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 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-123- 4.61% |
$17.4K - $20K
|
2.54K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-128- 0.5% |
$18.1K - $20.8K
|
25.5K
$3.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-129- 3.83% |
$18.2K - $21K
|
3.24K
$507K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-130- 2.73% |
$18.3K - $21.1K
|
4.63K
$724K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-140- 0.97% |
$19.8K - $22.8K
|
14.2K
$2.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-143- 4.28% |
$20.2K - $23.2K
|
3.2K
$500K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-145- 2.78% |
$20.5K - $23.6K
|
5.08K
$794K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-146- 0.18% |
$20.6K - $23.7K
|
81.5K
$12.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-149- 3.77% |
$21K - $24.2K
|
3.8K
$595K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-156- 1.29% |
$22K - $25.4K
|
12K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-157- 2.95% |
$22.2K - $25.5K
|
5.17K
$808K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-163- 8.73% |
$23K - $26.5K
|
1.71K
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-169- 1.03% |
$23.9K - $27.5K
|
16.2K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-175- 7.27% |
$24.7K - $28.4K
|
2.23K
$349K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-181- 1.2% |
$25.5K - $29.4K
|
14.9K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-184- 1.89% |
$26K - $29.9K
|
9.53K
$1.49M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-185- 3.4% |
$26.1K - $30.1K
|
5.26K
$822K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-186- 0.52% |
$26.3K - $30.2K
|
35.9K
$5.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-190- 7.29% |
$26.8K - $30.9K
|
2.42K
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-191- 0.8% |
$27K - $31K
|
23.6K
$3.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-191- 5.65% |
$27K - $31K
|
3.19K
$498K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-192- 1.84% |
$27.1K - $31.2K
|
10.3K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-193- 0.96% |
$27.2K - $31.4K
|
19.8K
$3.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-195- 0.62% |
$27.5K - $31.7K
|
31.2K
$4.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-197- 4.78% |
$27.8K - $32K
|
3.92K
$614K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-198- 45.62% |
$27.9K - $32.2K
|
236
$36.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-200- 4.51% |
$28.2K - $32.5K
|
4.23K
$662K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-200- 8.58% |
$28.2K - $32.5K
|
2.13K
$333K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-200- 0.86% |
$28.2K - $32.5K
|
23K
$3.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-201- 44.57% |
$28.4K - $32.7K
|
250
$39.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-204- 9.06% |
$28.8K - $33.2K
|
2.05K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-210- 6.43% |
$29.6K - $34.1K
|
3.05K
$478K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-211- 2.23% |
$29.8K - $34.3K
|
9.27K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-213- 22.47% |
$30.1K - $34.6K
|
735
$115K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-213- 3.81% |
$30.1K - $34.6K
|
5.38K
$841K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-214- 1.2% |
$30.2K - $34.8K
|
17.7K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-221- 3.29% |
$31.2K - $35.9K
|
6.49K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-226- 6.13% |
$31.9K - $36.7K
|
3.46K
$541K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-229- 0.43% |
$32.3K - $37.2K
|
52.9K
$8.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-230- 1.68% |
$32.5K - $37.4K
|
13.4K
$2.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-232- 2.39% |
$32.7K - $37.7K
|
9.47K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-233- 0.17% |
$32.9K - $37.9K
|
134K
$21M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-233- 15.2% |
$32.9K - $37.9K
|
1.3K
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-234- 3.97% |
$33K - $38K
|
5.65K
$884K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-236- 0.33% |
$33.3K - $38.4K
|
71.9K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-239- 83.86% |
$33.7K - $38.8K
|
46
$7.19K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-240- 0.75% |
$33.9K - $39K
|
31.6K
$4.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-246- 1.9% |
$34.7K - $40K
|
12.7K
$1.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-247- 1.69% |
$34.9K - $40.1K
|
14.3K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-248- 3.52% |
$35K - $40.3K
|
6.81K
$1.06M
|