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 14, 2025
Q4 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-284- 1.72% |
$40.1K - $46.2K
|
16.2K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-285- 4.35% |
$40.2K - $46.3K
|
6.27K
$985K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-286- 4.91% |
$40.4K - $46.5K
|
5.54K
$870K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-287- 0.9% |
$40.5K - $46.6K
|
31.6K
$4.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-289- 2.42% |
$40.8K - $47K
|
11.6K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-290- 15.44% |
$40.9K - $47.1K
|
1.59K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-291- 3.86% |
$41.1K - $47.3K
|
7.25K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-291- 6.37% |
$41.1K - $47.3K
|
4.28K
$673K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-293- 5.63% |
$41.4K - $47.6K
|
4.91K
$773K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-293- 4.28% |
$41.4K - $47.6K
|
6.56K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-294- 1.63% |
$41.5K - $47.8K
|
17.7K
$2.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-296- 5.17% |
$41.8K - $48.1K
|
5.43K
$853K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-296- 8.72% |
$41.8K - $48.1K
|
3.1K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-297- 0.41% |
$41.9K - $48.3K
|
71.8K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-298- 3.24% |
$42.1K - $48.4K
|
8.89K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-299- 5.42% |
$42.2K - $48.6K
|
5.22K
$821K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-299- 1.33% |
$42.2K - $48.6K
|
22.1K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-300- 17.52% |
$42.3K - $48.8K
|
1.41K
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-301- 1.4% |
$42.5K - $48.9K
|
21.3K
$3.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-301- 9.32% |
$42.5K - $48.9K
|
2.93K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-301- 1.38% |
$42.5K - $48.9K
|
21.5K
$3.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-302- 0.14% |
$42.6K - $49.1K
|
215K
$33.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-302- 12.46% |
$42.6K - $49.1K
|
2.12K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-305- 17.84% |
$43.1K - $49.6K
|
1.41K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-307- 3.42% |
$43.3K - $49.9K
|
8.66K
$1.36M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-313- 2.44% |
$44.2K - $50.9K
|
12.5K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-313- 7.32% |
$44.2K - $50.9K
|
3.96K
$623K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-314- 9.22% |
$44.3K - $51K
|
3.09K
$486K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-314- 5.81% |
$44.3K - $51K
|
5.09K
$801K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-314- 5.75% |
$44.3K - $51K
|
5.15K
$810K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-314- 10.96% |
$44.3K - $51K
|
2.55K
$401K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-315- 4.73% |
$44.5K - $51.2K
|
6.34K
$997K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-315- 4.94% |
$44.5K - $51.2K
|
6.07K
$954K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-315- 1.8% |
$44.5K - $51.2K
|
17.2K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-316- 0.53% |
$44.6K - $51.4K
|
58.9K
$9.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-318- 7.91% |
$44.9K - $51.7K
|
3.7K
$582K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-319- 4.86% |
$45K - $51.8K
|
6.24K
$982K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-319- 40.85% |
$45K - $51.8K
|
462
$72.6K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-319- 4.83% |
$45K - $51.8K
|
6.29K
$989K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-320- 1.55% |
$45.2K - $52K
|
20.4K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-325- 0.18% |
$45.9K - $52.8K
|
184K
$28.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-326- 1.47% |
$46K - $53K
|
21.9K
$3.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
SELL
|
- |
-327- 2.11% |
$46.2K - $53.1K
|
15.1K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-330- 7.81% |
$46.6K - $53.6K
|
3.9K
$612K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-330- 18.72% |
$46.6K - $53.6K
|
1.43K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-332- 1.69% |
$46.9K - $54K
|
19.3K
$3.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-337- 2.45% |
$47.6K - $54.8K
|
13.4K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-338- 5.11% |
$47.7K - $54.9K
|
6.28K
$988K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-338- 15.02% |
$47.7K - $54.9K
|
1.91K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-338- 4.37% |
$47.7K - $54.9K
|
7.39K
$1.16M
|