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
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.61KNew |
$227K - $262K
|
1.61K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.61K+ 2.94% |
$227K - $262K
|
56.3K
$8.69M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.6K+ 235.24% |
$226K - $260K
|
2.28K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.6K+ 3478.26% |
$226K - $260K
|
1.65K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1.6K+ 11.98% |
$226K - $260K
|
15K
$2.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.59KNew |
$225K - $259K
|
1.59K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.59KNew |
$225K - $259K
|
1.59K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.59KNew |
$224K - $258K
|
1.59K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.59K+ 9.55% |
$224K - $258K
|
18.2K
$2.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.58K+ 2.6% |
$223K - $257K
|
62.5K
$9.66M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.58K+ 39.79% |
$223K - $257K
|
5.55K
$857K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.58KNew |
$222K - $256K
|
1.58K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1.57KNew |
$222K - $256K
|
1.57K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.57K+ 3.21% |
$222K - $256K
|
50.5K
$7.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.57KNew |
$222K - $256K
|
1.57K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.57K+ 2.11% |
$222K - $255K
|
76.1K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.57K+ 3.62% |
$222K - $255K
|
44.9K
$6.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.57K+ 3.77% |
$221K - $254K
|
43.1K
$6.65M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
1.56K+ 3.96% |
$220K - $254K
|
41K
$6.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.56K+ 89.91% |
$220K - $254K
|
3.3K
$509K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
1.56K+ 19.23% |
$220K - $253K
|
9.65K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.55K+ 0.97% |
$219K - $252K
|
162K
$25M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.55K+ 1.35% |
$219K - $252K
|
116K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.55K+ 1.6% |
$218K - $251K
|
97.9K
$15.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.54KNew |
$218K - $251K
|
1.54K
$238K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.54KNew |
$218K - $250K
|
1.54K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.54KNew |
$217K - $250K
|
1.54K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.54K+ 1.62% |
$217K - $250K
|
96.6K
$14.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.54K+ 0.76% |
$217K - $250K
|
205K
$31.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.53KNew |
$216K - $249K
|
1.53K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.53K+ 8.46% |
$216K - $249K
|
19.6K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
1.53K+ 4.04% |
$216K - $249K
|
39.4K
$6.09M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.52K+ 11.28% |
$215K - $247K
|
15K
$2.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1.52KNew |
$215K - $247K
|
1.52K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.52KNew |
$214K - $247K
|
1.52K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
1.52KNew |
$214K - $246K
|
1.52K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.51K+ 1.92% |
$214K - $246K
|
80.2K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.51KNew |
$213K - $246K
|
1.51K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.51K+ 18.48% |
$213K - $246K
|
9.69K
$1.5M
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.5KNew |
$212K - $244K
|
1.5K
$232K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.5KNew |
$212K - $244K
|
1.5K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$212K - $244K
|
1.5K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.5KNew |
$212K - $244K
|
1.5K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.5KNew |
$212K - $244K
|
1.5K
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.49KNew |
$211K - $243K
|
1.49K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.49KNew |
$210K - $242K
|
1.49K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.48KNew |
$209K - $241K
|
1.48K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 11.58% |
$209K - $241K
|
14.3K
$2.2M
|
|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.48KNew |
$209K - $240K
|
1.48K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.47KNew |
$208K - $239K
|
1.47K
$227K
|