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
|
Delta Investment Management, LLC
|
SELL
|
- |
-493- 2.88% |
$69.6K - $80.1K
|
16.7K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-494- 2.61% |
$69.7K - $80.3K
|
18.5K
$2.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-494- 2.35% |
$69.7K - $80.3K
|
20.5K
$3.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-495- 13.65% |
$69.9K - $80.5K
|
3.13K
$489K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-496- 15.58% |
$70K - $80.6K
|
2.69K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-497- 1.12% |
$70.2K - $80.8K
|
43.8K
$6.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-498- 1.74% |
$70.3K - $80.9K
|
28.1K
$4.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-500- 6.85% |
$70.6K - $81.3K
|
6.8K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-500- 1.77% |
$70.6K - $81.3K
|
27.7K
$4.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-500- 50.0% |
$70.6K - $81.3K
|
500
$78.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-501- 12.55% |
$70.7K - $81.4K
|
3.49K
$545K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-504- 0.73% |
$71.1K - $81.9K
|
68.5K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-504- 57.14% |
$71.1K - $81.9K
|
378
$59K
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-512- 0.59% |
$72.3K - $83.2K
|
85.7K
$13.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-514- 3.46% |
$72.6K - $83.5K
|
14.4K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-516- 4.7% |
$72.8K - $83.9K
|
10.5K
$1.63M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-519- 7.97% |
$73.3K - $84.4K
|
5.99K
$935K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-519- 3.13% |
$73.3K - $84.4K
|
16.1K
$2.51M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-520- 6.58% |
$73.4K - $84.5K
|
7.38K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-520- 1.06% |
$73.4K - $84.5K
|
48.4K
$7.57M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-521- 14.27% |
$73.5K - $84.7K
|
3.13K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-525- 4.33% |
$74.1K - $85.3K
|
11.6K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-528- 12.51% |
$74.5K - $85.8K
|
3.69K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-529- 12.78% |
$74.7K - $86K
|
3.61K
$564K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-531- 9.37% |
$75K - $86.3K
|
5.14K
$803K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-532- 4.19% |
$75.1K - $86.5K
|
12.2K
$1.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-532- 8.86% |
$75.1K - $86.5K
|
5.48K
$855K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-534- 0.43% |
$75.4K - $86.8K
|
123K
$19.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-535- 3.05% |
$75.5K - $87K
|
17K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-535- 0.41% |
$75.5K - $87K
|
129K
$20.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-536- 5.35% |
$75.7K - $87.1K
|
9.48K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-537- 3.57% |
$75.8K - $87.3K
|
14.5K
$2.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-545- 10.39% |
$76.9K - $88.6K
|
4.7K
$734K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-553- 4.58% |
$78.1K - $89.9K
|
11.5K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-555- 2.05% |
$78.3K - $90.2K
|
26.6K
$4.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-555- 2.33% |
$78.3K - $90.2K
|
23.3K
$3.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-556- 1.14% |
$78.5K - $90.4K
|
48.4K
$7.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-556- 3.57% |
$78.5K - $90.4K
|
15K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-557- 0.73% |
$78.6K - $90.5K
|
75.8K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-557- 0.07% |
$78.6K - $90.5K
|
780K
$122M
|
|
|
Feb 14, 2025
Q4 2024
|
Blackstone Inc
New York, NY |
SELL
|
- |
-558- 5.27% |
$78.8K - $90.7K
|
10K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-561- 23.25% |
$79.2K - $91.2K
|
1.85K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-563- 0.47% |
$79.5K - $91.5K
|
119K
$18.6M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-565- 7.31% |
$79.7K - $91.8K
|
7.17K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-565- 2.94% |
$79.7K - $91.8K
|
18.6K
$2.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-565- 1.94% |
$79.7K - $91.8K
|
28.6K
$4.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-569- 4.19% |
$80.3K - $92.5K
|
13K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-569- 84.05% |
$80.3K - $92.5K
|
108
$16.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-570- 17.12% |
$80.5K - $92.6K
|
2.76K
$431K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-572- 15.08% |
$80.7K - $93K
|
3.22K
$503K
|