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 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-297- 0.41% |
$41.9K - $48.3K
|
71.8K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-298- 3.24% |
$42.1K - $48.4K
|
8.89K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-299- 5.42% |
$42.2K - $48.6K
|
5.22K
$811K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-299- 1.33% |
$42.2K - $48.6K
|
22.1K
$3.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-300- 17.52% |
$42.3K - $48.8K
|
1.41K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-301- 1.4% |
$42.5K - $48.9K
|
21.3K
$3.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-301- 9.32% |
$42.5K - $48.9K
|
2.93K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-301- 1.38% |
$42.5K - $48.9K
|
21.5K
$3.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-302- 0.14% |
$42.6K - $49.1K
|
215K
$33.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-302- 12.46% |
$42.6K - $49.1K
|
2.12K
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-305- 17.84% |
$43.1K - $49.6K
|
1.41K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-307- 3.42% |
$43.3K - $49.9K
|
8.66K
$1.35M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-313- 2.44% |
$44.2K - $50.9K
|
12.5K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-313- 7.32% |
$44.2K - $50.9K
|
3.96K
$615K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-314- 9.22% |
$44.3K - $51K
|
3.09K
$480K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-314- 5.81% |
$44.3K - $51K
|
5.09K
$791K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-314- 5.75% |
$44.3K - $51K
|
5.15K
$800K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-314- 10.96% |
$44.3K - $51K
|
2.55K
$396K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-315- 4.73% |
$44.5K - $51.2K
|
6.34K
$985K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-315- 4.94% |
$44.5K - $51.2K
|
6.07K
$942K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-315- 1.8% |
$44.5K - $51.2K
|
17.2K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-316- 0.53% |
$44.6K - $51.4K
|
58.9K
$9.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-318- 7.91% |
$44.9K - $51.7K
|
3.7K
$575K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-319- 4.86% |
$45K - $51.8K
|
6.24K
$970K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-319- 40.85% |
$45K - $51.8K
|
462
$71.8K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-319- 4.83% |
$45K - $51.8K
|
6.29K
$977K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-320- 1.55% |
$45.2K - $52K
|
20.4K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-325- 0.18% |
$45.9K - $52.8K
|
184K
$28.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-326- 1.47% |
$46K - $53K
|
21.9K
$3.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
SELL
|
- |
-327- 2.11% |
$46.2K - $53.1K
|
15.1K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-330- 7.81% |
$46.6K - $53.6K
|
3.9K
$605K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-330- 18.72% |
$46.6K - $53.6K
|
1.43K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-332- 1.69% |
$46.9K - $54K
|
19.3K
$3M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-337- 2.45% |
$47.6K - $54.8K
|
13.4K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-338- 5.11% |
$47.7K - $54.9K
|
6.28K
$976K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-338- 15.02% |
$47.7K - $54.9K
|
1.91K
$297K
|
|
|
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
$7.05M
|
|
|
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
$2.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-346- 1.0% |
$48.8K - $56.2K
|
34.3K
$5.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-347- 0.14% |
$49K - $56.4K
|
240K
$37.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-349- 1.07% |
$49.3K - $56.7K
|
32.3K
$5.01M
|
|
|
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
$391K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-354- 2.23% |
$50K - $57.5K
|
15.5K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-355- 7.17% |
$50.1K - $57.7K
|
4.6K
$714K
|
|
|
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
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-358- 0.14% |
$50.5K - $58.2K
|
265K
$41.1M
|