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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.11% |
$423 - $488
|
2.86K
$445K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 0.85% |
$423 - $488
|
356
$55.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2+ 0.06% |
$282 - $325
|
3.55K
$553K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
2+ 0.12% |
$282 - $325
|
1.7K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2+ 0.06% |
$282 - $325
|
3.43K
$534K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.97% |
$282 - $325
|
208
$32.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2+ 0.07% |
$282 - $325
|
2.72K
$423K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
2+ 0.09% |
$282 - $325
|
2.28K
$356K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2+ 0.08% |
$282 - $325
|
2.55K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$282 - $325
|
13.1K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$141 - $163
|
1
$156
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1+ 0.04% |
$141 - $163
|
2.7K
$420K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.03% |
$141 - $163
|
3.49K
$544K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1+ 0.05% |
$141 - $163
|
2.02K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.16% |
$141 - $163
|
631
$98.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.05% |
$141 - $163
|
1.92K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$141 - $163
|
2.17K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1+ 0.06% |
$141 - $163
|
1.69K
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.88% |
$141 - $163
|
114
$17.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.01% |
$141 - $163
|
11.5K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$141 - $163
|
4.04K
$630K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1+ 0.3% |
$141 - $163
|
329
$51.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.25% |
$141 - $163
|
81
$12.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$141 - $163
|
4.04K
$629K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1+ 0.04% |
$141 - $163
|
2.57K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.14% |
$141 - $163
|
732
$114K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 3.7% |
$141 - $163
|
26
$4.05K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1- 0.02% |
$141 - $163
|
5.71K
$889K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1- 0.07% |
$141 - $163
|
1.49K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-2- 0.03% |
$282 - $325
|
6.15K
$958K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-2- 0.01% |
$282 - $325
|
15.3K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-3- 0.07% |
$423 - $488
|
4.34K
$676K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-3- 0.66% |
$423 - $488
|
451
$70.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-3- 75.0% |
$423 - $488
|
1
$156
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.13% |
$423 - $488
|
2.32K
$362K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-4- 0.12% |
$565 - $650
|
3.21K
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-4- 0.05% |
$565 - $650
|
8.85K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-4- 0.23% |
$565 - $650
|
1.74K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-4- 0.21% |
$565 - $650
|
1.9K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-4- 0.01% |
$565 - $650
|
28.8K
$4.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4- 0.06% |
$565 - $650
|
7.11K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-4- 0.08% |
$565 - $650
|
4.71K
$733K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 0.08% |
$706 - $813
|
6.01K
$935K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 10.64% |
$706 - $813
|
42
$6.54K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5- 0.09% |
$706 - $813
|
5.58K
$869K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-6- 0.04% |
$847 - $975
|
16.8K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-6- 0.06% |
$847 - $975
|
9.37K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-6- 0.17% |
$847 - $975
|
3.55K
$553K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-6- 0.15% |
$847 - $975
|
4.12K
$642K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-7- 0.41% |
$988 - $1.14K
|
1.69K
$263K
|