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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
2.25KNew |
$317K - $365K
|
2.25K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.24K+ 23.18% |
$316K - $364K
|
11.9K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.24K+ 6.62% |
$316K - $364K
|
36K
$5.39M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.23KNew |
$315K - $363K
|
2.23K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.23K+ 64.41% |
$315K - $362K
|
5.69K
$851K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.22K+ 53.22% |
$313K - $360K
|
6.38K
$954K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
2.21KNew |
$312K - $360K
|
2.21K
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
2.21K+ 10.97% |
$312K - $360K
|
22.4K
$3.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.21KNew |
$312K - $360K
|
2.21K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.21K+ 47.29% |
$312K - $359K
|
6.88K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
2.2K+ 3.64% |
$311K - $358K
|
62.8K
$9.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2.2KNew |
$310K - $357K
|
2.2K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.19KNew |
$310K - $357K
|
2.19K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.19K+ 46.74% |
$309K - $356K
|
6.88K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.18K+ 13.64% |
$308K - $354K
|
18.2K
$2.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.18KNew |
$308K - $354K
|
2.18K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.17K+ 5.94% |
$307K - $353K
|
38.7K
$5.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.16K+ 16.82% |
$305K - $351K
|
15K
$2.24M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
2.16KNew |
$305K - $351K
|
2.16K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
2.15KNew |
$304K - $350K
|
2.15K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.15KNew |
$303K - $349K
|
2.15K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.14K+ 1.34% |
$302K - $348K
|
162K
$24.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.13K+ 1.08% |
$301K - $347K
|
200K
$29.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.13K+ 23.75% |
$300K - $346K
|
11.1K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.12KNew |
$300K - $345K
|
2.12K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.12KNew |
$299K - $345K
|
2.12K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.11K+ 4.57% |
$298K - $343K
|
48.3K
$7.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.11K+ 1.36% |
$298K - $343K
|
157K
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.11KNew |
$297K - $342K
|
2.11K
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.1K+ 369.89% |
$297K - $341K
|
2.67K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 9.27% |
$296K - $341K
|
24.7K
$3.7M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.1K+ 1.13% |
$296K - $341K
|
188K
$28.2M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
2.09KNew |
$296K - $340K
|
2.09K
$313K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.09K+ 390.3% |
$295K - $340K
|
2.63K
$393K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.09KNew |
$294K - $339K
|
2.09K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
2.08K+ 1.93% |
$293K - $338K
|
110K
$16.4M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2.08K+ 15.19% |
$293K - $337K
|
15.7K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.07K+ 2.05% |
$293K - $337K
|
103K
$15.4M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
2.07KNew |
$292K - $337K
|
2.07K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.07K+ 23.01% |
$292K - $336K
|
11K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.06K+ 75.89% |
$291K - $335K
|
4.78K
$715K
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
2.05K+ 6.21% |
$290K - $334K
|
35.1K
$5.26M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.05K+ 233.14% |
$290K - $334K
|
2.94K
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 10.14% |
$289K - $333K
|
22.3K
$3.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.05KNew |
$289K - $333K
|
2.05K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.03K+ 16.11% |
$287K - $330K
|
14.6K
$2.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 1.89% |
$287K - $330K
|
110K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
2.02KNew |
$285K - $328K
|
2.02K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
2.01KNew |
$284K - $327K
|
2.01K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2K+ 31.28% |
$282K - $325K
|
8.4K
$1.26M
|