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 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
62+ 2.55% |
$8.75K - $10.1K
|
2.49K
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
62+ 0.05% |
$8.75K - $10.1K
|
127K
$19.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
61+ 0.02% |
$8.61K - $9.91K
|
260K
$40.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
61+ 0.86% |
$8.61K - $9.91K
|
7.17K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
59+ 0.6% |
$8.33K - $9.59K
|
9.92K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
59+ 3.18% |
$8.33K - $9.59K
|
1.92K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
59+ 3.09% |
$8.33K - $9.59K
|
1.97K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
58+ 1.8% |
$8.19K - $9.43K
|
3.27K
$510K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
58+ 2.36% |
$8.19K - $9.43K
|
2.52K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
57+ 2.63% |
$8.05K - $9.26K
|
2.23K
$347K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
55+ 1.91% |
$7.76K - $8.94K
|
2.94K
$459K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
55+ 1.01% |
$7.76K - $8.94K
|
5.5K
$858K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
54+ 3.02% |
$7.62K - $8.78K
|
1.84K
$287K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
53+ 1.97% |
$7.48K - $8.61K
|
2.75K
$428K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
52+ 0.9% |
$7.34K - $8.45K
|
5.81K
$906K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
52+ 1.22% |
$7.34K - $8.45K
|
4.32K
$674K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
51+ 0.6% |
$7.2K - $8.29K
|
8.62K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
51+ 0.08% |
$7.2K - $8.29K
|
63.7K
$9.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
50+ 0.46% |
$7.06K - $8.13K
|
10.9K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
50+ 1.23% |
$7.06K - $8.13K
|
4.1K
$640K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
50+ 2.56% |
$7.06K - $8.13K
|
2K
$312K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
50+ 0.89% |
$7.06K - $8.13K
|
5.68K
$886K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
50+ 73.53% |
$7.06K - $8.13K
|
118
$18.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
50+ 2.33% |
$7.06K - $8.13K
|
2.2K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
50New |
$7.06K - $8.13K
|
50
$7.79K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
49+ 0.48% |
$6.92K - $7.96K
|
10.3K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
48+ 2.05% |
$6.78K - $7.8K
|
2.39K
$372K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
48+ 0.62% |
$6.78K - $7.8K
|
7.76K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
48+ 0.59% |
$6.78K - $7.8K
|
8.24K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
47+ 2.55% |
$6.63K - $7.64K
|
1.89K
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
46+ 1.21% |
$6.49K - $7.48K
|
3.86K
$602K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
46+ 0.58% |
$6.49K - $7.48K
|
7.97K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
45+ 14.8% |
$6.35K - $7.31K
|
349
$54.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
44+ 1.23% |
$6.21K - $7.15K
|
3.61K
$562K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
43+ 0.59% |
$6.07K - $6.99K
|
7.36K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
43New |
$6.07K - $6.99K
|
43
$6.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
43+ 1.01% |
$6.07K - $6.99K
|
4.31K
$672K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
43+ 0.19% |
$6.07K - $6.99K
|
22.6K
$3.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
42+ 2.92% |
$5.93K - $6.83K
|
1.48K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
42+ 0.72% |
$5.93K - $6.83K
|
5.91K
$920K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
42+ 33.07% |
$5.93K - $6.83K
|
169
$26.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
42+ 1.41% |
$5.93K - $6.83K
|
3.02K
$471K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
41+ 0.16% |
$5.79K - $6.66K
|
26.2K
$4.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
41+ 1.63% |
$5.79K - $6.66K
|
2.55K
$398K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
41+ 2.81% |
$5.79K - $6.66K
|
1.5K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
41New |
$5.79K - $6.66K
|
41
$6.39K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
40+ 0.67% |
$5.65K - $6.5K
|
6.02K
$938K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
40New |
$5.65K - $6.5K
|
40
$6.24K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
39+ 1.72% |
$5.5K - $6.34K
|
2.31K
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
39+ 2.55% |
$5.5K - $6.34K
|
1.57K
$245K
|