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 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
39+ 2.52% |
$5.5K - $6.34K
|
1.59K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
38+ 2.78% |
$5.36K - $6.18K
|
1.4K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
38+ 0.24% |
$5.36K - $6.18K
|
16.2K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
38New |
$5.36K - $6.18K
|
38
$5.92K
|
|
|
Feb 12, 2025
Q4 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
38+ 0.61% |
$5.36K - $6.18K
|
6.27K
$977K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
37+ 0.21% |
$5.22K - $6.01K
|
17.3K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
37+ 1.29% |
$5.22K - $6.01K
|
2.92K
$454K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
36+ 2.04% |
$5.08K - $5.85K
|
1.8K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
36+ 0.18% |
$5.08K - $5.85K
|
19.6K
$3.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
36+ 1.37% |
$5.08K - $5.85K
|
2.67K
$417K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
35+ 0.2% |
$4.94K - $5.69K
|
17.5K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
35+ 1.18% |
$4.94K - $5.69K
|
3.01K
$469K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
35+ 3.81% |
$4.94K - $5.69K
|
954
$149K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
34+ 0.22% |
$4.8K - $5.53K
|
15.2K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
34+ 1.47% |
$4.8K - $5.53K
|
2.34K
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
33+ 0.63% |
$4.66K - $5.36K
|
5.26K
$820K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
33+ 1.84% |
$4.66K - $5.36K
|
1.82K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
33+ 2.23% |
$4.66K - $5.36K
|
1.52K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
33+ 2.41% |
$4.66K - $5.36K
|
1.41K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
32+ 1.03% |
$4.52K - $5.2K
|
3.13K
$488K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
32+ 6.41% |
$4.52K - $5.2K
|
531
$82.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
32+ 0.89% |
$4.52K - $5.2K
|
3.64K
$567K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
32+ 0.39% |
$4.52K - $5.2K
|
8.31K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
32+ 0.23% |
$4.52K - $5.2K
|
14.1K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
31+ 3.15% |
$4.38K - $5.04K
|
1.02K
$158K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
31+ 0.54% |
$4.38K - $5.04K
|
5.74K
$895K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
30+ 1.74% |
$4.23K - $4.88K
|
1.75K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
30+ 0.35% |
$4.23K - $4.88K
|
8.71K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
30+ 0.72% |
$4.23K - $4.88K
|
4.23K
$659K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
29+ 0.22% |
$4.09K - $4.71K
|
13.1K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
29+ 0.13% |
$4.09K - $4.71K
|
23K
$3.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
28+ 0.34% |
$3.95K - $4.55K
|
8.29K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
28+ 1.6% |
$3.95K - $4.55K
|
1.77K
$277K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
27New |
$3.81K - $4.39K
|
27
$4.21K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
27+ 0.14% |
$3.81K - $4.39K
|
19.6K
$3.05M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
26+ 0.3% |
$3.67K - $4.23K
|
8.69K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
26+ 0.58% |
$3.67K - $4.23K
|
4.49K
$700K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
26+ 1.47% |
$3.67K - $4.23K
|
1.8K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
26+ 1.01% |
$3.67K - $4.23K
|
2.6K
$405K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
26+ 1.69% |
$3.67K - $4.23K
|
1.57K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
26+ 1.2% |
$3.67K - $4.23K
|
2.19K
$342K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
26New |
$3.67K - $4.23K
|
26
$4.05K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
26+ 0.48% |
$3.67K - $4.23K
|
5.43K
$847K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
25+ 0.49% |
$3.53K - $4.06K
|
5.1K
$795K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.44% |
$3.53K - $4.06K
|
5.74K
$895K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
25+ 0.31% |
$3.53K - $4.06K
|
8.18K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 0.18% |
$3.53K - $4.06K
|
14.2K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
24+ 0.21% |
$3.39K - $3.9K
|
11.3K
$1.76M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
23+ 1.48% |
$3.25K - $3.74K
|
1.58K
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
23+ 0.77% |
$3.25K - $3.74K
|
3.02K
$471K
|