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 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.47K- 23.52% |
$207K - $238K
|
4.77K
$727K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1.47K- 24.06% |
$208K - $240K
|
4.65K
$710K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.48K- 2.0% |
$209K - $241K
|
72.5K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 8.14% |
$212K - $245K
|
17K
$2.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.51K- 27.6% |
$212K - $245K
|
3.95K
$603K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.51K- 40.97% |
$214K - $246K
|
2.18K
$333K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.52K- 25.58% |
$214K - $247K
|
4.42K
$674K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 5.19% |
$216K - $248K
|
27.9K
$4.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.54K- 1.86% |
$217K - $250K
|
81.2K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.55K- 58.16% |
$219K - $252K
|
1.12K
$170K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1.57K- 20.16% |
$222K - $256K
|
6.24K
$952K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.58K- 11.47% |
$223K - $256K
|
12.2K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-1.59K- 11.21% |
$225K - $259K
|
12.6K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 9.16% |
$226K - $260K
|
15.9K
$2.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.61K- 1.36% |
$227K - $262K
|
117K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-1.61K- 6.1% |
$228K - $262K
|
24.9K
$3.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.62K- 1.27% |
$228K - $263K
|
126K
$19.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.65K- 27.01% |
$233K - $268K
|
4.45K
$680K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.66K- 4.61% |
$234K - $270K
|
34.4K
$5.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.66K- 20.92% |
$235K - $270K
|
6.28K
$959K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.68K- 4.45% |
$237K - $273K
|
36K
$5.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.69K- 28.03% |
$238K - $274K
|
4.33K
$661K
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.74K- 0.61% |
$246K - $283K
|
283K
$43.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.74K- 33.69% |
$246K - $283K
|
3.43K
$523K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.75K- 4.47% |
$247K - $284K
|
37.4K
$5.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.75K- 43.03% |
$247K - $285K
|
2.32K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.77K- 7.69% |
$250K - $288K
|
21.3K
$3.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.8K- 2.75% |
$254K - $292K
|
63.5K
$9.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.8K- 4.58% |
$254K - $293K
|
37.5K
$5.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.85K- 4.8% |
$260K - $300K
|
36.6K
$5.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.85K- 5.67% |
$262K - $301K
|
30.8K
$4.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.87K- 25.85% |
$263K - $303K
|
5.35K
$816K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.89K- 2.56% |
$266K - $307K
|
71.8K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.91K- 5.25% |
$269K - $310K
|
34.4K
$5.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.91K- 3.9% |
$269K - $310K
|
47K
$7.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1.91K- 48.45% |
$269K - $310K
|
2.03K
$310K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.91K- 5.26% |
$270K - $311K
|
34.4K
$5.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.91K- 2.23% |
$270K - $311K
|
84.1K
$12.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.94K- 14.69% |
$274K - $315K
|
11.3K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.95K- 2.89% |
$275K - $317K
|
65.4K
$9.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-1.97K- 1.88% |
$277K - $319K
|
103K
$15.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.97K- 0.96% |
$278K - $320K
|
203K
$31M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.98K- 45.38% |
$280K - $322K
|
2.39K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-2K- 20.53% |
$282K - $325K
|
7.74K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-2.03K- 7.58% |
$287K - $330K
|
24.8K
$3.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-2.05K- 4.03% |
$290K - $334K
|
48.9K
$7.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.06K- 6.08% |
$290K - $334K
|
31.7K
$4.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.1KClosed |
$297K - $342K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.11K- 0.93% |
$298K - $343K
|
225K
$34.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.12K- 26.88% |
$299K - $344K
|
5.76K
$879K
|