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 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-776- 3.67% |
$110K - $126K
|
20.3K
$3.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-785- 4.43% |
$111K - $128K
|
16.9K
$2.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-790- 2.13% |
$112K - $128K
|
36.3K
$5.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-801- 0.82% |
$113K - $130K
|
97K
$15.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-802- 25.49% |
$113K - $130K
|
2.34K
$365K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-811- 10.81% |
$114K - $132K
|
6.69K
$1.04M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-814- 1.81% |
$115K - $132K
|
44.1K
$6.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-814- 7.75% |
$115K - $132K
|
9.69K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-817- 4.77% |
$115K - $133K
|
16.3K
$2.54M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-820- 20.33% |
$116K - $133K
|
3.21K
$500K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-847- 3.57% |
$120K - $138K
|
22.9K
$3.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-863- 6.46% |
$122K - $140K
|
12.5K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-869- 4.95% |
$123K - $141K
|
16.7K
$2.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-884- 12.06% |
$125K - $144K
|
6.44K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-910- 1.81% |
$128K - $148K
|
49.3K
$7.68M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-920- 1.87% |
$130K - $150K
|
48.3K
$7.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-925- 15.51% |
$131K - $150K
|
5.04K
$784K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-931- 0.24% |
$131K - $151K
|
380K
$59.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-969- 1.71% |
$137K - $157K
|
55.8K
$8.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-978- 2.77% |
$138K - $159K
|
34.3K
$5.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-992- 6.45% |
$140K - $161K
|
14.4K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-994- 2.52% |
$140K - $162K
|
38.5K
$6M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1K- 5.03% |
$141K - $163K
|
18.9K
$2.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.04K- 15.01% |
$146K - $168K
|
5.87K
$913K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.05K- 23.26% |
$148K - $171K
|
3.46K
$539K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.06K- 2.0% |
$149K - $172K
|
51.8K
$8.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.06K- 7.98% |
$150K - $172K
|
12.2K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.07K- 24.65% |
$151K - $174K
|
3.27K
$509K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.07K- 4.81% |
$151K - $174K
|
21.2K
$3.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.07K- 10.02% |
$151K - $174K
|
9.63K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.09K- 40.02% |
$154K - $177K
|
1.64K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.1K- 0.82% |
$155K - $179K
|
133K
$20.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-1.15K- 17.86% |
$162K - $187K
|
5.28K
$822K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.15K- 1.0% |
$163K - $187K
|
114K
$17.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.16K- 6.81% |
$163K - $188K
|
15.9K
$2.47M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.17K- 4.81% |
$164K - $189K
|
23K
$3.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.17K- 7.55% |
$165K - $190K
|
14.4K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.17K- 5.12% |
$166K - $191K
|
21.7K
$3.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.19K- 3.61% |
$167K - $193K
|
31.7K
$4.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.21K- 2.07% |
$171K - $197K
|
57.4K
$8.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.22K- 16.21% |
$172K - $198K
|
6.3K
$981K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.23K- 2.62% |
$174K - $201K
|
45.8K
$7.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.26K- 29.61% |
$177K - $204K
|
2.98K
$464K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.26K- 24.65% |
$178K - $205K
|
3.86K
$600K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.27K- 4.32% |
$179K - $206K
|
28K
$4.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.28K- 31.89% |
$181K - $208K
|
2.74K
$426K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-1.33K- 10.84% |
$188K - $217K
|
11K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.36K- 6.35% |
$193K - $222K
|
20.1K
$3.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.39K- 3.6% |
$196K - $226K
|
37.1K
$5.78M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.4K- 0.78% |
$197K - $227K
|
178K
$27.7M
|