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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
507+ 36.95% |
$71.6K - $82.4K
|
1.88K
$292K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
500+ 17.15% |
$70.6K - $81.3K
|
3.42K
$532K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
499+ 10.75% |
$70.4K - $81.1K
|
5.14K
$800K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
495+ 10.87% |
$69.9K - $80.5K
|
5.05K
$786K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
494New |
$69.7K - $80.3K
|
494
$76.9K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
485+ 2.61% |
$68.5K - $78.8K
|
19K
$2.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
483+ 1.18% |
$68.2K - $78.5K
|
41.5K
$6.46M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
475+ 8.92% |
$67K - $77.2K
|
5.8K
$903K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
474+ 2.48% |
$66.9K - $77K
|
19.6K
$3.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
470+ 1.5% |
$66.3K - $76.4K
|
31.8K
$4.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
459+ 9.66% |
$64.8K - $74.6K
|
5.21K
$811K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
436+ 2.01% |
$61.5K - $70.9K
|
22.1K
$3.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
433+ 5.42% |
$61.1K - $70.4K
|
8.42K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
433+ 15.57% |
$61.1K - $70.4K
|
3.21K
$500K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
425+ 7.66% |
$60K - $69.1K
|
5.97K
$929K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
423+ 19.34% |
$59.7K - $68.8K
|
2.61K
$406K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
422+ 5.46% |
$59.6K - $68.6K
|
8.15K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
420+ 1.73% |
$59.3K - $68.3K
|
24.7K
$3.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
417+ 1.02% |
$58.9K - $67.8K
|
41.3K
$6.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
415+ 9.64% |
$58.6K - $67.4K
|
4.72K
$735K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
401+ 6.28% |
$56.6K - $65.2K
|
6.79K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
400New |
$56.5K - $65K
|
400
$62.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
399+ 8.19% |
$56.3K - $64.8K
|
5.27K
$821K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
391+ 2.21% |
$55.2K - $63.5K
|
18.1K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
391+ 13.19% |
$55.2K - $63.5K
|
3.36K
$522K
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
BUY
|
- |
388+ 2.94% |
$54.8K - $63.1K
|
13.6K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
379+ 11.49% |
$53.5K - $61.6K
|
3.68K
$572K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
379+ 4.2% |
$53.5K - $61.6K
|
9.4K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
375+ 0.32% |
$52.9K - $60.9K
|
118K
$18.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
371+ 2.65% |
$52.4K - $60.3K
|
14.4K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
371+ 0.73% |
$52.4K - $60.3K
|
51.2K
$7.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
371+ 2.58% |
$52.4K - $60.3K
|
14.8K
$2.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
370+ 0.08% |
$52.2K - $60.1K
|
465K
$72.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
364+ 14.88% |
$51.4K - $59.2K
|
2.81K
$438K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
362+ 15.33% |
$51.1K - $58.8K
|
2.72K
$424K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
359+ 2.04% |
$50.7K - $58.3K
|
18K
$2.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
354+ 16.37% |
$50K - $57.5K
|
2.52K
$392K
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
346+ 1.85% |
$48.8K - $56.2K
|
19.1K
$2.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
343+ 1.46% |
$48.4K - $55.7K
|
23.9K
$3.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
340+ 2.5% |
$48K - $55.3K
|
13.9K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
336+ 9.21% |
$47.4K - $54.6K
|
3.98K
$620K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
330+ 2.91% |
$46.6K - $53.6K
|
11.7K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
329+ 6.17% |
$46.4K - $53.5K
|
5.66K
$881K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
328+ 1.9% |
$46.3K - $53.3K
|
17.6K
$2.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
322+ 0.8% |
$45.5K - $52.3K
|
40.8K
$6.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
312+ 7.44% |
$44K - $50.7K
|
4.51K
$702K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
310+ 0.7% |
$43.8K - $50.4K
|
44.5K
$6.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
300+ 4.33% |
$42.3K - $48.8K
|
7.24K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
293+ 9.2% |
$41.4K - $47.6K
|
3.48K
$541K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
293+ 14.48% |
$41.4K - $47.6K
|
2.32K
$361K
|