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 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
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-869- 4.95% |
$123K - $141K
|
16.7K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-870- 1.42% |
$123K - $141K
|
60.2K
$9.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-878- 4.13% |
$124K - $143K
|
20.4K
$3.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-884- 12.06% |
$125K - $144K
|
6.44K
$983K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-910- 1.81% |
$128K - $148K
|
49.3K
$7.53M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-920- 1.87% |
$130K - $150K
|
48.3K
$7.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-922- 5.36% |
$130K - $150K
|
16.3K
$2.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-925- 15.51% |
$131K - $150K
|
5.04K
$769K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-931- 0.24% |
$131K - $151K
|
380K
$57.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-945- 1.17% |
$133K - $154K
|
79.7K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-953- 6.14% |
$135K - $155K
|
14.6K
$2.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-957- 1.41% |
$135K - $156K
|
67K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-969- 1.71% |
$137K - $157K
|
55.8K
$8.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-970- 4.27% |
$137K - $158K
|
21.8K
$3.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-973- 1.28% |
$137K - $158K
|
75K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-978- 2.77% |
$138K - $159K
|
34.3K
$5.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-982- 3.69% |
$139K - $160K
|
25.6K
$3.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-992- 6.45% |
$140K - $161K
|
14.4K
$2.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-994- 2.52% |
$140K - $162K
|
38.5K
$5.88M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1K- 2.0% |
$141K - $163K
|
49K
$7.48M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1K- 11.18% |
$141K - $163K
|
7.95K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1K- 5.03% |
$141K - $163K
|
18.9K
$2.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1K- 0.57% |
$141K - $163K
|
174K
$26.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.01K- 3.0% |
$143K - $165K
|
32.7K
$4.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.02K- 16.8% |
$144K - $166K
|
5.05K
$771K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.03K- 2.92% |
$145K - $167K
|
34.2K
$5.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 33.69% |
$145K - $167K
|
2.03K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.04K- 15.01% |
$146K - $168K
|
5.87K
$895K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.05K- 23.26% |
$148K - $171K
|
3.46K
$529K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.06K- 2.0% |
$149K - $172K
|
51.8K
$7.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.06K- 48.89% |
$150K - $172K
|
1.11K
$169K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.06K- 7.98% |
$150K - $172K
|
12.2K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.06K- 33.47% |
$150K - $172K
|
2.11K
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.07K- 24.65% |
$151K - $174K
|
3.27K
$499K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.07K- 4.81% |
$151K - $174K
|
21.2K
$3.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.07K- 10.02% |
$151K - $174K
|
9.63K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.09K- 2.59% |
$154K - $177K
|
40.9K
$6.24M
|