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 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.09K- 40.02% |
$154K - $177K
|
1.64K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.1K- 13.42% |
$155K - $179K
|
7.09K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.1K- 0.82% |
$155K - $179K
|
133K
$20.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 3.03% |
$159K - $183K
|
36K
$5.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.13K- 19.72% |
$159K - $183K
|
4.58K
$699K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.13K- 12.69% |
$160K - $184K
|
7.78K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.15K- 14.0% |
$162K - $186K
|
7.04K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-1.15K- 17.86% |
$162K - $187K
|
5.28K
$806K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.15K- 1.0% |
$163K - $187K
|
114K
$17.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.16K- 6.81% |
$163K - $188K
|
15.9K
$2.42M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.17K- 4.81% |
$164K - $189K
|
23K
$3.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.17K- 7.55% |
$165K - $190K
|
14.4K
$2.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.17K- 5.12% |
$166K - $191K
|
21.7K
$3.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.18K- 3.77% |
$167K - $192K
|
30.3K
$4.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.19K- 3.61% |
$167K - $193K
|
31.7K
$4.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.2K- 2.15% |
$169K - $195K
|
54.7K
$8.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.21K- 2.07% |
$171K - $197K
|
57.4K
$8.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.21K- 3.71% |
$171K - $197K
|
31.5K
$4.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-1.22K- 20.66% |
$171K - $197K
|
4.67K
$712K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.22K- 16.21% |
$172K - $198K
|
6.3K
$962K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.23K- 4.51% |
$174K - $200K
|
26.1K
$3.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 2.74% |
$174K - $200K
|
43.7K
$6.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.23K- 2.62% |
$174K - $201K
|
45.8K
$6.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.24K- 1.06% |
$174K - $201K
|
116K
$17.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.24K- 17.59% |
$176K - $202K
|
5.83K
$890K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.26K- 29.61% |
$177K - $204K
|
2.98K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.26K- 24.65% |
$178K - $205K
|
3.86K
$589K
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-1.26K- 5.06% |
$178K - $205K
|
23.7K
$3.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.27K- 4.32% |
$179K - $206K
|
28K
$4.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.28K- 4.33% |
$180K - $207K
|
28.2K
$4.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.28K- 31.89% |
$181K - $208K
|
2.74K
$418K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.3K- 13.79% |
$184K - $212K
|
8.15K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.33K- 1.71% |
$187K - $215K
|
76.1K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-1.33K- 10.84% |
$188K - $217K
|
11K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.34K- 1.23% |
$188K - $217K
|
107K
$16.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.34K- 3.85% |
$189K - $218K
|
33.4K
$5.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.36K- 3.14% |
$192K - $221K
|
41.9K
$6.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.36K- 6.35% |
$193K - $222K
|
20.1K
$3.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.37K- 0.99% |
$194K - $223K
|
137K
$20.9M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.38K- 4.89% |
$195K - $225K
|
26.9K
$4.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.39K- 6.81% |
$195K - $225K
|
19K
$2.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.39K- 3.6% |
$196K - $226K
|
37.1K
$5.67M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.4K- 0.78% |
$197K - $227K
|
178K
$27.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.4K- 5.2% |
$198K - $228K
|
25.6K
$3.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.41K- 4.45% |
$199K - $229K
|
30.2K
$4.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.42K- 0.53% |
$200K - $230K
|
266K
$40.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.43K- 12.79% |
$201K - $232K
|
9.72K
$1.48M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-1.43K- 12.71% |
$202K - $233K
|
9.83K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.44K- 4.05% |
$204K - $234K
|
34.2K
$5.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.46K- 1.91% |
$207K - $238K
|
75.2K
$11.5M
|