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 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
519KNew |
$73.3M - $84.4M
|
519K
$81.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
157K+ 17.84% |
$22.2M - $25.6M
|
1.04M
$162M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
100K+ 374.08% |
$14.1M - $16.3M
|
127K
$19.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
70.8K+ 16.27% |
$10M - $11.5M
|
506K
$79.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
66.1KNew |
$9.33M - $10.7M
|
66.1K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
43.2K+ 161.94% |
$6.1M - $7.03M
|
69.9K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
42.2K+ 1.11% |
$5.96M - $6.86M
|
3.86M
$604M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
41.3KNew |
$5.83M - $6.71M
|
41.3K
$6.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
BUY
|
- |
37K+ 52.86% |
$5.22M - $6.01M
|
107K
$16.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
27.7K+ 6.13% |
$3.92M - $4.51M
|
480K
$75.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
25.9K+ 18.97% |
$3.65M - $4.21M
|
162K
$25.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
22.9K+ 33.02% |
$3.24M - $3.73M
|
92.4K
$14.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.5K+ 1.65% |
$2.75M - $3.17M
|
1.2M
$188M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.7K+ 13.43% |
$2.36M - $2.72M
|
141K
$22.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
16.1K+ 16.45% |
$2.28M - $2.62M
|
114K
$17.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
15.9K+ 390.31% |
$2.24M - $2.58M
|
19.9K
$3.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
15.9K+ 4.58% |
$2.24M - $2.58M
|
362K
$56.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
15.4KNew |
$2.18M - $2.51M
|
15.4K
$2.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
15.3KNew |
$2.15M - $2.48M
|
15.3K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
15K+ 5.89% |
$2.12M - $2.44M
|
270K
$42.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
14.4K+ 13.01% |
$2.03M - $2.34M
|
125K
$19.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
14.2KNew |
$2.01M - $2.32M
|
14.2K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.2K+ 20.2% |
$2.01M - $2.32M
|
84.8K
$13.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
13.4K+ 19.7% |
$1.9M - $2.18M
|
81.7K
$12.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
13.4KNew |
$1.88M - $2.17M
|
13.4K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
12.7KNew |
$1.79M - $2.06M
|
12.7K
$1.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
12.6K+ 7.13% |
$1.78M - $2.05M
|
190K
$29.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.6K+ 8.95% |
$1.78M - $2.05M
|
154K
$24M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
11.2K+ 24.2% |
$1.58M - $1.82M
|
57.4K
$8.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 94.75% |
$1.47M - $1.7M
|
21.5K
$3.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10.3K+ 51.18% |
$1.46M - $1.68M
|
30.5K
$4.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
9.78K+ 6.01% |
$1.38M - $1.59M
|
173K
$27M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
9.6K+ 32.12% |
$1.36M - $1.56M
|
39.5K
$6.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
9.34K+ 23.91% |
$1.32M - $1.52M
|
48.4K
$7.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.11K+ 21.83% |
$1.29M - $1.48M
|
50.8K
$7.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.63K+ 3.77% |
$1.22M - $1.4M
|
237K
$37.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
7.56KNew |
$1.07M - $1.23M
|
7.56K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
7.53K+ 92.56% |
$1.06M - $1.22M
|
15.7K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.34K+ 18.18% |
$1.04M - $1.19M
|
47.7K
$7.46M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.82K+ 49.49% |
$963K - $1.11M
|
20.6K
$3.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.59K+ 8.33% |
$930K - $1.07M
|
85.7K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.47K+ 9.96% |
$913K - $1.05M
|
71.4K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
6.08K+ 6.55% |
$859K - $989K
|
99K
$15.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.55K+ 44.43% |
$783K - $901K
|
18K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.29KNew |
$747K - $860K
|
5.29K
$827K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.24K+ 213.28% |
$739K - $851K
|
7.69K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.21K+ 25.93% |
$736K - $847K
|
25.3K
$3.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.16KNew |
$729K - $839K
|
5.16K
$808K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.04K+ 24.78% |
$712K - $820K
|
25.4K
$3.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.94K+ 1.06% |
$697K - $802K
|
472K
$73.8M
|