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 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
583+ 10.02% |
$82.3K - $94.8K
|
6.4K
$988K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
583+ 19.85% |
$82.3K - $94.8K
|
3.52K
$544K
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
582+ 2.15% |
$82.1K - $94.6K
|
27.6K
$4.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
579+ 4.96% |
$81.7K - $94.1K
|
12.3K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
578+ 9.08% |
$81.6K - $93.9K
|
6.95K
$1.07M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
578+ 24.75% |
$81.6K - $93.9K
|
2.91K
$450K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
575+ 3.92% |
$81.2K - $93.5K
|
15.2K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
567+ 39.54% |
$80K - $92.2K
|
2K
$309K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
563+ 0.67% |
$79.5K - $91.5K
|
84.2K
$13M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
560+ 4.03% |
$79K - $91K
|
14.5K
$2.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
559+ 10.1% |
$78.9K - $90.9K
|
6.09K
$941K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
557New |
$78.6K - $90.5K
|
557
$86K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
553+ 33.76% |
$78.1K - $89.9K
|
2.19K
$338K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
547+ 24.73% |
$77.2K - $88.9K
|
2.76K
$426K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
546+ 2.98% |
$77.1K - $88.7K
|
18.8K
$2.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
545+ 10.13% |
$76.9K - $88.6K
|
5.92K
$915K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
543+ 3.36% |
$76.6K - $88.3K
|
16.7K
$2.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
542+ 6.2% |
$76.5K - $88.1K
|
9.28K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
541New |
$76.4K - $87.9K
|
541
$83.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
541+ 5.14% |
$76.4K - $87.9K
|
11.1K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
540+ 4.42% |
$76.2K - $87.8K
|
12.8K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
540+ 21.86% |
$76.2K - $87.8K
|
3.01K
$465K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
538+ 2.57% |
$75.9K - $87.4K
|
21.5K
$3.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
536+ 0.4% |
$75.7K - $87.1K
|
134K
$20.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
534+ 485.45% |
$75.4K - $86.8K
|
644
$99.5K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
530New |
$74.8K - $86.1K
|
530
$81.9K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
529+ 6.8% |
$74.7K - $86K
|
8.31K
$1.28M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
528New |
$74.5K - $85.8K
|
528
$81.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
527+ 7.06% |
$74.4K - $85.7K
|
7.99K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
525+ 22.81% |
$74.1K - $85.3K
|
2.83K
$437K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
525+ 7.63% |
$74.1K - $85.3K
|
7.41K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
521+ 8.34% |
$73.5K - $84.7K
|
6.77K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
521+ 3.07% |
$73.5K - $84.7K
|
17.5K
$2.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
518+ 16.3% |
$73.1K - $84.2K
|
3.7K
$571K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
512+ 3.97% |
$72.3K - $83.2K
|
13.4K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
512+ 0.27% |
$72.3K - $83.2K
|
187K
$28.9M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
508+ 9.92% |
$71.7K - $82.6K
|
5.63K
$869K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
507+ 36.95% |
$71.6K - $82.4K
|
1.88K
$290K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
507New |
$71.6K - $82.4K
|
507
$78.3K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
505+ 2.24% |
$71.3K - $82.1K
|
23.1K
$3.56M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
500+ 17.15% |
$70.6K - $81.3K
|
3.42K
$527K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
500+ 1.39% |
$70.6K - $81.3K
|
36.5K
$5.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
500+ 0.58% |
$70.6K - $81.3K
|
87.2K
$13.5M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
500+ 5.16% |
$70.6K - $81.3K
|
10.2K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
499+ 10.75% |
$70.4K - $81.1K
|
5.14K
$794K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
495+ 10.87% |
$69.9K - $80.5K
|
5.05K
$779K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
494New |
$69.7K - $80.3K
|
494
$76.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
494New |
$69.7K - $80.3K
|
494
$76.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
492+ 1.48% |
$69.4K - $80K
|
33.7K
$5.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
488+ 3.27% |
$68.9K - $79.3K
|
15.4K
$2.38M
|