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 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
290+ 15.11% |
$40.9K - $47.1K
|
2.21K
$344K
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
283New |
$39.9K - $46K
|
283
$44K
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
282+ 18.16% |
$39.8K - $45.8K
|
1.84K
$286K
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
280+ 4.52% |
$39.5K - $45.5K
|
6.48K
$1.01M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
266New |
$37.5K - $43.2K
|
266
$41.4K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
265+ 5.81% |
$37.4K - $43.1K
|
4.83K
$752K
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
259+ 4.96% |
$36.6K - $42.1K
|
5.48K
$853K
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
258+ 2.73% |
$36.4K - $41.9K
|
9.71K
$1.51M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
255+ 0.56% |
$36K - $41.4K
|
45.4K
$7.07M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
252+ 2.16% |
$35.6K - $41K
|
11.9K
$1.85M
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
248+ 3.02% |
$35K - $40.3K
|
8.45K
$1.32M
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
244+ 1.04% |
$34.4K - $39.7K
|
23.7K
$3.69M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
244+ 11.73% |
$34.4K - $39.7K
|
2.33K
$362K
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
242+ 0.7% |
$34.2K - $39.3K
|
34.6K
$5.39M
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
239+ 3.89% |
$33.7K - $38.8K
|
6.38K
$993K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
234+ 95.51% |
$33K - $38K
|
479
$74.6K
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
230+ 3.34% |
$32.5K - $37.4K
|
7.11K
$1.11M
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
230+ 6.71% |
$32.5K - $37.4K
|
3.66K
$570K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
229+ 8.59% |
$32.3K - $37.2K
|
2.9K
$451K
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
226+ 1.06% |
$31.9K - $36.7K
|
21.5K
$3.35M
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
223+ 14.76% |
$31.5K - $36.2K
|
1.73K
$270K
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
222+ 3.48% |
$31.3K - $36.1K
|
6.6K
$1.03M
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
222+ 15.25% |
$31.3K - $36.1K
|
1.68K
$261K
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
221+ 2.51% |
$31.2K - $35.9K
|
9.02K
$1.4M
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
221+ 0.39% |
$31.2K - $35.9K
|
56.3K
$8.76M
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
218+ 1.17% |
$30.8K - $35.4K
|
18.9K
$2.95M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
216+ 12.06% |
$30.5K - $35.1K
|
2.01K
$312K
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
216+ 3.93% |
$30.5K - $35.1K
|
5.71K
$889K
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
212+ 1.86% |
$29.9K - $34.5K
|
11.6K
$1.8M
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
210+ 4.1% |
$29.6K - $34.1K
|
5.33K
$829K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
209+ 1.61% |
$29.5K - $34K
|
13.2K
$2.05M
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
205+ 2.83% |
$28.9K - $33.3K
|
7.46K
$1.16M
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
200+ 0.32% |
$28.2K - $32.5K
|
62.7K
$9.76M
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
200+ 3.54% |
$28.2K - $32.5K
|
5.84K
$909K
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
200+ 11.83% |
$28.2K - $32.5K
|
1.89K
$294K
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
199+ 1.4% |
$28.1K - $32.3K
|
14.4K
$2.24M
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
197+ 2.24% |
$27.8K - $32K
|
9.01K
$1.4M
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
193+ 8.67% |
$27.2K - $31.4K
|
2.42K
$377K
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
179+ 0.14% |
$25.3K - $29.1K
|
126K
$19.6M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
179+ 38.66% |
$25.3K - $29.1K
|
642
$99.9K
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
178+ 9.37% |
$25.1K - $28.9K
|
2.08K
$323K
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
176+ 5.92% |
$24.8K - $28.6K
|
3.15K
$490K
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
171+ 7.72% |
$24.1K - $27.8K
|
2.39K
$371K
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
170+ 3.63% |
$24K - $27.6K
|
4.86K
$756K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
169New |
$23.9K - $27.5K
|
169
$26.3K
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
168+ 4.25% |
$23.7K - $27.3K
|
4.12K
$641K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
168+ 2.34% |
$23.7K - $27.3K
|
7.34K
$1.14M
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
165+ 1.02% |
$23.3K - $26.8K
|
16.3K
$2.54M
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
162+ 0.95% |
$22.9K - $26.3K
|
17.2K
$2.68M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
160+ 0.75% |
$22.6K - $26K
|
21.4K
$3.33M
|