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
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.59K+ 8.33% |
$930K - $1.07M
|
85.7K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.47K+ 9.96% |
$913K - $1.05M
|
71.4K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.15K+ 7.99% |
$869K - $1M
|
83.1K
$12.9M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
6.08K+ 6.55% |
$859K - $989K
|
99K
$15.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.69K+ 3.26% |
$802K - $924K
|
180K
$28M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.55K+ 44.43% |
$783K - $901K
|
18K
$2.81M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.29KNew |
$747K - $860K
|
5.29K
$823K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.24K+ 213.28% |
$739K - $851K
|
7.69K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.21K+ 25.93% |
$736K - $847K
|
25.3K
$3.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.16KNew |
$729K - $839K
|
5.16K
$804K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.04K+ 24.78% |
$712K - $820K
|
25.4K
$3.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.02K+ 10.27% |
$708K - $816K
|
53.9K
$8.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.94K+ 1.06% |
$697K - $802K
|
472K
$73.5M
|
|
|
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
$5.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.76K+ 41.13% |
$672K - $774K
|
16.3K
$2.54M
|
|
|
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
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
4.55KNew |
$643K - $740K
|
4.55K
$709K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
4.5K+ 1.96% |
$635K - $731K
|
234K
$36.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
4.48K+ 7.77% |
$632K - $727K
|
62.1K
$9.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
4.36K+ 138.23% |
$615K - $708K
|
7.51K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.31K+ 24.64% |
$609K - $701K
|
21.8K
$3.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.29K+ 24.8% |
$605K - $697K
|
21.6K
$3.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.28K+ 43.2% |
$604K - $695K
|
14.2K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.27K+ 41.08% |
$603K - $695K
|
14.7K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.2K+ 118.74% |
$593K - $683K
|
7.74K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
4.1KNew |
$579K - $667K
|
4.1K
$639K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3.96K+ 5.83% |
$559K - $644K
|
71.9K
$11.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.86K+ 99.05% |
$545K - $628K
|
7.76K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
3.82K+ 3.3% |
$539K - $621K
|
120K
$18.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
3.73K+ 11.8% |
$527K - $607K
|
35.4K
$5.5M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 46.83% |
$522K - $601K
|
11.6K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.54KNew |
$500K - $575K
|
3.54K
$551K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.49K+ 2.14% |
$493K - $568K
|
167K
$25.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
3.48K+ 3.16% |
$491K - $565K
|
114K
$17.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
3.42KNew |
$482K - $555K
|
3.42K
$532K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
3.32K+ 0.56% |
$469K - $540K
|
599K
$93.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.32K+ 15.4% |
$468K - $539K
|
24.9K
$3.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
3.15KNew |
$444K - $511K
|
3.15K
$490K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.13K+ 8.07% |
$442K - $509K
|
41.9K
$6.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
3.1KNew |
$438K - $504K
|
3.1K
$483K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.08K+ 38.53% |
$434K - $500K
|
11.1K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.07K+ 7.8% |
$433K - $498K
|
42.4K
$6.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
3KNew |
$423K - $488K
|
3K
$467K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.96KNew |
$418K - $481K
|
2.96K
$461K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.91K+ 5.82% |
$411K - $473K
|
52.9K
$8.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.9KNew |
$409K - $471K
|
2.9K
$451K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.87K+ 16.19% |
$405K - $466K
|
20.6K
$3.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
2.72K+ 3.66% |
$384K - $443K
|
77.2K
$12M
|