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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-319- 40.85% |
$45K - $51.8K
|
462
$72K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-319- 4.83% |
$45K - $51.8K
|
6.29K
$980K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-320- 1.55% |
$45.2K - $52K
|
20.4K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-325- 0.18% |
$45.9K - $52.8K
|
184K
$28.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-326- 1.47% |
$46K - $53K
|
21.9K
$3.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
SELL
|
- |
-327- 2.11% |
$46.2K - $53.1K
|
15.1K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-330- 7.81% |
$46.6K - $53.6K
|
3.9K
$607K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-332- 1.69% |
$46.9K - $54K
|
19.3K
$3.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-337- 2.45% |
$47.6K - $54.8K
|
13.4K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-338- 5.11% |
$47.7K - $54.9K
|
6.28K
$979K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-338- 15.02% |
$47.7K - $54.9K
|
1.91K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-338- 4.37% |
$47.7K - $54.9K
|
7.39K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-339- 0.74% |
$47.8K - $55.1K
|
45.4K
$7.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-342- 27.23% |
$48.3K - $55.6K
|
914
$142K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-344- 1.86% |
$48.6K - $55.9K
|
18.2K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-346- 1.0% |
$48.8K - $56.2K
|
34.3K
$5.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-347- 0.14% |
$49K - $56.4K
|
240K
$37.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-349- 1.07% |
$49.3K - $56.7K
|
32.3K
$5.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-352- 0.52% |
$49.7K - $57.2K
|
66.7K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-354- 12.33% |
$50K - $57.5K
|
2.52K
$392K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-354- 2.23% |
$50K - $57.5K
|
15.5K
$2.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-357- 4.88% |
$50.4K - $58K
|
6.95K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-357- 2.66% |
$50.4K - $58K
|
13.1K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-358- 0.14% |
$50.5K - $58.2K
|
265K
$41.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-359- 3.56% |
$50.7K - $58.3K
|
9.73K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-360- 20.08% |
$50.8K - $58.5K
|
1.43K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-362- 5.6% |
$51.1K - $58.8K
|
6.1K
$951K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-364- 7.6% |
$51.4K - $59.2K
|
4.43K
$690K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-364- 0.8% |
$51.4K - $59.2K
|
44.9K
$7M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-367- 5.14% |
$51.8K - $59.6K
|
6.77K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-368- 0.37% |
$51.9K - $59.8K
|
98.8K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-369- 9.24% |
$52.1K - $60K
|
3.63K
$565K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-370- 18.71% |
$52.2K - $60.1K
|
1.61K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-372- 1.85% |
$52.5K - $60.5K
|
19.7K
$3.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-373- 0.97% |
$52.6K - $60.6K
|
37.9K
$5.91M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-374- 5.51% |
$52.8K - $60.8K
|
6.42K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-374- 0.8% |
$52.8K - $60.8K
|
46.3K
$7.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-374- 16.79% |
$52.8K - $60.8K
|
1.85K
$289K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-376- 17.16% |
$53.1K - $61.1K
|
1.82K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-377- 20.05% |
$53.2K - $61.3K
|
1.5K
$234K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-380- 4.84% |
$53.6K - $61.8K
|
7.46K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-380- 79.17% |
$53.6K - $61.8K
|
100
$15.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-381- 2.29% |
$53.8K - $61.9K
|
16.2K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-383- 4.23% |
$54.1K - $62.2K
|
8.67K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-387- 4.73% |
$54.6K - $62.9K
|
7.8K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-389- 3.63% |
$54.9K - $63.2K
|
10.3K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-389- 3.46% |
$54.9K - $63.2K
|
10.9K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
SELL
|
- |
-390- 7.58% |
$55K - $63.4K
|
4.76K
$742K
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-391- 4.41% |
$55.2K - $63.5K
|
8.48K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-396- 6.59% |
$55.9K - $64.4K
|
5.61K
$875K
|