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 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
473+ 1.62% |
$66.8K - $76.9K
|
29.7K
$4.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
471+ 17.99% |
$66.5K - $76.6K
|
3.09K
$462K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
470+ 2.72% |
$66.3K - $76.4K
|
17.7K
$2.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
470+ 1.5% |
$66.3K - $76.4K
|
31.8K
$4.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
467+ 8.71% |
$65.9K - $75.9K
|
5.83K
$872K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
463+ 5.85% |
$65.4K - $75.3K
|
8.38K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
BUY
|
- |
460+ 1.08% |
$64.9K - $74.8K
|
42.9K
$6.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
459+ 9.66% |
$64.8K - $74.6K
|
5.21K
$779K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
454New |
$64.1K - $73.8K
|
454
$67.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
452+ 8.63% |
$63.8K - $73.5K
|
5.69K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
451+ 6.27% |
$63.7K - $73.3K
|
7.64K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
441+ 29.07% |
$62.2K - $71.7K
|
1.96K
$293K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
441+ 9.62% |
$62.2K - $71.7K
|
5.02K
$751K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
440New |
$62.1K - $71.5K
|
440
$65.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
437+ 1.19% |
$61.7K - $71K
|
37.2K
$5.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
436+ 2.01% |
$61.5K - $70.9K
|
22.1K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
434+ 8.14% |
$61.3K - $70.5K
|
5.77K
$862K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
433+ 15.57% |
$61.1K - $70.4K
|
3.21K
$481K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
433+ 5.42% |
$61.1K - $70.4K
|
8.42K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
431+ 9.39% |
$60.8K - $70.1K
|
5.02K
$751K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
426+ 8.92% |
$60.1K - $69.2K
|
5.2K
$778K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
425+ 7.66% |
$60K - $69.1K
|
5.97K
$893K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
423+ 19.34% |
$59.7K - $68.8K
|
2.61K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
423New |
$59.7K - $68.8K
|
423
$63.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
422+ 5.46% |
$59.6K - $68.6K
|
8.15K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
421+ 1.75% |
$59.4K - $68.4K
|
24.5K
$3.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
420+ 1.73% |
$59.3K - $68.3K
|
24.7K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
420New |
$59.3K - $68.3K
|
420
$62.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
418+ 9.2% |
$59K - $67.9K
|
4.96K
$742K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
417+ 1.02% |
$58.9K - $67.8K
|
41.3K
$6.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
416+ 1.29% |
$58.7K - $67.6K
|
32.5K
$4.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
415+ 9.64% |
$58.6K - $67.4K
|
4.72K
$706K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
411+ 4.62% |
$58K - $66.8K
|
9.32K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
409New |
$57.7K - $66.5K
|
409
$61.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
409New |
$57.7K - $66.5K
|
409
$61.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
404+ 17.84% |
$57K - $65.7K
|
2.67K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
403+ 9.94% |
$56.9K - $65.5K
|
4.46K
$667K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
401+ 6.28% |
$56.6K - $65.2K
|
6.79K
$1.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
401+ 26.66% |
$56.6K - $65.2K
|
1.91K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
400New |
$56.5K - $65K
|
400
$59.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
399+ 8.19% |
$56.3K - $64.8K
|
5.27K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
396+ 3.65% |
$55.9K - $64.4K
|
11.2K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
395+ 1.52% |
$55.8K - $64.2K
|
26.4K
$3.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
393+ 0.79% |
$55.5K - $63.9K
|
50.2K
$7.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
391+ 2.21% |
$55.2K - $63.5K
|
18.1K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
391+ 13.19% |
$55.2K - $63.5K
|
3.36K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
391+ 3.78% |
$55.2K - $63.5K
|
10.7K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
391+ 3.71% |
$55.2K - $63.5K
|
10.9K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
390+ 1.52% |
$55K - $63.4K
|
26.1K
$3.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
389+ 2.86% |
$54.9K - $63.2K
|
14K
$2.1M
|