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
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
696+ 7.96% |
$98.2K - $113K
|
9.44K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
691+ 24.34% |
$97.5K - $112K
|
3.53K
$528K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
687+ 3.81% |
$97K - $112K
|
18.7K
$2.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
684+ 10.6% |
$96.5K - $111K
|
7.13K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
684+ 6.01% |
$96.5K - $111K
|
12.1K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
683+ 39.8% |
$96.4K - $111K
|
2.4K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
683+ 48.61% |
$96.4K - $111K
|
2.09K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
677+ 4.28% |
$95.6K - $110K
|
16.5K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
674New |
$95.1K - $110K
|
674
$101K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
673+ 3.53% |
$95K - $109K
|
19.7K
$2.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
666+ 0.91% |
$94K - $108K
|
73.8K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
664+ 1.15% |
$93.7K - $108K
|
58.3K
$8.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
662+ 8.64% |
$93.4K - $108K
|
8.32K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
661+ 44.07% |
$93.3K - $107K
|
2.16K
$323K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
654+ 1.32% |
$92.3K - $106K
|
50.1K
$7.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
652+ 6.71% |
$92K - $106K
|
10.4K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
BUY
|
- |
650+ 3.21% |
$91.7K - $106K
|
20.9K
$3.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
649+ 5.58% |
$91.6K - $105K
|
12.3K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
648+ 11.92% |
$91.5K - $105K
|
6.08K
$910K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
642+ 2.47% |
$90.6K - $104K
|
26.6K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
638+ 28.07% |
$90.1K - $104K
|
2.91K
$435K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
637+ 3.46% |
$89.9K - $104K
|
19K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
632+ 0.34% |
$89.2K - $103K
|
186K
$27.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
631+ 1.61% |
$89.1K - $103K
|
39.8K
$5.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
628+ 2.33% |
$88.6K - $102K
|
27.5K
$4.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
625+ 1.04% |
$88.2K - $102K
|
60.9K
$9.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
624+ 6.02% |
$88.1K - $101K
|
11K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
617+ 4.83% |
$87.1K - $100K
|
13.4K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
615+ 5.46% |
$86.8K - $100K
|
11.9K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
610+ 38.15% |
$86.1K - $99.1K
|
2.21K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
604+ 0.14% |
$85.3K - $98.2K
|
443K
$66.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
603+ 8.52% |
$85.1K - $98K
|
7.68K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
603+ 4.05% |
$85.1K - $98K
|
15.5K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
601+ 10.76% |
$84.8K - $97.7K
|
6.19K
$926K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
599+ 96.93% |
$84.5K - $97.4K
|
1.22K
$182K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
598+ 3.24% |
$84.4K - $97.2K
|
19.1K
$2.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
598+ 1.56% |
$84.4K - $97.2K
|
39K
$5.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
593+ 19.23% |
$83.7K - $96.4K
|
3.68K
$550K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
591+ 3.24% |
$83.4K - $96.1K
|
18.8K
$2.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
590+ 12.37% |
$83.3K - $95.9K
|
5.36K
$801K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
588+ 18.19% |
$83K - $95.6K
|
3.82K
$571K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
585+ 8.07% |
$82.6K - $95.1K
|
7.83K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
585+ 21.0% |
$82.6K - $95.1K
|
3.37K
$504K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
583+ 10.02% |
$82.3K - $94.8K
|
6.4K
$957K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
583+ 19.85% |
$82.3K - $94.8K
|
3.52K
$526K
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
582+ 2.15% |
$82.1K - $94.6K
|
27.6K
$4.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
579+ 4.96% |
$81.7K - $94.1K
|
12.3K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
578+ 9.08% |
$81.6K - $93.9K
|
6.95K
$1.04M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
578+ 24.75% |
$81.6K - $93.9K
|
2.91K
$436K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
575+ 3.92% |
$81.2K - $93.5K
|
15.2K
$2.28M
|