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 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
4.7K+ 113.04% |
$663K - $764K
|
8.85K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
4.66K+ 62.18% |
$657K - $757K
|
12.1K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
4.5K+ 1.96% |
$635K - $731K
|
234K
$36.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
4.48K+ 7.77% |
$632K - $727K
|
62.1K
$9.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.31K+ 24.64% |
$609K - $701K
|
21.8K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.29K+ 24.8% |
$605K - $697K
|
21.6K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.28K+ 43.2% |
$604K - $695K
|
14.2K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.27K+ 41.08% |
$603K - $695K
|
14.7K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.2K+ 118.74% |
$593K - $683K
|
7.74K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
4.1KNew |
$579K - $667K
|
4.1K
$642K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3.96K+ 5.83% |
$559K - $644K
|
71.9K
$11.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.86K+ 99.05% |
$545K - $628K
|
7.76K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
3.82K+ 3.3% |
$539K - $621K
|
120K
$18.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
3.73K+ 11.8% |
$527K - $607K
|
35.4K
$5.53M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 46.83% |
$522K - $601K
|
11.6K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.54KNew |
$500K - $575K
|
3.54K
$554K
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
3.48K+ 3.16% |
$491K - $565K
|
114K
$17.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
3.15KNew |
$444K - $511K
|
3.15K
$492K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.13K+ 8.07% |
$442K - $509K
|
41.9K
$6.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
3.1KNew |
$438K - $504K
|
3.1K
$485K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.08K+ 38.53% |
$434K - $500K
|
11.1K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.96KNew |
$418K - $481K
|
2.96K
$463K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.91K+ 5.82% |
$411K - $473K
|
52.9K
$8.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.9KNew |
$409K - $471K
|
2.9K
$454K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.87K+ 16.19% |
$405K - $466K
|
20.6K
$3.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
2.72K+ 3.66% |
$384K - $443K
|
77.2K
$12.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.71K+ 5.76% |
$383K - $441K
|
49.8K
$7.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.7K+ 7.36% |
$381K - $438K
|
39.4K
$6.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.68K+ 9.56% |
$379K - $436K
|
30.7K
$4.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.66K+ 18.64% |
$376K - $433K
|
16.9K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 47.2% |
$376K - $432K
|
8.3K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
2.59K+ 34.02% |
$365K - $421K
|
10.2K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.56KNew |
$362K - $417K
|
2.56K
$401K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.54K+ 8.51% |
$358K - $412K
|
32.3K
$5.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.51K+ 13.19% |
$355K - $408K
|
21.6K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.51K+ 4.21% |
$354K - $408K
|
62.1K
$9.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.45K+ 3.4% |
$345K - $398K
|
74.3K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.45K+ 3.1% |
$345K - $397K
|
81.4K
$12.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.42K+ 23.91% |
$341K - $393K
|
12.5K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.3K+ 7.27% |
$324K - $373K
|
33.9K
$5.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.27K+ 8.95% |
$320K - $368K
|
27.6K
$4.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.25KNew |
$318K - $366K
|
2.25K
$352K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.25K+ 6.0% |
$317K - $366K
|
39.7K
$6.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
2.2K+ 3.64% |
$311K - $358K
|
62.8K
$9.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.18K+ 13.64% |
$308K - $354K
|
18.2K
$2.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.13K+ 23.75% |
$300K - $346K
|
11.1K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2.08K+ 15.19% |
$293K - $337K
|
15.7K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.07K+ 2.05% |
$293K - $337K
|
103K
$16.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
2.05K+ 6.21% |
$290K - $334K
|
35.1K
$5.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 1.89% |
$287K - $330K
|
110K
$17.1M
|