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 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-218- 6.63% |
$30.8K - $35.4K
|
3.07K
$474K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-219- 10.47% |
$30.9K - $35.6K
|
1.87K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-219- 1.96% |
$30.9K - $35.6K
|
10.9K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-220- 2.61% |
$31.1K - $35.8K
|
8.21K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-221- 3.29% |
$31.2K - $35.9K
|
6.49K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-221- 3.41% |
$31.2K - $35.9K
|
6.25K
$966K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-225- 1.81% |
$31.8K - $36.6K
|
12.2K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-226- 6.13% |
$31.9K - $36.7K
|
3.46K
$534K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-226- 3.39% |
$31.9K - $36.7K
|
6.44K
$994K
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-226- 1.44% |
$31.9K - $36.7K
|
15.4K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-228- 8.05% |
$32.2K - $37.1K
|
2.6K
$402K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-228- 1.41% |
$32.2K - $37.1K
|
15.9K
$2.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-229- 0.43% |
$32.3K - $37.2K
|
52.9K
$8.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-230- 1.68% |
$32.5K - $37.4K
|
13.4K
$2.07M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-232- 2.39% |
$32.7K - $37.7K
|
9.47K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-232- 1.3% |
$32.7K - $37.7K
|
17.6K
$2.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-232- 2.29% |
$32.7K - $37.7K
|
9.92K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-233- 0.17% |
$32.9K - $37.9K
|
134K
$20.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-233- 15.2% |
$32.9K - $37.9K
|
1.3K
$201K
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-233- 0.92% |
$32.9K - $37.9K
|
25K
$3.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-233- 4.02% |
$32.9K - $37.9K
|
5.56K
$858K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-234- 3.97% |
$33K - $38K
|
5.65K
$873K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-236- 0.33% |
$33.3K - $38.4K
|
71.9K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-236- 1.14% |
$33.3K - $38.4K
|
20.5K
$3.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-239- 83.86% |
$33.7K - $38.8K
|
46
$7.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-240- 0.75% |
$33.9K - $39K
|
31.6K
$4.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-240- 2.91% |
$33.9K - $39K
|
8.02K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-240- 15.57% |
$33.9K - $39K
|
1.3K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-240- 6.05% |
$33.9K - $39K
|
3.73K
$575K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-242- 11.65% |
$34.2K - $39.3K
|
1.84K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-245- 13.01% |
$34.6K - $39.8K
|
1.64K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-246- 1.9% |
$34.7K - $40K
|
12.7K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-246- 1.57% |
$34.7K - $40K
|
15.5K
$2.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-247- 1.69% |
$34.9K - $40.1K
|
14.3K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-247- 11.37% |
$34.9K - $40.1K
|
1.93K
$297K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-248- 14.55% |
$35K - $40.3K
|
1.46K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-248- 3.52% |
$35K - $40.3K
|
6.81K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-248- 3.93% |
$35K - $40.3K
|
6.07K
$937K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-249- 14.39% |
$35.1K - $40.5K
|
1.48K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-250- 5.89% |
$35.3K - $40.6K
|
4K
$617K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-250- 1.35% |
$35.3K - $40.6K
|
18.3K
$2.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-252- 0.74% |
$35.6K - $41K
|
33.7K
$5.2M
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-252- 0.23% |
$35.6K - $41K
|
107K
$16.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-253- 0.57% |
$35.7K - $41.1K
|
43.9K
$6.78M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-254- 8.66% |
$35.9K - $41.3K
|
2.68K
$414K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-255- 2.61% |
$36K - $41.4K
|
9.52K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-255- 6.32% |
$36K - $41.4K
|
3.78K
$584K
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-256- 2.41% |
$36.1K - $41.6K
|
10.3K
$1.6M
|
|
|
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
$1.57M
|