.3K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-122- 1.76% |
$17.2K - $19.8K
|
6.83K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-123- 4.61% |
$17.4K - $20K
|
2.54K
$404K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-125- 1.8% |
$17.6K - $20.3K
|
6.82K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-125- 0.58% |
$17.6K - $20.3K
|
21.6K
$3.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-125- 5.3% |
$17.6K - $20.3K
|
2.24K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-127- 0.54% |
$17.9K - $20.6K
|
23.4K
$3.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-128- 0.5% |
$18.1K - $20.8K
|
25.5K
$4.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-128- 0.78% |
$18.1K - $20.8K
|
16.4K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-129- 3.83% |
$18.2K - $21K
|
3.24K
$515K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-129- 1.19% |
$18.2K - $21K
|
10.7K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-130- 2.73% |
$18.3K - $21.1K
|
4.63K
$735K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-130- 3.53% |
$18.3K - $21.1K
|
3.55K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-130- 0.93% |
$18.3K - $21.1K
|
13.8K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-132- 1.76% |
$18.6K - $21.5K
|
7.35K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-132- 1.92% |
$18.6K - $21.5K
|
6.73K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-134- 2.54% |
$18.9K - $21.8K
|
5.15K
$818K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-136- 4.64% |
$19.2K - $22.1K
|
2.8K
$444K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-137- 3.66% |
$19.3K - $22.3K
|
3.6K
$572K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-137- 15.99% |
$19.3K - $22.3K
|
720
$114K
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-139- 2.97% |
$19.6K - $22.6K
|
4.54K
$721K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-140- 0.97% |
$19.8K - $22.8K
|
14.2K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-142- 77.6% |
$20K - $23.1K
|
41
$6.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-142- 77.6% |
$20K - $23.1K
|
41
$6.51K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-143- 4.28% |
$20.2K - $23.2K
|
3.2K
$508K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-145- 2.78% |
$20.5K - $23.6K
|
5.08K
$806K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-146- 0.18% |
$20.6K - $23.7K
|
81.5K
$12.9M
|