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 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
128+ 1.1% |
$18.1K - $20.8K
|
11.8K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
127+ 2.73% |
$17.9K - $20.6K
|
4.78K
$730K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
126+ 2.16% |
$17.8K - $20.5K
|
5.96K
$909K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
124+ 0.31% |
$17.5K - $20.2K
|
40.1K
$6.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
123+ 2.11% |
$17.4K - $20K
|
5.95K
$908K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
123+ 3.2% |
$17.4K - $20K
|
3.96K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
123+ 1.61% |
$17.4K - $20K
|
7.78K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
120+ 0.95% |
$16.9K - $19.5K
|
12.7K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
120+ 1.96% |
$16.9K - $19.5K
|
6.23K
$951K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
118New |
$16.7K - $19.2K
|
118
$18K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
117+ 2.62% |
$16.5K - $19K
|
4.59K
$700K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
116+ 4.71% |
$16.4K - $18.9K
|
2.58K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
116+ 2.07% |
$16.4K - $18.9K
|
5.73K
$874K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
115+ 4.21% |
$16.2K - $18.7K
|
2.84K
$434K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
115+ 1.65% |
$16.2K - $18.7K
|
7.09K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
114+ 1.72% |
$16.1K - $18.5K
|
6.74K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
112+ 0.72% |
$15.8K - $18.2K
|
15.6K
$2.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
111+ 5.55% |
$15.7K - $18K
|
2.11K
$322K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
111New |
$15.7K - $18K
|
111
$16.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
110+ 4.04% |
$15.5K - $17.9K
|
2.84K
$433K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
110+ 13.22% |
$15.5K - $17.9K
|
942
$144K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
109+ 7.65% |
$15.4K - $17.7K
|
1.53K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
108+ 3.25% |
$15.2K - $17.6K
|
3.44K
$524K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
108+ 0.93% |
$15.2K - $17.6K
|
11.8K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
108+ 1.14% |
$15.2K - $17.6K
|
9.6K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
107+ 3.35% |
$15.1K - $17.4K
|
3.3K
$504K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
107+ 3.79% |
$15.1K - $17.4K
|
2.93K
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
106+ 2.45% |
$15K - $17.2K
|
4.43K
$676K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
106+ 0.35% |
$15K - $17.2K
|
30.7K
$4.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
105+ 0.57% |
$14.8K - $17.1K
|
18.4K
$2.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
104+ 4.18% |
$14.7K - $16.9K
|
2.6K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
101+ 2.5% |
$14.3K - $16.4K
|
4.13K
$631K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
101+ 1.57% |
$14.3K - $16.4K
|
6.53K
$996K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
101+ 7.02% |
$14.3K - $16.4K
|
1.54K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
101+ 4.57% |
$14.3K - $16.4K
|
2.31K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
100+ 0.23% |
$14.1K - $16.3K
|
43.9K
$6.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
100+ 0.86% |
$14.1K - $16.3K
|
11.7K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
100+ 3.7% |
$14.1K - $16.3K
|
2.8K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
98+ 0.36% |
$13.8K - $15.9K
|
27.7K
$4.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
97+ 0.88% |
$13.7K - $15.8K
|
11.1K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
97+ 0.46% |
$13.7K - $15.8K
|
21.1K
$3.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
97+ 2.27% |
$13.7K - $15.8K
|
4.38K
$668K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
95+ 1.82% |
$13.4K - $15.4K
|
5.32K
$811K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
95+ 0.55% |
$13.4K - $15.4K
|
17.3K
$2.64M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
94+ 0.37% |
$13.3K - $15.3K
|
25.8K
$3.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
94+ 5.69% |
$13.3K - $15.3K
|
1.75K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
93+ 1.29% |
$13.1K - $15.1K
|
7.31K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
92+ 0.71% |
$13K - $15K
|
13K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
92+ 0.17% |
$13K - $15K
|
54.8K
$8.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
91+ 7.2% |
$12.8K - $14.8K
|
1.36K
$207K
|