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
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.44K- 0.53% |
$485K - $559K
|
644K
$98.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.54K- 10.09% |
$500K - $576K
|
31.5K
$4.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-3.55K- 0.62% |
$502K - $577K
|
568K
$86.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.63K- 65.36% |
$512K - $589K
|
1.92K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-3.69K- 5.23% |
$521K - $600K
|
66.9K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-3.7K- 15.66% |
$522K - $601K
|
19.9K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.73K- 10.07% |
$526K - $606K
|
33.3K
$5.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-3.75K- 3.5% |
$529K - $609K
|
103K
$15.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.89K- 18.88% |
$548K - $631K
|
16.7K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.93K- 3.14% |
$555K - $639K
|
121K
$18.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.96K- 4.47% |
$559K - $644K
|
84.6K
$12.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.96K- 41.37% |
$559K - $644K
|
5.62K
$857K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.98K- 2.85% |
$562K - $647K
|
136K
$20.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-4K- 38.14% |
$565K - $650K
|
6.49K
$990K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-4.02K- 66.56% |
$568K - $654K
|
2.02K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.09K- 14.34% |
$577K - $664K
|
24.4K
$3.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.1K- 87.92% |
$578K - $666K
|
563
$85.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.17K- 4.84% |
$589K - $678K
|
82K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-4.25K- 4.52% |
$600K - $691K
|
89.8K
$13.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.32K- 51.52% |
$609K - $702K
|
4.06K
$620K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.36K- 8.36% |
$615K - $708K
|
47.8K
$7.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-4.39K- 25.34% |
$620K - $713K
|
12.9K
$1.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.41K- 12.82% |
$623K - $717K
|
30K
$4.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-4.52K- 5.2% |
$638K - $735K
|
82.4K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-4.64K- 4.04% |
$655K - $754K
|
110K
$16.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-4.73K- 52.29% |
$667K - $768K
|
4.31K
$658K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.78K- 30.84% |
$675K - $778K
|
10.7K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-4.8K- 22.28% |
$678K - $780K
|
16.7K
$2.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4.81K- 7.01% |
$679K - $782K
|
63.8K
$9.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4.91K- 15.32% |
$693K - $798K
|
27.1K
$4.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.95K- 3.51% |
$698K - $804K
|
136K
$20.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-5K- 2.3% |
$706K - $813K
|
212K
$32.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-5.01K- 29.3% |
$707K - $814K
|
12.1K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.06K- 28.65% |
$714K - $822K
|
12.6K
$1.92M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.08K- 9.01% |
$717K - $826K
|
51.3K
$7.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-5.18K- 8.78% |
$731K - $842K
|
53.8K
$8.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-5.2K- 10.19% |
$735K - $846K
|
45.9K
$7M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-5.24K- 22.72% |
$739K - $851K
|
17.8K
$2.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5.3K- 57.61% |
$748K - $861K
|
3.9K
$595K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-5.4K- 19.52% |
$762K - $877K
|
22.3K
$3.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-5.48K- 16.27% |
$774K - $891K
|
28.2K
$4.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Hendley & CO Inc
|
SELL
|
- |
-5.53K- 8.27% |
$780K - $898K
|
61.3K
$9.35M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-5.58K- 42.24% |
$788K - $907K
|
7.63K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.73K- 1.92% |
$809K - $932K
|
292K
$44.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.9K- 6.16% |
$833K - $959K
|
89.9K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-5.95K- 17.93% |
$840K - $967K
|
27.2K
$4.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.95K- 26.01% |
$840K - $968K
|
16.9K
$2.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-6.03K- 79.67% |
$851K - $979K
|
1.54K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.08K- 49.81% |
$859K - $989K
|
6.13K
$936K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6.1K- 45.72% |
$860K - $991K
|
7.24K
$1.1M
|