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 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-221- 3.41% |
$31.2K - $35.9K
|
6.25K
$954K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-226- 6.13% |
$31.9K - $36.7K
|
3.46K
$528K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-226- 3.39% |
$31.9K - $36.7K
|
6.44K
$982K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-228- 8.05% |
$32.2K - $37.1K
|
2.6K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-229- 0.43% |
$32.3K - $37.2K
|
52.9K
$8.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-230- 1.68% |
$32.5K - $37.4K
|
13.4K
$2.05M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-232- 2.39% |
$32.7K - $37.7K
|
9.47K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-232- 1.3% |
$32.7K - $37.7K
|
17.6K
$2.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-232- 2.29% |
$32.7K - $37.7K
|
9.92K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-233- 0.17% |
$32.9K - $37.9K
|
134K
$20.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-233- 15.2% |
$32.9K - $37.9K
|
1.3K
$198K
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-233- 0.92% |
$32.9K - $37.9K
|
25K
$3.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-234- 3.97% |
$33K - $38K
|
5.65K
$863K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-236- 0.33% |
$33.3K - $38.4K
|
71.9K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-239- 83.86% |
$33.7K - $38.8K
|
46
$7.02K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-240- 0.75% |
$33.9K - $39K
|
31.6K
$4.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-240- 2.91% |
$33.9K - $39K
|
8.02K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-240- 15.57% |
$33.9K - $39K
|
1.3K
$199K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-242- 11.65% |
$34.2K - $39.3K
|
1.84K
$280K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-245- 13.01% |
$34.6K - $39.8K
|
1.64K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-246- 1.9% |
$34.7K - $40K
|
12.7K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-247- 1.69% |
$34.9K - $40.1K
|
14.3K
$2.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-248- 14.55% |
$35K - $40.3K
|
1.46K
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-248- 3.52% |
$35K - $40.3K
|
6.81K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-248- 3.93% |
$35K - $40.3K
|
6.07K
$926K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-250- 5.89% |
$35.3K - $40.6K
|
4K
$610K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-250- 1.35% |
$35.3K - $40.6K
|
18.3K
$2.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-252- 0.74% |
$35.6K - $41K
|
33.7K
$5.14M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-253- 0.57% |
$35.7K - $41.1K
|
43.9K
$6.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-255- 2.61% |
$36K - $41.4K
|
9.52K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-255- 6.32% |
$36K - $41.4K
|
3.78K
$577K
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-256- 2.41% |
$36.1K - $41.6K
|
10.3K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-259- 4.71% |
$36.6K - $42.1K
|
5.24K
$800K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-260- 14.67% |
$36.7K - $42.3K
|
1.51K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-260- 5.81% |
$36.7K - $42.3K
|
4.22K
$643K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-263- 0.66% |
$37.1K - $42.7K
|
39.8K
$6.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-263- 5.92% |
$37.1K - $42.7K
|
4.18K
$638K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-264- 3.96% |
$37.3K - $42.9K
|
6.4K
$977K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-266- 14.0% |
$37.5K - $43.2K
|
1.63K
$249K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-267- 5.86% |
$37.7K - $43.4K
|
4.29K
$655K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-268- 2.39% |
$37.8K - $43.6K
|
10.9K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-270- 7.24% |
$38.1K - $43.9K
|
3.46K
$528K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-270- 8.52% |
$38.1K - $43.9K
|
2.9K
$443K
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-277- 1.0% |
$39.1K - $45K
|
27.5K
$4.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-278- 1.29% |
$39.2K - $45.2K
|
21.3K
$3.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-279- 0.44% |
$39.4K - $45.3K
|
62.7K
$9.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-279- 5.71% |
$39.4K - $45.3K
|
4.61K
$703K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-279- 4.24% |
$39.4K - $45.3K
|
6.3K
$961K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-280- 2.3% |
$39.5K - $45.5K
|
11.9K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-285- 4.35% |
$40.2K - $46.3K
|
6.27K
$956K
|