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 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-4.02K- 66.56% |
$568K - $654K
|
2.02K
$316K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.1K- 87.92% |
$578K - $666K
|
563
$88.1K
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.41K- 12.82% |
$623K - $717K
|
30K
$4.69M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.78K- 30.84% |
$675K - $778K
|
10.7K
$1.68M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-4.8K- 22.28% |
$678K - $780K
|
16.7K
$2.62M
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4.91K- 15.32% |
$693K - $798K
|
27.1K
$4.24M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.06K- 28.65% |
$714K - $822K
|
12.6K
$1.97M
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.08K- 9.01% |
$717K - $826K
|
51.3K
$8.03M
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5.3K- 57.61% |
$748K - $861K
|
3.9K
$610K
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-5.4K- 19.52% |
$762K - $877K
|
22.3K
$3.48M
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-5.48K- 16.27% |
$774K - $891K
|
28.2K
$4.41M
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-5.58K- 42.24% |
$788K - $907K
|
7.63K
$1.19M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.95K- 26.01% |
$840K - $968K
|
16.9K
$2.65M
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-6.03K- 79.67% |
$851K - $979K
|
1.54K
$241K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-6.39K- 5.68% |
$902K - $1.04M
|
106K
$16.6M
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-6.4K- 15.82% |
$903K - $1.04M
|
34.1K
$5.33M
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-6.78K- 47.54% |
$956K - $1.1M
|
7.48K
$1.17M
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-6.78K- 0.86% |
$957K - $1.1M
|
780K
$122M
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-6.98K- 75.75% |
$986K - $1.13M
|
2.24K
$350K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.28K- 18.75% |
$1.03M - $1.18M
|
31.5K
$4.93M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.38K- 1.36% |
$1.04M - $1.2M
|
534K
$83.6M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.51K- 5.37% |
$1.06M - $1.22M
|
132K
$20.7M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-7.97K- 4.37% |
$1.12M - $1.3M
|
174K
$27.3M
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-8.11K- 25.69% |
$1.14M - $1.32M
|
23.5K
$3.67M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-8.61K- 32.53% |
$1.21M - $1.4M
|
17.8K
$2.79M
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-8.65K- 13.75% |
$1.22M - $1.41M
|
54.3K
$8.49M
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-10.3K- 2.51% |
$1.45M - $1.67M
|
398K
$62.3M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-10.7K- 4.17% |
$1.51M - $1.74M
|
246K
$38.5M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11.8K- 3.69% |
$1.66M - $1.91M
|
307K
$48M
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-12.6K- 13.06% |
$1.78M - $2.05M
|
83.9K
$13.1M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-14.4K- 36.79% |
$2.03M - $2.34M
|
24.7K
$3.87M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-14.5K- 75.23% |
$2.04M - $2.35M
|
4.76K
$745K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-14.5K- 15.77% |
$2.05M - $2.36M
|
77.6K
$12.1M
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-16.5K- 27.5% |
$2.33M - $2.69M
|
43.6K
$6.82M
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-17.8K- 13.28% |
$2.52M - $2.9M
|
117K
$18.2M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-18K- 16.15% |
$2.54M - $2.93M
|
93.5K
$14.6M
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-18.7K- 85.5% |
$2.63M - $3.03M
|
3.17K
$495K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-34.8K- 43.75% |
$4.92M - $5.66M
|
44.8K
$7.01M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39.2K- 99.91% |
$5.53M - $6.37M
|
37
$5.79K
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-39.7K- 92.94% |
$5.61M - $6.46M
|
3.02K
$472K
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-40.6K- 39.86% |
$5.73M - $6.59M
|
61.2K
$9.57M
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-44K- 19.28% |
$6.21M - $7.15M
|
184K
$28.8M
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-45.8K- 37.03% |
$6.47M - $7.45M
|
77.9K
$12.2M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-68.9K- 7.49% |
$9.72M - $11.2M
|
851K
$133M
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-82.1K- 33.44% |
$11.6M - $13.3M
|
163K
$25.6M
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-82.1K- 15.08% |
$11.6M - $13.3M
|
463K
$72.3M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-101K- 91.97% |
$14.3M - $16.5M
|
8.83K
$1.38M
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-108K- 21.22% |
$15.3M - $17.6M
|
402K
$62.9M
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-358K- 61.03% |
$50.5M - $58.2M
|
229K
$35.8M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.87M- 99.35% |
$687M - $791M
|
31.7K
$4.95M
|