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
|
Monarch Capital Management Inc
|
SELL
|
- |
-140- 0.97% |
$19.8K - $22.8K
|
14.2K
$2.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-143- 4.28% |
$20.2K - $23.2K
|
3.2K
$477K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-145- 2.78% |
$20.5K - $23.6K
|
5.08K
$758K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-146- 0.18% |
$20.6K - $23.7K
|
81.5K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-148- 6.03% |
$20.9K - $24.1K
|
2.31K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-149- 3.77% |
$21K - $24.2K
|
3.8K
$567K
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-150- 1.33% |
$21.2K - $24.4K
|
11.2K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-150- 2.91% |
$21.2K - $24.4K
|
5K
$746K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-150- 7.17% |
$21.2K - $24.4K
|
1.94K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-153- 1.76% |
$21.6K - $24.9K
|
8.55K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-156- 1.29% |
$22K - $25.4K
|
12K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-157- 2.95% |
$22.2K - $25.5K
|
5.17K
$771K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-158- 4.84% |
$22.3K - $25.7K
|
3.11K
$463K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-160- 2.7% |
$22.6K - $26K
|
5.76K
$860K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-161- 2.58% |
$22.7K - $26.2K
|
6.07K
$906K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-162- 3.9% |
$22.9K - $26.3K
|
3.99K
$595K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-163- 8.73% |
$23K - $26.5K
|
1.71K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-169- 1.03% |
$23.9K - $27.5K
|
16.2K
$2.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-171- 0.36% |
$24.1K - $27.8K
|
47K
$7.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-173- 2.21% |
$24.4K - $28.1K
|
7.67K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-175- 7.27% |
$24.7K - $28.4K
|
2.23K
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-175- 5.35% |
$24.7K - $28.4K
|
3.1K
$462K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-175- 1.27% |
$24.7K - $28.4K
|
13.6K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-181- 1.2% |
$25.5K - $29.4K
|
14.9K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-184- 1.89% |
$26K - $29.9K
|
9.53K
$1.42M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-185- 3.4% |
$26.1K - $30.1K
|
5.26K
$784K
|
|
|
Jan 24, 2025
Q4 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-185- 0.15% |
$26.1K - $30.1K
|
127K
$18.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-186- 0.52% |
$26.3K - $30.2K
|
35.9K
$5.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-190- 7.29% |
$26.8K - $30.9K
|
2.42K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-190- 0.2% |
$26.8K - $30.9K
|
96.6K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-190- 17.98% |
$26.8K - $30.9K
|
867
$129K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-191- 5.65% |
$27K - $31K
|
3.19K
$475K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-191- 0.8% |
$27K - $31K
|
23.6K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-192- 1.84% |
$27.1K - $31.2K
|
10.3K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-193- 0.96% |
$27.2K - $31.4K
|
19.8K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-195- 0.62% |
$27.5K - $31.7K
|
31.2K
$4.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-196- 1.82% |
$27.7K - $31.9K
|
10.6K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-197- 4.78% |
$27.8K - $32K
|
3.92K
$585K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-198- 45.62% |
$27.9K - $32.2K
|
236
$35.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-200- 0.86% |
$28.2K - $32.5K
|
23K
$3.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-200- 4.51% |
$28.2K - $32.5K
|
4.23K
$632K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-200- 8.58% |
$28.2K - $32.5K
|
2.13K
$318K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-200- 8.68% |
$28.2K - $32.5K
|
2.1K
$314K
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-200- 0.43% |
$28.2K - $32.5K
|
46.2K
$6.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-200- 0.96% |
$28.2K - $32.5K
|
20.6K
$3.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-200- 3.04% |
$28.2K - $32.5K
|
6.38K
$952K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-201- 44.57% |
$28.4K - $32.7K
|
250
$37.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-204- 9.06% |
$28.8K - $33.2K
|
2.05K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-208- 1.29% |
$29.4K - $33.8K
|
15.9K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-210- 6.43% |
$29.6K - $34.1K
|
3.05K
$456K
|