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 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
826+ 0.82% |
$117K - $134K
|
102K
$15.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
824+ 1.88% |
$116K - $134K
|
44.8K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
819+ 1.06% |
$116K - $133K
|
77.8K
$11.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
818+ 9.65% |
$115K - $133K
|
9.29K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
817+ 47.81% |
$115K - $133K
|
2.53K
$378K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
817+ 8.85% |
$115K - $133K
|
10K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
816+ 5.9% |
$115K - $133K
|
14.6K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
815+ 40.89% |
$115K - $132K
|
2.81K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
809+ 1.53% |
$114K - $131K
|
53.7K
$8.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
807+ 44.15% |
$114K - $131K
|
2.64K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
805+ 33.35% |
$114K - $131K
|
3.22K
$481K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
804+ 0.55% |
$113K - $131K
|
148K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
800+ 3.86% |
$113K - $130K
|
21.5K
$3.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
798+ 2.18% |
$113K - $130K
|
37.5K
$5.6M
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
798+ 2.3% |
$113K - $130K
|
35.5K
$5.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
791+ 6.57% |
$112K - $129K
|
12.8K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
785+ 0.59% |
$111K - $128K
|
133K
$19.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
783+ 4.1% |
$111K - $127K
|
19.9K
$2.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
782+ 5.52% |
$110K - $127K
|
14.9K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
780+ 9.59% |
$110K - $127K
|
8.92K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
780+ 0.31% |
$110K - $127K
|
251K
$37.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
779+ 14.24% |
$110K - $127K
|
6.25K
$935K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
776+ 8.25% |
$110K - $126K
|
10.2K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
775+ 7.13% |
$109K - $126K
|
11.6K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
769+ 18.31% |
$109K - $125K
|
4.97K
$743K
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
768+ 1.5% |
$108K - $125K
|
51.8K
$7.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
765+ 4.26% |
$108K - $124K
|
18.7K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
764+ 1.47% |
$108K - $124K
|
52.8K
$7.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
764New |
$108K - $124K
|
764
$114K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
763+ 4.04% |
$108K - $124K
|
19.6K
$2.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
754+ 17.97% |
$106K - $123K
|
4.95K
$740K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
754+ 2.0% |
$106K - $123K
|
38.4K
$5.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
750+ 8.79% |
$106K - $122K
|
9.28K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
747+ 3.92% |
$105K - $121K
|
19.8K
$2.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
745+ 0.75% |
$105K - $121K
|
99.5K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
743+ 7.7% |
$105K - $121K
|
10.4K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
739+ 13.82% |
$104K - $120K
|
6.09K
$910K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
737+ 27.09% |
$104K - $120K
|
3.46K
$517K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
730+ 14.11% |
$103K - $119K
|
5.9K
$883K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
728+ 46.52% |
$103K - $118K
|
2.29K
$343K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
726+ 1.41% |
$102K - $118K
|
52.3K
$7.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
724+ 49.25% |
$102K - $118K
|
2.19K
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
715+ 10.21% |
$101K - $116K
|
7.72K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
709+ 30.53% |
$100K - $115K
|
3.03K
$453K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
709New |
$100K - $115K
|
709
$106K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
707+ 4.87% |
$99.8K - $115K
|
15.2K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
704+ 21.67% |
$99.4K - $114K
|
3.95K
$591K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
700+ 28.34% |
$98.8K - $114K
|
3.17K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.25% |
$98.8K - $114K
|
286K
$42.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
698+ 13.57% |
$98.5K - $113K
|
5.84K
$874K
|