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 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.69KNew |
$521K - $600K
|
3.69K
$552K
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.62KNew |
$510K - $588K
|
3.62K
$541K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
3.6KNew |
$508K - $585K
|
3.6K
$539K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
3.58KNew |
$506K - $583K
|
3.58K
$536K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.56KNew |
$503K - $579K
|
3.56K
$533K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3.56K+ 35.53% |
$502K - $579K
|
13.6K
$2.03M
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
3.55KNew |
$501K - $577K
|
3.55K
$531K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.54KNew |
$500K - $575K
|
3.54K
$529K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.52K+ 16.28% |
$497K - $572K
|
25.1K
$3.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.5K+ 5.92% |
$494K - $569K
|
62.6K
$9.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.49K+ 2.14% |
$493K - $568K
|
167K
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.48K+ 3.76% |
$491K - $566K
|
96.2K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.48KNew |
$491K - $566K
|
3.48K
$520K
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
3.48K+ 3.16% |
$491K - $565K
|
114K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
3.47KNew |
$490K - $564K
|
3.47K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.44K+ 1976.44% |
$485K - $559K
|
3.61K
$540K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.42K+ 12.14% |
$483K - $556K
|
31.6K
$4.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
3.42KNew |
$482K - $555K
|
3.42K
$511K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.41K+ 8.96% |
$481K - $554K
|
41.4K
$6.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
3.4KNew |
$480K - $552K
|
3.4K
$508K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.39KNew |
$479K - $551K
|
3.39K
$507K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
3.39KNew |
$478K - $551K
|
3.39K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.38K+ 6.87% |
$478K - $550K
|
52.6K
$7.87M
|
|
|
Jun 04, 2025
Q4 2024
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
3.37KNew |
$476K - $548K
|
3.37K
$504K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.33K+ 6.55% |
$470K - $542K
|
54.2K
$8.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
3.32K+ 0.56% |
$469K - $540K
|
599K
$89.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.32K+ 15.4% |
$468K - $539K
|
24.9K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
3.32KNew |
$468K - $539K
|
3.32K
$496K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.29KNew |
$465K - $535K
|
3.29K
$492K
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
3.28K+ 4.27% |
$463K - $533K
|
80K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
3.27KNew |
$462K - $531K
|
3.27K
$489K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.24KNew |
$457K - $527K
|
3.24K
$485K
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
3.22KNew |
$455K - $523K
|
3.22K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.22K+ 8.62% |
$454K - $523K
|
40.5K
$6.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
3.2KNew |
$452K - $521K
|
3.2K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.17K+ 14.03% |
$447K - $515K
|
25.8K
$3.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
3.15KNew |
$444K - $511K
|
3.15K
$470K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
3.14KNew |
$443K - $510K
|
3.14K
$469K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.13K+ 8.07% |
$442K - $509K
|
41.9K
$6.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
3.13KNew |
$442K - $508K
|
3.13K
$468K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
3.1KNew |
$438K - $504K
|
3.1K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.09K+ 7.85% |
$436K - $502K
|
42.4K
$6.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.08K+ 38.53% |
$434K - $500K
|
11.1K
$1.65M
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
3.07KNew |
$434K - $499K
|
3.07K
$459K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.07K+ 7.8% |
$433K - $498K
|
42.4K
$6.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
3.06KNew |
$432K - $498K
|
3.06K
$458K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.05KNew |
$431K - $496K
|
3.05K
$457K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
3.03K+ 22.41% |
$428K - $493K
|
16.6K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
3.03KNew |
$427K - $492K
|
3.03K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
3KNew |
$423K - $488K
|
3K
$449K
|