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 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.56KNew |
$362K - $417K
|
2.56K
$383K
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
2.55K+ 3.67% |
$360K - $414K
|
72K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.54K+ 8.51% |
$358K - $412K
|
32.3K
$4.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.53KNew |
$358K - $412K
|
2.53K
$379K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.53K+ 4.06% |
$358K - $412K
|
64.9K
$9.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.52K+ 7.02% |
$356K - $410K
|
38.4K
$5.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
2.52K+ 10.55% |
$355K - $409K
|
26.4K
$3.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.51K+ 13.19% |
$355K - $408K
|
21.6K
$3.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.51K+ 4.21% |
$354K - $408K
|
62.1K
$9.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.51KNew |
$354K - $407K
|
2.51K
$375K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.51K+ 2.49% |
$354K - $407K
|
103K
$15.4M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.49K+ 22.51% |
$352K - $405K
|
13.6K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.49K+ 6.69% |
$352K - $405K
|
39.8K
$5.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.49KNew |
$352K - $405K
|
2.49K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.49KNew |
$351K - $404K
|
2.49K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.48K+ 12.73% |
$350K - $404K
|
22K
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
2.48KNew |
$350K - $403K
|
2.48K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.46K+ 7.54% |
$348K - $400K
|
35.1K
$5.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.45K+ 127.31% |
$346K - $399K
|
4.38K
$655K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.45K+ 2.52% |
$346K - $398K
|
99.8K
$14.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.45K+ 3.4% |
$345K - $398K
|
74.3K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.45K+ 3.1% |
$345K - $397K
|
81.4K
$12.2M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2.43KNew |
$343K - $395K
|
2.43K
$363K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.43K+ 5.89% |
$343K - $395K
|
43.7K
$6.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
BUY
|
- |
2.42K+ 8.95% |
$342K - $393K
|
29.5K
$4.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.42K+ 23.91% |
$341K - $393K
|
12.5K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.41K+ 1.01% |
$340K - $392K
|
242K
$36.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.41K+ 0.48% |
$340K - $392K
|
504K
$75.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
2.39K+ 6.08% |
$338K - $389K
|
41.7K
$6.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.39KNew |
$337K - $388K
|
2.39K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.38KNew |
$335K - $386K
|
2.38K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.37K+ 7.6% |
$335K - $386K
|
33.6K
$5.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.35K+ 2.08% |
$332K - $382K
|
116K
$17.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
2.34K+ 6.44% |
$330K - $380K
|
38.7K
$5.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.34K+ 14.24% |
$330K - $380K
|
18.7K
$2.8M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.34KNew |
$330K - $380K
|
2.34K
$349K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.33K+ 11.12% |
$329K - $379K
|
23.3K
$3.48M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.33KNew |
$329K - $379K
|
2.33K
$349K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.33KNew |
$329K - $379K
|
2.33K
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.31K+ 36.74% |
$326K - $376K
|
8.6K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.3K+ 7.27% |
$324K - $373K
|
33.9K
$5.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.29K+ 8.84% |
$323K - $372K
|
28.1K
$4.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.27K+ 8.95% |
$320K - $368K
|
27.6K
$4.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.26KNew |
$319K - $368K
|
2.26K
$338K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.26K+ 6.78% |
$319K - $367K
|
35.6K
$5.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.26KNew |
$318K - $367K
|
2.26K
$337K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.25KNew |
$318K - $366K
|
2.25K
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.25K+ 6.0% |
$317K - $366K
|
39.7K
$5.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.25K+ 39.23% |
$317K - $366K
|
7.98K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2.25KNew |
$317K - $365K
|
2.25K
$336K
|