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
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-20- 0.34% |
$2.82K - $3.25K
|
5.83K
$889K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-20- 0.46% |
$2.82K - $3.25K
|
4.32K
$660K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-20- 0.55% |
$2.82K - $3.25K
|
3.6K
$549K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-20- 0.16% |
$2.82K - $3.25K
|
12.2K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-20- 1.32% |
$2.82K - $3.25K
|
1.5K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 1.11% |
$2.96K - $3.41K
|
1.86K
$284K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-22- 1.43% |
$3.11K - $3.58K
|
1.51K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-22- 0.09% |
$3.11K - $3.58K
|
24.9K
$3.81M
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-23- 0.25% |
$3.25K - $3.74K
|
9.3K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-24- 1.21% |
$3.39K - $3.9K
|
1.96K
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-24- 11.82% |
$3.39K - $3.9K
|
179
$27.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-25- 0.14% |
$3.53K - $4.06K
|
17.8K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-25- 0.43% |
$3.53K - $4.06K
|
5.8K
$886K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-25- 2.73% |
$3.53K - $4.06K
|
890
$136K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-25- 3.85% |
$3.53K - $4.06K
|
625
$95.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-26- 0.5% |
$3.67K - $4.23K
|
5.15K
$786K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-26- 0.59% |
$3.67K - $4.23K
|
4.38K
$669K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-26- 0.54% |
$3.67K - $4.23K
|
4.78K
$730K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-27- 2.19% |
$3.81K - $4.39K
|
1.21K
$184K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-27- 1.96% |
$3.81K - $4.39K
|
1.35K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-28- 1.09% |
$3.95K - $4.55K
|
2.53K
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-28- 1.97% |
$3.95K - $4.55K
|
1.39K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-29- 0.51% |
$4.09K - $4.71K
|
5.62K
$858K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-29- 0.86% |
$4.09K - $4.71K
|
3.35K
$511K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-29- 0.98% |
$4.09K - $4.71K
|
2.93K
$446K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-29- 0.38% |
$4.09K - $4.71K
|
7.6K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-29- 1.27% |
$4.09K - $4.71K
|
2.26K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-30- 0.14% |
$4.23K - $4.88K
|
21.8K
$3.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-30- 1.31% |
$4.23K - $4.88K
|
2.26K
$345K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-31- 1.08% |
$4.38K - $5.04K
|
2.85K
$434K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-31- 0.42% |
$4.38K - $5.04K
|
7.38K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-31- 0.1% |
$4.38K - $5.04K
|
30K
$4.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-32- 2.22% |
$4.52K - $5.2K
|
1.41K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-32- 2.01% |
$4.52K - $5.2K
|
1.56K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-32- 6.46% |
$4.52K - $5.2K
|
463
$70.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-34- 0.09% |
$4.8K - $5.53K
|
36K
$5.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-34- 0.76% |
$4.8K - $5.53K
|
4.47K
$682K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-35- 2.36% |
$4.94K - $5.69K
|
1.45K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-35- 1.62% |
$4.94K - $5.69K
|
2.12K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-35- 2.14% |
$4.94K - $5.69K
|
1.6K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-37- 0.46% |
$5.22K - $6.01K
|
8.05K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-38- 5.1% |
$5.36K - $6.18K
|
707
$108K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-39- 2.36% |
$5.5K - $6.34K
|
1.62K
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-39- 0.36% |
$5.5K - $6.34K
|
10.7K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-40- 0.35% |
$5.65K - $6.5K
|
11.4K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-40- 0.26% |
$5.65K - $6.5K
|
15.4K
$2.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-41- 2.01% |
$5.79K - $6.66K
|
2K
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-43- 1.53% |
$6.07K - $6.99K
|
2.76K
$421K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-45- 7.92% |
$6.35K - $7.31K
|
523
$79.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-45- 0.42% |
$6.35K - $7.31K
|
10.7K
$1.64M
|