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 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.06K- 28.65% |
$714K - $822K
|
12.6K
$1.96M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.08K- 9.01% |
$717K - $826K
|
51.3K
$7.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5.3K- 57.61% |
$748K - $861K
|
3.9K
$607K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-5.4K- 19.52% |
$762K - $877K
|
22.3K
$3.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-5.48K- 16.27% |
$774K - $891K
|
28.2K
$4.39M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-5.58K- 42.24% |
$788K - $907K
|
7.63K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.73K- 1.92% |
$809K - $932K
|
292K
$45.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.95K- 26.01% |
$840K - $968K
|
16.9K
$2.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-6.03K- 79.67% |
$851K - $979K
|
1.54K
$239K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-6.39K- 5.68% |
$902K - $1.04M
|
106K
$16.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-6.4K- 15.82% |
$903K - $1.04M
|
34.1K
$5.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-6.61K- 44.53% |
$933K - $1.07M
|
8.23K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-6.78K- 47.54% |
$956K - $1.1M
|
7.48K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-6.78K- 0.86% |
$957K - $1.1M
|
780K
$121M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-6.98K- 75.75% |
$986K - $1.13M
|
2.24K
$348K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.28K- 18.75% |
$1.03M - $1.18M
|
31.5K
$4.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.38K- 1.36% |
$1.04M - $1.2M
|
534K
$83.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.51K- 5.37% |
$1.06M - $1.22M
|
132K
$20.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-7.97K- 4.37% |
$1.12M - $1.3M
|
174K
$27.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-8.11K- 25.69% |
$1.14M - $1.32M
|
23.5K
$3.65M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-8.61K- 32.53% |
$1.21M - $1.4M
|
17.8K
$2.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-8.65K- 13.75% |
$1.22M - $1.41M
|
54.3K
$8.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-9.92K- 10.64% |
$1.4M - $1.61M
|
83.3K
$13M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-10.3K- 2.51% |
$1.45M - $1.67M
|
398K
$62M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-10.7K- 4.17% |
$1.51M - $1.74M
|
246K
$38.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11.8K- 3.69% |
$1.66M - $1.91M
|
307K
$47.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-11.9K- 17.72% |
$1.69M - $1.94M
|
55.5K
$8.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-12.2K- 20.84% |
$1.73M - $1.99M
|
46.4K
$7.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-12.6K- 13.06% |
$1.78M - $2.05M
|
83.9K
$13.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-14.3K- 73.09% |
$2.02M - $2.33M
|
5.27K
$820K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-14.4K- 36.79% |
$2.03M - $2.34M
|
24.7K
$3.85M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-14.5K- 75.23% |
$2.04M - $2.35M
|
4.76K
$742K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-14.5K- 15.77% |
$2.05M - $2.36M
|
77.6K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-16.3K- 67.64% |
$2.3M - $2.65M
|
7.79K
$1.21M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-16.5K- 27.5% |
$2.33M - $2.69M
|
43.6K
$6.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-16.9K- 72.61% |
$2.39M - $2.75M
|
6.38K
$992K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-17.8K- 13.28% |
$2.52M - $2.9M
|
117K
$18.1M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-18K- 16.15% |
$2.54M - $2.93M
|
93.5K
$14.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-18.4K- 22.49% |
$2.6M - $2.99M
|
63.4K
$9.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-18.4K- 3.8% |
$2.6M - $3M
|
467K
$72.7M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-18.7K- 85.5% |
$2.63M - $3.03M
|
3.17K
$493K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-23.1K- 7.27% |
$3.25M - $3.75M
|
294K
$45.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-34.2K- 19.63% |
$4.83M - $5.56M
|
140K
$21.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-34.8K- 43.75% |
$4.92M - $5.66M
|
44.8K
$6.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39.2K- 99.91% |
$5.53M - $6.37M
|
37
$5.76K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-39.7K- 92.94% |
$5.61M - $6.46M
|
3.02K
$469K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-40.6K- 39.86% |
$5.73M - $6.59M
|
61.2K
$9.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-44K- 19.28% |
$6.21M - $7.15M
|
184K
$28.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-45.8K- 37.03% |
$6.47M - $7.45M
|
77.9K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-68.9K- 7.49% |
$9.72M - $11.2M
|
851K
$132M
|