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 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-359- 3.56% |
$50.7K - $58.3K
|
9.73K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-360- 20.08% |
$50.8K - $58.5K
|
1.43K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-362- 5.6% |
$51.1K - $58.8K
|
6.1K
$948K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-364- 7.6% |
$51.4K - $59.2K
|
4.43K
$687K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-364- 0.8% |
$51.4K - $59.2K
|
44.9K
$6.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-367- 5.14% |
$51.8K - $59.6K
|
6.77K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-368- 0.37% |
$51.9K - $59.8K
|
98.8K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-369- 9.24% |
$52.1K - $60K
|
3.63K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-370- 18.71% |
$52.2K - $60.1K
|
1.61K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-372- 1.85% |
$52.5K - $60.5K
|
19.7K
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-373- 0.97% |
$52.6K - $60.6K
|
37.9K
$5.89M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-374- 5.51% |
$52.8K - $60.8K
|
6.42K
$997K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-374- 0.8% |
$52.8K - $60.8K
|
46.3K
$7.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-374- 16.79% |
$52.8K - $60.8K
|
1.85K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-376- 17.16% |
$53.1K - $61.1K
|
1.82K
$282K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-377- 20.05% |
$53.2K - $61.3K
|
1.5K
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-380- 4.84% |
$53.6K - $61.8K
|
7.46K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-380- 79.17% |
$53.6K - $61.8K
|
100
$15.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-381- 2.29% |
$53.8K - $61.9K
|
16.2K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-383- 4.23% |
$54.1K - $62.2K
|
8.67K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-387- 4.73% |
$54.6K - $62.9K
|
7.8K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-389- 3.63% |
$54.9K - $63.2K
|
10.3K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-389- 3.46% |
$54.9K - $63.2K
|
10.9K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
SELL
|
- |
-390- 7.58% |
$55K - $63.4K
|
4.76K
$739K
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-391- 4.41% |
$55.2K - $63.5K
|
8.48K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-394- 4.79% |
$55.6K - $64K
|
7.83K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-396- 6.59% |
$55.9K - $64.4K
|
5.61K
$872K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-396- 4.8% |
$55.9K - $64.4K
|
7.86K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-397- 17.05% |
$56K - $64.5K
|
1.93K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-400- 1.09% |
$56.5K - $65K
|
36.3K
$5.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-402- 2.62% |
$56.7K - $65.3K
|
15K
$2.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-405- 2.25% |
$57.2K - $65.8K
|
17.6K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-407- 11.12% |
$57.4K - $66.1K
|
3.25K
$505K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-409- 11.04% |
$57.7K - $66.5K
|
3.3K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-410- 13.12% |
$57.9K - $66.6K
|
2.71K
$422K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-411- 5.78% |
$58K - $66.8K
|
6.71K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-411- 14.69% |
$58K - $66.8K
|
2.39K
$371K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-415- 2.86% |
$58.6K - $67.4K
|
14.1K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-419- 9.76% |
$59.1K - $68.1K
|
3.87K
$602K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-420- 6.53% |
$59.3K - $68.3K
|
6.02K
$934K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-420- 1.43% |
$59.3K - $68.3K
|
28.9K
$4.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-421- 8.93% |
$59.4K - $68.4K
|
4.3K
$667K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-424- 23.45% |
$59.8K - $68.9K
|
1.38K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-425- 7.07% |
$60K - $69.1K
|
5.59K
$868K
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-425- 5.77% |
$60K - $69.1K
|
6.94K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-426- 2.77% |
$60.1K - $69.2K
|
15K
$2.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-426- 8.02% |
$60.1K - $69.2K
|
4.89K
$759K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-428- 26.21% |
$60.4K - $69.6K
|
1.21K
$187K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-429- 7.53% |
$60.6K - $69.7K
|
5.27K
$818K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-430- 1.61% |
$60.7K - $69.9K
|
26.3K
$4.08M
|