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 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-7- 0.39% |
$988 - $1.14K
|
1.79K
$273K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-7- 0.08% |
$988 - $1.14K
|
8.5K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-7- 0.38% |
$988 - $1.14K
|
1.81K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-8- 1.56% |
$1.13K - $1.3K
|
504
$76.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-8- 0.26% |
$1.13K - $1.3K
|
3.06K
$467K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-8- 5.37% |
$1.13K - $1.3K
|
141
$21.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-9- 0.62% |
$1.27K - $1.46K
|
1.45K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-9- 0.13% |
$1.27K - $1.46K
|
6.9K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-9- 0.23% |
$1.27K - $1.46K
|
3.83K
$584K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-9- 0.23% |
$1.27K - $1.46K
|
3.9K
$596K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-10- 0.12% |
$1.41K - $1.63K
|
8.06K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-10- 0.38% |
$1.41K - $1.63K
|
2.6K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-10- 0.3% |
$1.41K - $1.63K
|
3.33K
$509K
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-10- 0.08% |
$1.41K - $1.63K
|
13.1K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-10- 0.44% |
$1.41K - $1.63K
|
2.28K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-10- 0.19% |
$1.41K - $1.63K
|
5.14K
$784K
|
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
SELL
|
- |
-10- 0.66% |
$1.41K - $1.63K
|
1.5K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.78% |
$1.41K - $1.63K
|
1.27K
$194K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-10- 0.7% |
$1.41K - $1.63K
|
1.41K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-10- 0.02% |
$1.41K - $1.63K
|
49K
$7.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-11- 0.41% |
$1.55K - $1.79K
|
2.65K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-11- 0.27% |
$1.55K - $1.79K
|
3.99K
$609K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-12- 0.6% |
$1.69K - $1.95K
|
2K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-12- 0.69% |
$1.69K - $1.95K
|
1.73K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-13- 0.12% |
$1.83K - $2.11K
|
10.8K
$1.64M
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-15- 0.2% |
$2.12K - $2.44K
|
7.3K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-15- 0.08% |
$2.12K - $2.44K
|
18.9K
$2.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-15- 0.27% |
$2.12K - $2.44K
|
5.6K
$855K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-15- 0.72% |
$2.12K - $2.44K
|
2.06K
$314K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-15- 0.41% |
$2.12K - $2.44K
|
3.67K
$560K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 0.03% |
$2.12K - $2.44K
|
56.6K
$8.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-15- 0.36% |
$2.12K - $2.44K
|
4.12K
$629K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-16- 0.14% |
$2.26K - $2.6K
|
11.7K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-16- 0.35% |
$2.26K - $2.6K
|
4.55K
$694K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-16- 0.91% |
$2.26K - $2.6K
|
1.75K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-18- 0.16% |
$2.54K - $2.93K
|
11K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-18- 36.73% |
$2.54K - $2.93K
|
31
$4.73K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-19- 2.34% |
$2.68K - $3.09K
|
793
$121K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-19- 0.11% |
$2.68K - $3.09K
|
16.9K
$2.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-20- 0.34% |
$2.82K - $3.25K
|
5.83K
$889K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-20- 0.46% |
$2.82K - $3.25K
|
4.32K
$660K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-20- 0.55% |
$2.82K - $3.25K
|
3.6K
$549K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-20- 0.16% |
$2.82K - $3.25K
|
12.2K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-20- 1.32% |
$2.82K - $3.25K
|
1.5K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 1.11% |
$2.96K - $3.41K
|
1.86K
$284K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-22- 1.43% |
$3.11K - $3.58K
|
1.51K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-22- 0.09% |
$3.11K - $3.58K
|
24.9K
$3.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-22- 0.14% |
$3.11K - $3.58K
|
15.6K
$2.37M
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-23- 0.25% |
$3.25K - $3.74K
|
9.3K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-24- 1.21% |
$3.39K - $3.9K
|
1.96K
$299K
|