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 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
5.27K+ 2.76% |
$744K - $856K
|
196K
$30.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.24KNew |
$740K - $852K
|
5.24K
$815K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.24K+ 213.28% |
$739K - $851K
|
7.69K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.21K+ 25.93% |
$736K - $847K
|
25.3K
$3.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.21K+ 19.75% |
$735K - $846K
|
31.6K
$4.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.2K+ 11.2% |
$734K - $845K
|
51.6K
$8.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
5.17K+ 127.75% |
$729K - $839K
|
9.21K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.16KNew |
$729K - $839K
|
5.16K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.12K+ 46.71% |
$722K - $832K
|
16.1K
$2.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.04K+ 24.78% |
$712K - $820K
|
25.4K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
5.04KNew |
$711K - $818K
|
5.04K
$782K
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5.02K+ 23923.81% |
$709K - $817K
|
5.05K
$784K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.02K+ 10.27% |
$708K - $816K
|
53.9K
$8.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.95K+ 6.99% |
$699K - $804K
|
75.7K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.94K+ 1.06% |
$697K - $802K
|
472K
$73.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.92K+ 27.22% |
$694K - $799K
|
23K
$3.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.9K+ 221.14% |
$691K - $796K
|
7.11K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.89K+ 14.15% |
$691K - $795K
|
39.5K
$6.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
4.87K+ 6.25% |
$687K - $792K
|
82.8K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.86K+ 8.0% |
$686K - $790K
|
65.6K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.81K+ 14.43% |
$679K - $781K
|
38.1K
$5.92M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.79KNew |
$677K - $779K
|
4.79K
$745K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.78K+ 37.81% |
$675K - $777K
|
17.4K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
4.77KNew |
$673K - $775K
|
4.77K
$740K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.76K+ 41.13% |
$672K - $774K
|
16.3K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.76K+ 0.63% |
$672K - $774K
|
758K
$118M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
4.74K+ 35.72% |
$669K - $771K
|
18K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.73K+ 74.86% |
$668K - $769K
|
11.1K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.72K+ 21.85% |
$666K - $767K
|
26.3K
$4.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
4.7K+ 113.04% |
$663K - $764K
|
8.85K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
4.66K+ 62.18% |
$657K - $757K
|
12.1K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.65K+ 9.47% |
$656K - $755K
|
53.7K
$8.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.56K+ 1.93% |
$643K - $741K
|
241K
$37.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
4.55KNew |
$643K - $740K
|
4.55K
$707K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
4.54KNew |
$640K - $737K
|
4.54K
$704K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
4.53K+ 30.02% |
$640K - $737K
|
19.6K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.51K+ 27.98% |
$636K - $733K
|
20.6K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
4.51KNew |
$636K - $733K
|
4.51K
$700K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.5KNew |
$635K - $732K
|
4.5K
$699K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
4.5K+ 30.89% |
$635K - $731K
|
19.1K
$2.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
4.5K+ 1.96% |
$635K - $731K
|
234K
$36.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Wilsey Asset Management Inc
|
BUY
|
- |
4.48K+ 2.29% |
$632K - $728K
|
200K
$31M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
4.48K+ 7.77% |
$632K - $727K
|
62.1K
$9.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.47K+ 29.37% |
$631K - $726K
|
19.7K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
4.47K+ 4.13% |
$631K - $726K
|
112K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
General American Investors CO Inc
|
BUY
|
- |
4.4K+ 5.37% |
$621K - $715K
|
86.4K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
4.37K+ 3.61% |
$617K - $711K
|
126K
$19.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.37KNew |
$616K - $709K
|
4.37K
$678K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
4.36K+ 138.23% |
$615K - $708K
|
7.51K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4.34KNew |
$612K - $705K
|
4.34K
$674K
|