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 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
1.45KNew |
$205K - $236K
|
1.45K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.45KNew |
$204K - $235K
|
1.45K
$217K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.45KNew |
$204K - $235K
|
1.45K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 0.48% |
$204K - $235K
|
300K
$44.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.45K+ 27.94% |
$204K - $235K
|
6.62K
$990K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.44KNew |
$204K - $235K
|
1.44K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.44K+ 7.05% |
$203K - $234K
|
21.9K
$3.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1.43KNew |
$201K - $232K
|
1.43K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.42K+ 8.91% |
$200K - $230K
|
17.3K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.41KNew |
$199K - $229K
|
1.41K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1.41KNew |
$199K - $229K
|
1.41K
$211K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.41KNew |
$199K - $229K
|
1.41K
$211K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.41KNew |
$199K - $229K
|
1.41K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.4KNew |
$198K - $228K
|
1.4K
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.4K+ 28.76% |
$197K - $227K
|
6.26K
$935K
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.4K+ 1.55% |
$197K - $227K
|
91.2K
$13.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.39K+ 0.25% |
$197K - $227K
|
570K
$85.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.39KNew |
$197K - $226K
|
1.39K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.39K+ 55.61% |
$196K - $226K
|
3.9K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.39KNew |
$196K - $226K
|
1.39K
$208K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.39KNew |
$196K - $226K
|
1.39K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.39K+ 2.28% |
$196K - $225K
|
62.1K
$9.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.39KNew |
$195K - $225K
|
1.39K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.39KNew |
$195K - $225K
|
1.39K
$207K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.37K+ 22.29% |
$193K - $222K
|
7.49K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.36K+ 5.91% |
$192K - $221K
|
24.4K
$3.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.35K+ 10.19% |
$190K - $219K
|
14.6K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.35K+ 14.26% |
$190K - $219K
|
10.8K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1.35K+ 118.82% |
$190K - $219K
|
2.48K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.34K+ 11.05% |
$189K - $217K
|
13.4K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
1.33K+ 2.07% |
$187K - $216K
|
65.3K
$9.77M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.32K+ 4.47% |
$187K - $215K
|
30.9K
$4.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.31K+ 18.34% |
$185K - $213K
|
8.44K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.3K+ 5.05% |
$183K - $211K
|
27K
$4.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.3K+ 20.23% |
$183K - $211K
|
7.7K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.3K+ 1.83% |
$183K - $210K
|
72.1K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.29K+ 9.04% |
$183K - $210K
|
15.6K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.28K+ 0.21% |
$181K - $208K
|
620K
$92.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.28K+ 4.97% |
$181K - $208K
|
27.1K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.28K+ 1.96% |
$181K - $208K
|
66.6K
$9.96M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.28K+ 4.02% |
$180K - $208K
|
33K
$4.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
1.28K+ 8.26% |
$180K - $207K
|
16.7K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.27K+ 9.81% |
$180K - $207K
|
14.2K
$2.13M
|
|
|
May 07, 2025
Q4 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 4.72% |
$179K - $206K
|
28.2K
$4.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.27K+ 5.19% |
$179K - $206K
|
25.7K
$3.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.26K+ 5.47% |
$178K - $205K
|
24.4K
$3.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.26KNew |
$178K - $205K
|
1.26K
$188K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.26K+ 5.1% |
$178K - $205K
|
25.9K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.25K+ 28.65% |
$176K - $203K
|
5.61K
$839K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.24K+ 33.5% |
$175K - $202K
|
4.95K
$741K
|