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 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-50- 2.64% |
$7.06K - $8.13K
|
1.85K
$289K
|
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-50- 0.75% |
$7.06K - $8.13K
|
6.6K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-51- 0.15% |
$7.2K - $8.29K
|
33.6K
$5.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-53- 1.14% |
$7.48K - $8.61K
|
4.59K
$718K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-54- 4.64% |
$7.62K - $8.78K
|
1.11K
$174K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-54- 1.2% |
$7.62K - $8.78K
|
4.45K
$696K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-55- 0.88% |
$7.76K - $8.94K
|
6.16K
$964K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-56- 0.83% |
$7.9K - $9.1K
|
6.73K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-56- 0.36% |
$7.9K - $9.1K
|
15.3K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-59- 0.23% |
$8.33K - $9.59K
|
25.4K
$3.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-60- 0.56% |
$8.47K - $9.75K
|
10.7K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-62- 0.18% |
$8.75K - $10.1K
|
33.9K
$5.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-63- 2.9% |
$8.89K - $10.2K
|
2.11K
$330K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-64- 0.17% |
$9.03K - $10.4K
|
38.7K
$6.05M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-68- 0.3% |
$9.6K - $11.1K
|
22.7K
$3.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-68- 0.54% |
$9.6K - $11.1K
|
12.6K
$1.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-70- 1.05% |
$9.88K - $11.4K
|
6.61K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-70- 0.11% |
$9.88K - $11.4K
|
61.5K
$9.61M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-72- 0.26% |
$10.2K - $11.7K
|
27.4K
$4.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-73- 0.61% |
$10.3K - $11.9K
|
11.9K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-75- 2.67% |
$10.6K - $12.2K
|
2.73K
$428K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-76- 1.69% |
$10.7K - $12.4K
|
4.42K
$691K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-80- 3.71% |
$11.3K - $13K
|
2.08K
$325K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-81- 0.53% |
$11.4K - $13.2K
|
15.2K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-81- 4.32% |
$11.4K - $13.2K
|
1.79K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-85- 3.08% |
$12K - $13.8K
|
2.67K
$418K
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-86- 2.22% |
$12.1K - $14K
|
3.79K
$593K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-86- 2.39% |
$12.1K - $14K
|
3.51K
$549K
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-86- 0.34% |
$12.1K - $14K
|
25.4K
$3.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-90- 4.45% |
$12.7K - $14.6K
|
1.93K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-98- 6.38% |
$13.8K - $15.9K
|
1.44K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-99- 0.24% |
$14K - $16.1K
|
40.5K
$6.34M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-100- 1.69% |
$14.1K - $16.3K
|
5.8K
$907K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-102- 1.91% |
$14.4K - $16.6K
|
5.24K
$819K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-102- 3.29% |
$14.4K - $16.6K
|
3K
$469K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-102- 1.62% |
$14.4K - $16.6K
|
6.21K
$971K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-102- 4.7% |
$14.4K - $16.6K
|
2.07K
$323K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-103- 0.06% |
$14.5K - $16.7K
|
186K
$29.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-104- 2.96% |
$14.7K - $16.9K
|
3.4K
$532K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-104- 0.26% |
$14.7K - $16.9K
|
39.2K
$6.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-104- 2.51% |
$14.7K - $16.9K
|
4.04K
$632K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-107- 0.54% |
$15.1K - $17.4K
|
19.7K
$3.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-109- 2.45% |
$15.4K - $17.7K
|
4.34K
$678K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-111- 1.1% |
$15.7K - $18K
|
10K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-111- 4.59% |
$15.7K - $18K
|
2.31K
$361K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-114- 3.01% |
$16.1K - $18.5K
|
3.68K
$575K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-117- 0.41% |
$16.5K - $19K
|
28.4K
$4.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-119- 3.4% |
$16.8K - $19.3K
|
3.38K
$528K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-121- 1.06% |
$17.1K - $19.7K
|
11.3K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-121- 2.06% |
$17.1K - $19.7K
|
5.75K
$900K
|