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 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-565- 7.31% |
$79.7K - $91.8K
|
7.17K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-565- 2.94% |
$79.7K - $91.8K
|
18.6K
$2.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-565- 1.94% |
$79.7K - $91.8K
|
28.6K
$4.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-569- 4.19% |
$80.3K - $92.5K
|
13K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-569- 84.05% |
$80.3K - $92.5K
|
108
$16.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-570- 17.12% |
$80.5K - $92.6K
|
2.76K
$430K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-573- 10.15% |
$80.9K - $93.1K
|
5.07K
$791K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-575- 3.39% |
$81.2K - $93.5K
|
16.4K
$2.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-575- 8.85% |
$81.2K - $93.5K
|
5.92K
$923K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-576- 7.57% |
$81.3K - $93.6K
|
7.03K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-579- 3.63% |
$81.7K - $94.1K
|
15.4K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-581- 7.42% |
$82K - $94.4K
|
7.24K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-582- 9.26% |
$82.1K - $94.6K
|
5.7K
$889K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-588- 4.05% |
$83K - $95.6K
|
13.9K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-594- 0.83% |
$83.8K - $96.5K
|
71K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-595- 1.58% |
$84K - $96.7K
|
36.9K
$5.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-599- 24.36% |
$84.5K - $97.4K
|
1.86K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-603- 7.07% |
$85.1K - $98K
|
7.93K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-605- 5.19% |
$85.4K - $98.3K
|
11.1K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-608- 0.91% |
$85.8K - $98.8K
|
66.4K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-609- 3.03% |
$86K - $99K
|
19.5K
$3.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-614- 4.17% |
$86.7K - $99.8K
|
14.1K
$2.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-623- 17.42% |
$87.9K - $101K
|
2.95K
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-625- 3.89% |
$88.2K - $102K
|
15.4K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-629- 10.93% |
$88.8K - $102K
|
5.13K
$799K
|
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-630- 3.39% |
$88.9K - $102K
|
17.9K
$2.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-633- 1.81% |
$89.3K - $103K
|
34.4K
$5.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-633- 9.53% |
$89.3K - $103K
|
6.01K
$937K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-633- 3.23% |
$89.3K - $103K
|
18.9K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-636- 9.06% |
$89.8K - $103K
|
6.38K
$995K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-637- 3.16% |
$89.9K - $104K
|
19.5K
$3.05M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-638- 2.75% |
$90.1K - $104K
|
22.6K
$3.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-640- 4.23% |
$90.3K - $104K
|
14.5K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-640- 4.96% |
$90.3K - $104K
|
12.3K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-641- 4.82% |
$90.5K - $104K
|
12.7K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-644- 15.57% |
$90.9K - $105K
|
3.49K
$544K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-649- 4.37% |
$91.6K - $105K
|
14.2K
$2.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-654- 5.32% |
$92.3K - $106K
|
11.6K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-656- 14.43% |
$92.6K - $107K
|
3.89K
$606K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-656- 17.03% |
$92.6K - $107K
|
3.2K
$498K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-663- 3.98% |
$93.6K - $108K
|
16K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-663- 18.81% |
$93.6K - $108K
|
2.86K
$446K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-666- 2.54% |
$94K - $108K
|
25.6K
$3.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-678- 7.14% |
$95.7K - $110K
|
8.81K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-684- 4.65% |
$96.5K - $111K
|
14K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-685- 3.12% |
$96.7K - $111K
|
21.3K
$3.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-685- 17.69% |
$96.7K - $111K
|
3.19K
$497K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-687- 2.93% |
$97K - $112K
|
22.7K
$3.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-692- 1.82% |
$97.7K - $112K
|
37.2K
$5.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-697- 2.67% |
$98.4K - $113K
|
25.4K
$3.96M
|