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 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-633- 9.53% |
$89.3K - $103K
|
6.01K
$917K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-636- 9.06% |
$89.8K - $103K
|
6.38K
$974K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-638- 2.75% |
$90.1K - $104K
|
22.6K
$3.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-640- 4.23% |
$90.3K - $104K
|
14.5K
$2.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-640- 4.96% |
$90.3K - $104K
|
12.3K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-644- 15.57% |
$90.9K - $105K
|
3.49K
$533K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-649- 4.37% |
$91.6K - $105K
|
14.2K
$2.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-654- 5.32% |
$92.3K - $106K
|
11.6K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-656- 14.43% |
$92.6K - $107K
|
3.89K
$594K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-656- 17.03% |
$92.6K - $107K
|
3.2K
$488K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-663- 3.98% |
$93.6K - $108K
|
16K
$2.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-663- 18.81% |
$93.6K - $108K
|
2.86K
$437K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-678- 7.14% |
$95.7K - $110K
|
8.81K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-684- 4.65% |
$96.5K - $111K
|
14K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-685- 3.12% |
$96.7K - $111K
|
21.3K
$3.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-687- 2.93% |
$97K - $112K
|
22.7K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-692- 1.82% |
$97.7K - $112K
|
37.2K
$5.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-697- 2.67% |
$98.4K - $113K
|
25.4K
$3.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-700- 4.16% |
$98.8K - $114K
|
16.1K
$2.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-703- 5.17% |
$99.2K - $114K
|
12.9K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-714- 3.91% |
$101K - $116K
|
17.5K
$2.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-718- 6.31% |
$101K - $117K
|
10.7K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-719- 1.02% |
$101K - $117K
|
69.6K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-728- 6.93% |
$103K - $118K
|
9.77K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-734- 20.38% |
$104K - $119K
|
2.87K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-751- 2.15% |
$106K - $122K
|
34.1K
$5.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-757- 8.21% |
$107K - $123K
|
8.46K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-771- 7.99% |
$109K - $125K
|
8.88K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-771- 1.76% |
$109K - $125K
|
42.9K
$6.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-774- 4.69% |
$109K - $126K
|
15.7K
$2.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-776- 3.67% |
$110K - $126K
|
20.3K
$3.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-785- 4.43% |
$111K - $128K
|
16.9K
$2.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-785- 19.39% |
$111K - $128K
|
3.26K
$498K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-790- 2.13% |
$112K - $128K
|
36.3K
$5.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-794- 11.88% |
$112K - $129K
|
5.89K
$899K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-801- 0.82% |
$113K - $130K
|
97K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-802- 25.49% |
$113K - $130K
|
2.34K
$358K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-802- 0.13% |
$113K - $130K
|
623K
$95.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-807- 9.5% |
$114K - $131K
|
7.68K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-809- 1.2% |
$114K - $131K
|
66.4K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-811- 10.81% |
$114K - $132K
|
6.69K
$1.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-814- 1.81% |
$115K - $132K
|
44.1K
$6.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-814- 7.75% |
$115K - $132K
|
9.69K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-817- 4.77% |
$115K - $133K
|
16.3K
$2.49M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-820- 20.33% |
$116K - $133K
|
3.21K
$491K
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-839- 1.82% |
$118K - $136K
|
45.4K
$6.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-847- 3.57% |
$120K - $138K
|
22.9K
$3.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-847- 0.26% |
$120K - $138K
|
329K
$50.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-863- 6.46% |
$122K - $140K
|
12.5K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-867- 7.8% |
$122K - $141K
|
10.2K
$1.56M
|