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
|
Simmons Bank
|
SELL
|
- |
-2.49K- 2.91% |
$352K - $405K
|
83.1K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.5K- 18.35% |
$353K - $406K
|
11.1K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.5K- 3.33% |
$353K - $407K
|
72.5K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.53K- 5.69% |
$357K - $411K
|
41.9K
$6.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.55K- 6.27% |
$360K - $414K
|
38.1K
$5.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.56K- 0.78% |
$361K - $415K
|
327K
$51.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-2.57K- 15.56% |
$363K - $418K
|
13.9K
$2.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.6K- 5.98% |
$367K - $422K
|
40.9K
$6.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-2.63K- 45.87% |
$371K - $427K
|
3.1K
$487K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-2.65K- 22.74% |
$373K - $430K
|
8.99K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.65K- 2.9% |
$373K - $430K
|
88.6K
$13.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.66K- 0.44% |
$375K - $432K
|
600K
$94.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.66K- 0.9% |
$375K - $432K
|
293K
$46.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.67K- 42.22% |
$377K - $435K
|
3.66K
$575K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.69K- 53.74% |
$379K - $437K
|
2.31K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.7K- 3.22% |
$381K - $439K
|
81.1K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-2.73K- 5.66% |
$385K - $444K
|
45.5K
$7.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.74K- 37.97% |
$387K - $445K
|
4.47K
$703K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.75K- 3.82% |
$388K - $447K
|
69.2K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.79K- 59.74% |
$394K - $454K
|
1.88K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.81K- 4.29% |
$397K - $457K
|
62.8K
$9.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.86K- 5.92% |
$404K - $465K
|
45.4K
$7.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.86K- 62.37% |
$404K - $465K
|
1.73K
$271K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.93K- 37.77% |
$414K - $476K
|
4.83K
$759K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.95K- 1.65% |
$416K - $479K
|
176K
$27.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3K- 9.0% |
$424K - $488K
|
30.3K
$4.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.01K- 1.56% |
$424K - $489K
|
190K
$29.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.02K- 0.4% |
$426K - $491K
|
745K
$117M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-3.03K- 20.9% |
$427K - $492K
|
11.5K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-3.09K- 2.68% |
$437K - $503K
|
112K
$17.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
SELL
|
- |
-3.1K- 6.13% |
$437K - $504K
|
47.4K
$7.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-3.11K- 53.62% |
$438K - $505K
|
2.69K
$422K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-3.12K- 1.62% |
$440K - $507K
|
190K
$29.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3.14K- 27.09% |
$444K - $511K
|
8.46K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.18K- 92.16% |
$448K - $516K
|
270
$42.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-3.2K- 11.23% |
$452K - $520K
|
25.3K
$3.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.21K- 53.1% |
$454K - $522K
|
2.84K
$446K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.22K- 36.54% |
$454K - $523K
|
5.59K
$878K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-3.22K- 4.95% |
$454K - $523K
|
61.8K
$9.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.23K- 20.71% |
$455K - $524K
|
12.3K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.23K- 17.1% |
$456K - $526K
|
15.7K
$2.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.25K- 46.87% |
$459K - $529K
|
3.69K
$580K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.25K- 1.56% |
$459K - $529K
|
206K
$32.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.29K- 8.45% |
$464K - $535K
|
35.6K
$5.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.3K- 3.14% |
$466K - $537K
|
102K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.33K- 9.57% |
$470K - $541K
|
31.5K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-3.34K- 1.33% |
$471K - $543K
|
248K
$39M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.35K- 6.82% |
$472K - $544K
|
45.7K
$7.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.35K- 1.49% |
$473K - $544K
|
221K
$34.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-3.36K- 19.74% |
$475K - $546K
|
13.7K
$2.15M
|