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 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
262+ 2.1% |
$37K - $42.6K
|
12.7K
$1.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
259+ 4.96% |
$36.6K - $42.1K
|
5.48K
$819K
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
258+ 2.73% |
$36.4K - $41.9K
|
9.71K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
BUY
|
- |
258+ 2.84% |
$36.4K - $41.9K
|
9.36K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
258+ 15.42% |
$36.4K - $41.9K
|
1.93K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
256+ 8.14% |
$36.1K - $41.6K
|
3.4K
$509K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
255+ 0.56% |
$36K - $41.4K
|
45.4K
$6.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
253+ 22.25% |
$35.7K - $41.1K
|
1.39K
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
252+ 2.16% |
$35.6K - $41K
|
11.9K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
250+ 12.9% |
$35.3K - $40.6K
|
2.19K
$327K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
248+ 3.02% |
$35K - $40.3K
|
8.45K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
248+ 8.14% |
$35K - $40.3K
|
3.29K
$492K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
247+ 6.89% |
$34.9K - $40.1K
|
3.83K
$573K
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
246+ 2.41% |
$34.7K - $40K
|
10.5K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
245+ 1.69% |
$34.6K - $39.8K
|
14.7K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
244+ 1.04% |
$34.4K - $39.7K
|
23.7K
$3.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
244+ 11.73% |
$34.4K - $39.7K
|
2.33K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
243+ 1.78% |
$34.3K - $39.5K
|
13.9K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
242+ 0.7% |
$34.2K - $39.3K
|
34.6K
$5.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
239+ 3.89% |
$33.7K - $38.8K
|
6.38K
$954K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
239+ 1.87% |
$33.7K - $38.8K
|
13K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
238+ 3.22% |
$33.6K - $38.7K
|
7.64K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
238+ 5.66% |
$33.6K - $38.7K
|
4.44K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
236+ 12.81% |
$33.3K - $38.4K
|
2.08K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
236+ 1.99% |
$33.3K - $38.4K
|
12.1K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
235+ 0.35% |
$33.2K - $38.2K
|
67.5K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
234+ 95.51% |
$33K - $38K
|
479
$71.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
234New |
$33K - $38K
|
234
$35K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
233+ 1.92% |
$32.9K - $37.9K
|
12.3K
$1.85M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
230+ 6.71% |
$32.5K - $37.4K
|
3.66K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
230+ 3.34% |
$32.5K - $37.4K
|
7.11K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
229+ 8.59% |
$32.3K - $37.2K
|
2.9K
$433K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
229+ 0.7% |
$32.3K - $37.2K
|
32.9K
$4.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
227+ 6.17% |
$32K - $36.9K
|
3.91K
$584K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
227+ 7.26% |
$32K - $36.9K
|
3.35K
$501K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
226+ 1.06% |
$31.9K - $36.7K
|
21.5K
$3.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
225+ 7.76% |
$31.8K - $36.6K
|
3.12K
$467K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
224+ 0.83% |
$31.6K - $36.4K
|
27.2K
$4.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
224+ 4.77% |
$31.6K - $36.4K
|
4.92K
$735K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
224+ 6.85% |
$31.6K - $36.4K
|
3.49K
$522K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
223+ 14.76% |
$31.5K - $36.2K
|
1.73K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
222+ 15.25% |
$31.3K - $36.1K
|
1.68K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
222+ 3.48% |
$31.3K - $36.1K
|
6.6K
$986K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
221+ 0.39% |
$31.2K - $35.9K
|
56.3K
$8.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
221+ 2.51% |
$31.2K - $35.9K
|
9.02K
$1.35M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
219+ 1.04% |
$30.9K - $35.6K
|
21.2K
$3.17M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
218+ 1.17% |
$30.8K - $35.4K
|
18.9K
$2.83M
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
218+ 0.47% |
$30.8K - $35.4K
|
46.3K
$6.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
216+ 12.06% |
$30.5K - $35.1K
|
2.01K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
216+ 3.93% |
$30.5K - $35.1K
|
5.71K
$854K
|