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
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
7.36KNew |
$1.04M - $1.2M
|
7.36K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.34K+ 18.18% |
$1.04M - $1.19M
|
47.7K
$7.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.22KNew |
$1.02M - $1.17M
|
7.22K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.22K+ 14.97% |
$1.02M - $1.17M
|
55.4K
$8.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
7.17K+ 22.7% |
$1.01M - $1.16M
|
38.7K
$6.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.14K+ 1.83% |
$1.01M - $1.16M
|
397K
$61.6M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
7.12K+ 61.45% |
$1M - $1.16M
|
18.7K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
7.12KNew |
$1M - $1.16M
|
7.12K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
7.02K+ 5.79% |
$991K - $1.14M
|
128K
$19.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
7.02K+ 40.54% |
$991K - $1.14M
|
24.3K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
7.02KNew |
$990K - $1.14M
|
7.02K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.89K+ 145.02% |
$973K - $1.12M
|
11.6K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
6.84KNew |
$965K - $1.11M
|
6.84K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.82K+ 49.49% |
$963K - $1.11M
|
20.6K
$3.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
6.77K+ 6.52% |
$956K - $1.1M
|
111K
$17.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.59K+ 8.33% |
$930K - $1.07M
|
85.7K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.52K+ 12.95% |
$920K - $1.06M
|
56.8K
$8.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
6.48KNew |
$915K - $1.05M
|
6.48K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.47K+ 9.96% |
$913K - $1.05M
|
71.4K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
6.46KNew |
$912K - $1.05M
|
6.46K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6.33K+ 140.16% |
$894K - $1.03M
|
10.8K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
6.23KNew |
$879K - $1.01M
|
6.23K
$967K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
6.2K+ 2.09% |
$875K - $1.01M
|
303K
$47.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.15K+ 7.99% |
$869K - $1M
|
83.1K
$12.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.15K+ 10.74% |
$868K - $999K
|
63.4K
$9.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
6.15KNew |
$867K - $999K
|
6.15K
$955K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.11K+ 88.73% |
$862K - $993K
|
13K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.11K+ 74.05% |
$862K - $992K
|
14.4K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
6.08K+ 6.55% |
$859K - $989K
|
99K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.06K+ 36.97% |
$855K - $984K
|
22.4K
$3.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.01K+ 20.5% |
$848K - $977K
|
35.3K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
5.98KNew |
$844K - $972K
|
5.98K
$929K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
5.97KNew |
$843K - $971K
|
5.97K
$928K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.97KNew |
$843K - $970K
|
5.97K
$927K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.92K+ 7.35% |
$836K - $963K
|
86.5K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.9K+ 1.9% |
$832K - $958K
|
317K
$49.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
5.88KNew |
$830K - $955K
|
5.88K
$913K
|
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
5.88KNew |
$829K - $955K
|
5.88K
$913K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.84KNew |
$825K - $950K
|
5.84K
$908K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
5.82K+ 10.45% |
$822K - $946K
|
61.6K
$9.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
5.78KNew |
$815K - $939K
|
5.78K
$897K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
5.75KNew |
$811K - $934K
|
5.75K
$893K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.69K+ 3.26% |
$802K - $924K
|
180K
$27.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
5.66KNew |
$799K - $920K
|
5.66K
$879K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.61K+ 4.69% |
$792K - $912K
|
125K
$19.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.55K+ 44.43% |
$783K - $901K
|
18K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
5.46KNew |
$771K - $887K
|
5.46K
$848K
|
|
|
Feb 13, 2025
Q4 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
5.45K+ 99.67% |
$770K - $886K
|
10.9K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
5.43KNew |
$766K - $882K
|
5.43K
$843K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.37K+ 5.5% |
$758K - $873K
|
103K
$16M
|