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 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.28K- 4.33% |
$180K - $207K
|
28.2K
$4.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.28K- 31.89% |
$181K - $208K
|
2.74K
$425K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-1.28K- 10.35% |
$181K - $209K
|
11.1K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.29K- 3.86% |
$181K - $209K
|
32K
$4.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.3K- 9.84% |
$183K - $211K
|
11.9K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.3K- 13.79% |
$184K - $212K
|
8.15K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.32K- 17.47% |
$186K - $214K
|
6.21K
$965K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.33K- 1.71% |
$187K - $215K
|
76.1K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.33K- 4.68% |
$188K - $216K
|
27.1K
$4.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-1.33K- 10.84% |
$188K - $217K
|
11K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.34K- 1.23% |
$188K - $217K
|
107K
$16.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.34K- 3.85% |
$189K - $218K
|
33.4K
$5.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.36K- 3.14% |
$192K - $221K
|
41.9K
$6.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.36K- 6.35% |
$193K - $222K
|
20.1K
$3.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.37K- 0.99% |
$194K - $223K
|
137K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.37K- 26.27% |
$194K - $223K
|
3.86K
$599K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.38K- 4.89% |
$195K - $225K
|
26.9K
$4.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.39K- 6.81% |
$195K - $225K
|
19K
$2.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.39K- 3.6% |
$196K - $226K
|
37.1K
$5.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.39K- 2.09% |
$197K - $226K
|
65.4K
$10.2M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.4K- 0.78% |
$197K - $227K
|
178K
$27.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.4K- 5.2% |
$198K - $228K
|
25.6K
$3.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.41K- 4.45% |
$199K - $229K
|
30.2K
$4.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.42K- 0.53% |
$200K - $230K
|
266K
$41.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.42K- 1.67% |
$201K - $231K
|
84K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.43K- 12.79% |
$201K - $232K
|
9.72K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-1.43K- 12.71% |
$202K - $233K
|
9.83K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.44K- 4.05% |
$204K - $234K
|
34.2K
$5.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.45K- 2.61% |
$205K - $236K
|
54.3K
$8.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.46K- 1.91% |
$207K - $238K
|
75.2K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.47K- 8.27% |
$207K - $238K
|
16.3K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.47K- 23.52% |
$207K - $238K
|
4.77K
$740K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1.47K- 24.06% |
$208K - $240K
|
4.65K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-1.48K- 1.15% |
$208K - $240K
|
127K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 4.79% |
$208K - $240K
|
29.4K
$4.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.48K- 2.0% |
$209K - $241K
|
72.5K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.5K- 49.5% |
$211K - $243K
|
1.53K
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 8.14% |
$212K - $245K
|
17K
$2.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.51K- 27.6% |
$212K - $245K
|
3.95K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.51K- 2.29% |
$213K - $245K
|
64.2K
$9.98M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.51K- 1.34% |
$214K - $246K
|
111K
$17.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.51K- 40.97% |
$214K - $246K
|
2.18K
$339K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.52K- 25.58% |
$214K - $247K
|
4.42K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.52K- 0.61% |
$215K - $247K
|
250K
$38.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 5.19% |
$216K - $248K
|
27.9K
$4.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.54K- 1.86% |
$217K - $250K
|
81.2K
$12.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.55K- 58.16% |
$219K - $252K
|
1.12K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.55K- 17.58% |
$219K - $252K
|
7.28K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.56K- 10.61% |
$219K - $253K
|
13.1K
$2.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1.57K- 20.16% |
$222K - $256K
|
6.24K
$969K
|