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 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
30+ 1.74% |
$4.23K - $4.88K
|
1.75K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
30+ 0.35% |
$4.23K - $4.88K
|
8.71K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
29+ 0.22% |
$4.09K - $4.71K
|
13.1K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
29+ 0.13% |
$4.09K - $4.71K
|
23K
$3.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
28+ 0.34% |
$3.95K - $4.55K
|
8.29K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
28+ 1.6% |
$3.95K - $4.55K
|
1.77K
$265K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
27New |
$3.81K - $4.39K
|
27
$4.03K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
27+ 0.14% |
$3.81K - $4.39K
|
19.6K
$2.92M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
26+ 0.3% |
$3.67K - $4.23K
|
8.69K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
26+ 0.58% |
$3.67K - $4.23K
|
4.49K
$671K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
26+ 1.47% |
$3.67K - $4.23K
|
1.8K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
26+ 1.01% |
$3.67K - $4.23K
|
2.6K
$388K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
26+ 1.69% |
$3.67K - $4.23K
|
1.57K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
25+ 0.49% |
$3.53K - $4.06K
|
5.1K
$762K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.44% |
$3.53K - $4.06K
|
5.74K
$857K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
25+ 0.31% |
$3.53K - $4.06K
|
8.18K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 0.18% |
$3.53K - $4.06K
|
14.2K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
24+ 0.21% |
$3.39K - $3.9K
|
11.3K
$1.69M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
23+ 1.48% |
$3.25K - $3.74K
|
1.58K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
23+ 0.77% |
$3.25K - $3.74K
|
3.02K
$451K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
23+ 0.74% |
$3.25K - $3.74K
|
3.11K
$465K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
22+ 1.27% |
$3.11K - $3.58K
|
1.76K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
21New |
$2.96K - $3.41K
|
21
$3.14K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
21+ 0.67% |
$2.96K - $3.41K
|
3.16K
$472K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
20+ 3.24% |
$2.82K - $3.25K
|
638
$95.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
19+ 0.93% |
$2.68K - $3.09K
|
2.07K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
19+ 0.12% |
$2.68K - $3.09K
|
15.3K
$2.29M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
18+ 0.4% |
$2.54K - $2.93K
|
4.54K
$678K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
18+ 0.31% |
$2.54K - $2.93K
|
5.91K
$882K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
18+ 0.14% |
$2.54K - $2.93K
|
12.9K
$1.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
18+ 0.58% |
$2.54K - $2.93K
|
3.13K
$467K
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
18+ 1.03% |
$2.54K - $2.93K
|
1.77K
$265K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
17+ 0.27% |
$2.4K - $2.76K
|
6.2K
$927K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
17+ 0.19% |
$2.4K - $2.76K
|
8.8K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17+ 0.32% |
$2.4K - $2.76K
|
5.35K
$799K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
17+ 0.82% |
$2.4K - $2.76K
|
2.1K
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
16+ 0.33% |
$2.26K - $2.6K
|
4.92K
$735K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
15+ 0.74% |
$2.12K - $2.44K
|
2.05K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15+ 0.11% |
$2.12K - $2.44K
|
13.5K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
15+ 0.24% |
$2.12K - $2.44K
|
6.19K
$924K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
15+ 0.06% |
$2.12K - $2.44K
|
23.3K
$3.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
14+ 0.29% |
$1.98K - $2.28K
|
4.84K
$722K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
14+ 0.44% |
$1.98K - $2.28K
|
3.18K
$474K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
14+ 0.49% |
$1.98K - $2.28K
|
2.9K
$433K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
14+ 0.88% |
$1.98K - $2.28K
|
1.61K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
13+ 0.37% |
$1.83K - $2.11K
|
3.53K
$528K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13+ 3.98% |
$1.83K - $2.11K
|
340
$50.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
13+ 0.39% |
$1.83K - $2.11K
|
3.32K
$496K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
12+ 0.48% |
$1.69K - $1.95K
|
2.52K
$376K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
12+ 0.59% |
$1.69K - $1.95K
|
2.06K
$308K
|