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 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
13.4K+ 19.7% |
$1.9M - $2.18M
|
81.7K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
13.4K+ 21.11% |
$1.89M - $2.17M
|
76.7K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
13.4KNew |
$1.88M - $2.17M
|
13.4K
$2.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
13.1K+ 10.46% |
$1.85M - $2.14M
|
139K
$21.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13KNew |
$1.84M - $2.12M
|
13K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
12.9KNew |
$1.83M - $2.1M
|
12.9K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
12.9K+ 1.31% |
$1.82M - $2.1M
|
996K
$155M
|
|
|
Feb 13, 2025
Q4 2024
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
12.9KNew |
$1.82M - $2.1M
|
12.9K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
12.7KNew |
$1.79M - $2.06M
|
12.7K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
12.6K+ 7.13% |
$1.78M - $2.05M
|
190K
$29.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.6K+ 8.95% |
$1.78M - $2.05M
|
154K
$23.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
12.6K+ 21.83% |
$1.78M - $2.05M
|
70.3K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$1.75M - $2.01M
|
12.4K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
12.4KNew |
$1.75M - $2.01M
|
12.4K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.3K+ 7.81% |
$1.73M - $2M
|
170K
$26.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
12.2KNew |
$1.72M - $1.99M
|
12.2K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
12.2KNew |
$1.72M - $1.98M
|
12.2K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
BUY
|
- |
12.1K+ 1.17% |
$1.71M - $1.97M
|
1.05M
$163M
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
12.1KNew |
$1.7M - $1.96M
|
12.1K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
12K+ 11.18% |
$1.69M - $1.95M
|
119K
$18.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
12K+ 4.0% |
$1.69M - $1.95M
|
312K
$48.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
11.9KNew |
$1.68M - $1.93M
|
11.9K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
11.6K+ 25.67% |
$1.64M - $1.89M
|
56.9K
$8.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
11.6K+ 1.82% |
$1.64M - $1.88M
|
649K
$101M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11.5K+ 462.19% |
$1.63M - $1.88M
|
14K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
11.5K+ 12.14% |
$1.63M - $1.87M
|
106K
$16.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
11.4K+ 37.85% |
$1.62M - $1.86M
|
41.7K
$6.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Elefante Mark B
Boston, MA |
BUY
|
- |
11.4K+ 264.12% |
$1.61M - $1.86M
|
15.7K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3K+ 2.43% |
$1.59M - $1.83M
|
476K
$74M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
11.2K+ 24.2% |
$1.58M - $1.82M
|
57.4K
$8.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
11.1K+ 117.33% |
$1.57M - $1.81M
|
20.6K
$3.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
11.1KNew |
$1.56M - $1.8M
|
11.1K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
10.9KNew |
$1.54M - $1.77M
|
10.9K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10.8K+ 3.7% |
$1.52M - $1.75M
|
302K
$46.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
10.7K+ 89.12% |
$1.51M - $1.74M
|
22.8K
$3.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
10.7KNew |
$1.51M - $1.74M
|
10.7K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
10.6KNew |
$1.5M - $1.73M
|
10.6K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 94.75% |
$1.47M - $1.7M
|
21.5K
$3.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10.3K+ 51.18% |
$1.46M - $1.68M
|
30.5K
$4.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
10.3KNew |
$1.45M - $1.67M
|
10.3K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
10.3K+ 42.58% |
$1.45M - $1.67M
|
34.5K
$5.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.2KNew |
$1.45M - $1.66M
|
10.2K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.2K+ 67.23% |
$1.44M - $1.66M
|
25.4K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
10.1KNew |
$1.43M - $1.65M
|
10.1K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
10.1KNew |
$1.43M - $1.64M
|
10.1K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
BUY
|
- |
10.1K+ 34.49% |
$1.42M - $1.63M
|
39.2K
$6.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
10KNew |
$1.42M - $1.63M
|
10K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
10K+ 5.48% |
$1.41M - $1.63M
|
193K
$30M
|
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$1.41M - $1.63M
|
10K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
9.97K+ 13.75% |
$1.41M - $1.62M
|
82.5K
$12.8M
|