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 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.02K+ 4.12% |
$143K - $165K
|
25.6K
$3.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.01K+ 5.19% |
$142K - $164K
|
20.4K
$3.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1K+ 2.73% |
$141K - $163K
|
37.7K
$5.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Scp Investment, LP
|
BUY
|
- |
1K+ 55.56% |
$141K - $163K
|
2.8K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$141K - $163K
|
1K
$150K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
997+ 2.71% |
$141K - $162K
|
37.7K
$5.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
990+ 12.64% |
$140K - $161K
|
8.82K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
989+ 10.04% |
$140K - $161K
|
10.8K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
987+ 0.68% |
$139K - $160K
|
146K
$21.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
982+ 2.06% |
$139K - $160K
|
48.7K
$7.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
971+ 6.93% |
$137K - $158K
|
15K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
966+ 10.65% |
$136K - $157K
|
10K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
965+ 1.02% |
$136K - $157K
|
95.7K
$14.3M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
964New |
$136K - $157K
|
964
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
962+ 3.42% |
$136K - $156K
|
29.1K
$4.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
959+ 26.73% |
$135K - $156K
|
4.55K
$680K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
958+ 22.86% |
$135K - $156K
|
5.15K
$770K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
957+ 2.66% |
$135K - $156K
|
37K
$5.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
947+ 4.57% |
$134K - $154K
|
21.7K
$3.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
945+ 23.5% |
$133K - $154K
|
4.97K
$743K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
931+ 52.78% |
$131K - $151K
|
2.7K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
930+ 2.96% |
$131K - $151K
|
32.4K
$4.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
929+ 286.73% |
$131K - $151K
|
1.25K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
929+ 19.77% |
$131K - $151K
|
5.63K
$842K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
927+ 0.99% |
$131K - $151K
|
94.2K
$14.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
926+ 7.09% |
$131K - $151K
|
14K
$2.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
925+ 3.46% |
$131K - $150K
|
27.6K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
925+ 63.49% |
$131K - $150K
|
2.38K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
920+ 58.23% |
$130K - $150K
|
2.5K
$374K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
918+ 6.16% |
$130K - $149K
|
15.8K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
916+ 3.05% |
$129K - $149K
|
30.9K
$4.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
909+ 63.74% |
$128K - $148K
|
2.34K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
904+ 9.99% |
$128K - $147K
|
9.95K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
896+ 16.36% |
$126K - $146K
|
6.37K
$953K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
894+ 20.83% |
$126K - $145K
|
5.19K
$776K
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
BUY
|
- |
881+ 1.35% |
$124K - $143K
|
66.3K
$9.91M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
881New |
$124K - $143K
|
881
$132K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
877+ 2.16% |
$124K - $143K
|
41.5K
$6.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
870+ 21.18% |
$123K - $141K
|
4.98K
$744K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
868+ 7.19% |
$123K - $141K
|
12.9K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
868+ 9.93% |
$123K - $141K
|
9.61K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
862+ 35.74% |
$122K - $140K
|
3.27K
$490K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
861+ 5.43% |
$122K - $140K
|
16.7K
$2.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
859+ 4.79% |
$121K - $140K
|
18.8K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
851+ 50.59% |
$120K - $138K
|
2.53K
$379K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
848+ 11.89% |
$120K - $138K
|
7.98K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
842+ 60.14% |
$119K - $137K
|
2.24K
$335K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
832+ 4.02% |
$117K - $135K
|
21.5K
$3.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
829+ 3.67% |
$117K - $135K
|
23.4K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
827+ 2.9% |
$117K - $134K
|
29.3K
$4.39M
|