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 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-374- 5.51% |
$52.8K - $60.8K
|
6.42K
$979K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-376- 17.16% |
$53.1K - $61.1K
|
1.82K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-377- 20.05% |
$53.2K - $61.3K
|
1.5K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-380- 4.84% |
$53.6K - $61.8K
|
7.46K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-381- 2.29% |
$53.8K - $61.9K
|
16.2K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-383- 4.23% |
$54.1K - $62.2K
|
8.67K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-387- 4.73% |
$54.6K - $62.9K
|
7.8K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-389- 3.63% |
$54.9K - $63.2K
|
10.3K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-389- 3.46% |
$54.9K - $63.2K
|
10.9K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-396- 6.59% |
$55.9K - $64.4K
|
5.61K
$857K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-396- 4.8% |
$55.9K - $64.4K
|
7.86K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-397- 17.05% |
$56K - $64.5K
|
1.93K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-400- 1.09% |
$56.5K - $65K
|
36.3K
$5.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-402- 2.62% |
$56.7K - $65.3K
|
15K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-405- 2.25% |
$57.2K - $65.8K
|
17.6K
$2.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-407- 11.12% |
$57.4K - $66.1K
|
3.25K
$496K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-409- 11.04% |
$57.7K - $66.5K
|
3.3K
$503K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-411- 5.78% |
$58K - $66.8K
|
6.71K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-415- 2.86% |
$58.6K - $67.4K
|
14.1K
$2.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-419- 9.76% |
$59.1K - $68.1K
|
3.87K
$591K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-420- 6.53% |
$59.3K - $68.3K
|
6.02K
$918K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-420- 1.43% |
$59.3K - $68.3K
|
28.9K
$4.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-421- 8.93% |
$59.4K - $68.4K
|
4.3K
$656K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-424- 23.45% |
$59.8K - $68.9K
|
1.38K
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-425- 7.07% |
$60K - $69.1K
|
5.59K
$853K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-426- 2.77% |
$60.1K - $69.2K
|
15K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-428- 26.21% |
$60.4K - $69.6K
|
1.21K
$184K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-430- 1.61% |
$60.7K - $69.9K
|
26.3K
$4.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-430- 9.14% |
$60.7K - $69.9K
|
4.28K
$653K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-432- 15.16% |
$61K - $70.2K
|
2.42K
$369K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-432- 0.97% |
$61K - $70.2K
|
44.1K
$6.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-436- 20.51% |
$61.5K - $70.9K
|
1.69K
$258K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-437- 4.35% |
$61.7K - $71K
|
9.6K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-440- 3.74% |
$62.1K - $71.5K
|
11.3K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-440- 11.97% |
$62.1K - $71.5K
|
3.24K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-443- 10.76% |
$62.5K - $72K
|
3.68K
$561K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-443- 17.11% |
$62.5K - $72K
|
2.15K
$328K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-449- 0.83% |
$63.4K - $73K
|
53.8K
$8.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-452- 0.56% |
$63.8K - $73.5K
|
80.2K
$12.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-455- 5.91% |
$64.2K - $74K
|
7.24K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-457- 2.16% |
$64.5K - $74.3K
|
20.7K
$3.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-458- 1.35% |
$64.6K - $74.4K
|
33.4K
$5.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-458- 10.84% |
$64.6K - $74.4K
|
3.77K
$575K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-461- 12.91% |
$65.1K - $74.9K
|
3.11K
$475K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-463- 17.62% |
$65.4K - $75.3K
|
2.16K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-464- 21.03% |
$65.5K - $75.4K
|
1.74K
$266K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-467- 7.93% |
$65.9K - $75.9K
|
5.42K
$828K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-467- 16.02% |
$65.9K - $75.9K
|
2.45K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-469- 1.96% |
$66.2K - $76.2K
|
23.4K
$3.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-470- 6.47% |
$66.3K - $76.4K
|
6.79K
$1.04M
|