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 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-697- 2.67% |
$98.4K - $113K
|
25.4K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-697- 9.67% |
$98.4K - $113K
|
6.51K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-700- 4.16% |
$98.8K - $114K
|
16.1K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-700- 3.34% |
$98.8K - $114K
|
20.2K
$3.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-700- 7.07% |
$98.8K - $114K
|
9.2K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-703- 5.17% |
$99.2K - $114K
|
12.9K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-705- 12.06% |
$99.5K - $115K
|
5.14K
$803K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-706- 6.34% |
$99.7K - $115K
|
10.4K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-713- 16.88% |
$101K - $116K
|
3.51K
$548K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-714- 3.91% |
$101K - $116K
|
17.5K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-718- 6.31% |
$101K - $117K
|
10.7K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-719- 1.02% |
$101K - $117K
|
69.6K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-727- 1.61% |
$103K - $118K
|
44.3K
$6.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-728- 6.93% |
$103K - $118K
|
9.77K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-731- 30.79% |
$103K - $119K
|
1.64K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-734- 20.38% |
$104K - $119K
|
2.87K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-749- 24.17% |
$106K - $122K
|
2.35K
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-751- 2.15% |
$106K - $122K
|
34.1K
$5.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-754- 2.03% |
$106K - $123K
|
36.4K
$5.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-757- 8.21% |
$107K - $123K
|
8.46K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-771- 7.99% |
$109K - $125K
|
8.88K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-771- 1.76% |
$109K - $125K
|
42.9K
$6.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-774- 4.69% |
$109K - $126K
|
15.7K
$2.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-774- 10.5% |
$109K - $126K
|
6.6K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-776- 3.67% |
$110K - $126K
|
20.3K
$3.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-785- 4.43% |
$111K - $128K
|
16.9K
$2.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-785- 19.39% |
$111K - $128K
|
3.26K
$510K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-790- 2.13% |
$112K - $128K
|
36.3K
$5.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-792- 0.35% |
$112K - $129K
|
227K
$35.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-794- 11.88% |
$112K - $129K
|
5.89K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-800- 27.44% |
$113K - $130K
|
2.12K
$330K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-801- 0.82% |
$113K - $130K
|
97K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-802- 25.49% |
$113K - $130K
|
2.34K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-802- 0.13% |
$113K - $130K
|
623K
$97.3M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-804Closed |
$113K - $131K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-807- 9.5% |
$114K - $131K
|
7.68K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-807- 0.46% |
$114K - $131K
|
174K
$27.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-809- 1.2% |
$114K - $131K
|
66.4K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-809- 7.85% |
$114K - $131K
|
9.49K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-811- 10.81% |
$114K - $132K
|
6.69K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-812- 5.14% |
$115K - $132K
|
15K
$2.34M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-814- 1.81% |
$115K - $132K
|
44.1K
$6.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-814- 7.75% |
$115K - $132K
|
9.69K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-817- 4.77% |
$115K - $133K
|
16.3K
$2.55M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-820- 20.33% |
$116K - $133K
|
3.21K
$502K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-822- 2.35% |
$116K - $134K
|
34.1K
$5.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-824- 6.07% |
$116K - $134K
|
12.7K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-839- 1.82% |
$118K - $136K
|
45.4K
$7.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-843- 1.56% |
$119K - $137K
|
53.1K
$8.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-847- 3.57% |
$120K - $138K
|
22.9K
$3.57M
|