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 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
159+ 4.77% |
$22.4K - $25.8K
|
3.49K
$543K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
157+ 7.71% |
$22.2K - $25.5K
|
2.19K
$341K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
152+ 0.53% |
$21.5K - $24.7K
|
28.6K
$4.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
150+ 2.14% |
$21.2K - $24.4K
|
7.17K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
148+ 4.07% |
$20.9K - $24.1K
|
3.78K
$589K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
144+ 0.8% |
$20.3K - $23.4K
|
18.2K
$2.83M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
141+ 0.37% |
$19.9K - $22.9K
|
38.4K
$5.97M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
140+ 5.07% |
$19.8K - $22.8K
|
2.9K
$452K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
139+ 9.01% |
$19.6K - $22.6K
|
1.68K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
138+ 3.76% |
$19.5K - $22.4K
|
3.81K
$593K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
137+ 7.65% |
$19.3K - $22.3K
|
1.93K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
137+ 1.29% |
$19.3K - $22.3K
|
10.8K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
134+ 8.4% |
$18.9K - $21.8K
|
1.73K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
132+ 3.55% |
$18.6K - $21.5K
|
3.85K
$599K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
130+ 5.64% |
$18.3K - $21.1K
|
2.44K
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
130+ 7.89% |
$18.3K - $21.1K
|
1.78K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
129+ 1.62% |
$18.2K - $21K
|
8.07K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
127+ 2.73% |
$17.9K - $20.6K
|
4.78K
$744K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
124+ 0.31% |
$17.5K - $20.2K
|
40.1K
$6.24M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
123+ 3.2% |
$17.4K - $20K
|
3.96K
$617K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
123+ 2.11% |
$17.4K - $20K
|
5.95K
$926K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
123+ 1.61% |
$17.4K - $20K
|
7.78K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
120+ 1.96% |
$16.9K - $19.5K
|
6.23K
$970K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
120+ 0.95% |
$16.9K - $19.5K
|
12.7K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
116+ 4.71% |
$16.4K - $18.9K
|
2.58K
$402K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
115+ 4.21% |
$16.2K - $18.7K
|
2.84K
$443K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
114+ 1.72% |
$16.1K - $18.5K
|
6.74K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
112+ 0.72% |
$15.8K - $18.2K
|
15.6K
$2.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
110+ 4.04% |
$15.5K - $17.9K
|
2.84K
$441K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
109+ 7.65% |
$15.4K - $17.7K
|
1.53K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
108+ 0.93% |
$15.2K - $17.6K
|
11.8K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
108+ 3.25% |
$15.2K - $17.6K
|
3.44K
$535K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
107+ 3.35% |
$15.1K - $17.4K
|
3.3K
$514K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
106+ 2.45% |
$15K - $17.2K
|
4.43K
$690K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
105+ 0.57% |
$14.8K - $17.1K
|
18.4K
$2.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
101+ 2.5% |
$14.3K - $16.4K
|
4.13K
$643K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
100+ 0.86% |
$14.1K - $16.3K
|
11.7K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
100+ 0.23% |
$14.1K - $16.3K
|
43.9K
$6.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
98+ 0.36% |
$13.8K - $15.9K
|
27.7K
$4.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
97+ 0.88% |
$13.7K - $15.8K
|
11.1K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
95+ 1.82% |
$13.4K - $15.4K
|
5.32K
$828K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
94+ 0.37% |
$13.3K - $15.3K
|
25.8K
$4.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
94+ 5.69% |
$13.3K - $15.3K
|
1.75K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
92+ 0.17% |
$13K - $15K
|
54.8K
$8.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
92+ 0.71% |
$13K - $15K
|
13K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
90+ 2.35% |
$12.7K - $14.6K
|
3.92K
$611K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
90+ 3.36% |
$12.7K - $14.6K
|
2.77K
$431K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
89+ 0.12% |
$12.6K - $14.5K
|
75.3K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
85+ 0.39% |
$12K - $13.8K
|
22.1K
$3.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
84+ 1.1% |
$11.9K - $13.7K
|
7.73K
$1.2M
|