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 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
16+ 0.87% |
$2.26K - $2.6K
|
1.85K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
15+ 0.74% |
$2.12K - $2.44K
|
2.05K
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15+ 0.11% |
$2.12K - $2.44K
|
13.5K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
15+ 0.24% |
$2.12K - $2.44K
|
6.19K
$945K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
15+ 0.06% |
$2.12K - $2.44K
|
23.3K
$3.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
14+ 0.29% |
$1.98K - $2.28K
|
4.84K
$738K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
14+ 0.44% |
$1.98K - $2.28K
|
3.18K
$485K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
14+ 0.49% |
$1.98K - $2.28K
|
2.9K
$443K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
14+ 0.88% |
$1.98K - $2.28K
|
1.61K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
13+ 0.37% |
$1.83K - $2.11K
|
3.53K
$539K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13+ 3.98% |
$1.83K - $2.11K
|
340
$51.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
13+ 0.39% |
$1.83K - $2.11K
|
3.32K
$507K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
12+ 0.48% |
$1.69K - $1.95K
|
2.52K
$385K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
12+ 0.59% |
$1.69K - $1.95K
|
2.06K
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
12+ 0.02% |
$1.69K - $1.95K
|
56.9K
$8.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
11+ 0.32% |
$1.55K - $1.79K
|
3.42K
$522K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
11+ 0.99% |
$1.55K - $1.79K
|
1.12K
$171K
|
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
11+ 0.34% |
$1.55K - $1.79K
|
3.26K
$497K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11+ 0.02% |
$1.55K - $1.79K
|
58.6K
$8.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
10+ 0.28% |
$1.41K - $1.63K
|
3.58K
$546K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
10+ 0.71% |
$1.41K - $1.63K
|
1.41K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
10+ 0.4% |
$1.41K - $1.63K
|
2.54K
$387K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
10+ 0.47% |
$1.41K - $1.63K
|
2.14K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
10+ 0.27% |
$1.41K - $1.63K
|
3.77K
$575K
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
9+ 0.59% |
$1.27K - $1.46K
|
1.54K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
9+ 0.29% |
$1.27K - $1.46K
|
3.09K
$471K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
9+ 0.37% |
$1.27K - $1.46K
|
2.44K
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
9+ 0.28% |
$1.27K - $1.46K
|
3.18K
$485K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
9+ 0.03% |
$1.27K - $1.46K
|
28.3K
$4.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
8+ 0.27% |
$1.13K - $1.3K
|
2.98K
$455K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8+ 0.13% |
$1.13K - $1.3K
|
6.01K
$917K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
8+ 0.06% |
$1.13K - $1.3K
|
12.4K
$1.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8+ 0.42% |
$1.13K - $1.3K
|
1.93K
$295K
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
7+ 0.12% |
$988 - $1.14K
|
5.82K
$888K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
7+ 0.11% |
$988 - $1.14K
|
6.22K
$949K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
7+ 0.43% |
$988 - $1.14K
|
1.63K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.81% |
$988 - $1.14K
|
874
$133K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
7+ 0.04% |
$988 - $1.14K
|
16.3K
$2.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$988 - $1.14K
|
6.06K
$925K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
7+ 0.04% |
$988 - $1.14K
|
19.9K
$3.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
7New |
$988 - $1.14K
|
7
$1.07K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
7+ 0.29% |
$988 - $1.14K
|
2.4K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.55% |
$988 - $1.14K
|
1.27K
$194K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7+ 0.38% |
$988 - $1.14K
|
1.86K
$283K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 0.23% |
$988 - $1.14K
|
3.1K
$473K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6+ 0.38% |
$847 - $975
|
1.6K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
6+ 0.36% |
$847 - $975
|
1.66K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
5New |
$706 - $813
|
5
$763
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
5+ 0.18% |
$706 - $813
|
2.83K
$432K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5+ 0.25% |
$706 - $813
|
2.01K
$306K
|