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
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-847- 0.26% |
$120K - $138K
|
329K
$51.4M
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-855- 3.2% |
$121K - $139K
|
25.9K
$4.04M
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-857- 11.59% |
$121K - $139K
|
6.54K
$1.02M
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-863- 6.46% |
$122K - $140K
|
12.5K
$1.95M
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-867- 7.8% |
$122K - $141K
|
10.2K
$1.6M
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-869- 4.95% |
$123K - $141K
|
16.7K
$2.61M
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-869- 9.49% |
$123K - $141K
|
8.29K
$1.29M
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-870- 1.42% |
$123K - $141K
|
60.2K
$9.4M
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-878- 4.13% |
$124K - $143K
|
20.4K
$3.18M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-883- 2.42% |
$125K - $144K
|
35.6K
$5.57M
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-884- 12.06% |
$125K - $144K
|
6.44K
$1.01M
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-889- 6.03% |
$125K - $144K
|
13.9K
$2.16M
|
|
Feb 13, 2025
Q4 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-894- 4.22% |
$126K - $145K
|
20.3K
$3.17M
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-895- 6.31% |
$126K - $145K
|
13.3K
$2.08M
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-910- 1.81% |
$128K - $148K
|
49.3K
$7.71M
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-913- 9.37% |
$129K - $148K
|
8.83K
$1.38M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-920- 1.87% |
$130K - $150K
|
48.3K
$7.54M
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
SELL
|
- |
-920- 2.65% |
$130K - $150K
|
33.8K
$5.27M
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-922- 5.36% |
$130K - $150K
|
16.3K
$2.54M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-925- 15.51% |
$131K - $150K
|
5.04K
$787K
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-926- 3.26% |
$131K - $151K
|
27.5K
$4.3M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-931- 0.24% |
$131K - $151K
|
380K
$59.3M
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-932- 2.67% |
$132K - $151K
|
34K
$5.31M
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-942- 3.51% |
$133K - $153K
|
25.9K
$4.05M
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-945- 1.17% |
$133K - $154K
|
79.7K
$12.4M
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-953- 6.14% |
$135K - $155K
|
14.6K
$2.27M
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-957- 1.41% |
$135K - $156K
|
67K
$10.5M
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-969- 1.71% |
$137K - $157K
|
55.8K
$8.71M
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-970- 4.27% |
$137K - $158K
|
21.8K
$3.4M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-973- 1.28% |
$137K - $158K
|
75K
$11.7M
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-974- 6.87% |
$137K - $158K
|
13.2K
$2.06M
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-978- 2.77% |
$138K - $159K
|
34.3K
$5.36M
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-982- 3.69% |
$139K - $160K
|
25.6K
$4M
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-991- 4.23% |
$140K - $161K
|
22.5K
$3.51M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-992- 6.45% |
$140K - $161K
|
14.4K
$2.25M
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-994- 2.52% |
$140K - $162K
|
38.5K
$6.02M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-996- 3.33% |
$141K - $162K
|
29K
$4.52M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1K- 2.0% |
$141K - $163K
|
49K
$7.66M
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1K- 11.18% |
$141K - $163K
|
7.95K
$1.24M
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1K- 5.03% |
$141K - $163K
|
18.9K
$2.96M
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1K- 0.57% |
$141K - $163K
|
174K
$27.2M
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.01K- 3.0% |
$143K - $165K
|
32.7K
$5.11M
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.02K- 0.82% |
$144K - $165K
|
123K
$19.2M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.02K- 16.8% |
$144K - $166K
|
5.05K
$789K
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.02K- 28.19% |
$144K - $166K
|
2.61K
$407K
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.03K- 2.92% |
$145K - $167K
|
34.2K
$5.34M
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 33.69% |
$145K - $167K
|
2.03K
$317K
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.04K- 15.01% |
$146K - $168K
|
5.87K
$916K
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.04K- 14.17% |
$147K - $169K
|
6.3K
$983K
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.05K- 23.26% |
$148K - $171K
|
3.46K
$541K
|