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 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-248- 3.52% |
$35K - $40.3K
|
6.81K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-248- 3.93% |
$35K - $40.3K
|
6.07K
$943K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-249- 14.39% |
$35.1K - $40.5K
|
1.48K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-250- 5.89% |
$35.3K - $40.6K
|
4K
$621K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-250- 1.35% |
$35.3K - $40.6K
|
18.3K
$2.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-252- 0.74% |
$35.6K - $41K
|
33.7K
$5.23M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-253- 0.57% |
$35.7K - $41.1K
|
43.9K
$6.82M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-254- 8.66% |
$35.9K - $41.3K
|
2.68K
$416K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-255- 2.61% |
$36K - $41.4K
|
9.52K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-255- 6.32% |
$36K - $41.4K
|
3.78K
$587K
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-256- 2.41% |
$36.1K - $41.6K
|
10.3K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Semanteon Capital Management, LP
Newton, MA |
SELL
|
- |
-256- 3.12% |
$36.1K - $41.6K
|
7.95K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-257- 2.46% |
$36.3K - $41.8K
|
10.2K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-258- 2.38% |
$36.4K - $41.9K
|
10.6K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-259- 4.71% |
$36.6K - $42.1K
|
5.24K
$814K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-260- 14.67% |
$36.7K - $42.3K
|
1.51K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-260- 5.81% |
$36.7K - $42.3K
|
4.22K
$655K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-263- 0.66% |
$37.1K - $42.7K
|
39.8K
$6.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-263- 5.92% |
$37.1K - $42.7K
|
4.18K
$650K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-264- 3.96% |
$37.3K - $42.9K
|
6.4K
$994K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-266- 14.0% |
$37.5K - $43.2K
|
1.63K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-266- 16.3% |
$37.5K - $43.2K
|
1.37K
$212K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-267- 5.86% |
$37.7K - $43.4K
|
4.29K
$667K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-268- 2.39% |
$37.8K - $43.6K
|
10.9K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-268- 0.92% |
$37.8K - $43.6K
|
28.9K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-269- 1.45% |
$38K - $43.7K
|
18.3K
$2.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-270- 7.24% |
$38.1K - $43.9K
|
3.46K
$537K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-270- 8.52% |
$38.1K - $43.9K
|
2.9K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-273- 16.56% |
$38.5K - $44.4K
|
1.38K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-276- 0.5% |
$39K - $44.9K
|
54.7K
$8.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-277- 1.0% |
$39.1K - $45K
|
27.5K
$4.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-278- 1.29% |
$39.2K - $45.2K
|
21.3K
$3.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-279- 0.44% |
$39.4K - $45.3K
|
62.7K
$9.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-279- 5.71% |
$39.4K - $45.3K
|
4.61K
$716K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-279- 4.24% |
$39.4K - $45.3K
|
6.3K
$978K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-280- 2.3% |
$39.5K - $45.5K
|
11.9K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-281- 9.63% |
$39.7K - $45.7K
|
2.64K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-284- 1.72% |
$40.1K - $46.2K
|
16.2K
$2.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-285- 4.35% |
$40.2K - $46.3K
|
6.27K
$974K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-286- 4.91% |
$40.4K - $46.5K
|
5.54K
$860K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-287- 0.9% |
$40.5K - $46.6K
|
31.6K
$4.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-289- 2.42% |
$40.8K - $47K
|
11.6K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-290- 15.44% |
$40.9K - $47.1K
|
1.59K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-291- 3.86% |
$41.1K - $47.3K
|
7.25K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-291- 6.37% |
$41.1K - $47.3K
|
4.28K
$665K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-293- 5.63% |
$41.4K - $47.6K
|
4.91K
$763K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-293- 4.28% |
$41.4K - $47.6K
|
6.56K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-294- 1.63% |
$41.5K - $47.8K
|
17.7K
$2.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-296- 5.17% |
$41.8K - $48.1K
|
5.43K
$843K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-296- 8.72% |
$41.8K - $48.1K
|
3.1K
$481K
|