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
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.14K- 1.63% |
$302K - $347K
|
129K
$19.7M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.16K- 16.02% |
$304K - $350K
|
11.3K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2.17K- 56.19% |
$306K - $352K
|
1.69K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.18K- 3.81% |
$308K - $355K
|
55K
$8.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.21K- 2.81% |
$311K - $358K
|
76.2K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.22K- 2.72% |
$314K - $361K
|
79.7K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.23K- 0.49% |
$315K - $363K
|
455K
$69.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.24K- 5.44% |
$316K - $364K
|
39K
$5.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 36.44% |
$319K - $367K
|
3.94K
$602K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.28K- 1.51% |
$322K - $371K
|
149K
$22.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.32K- 9.75% |
$327K - $376K
|
21.4K
$3.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.35K- 1.61% |
$331K - $381K
|
143K
$21.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.43K- 9.0% |
$343K - $395K
|
24.6K
$3.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.44K- 2.05% |
$344K - $396K
|
116K
$17.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-2.45K- 6.62% |
$346K - $398K
|
34.6K
$5.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-2.49K- 2.91% |
$352K - $405K
|
83.1K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.5K- 3.33% |
$353K - $407K
|
72.5K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.53K- 5.69% |
$357K - $411K
|
41.9K
$6.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.55K- 6.27% |
$360K - $414K
|
38.1K
$5.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.56K- 0.78% |
$361K - $415K
|
327K
$49.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-2.63K- 45.87% |
$371K - $427K
|
3.1K
$473K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-2.65K- 22.74% |
$373K - $430K
|
8.99K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.65K- 2.9% |
$373K - $430K
|
88.6K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.66K- 0.9% |
$375K - $432K
|
293K
$44.7M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.7K- 3.22% |
$381K - $439K
|
81.1K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-2.73K- 5.66% |
$385K - $444K
|
45.5K
$6.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.81K- 4.29% |
$397K - $457K
|
62.8K
$9.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.86K- 5.92% |
$404K - $465K
|
45.4K
$6.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.86K- 62.37% |
$404K - $465K
|
1.73K
$263K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3K- 9.0% |
$424K - $488K
|
30.3K
$4.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.01K- 1.56% |
$424K - $489K
|
190K
$28.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.02K- 0.4% |
$426K - $491K
|
745K
$114M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-3.03K- 20.9% |
$427K - $492K
|
11.5K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-3.09K- 2.68% |
$437K - $503K
|
112K
$17.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-3.12K- 1.62% |
$440K - $507K
|
190K
$28.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3.14K- 27.09% |
$444K - $511K
|
8.46K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.18K- 92.16% |
$448K - $516K
|
270
$41.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.21K- 53.1% |
$454K - $522K
|
2.84K
$433K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.22K- 36.54% |
$454K - $523K
|
5.59K
$852K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-3.22K- 4.95% |
$454K - $523K
|
61.8K
$9.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.25K- 46.87% |
$459K - $529K
|
3.69K
$563K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.25K- 1.56% |
$459K - $529K
|
206K
$31.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.3K- 3.14% |
$466K - $537K
|
102K
$15.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.33K- 9.57% |
$470K - $541K
|
31.5K
$4.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.35K- 6.82% |
$472K - $544K
|
45.7K
$6.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.35K- 1.49% |
$473K - $544K
|
221K
$33.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-3.36K- 19.74% |
$475K - $546K
|
13.7K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.42K- 9.57% |
$482K - $555K
|
32.3K
$4.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-3.43K- 1.98% |
$484K - $557K
|
170K
$25.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.43K- 5.16% |
$484K - $558K
|
63.1K
$9.63M
|