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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
326+ 17.52% |
$46K - $53K
|
2.19K
$327K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
322+ 0.8% |
$45.5K - $52.3K
|
40.8K
$6.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
322+ 4.97% |
$45.5K - $52.3K
|
6.8K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
320New |
$45.2K - $52K
|
320
$47.9K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
318+ 14.23% |
$44.9K - $51.7K
|
2.55K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
316+ 2.08% |
$44.6K - $51.4K
|
15.5K
$2.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
316+ 3.68% |
$44.6K - $51.4K
|
8.91K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
315+ 6.71% |
$44.5K - $51.2K
|
5.01K
$749K
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
315+ 1.95% |
$44.5K - $51.2K
|
16.5K
$2.46M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
314+ 10.79% |
$44.3K - $51K
|
3.22K
$482K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
312+ 7.44% |
$44K - $50.7K
|
4.51K
$674K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
310+ 0.7% |
$43.8K - $50.4K
|
44.5K
$6.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
310+ 2.18% |
$43.8K - $50.4K
|
14.6K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
308New |
$43.5K - $50.1K
|
308
$46.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
BUY
|
- |
302+ 3.12% |
$42.6K - $49.1K
|
9.98K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
300+ 4.33% |
$42.3K - $48.8K
|
7.24K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
300+ 4.5% |
$42.3K - $48.8K
|
6.97K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
298+ 11.46% |
$42.1K - $48.4K
|
2.9K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
294+ 1.55% |
$41.5K - $47.8K
|
19.2K
$2.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
293+ 9.2% |
$41.4K - $47.6K
|
3.48K
$520K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
293+ 14.48% |
$41.4K - $47.6K
|
2.32K
$347K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
290+ 15.11% |
$40.9K - $47.1K
|
2.21K
$330K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
290+ 2.85% |
$40.9K - $47.1K
|
10.4K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
289+ 7.92% |
$40.8K - $47K
|
3.94K
$589K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
287New |
$40.5K - $46.6K
|
287
$42.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
285+ 11.19% |
$40.2K - $46.3K
|
2.83K
$423K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
285+ 0.15% |
$40.2K - $46.3K
|
192K
$28.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
283New |
$39.9K - $46K
|
283
$42.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
282+ 18.16% |
$39.8K - $45.8K
|
1.84K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
280+ 4.52% |
$39.5K - $45.5K
|
6.48K
$969K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
280+ 0.41% |
$39.5K - $45.5K
|
68K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
279+ 3.08% |
$39.4K - $45.3K
|
9.35K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
278+ 3.93% |
$39.2K - $45.2K
|
7.36K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
277+ 1.43% |
$39.1K - $45K
|
19.6K
$2.93M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
277New |
$39.1K - $45K
|
277
$41.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
274+ 2.88% |
$38.7K - $44.5K
|
9.78K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
274+ 1.67% |
$38.7K - $44.5K
|
16.7K
$2.49M
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
274+ 5.13% |
$38.7K - $44.5K
|
5.62K
$840K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
273+ 18.71% |
$38.5K - $44.4K
|
1.73K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
272+ 1.25% |
$38.4K - $44.2K
|
22.1K
$3.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
271+ 8.13% |
$38.3K - $44K
|
3.6K
$539K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
271+ 60.09% |
$38.3K - $44K
|
722
$108K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
268+ 18.94% |
$37.8K - $43.6K
|
1.68K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
268+ 3.65% |
$37.8K - $43.6K
|
7.62K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
266New |
$37.5K - $43.2K
|
266
$39.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
265+ 5.81% |
$37.4K - $43.1K
|
4.83K
$722K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
264+ 1.09% |
$37.3K - $42.9K
|
24.6K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
263+ 5.71% |
$37.1K - $42.7K
|
4.87K
$728K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
262+ 16.33% |
$37K - $42.6K
|
1.87K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
262+ 1.54% |
$37K - $42.6K
|
17.3K
$2.59M
|