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 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-132- 1.92% |
$18.6K - $21.5K
|
6.73K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-134- 2.54% |
$18.9K - $21.8K
|
5.15K
$795K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-136- 4.64% |
$19.2K - $22.1K
|
2.8K
$432K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-137- 3.66% |
$19.3K - $22.3K
|
3.6K
$556K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-137- 15.99% |
$19.3K - $22.3K
|
720
$111K
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-139- 2.97% |
$19.6K - $22.6K
|
4.54K
$701K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-140- 0.97% |
$19.8K - $22.8K
|
14.2K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-142- 77.6% |
$20K - $23.1K
|
41
$6.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-142- 77.6% |
$20K - $23.1K
|
41
$6.33K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-143- 4.28% |
$20.2K - $23.2K
|
3.2K
$494K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-145- 2.78% |
$20.5K - $23.6K
|
5.08K
$784K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-146- 0.18% |
$20.6K - $23.7K
|
81.5K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-147- 0.74% |
$20.7K - $23.9K
|
19.6K
$3.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-148- 6.03% |
$20.9K - $24.1K
|
2.31K
$356K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-149- 3.77% |
$21K - $24.2K
|
3.8K
$587K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-149- 7.1% |
$21K - $24.2K
|
1.95K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-150- 1.33% |
$21.2K - $24.4K
|
11.2K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-150- 2.91% |
$21.2K - $24.4K
|
5K
$772K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-150- 7.17% |
$21.2K - $24.4K
|
1.94K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-150- 1.46% |
$21.2K - $24.4K
|
10.1K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-150- 1.33% |
$21.2K - $24.4K
|
11.1K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-151- 3.5% |
$21.3K - $24.5K
|
4.16K
$642K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-151- 8.95% |
$21.3K - $24.5K
|
1.54K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-153- 9.93% |
$21.6K - $24.9K
|
1.39K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-153- 1.76% |
$21.6K - $24.9K
|
8.55K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-155- 0.35% |
$21.9K - $25.2K
|
43.6K
$6.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-156- 1.29% |
$22K - $25.4K
|
12K
$1.85M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-156- 0.34% |
$22K - $25.4K
|
45.7K
$7.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-157- 2.95% |
$22.2K - $25.5K
|
5.17K
$798K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-158- 4.84% |
$22.3K - $25.7K
|
3.11K
$480K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-159- 2.36% |
$22.4K - $25.8K
|
6.57K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-160- 2.7% |
$22.6K - $26K
|
5.76K
$890K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-161- 2.58% |
$22.7K - $26.2K
|
6.07K
$938K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-162- 3.9% |
$22.9K - $26.3K
|
3.99K
$616K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-163- 8.73% |
$23K - $26.5K
|
1.71K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-167- 13.7% |
$23.6K - $27.1K
|
1.05K
$162K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-169- 1.03% |
$23.9K - $27.5K
|
16.2K
$2.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-171- 0.36% |
$24.1K - $27.8K
|
47K
$7.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-173- 2.21% |
$24.4K - $28.1K
|
7.67K
$1.18M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-173- 1.48% |
$24.4K - $28.1K
|
11.5K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-175- 7.27% |
$24.7K - $28.4K
|
2.23K
$345K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-175- 5.35% |
$24.7K - $28.4K
|
3.1K
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-175- 1.27% |
$24.7K - $28.4K
|
13.6K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-175- 1.07% |
$24.7K - $28.4K
|
16.1K
$2.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-175- 0.69% |
$24.7K - $28.4K
|
25.2K
$3.89M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-175- 4.13% |
$24.7K - $28.4K
|
4.07K
$628K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-176- 15.64% |
$24.8K - $28.6K
|
949
$147K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-176- 0.96% |
$24.8K - $28.6K
|
18.2K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-176- 3.61% |
$24.8K - $28.6K
|
4.7K
$725K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-177- 7.19% |
$25K - $28.8K
|
2.29K
$353K
|