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 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-181- 1.2% |
$25.5K - $29.4K
|
14.9K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-184- 1.89% |
$26K - $29.9K
|
9.53K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-184- 3.65% |
$26K - $29.9K
|
4.86K
$741K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-185- 3.4% |
$26.1K - $30.1K
|
5.26K
$802K
|
|
|
Jan 24, 2025
Q4 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-185- 0.15% |
$26.1K - $30.1K
|
127K
$19.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-186- 0.52% |
$26.3K - $30.2K
|
35.9K
$5.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-188- 0.11% |
$26.5K - $30.6K
|
173K
$26.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-189- 11.26% |
$26.7K - $30.7K
|
1.49K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-190- 7.29% |
$26.8K - $30.9K
|
2.42K
$369K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-190- 0.2% |
$26.8K - $30.9K
|
96.6K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-190- 17.98% |
$26.8K - $30.9K
|
867
$132K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-191- 5.65% |
$27K - $31K
|
3.19K
$486K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-191- 0.8% |
$27K - $31K
|
23.6K
$3.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-192- 1.84% |
$27.1K - $31.2K
|
10.3K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-193- 0.96% |
$27.2K - $31.4K
|
19.8K
$3.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-195- 0.62% |
$27.5K - $31.7K
|
31.2K
$4.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-196- 1.82% |
$27.7K - $31.9K
|
10.6K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-197- 4.78% |
$27.8K - $32K
|
3.92K
$599K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-198- 45.62% |
$27.9K - $32.2K
|
236
$36K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-198- 0.38% |
$27.9K - $32.2K
|
51.4K
$7.84M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-200- 0.86% |
$28.2K - $32.5K
|
23K
$3.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-200- 4.51% |
$28.2K - $32.5K
|
4.23K
$646K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-200- 8.58% |
$28.2K - $32.5K
|
2.13K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-200- 8.68% |
$28.2K - $32.5K
|
2.1K
$321K
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-200- 0.43% |
$28.2K - $32.5K
|
46.2K
$7.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-200- 0.96% |
$28.2K - $32.5K
|
20.6K
$3.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-200- 3.04% |
$28.2K - $32.5K
|
6.38K
$974K
|
|
|
Feb 03, 2025
Q4 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-200- 3.68% |
$28.2K - $32.5K
|
5.24K
$799K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 0.6% |
$28.2K - $32.5K
|
33.2K
$5.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-201- 44.57% |
$28.4K - $32.7K
|
250
$38.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-204- 9.06% |
$28.8K - $33.2K
|
2.05K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-206- 0.29% |
$29.1K - $33.5K
|
70.1K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-208- 1.29% |
$29.4K - $33.8K
|
15.9K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-210- 6.43% |
$29.6K - $34.1K
|
3.05K
$466K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-211- 2.23% |
$29.8K - $34.3K
|
9.27K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-213- 22.47% |
$30.1K - $34.6K
|
735
$112K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-213- 3.81% |
$30.1K - $34.6K
|
5.38K
$821K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-214- 1.2% |
$30.2K - $34.8K
|
17.7K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-219- 10.47% |
$30.9K - $35.6K
|
1.87K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-221- 3.29% |
$31.2K - $35.9K
|
6.49K
$990K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-221- 3.41% |
$31.2K - $35.9K
|
6.25K
$954K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-226- 6.13% |
$31.9K - $36.7K
|
3.46K
$528K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-226- 3.39% |
$31.9K - $36.7K
|
6.44K
$982K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-228- 8.05% |
$32.2K - $37.1K
|
2.6K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-229- 0.43% |
$32.3K - $37.2K
|
52.9K
$8.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-230- 1.68% |
$32.5K - $37.4K
|
13.4K
$2.05M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-232- 2.39% |
$32.7K - $37.7K
|
9.47K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-232- 1.3% |
$32.7K - $37.7K
|
17.6K
$2.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-232- 2.29% |
$32.7K - $37.7K
|
9.92K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-233- 0.17% |
$32.9K - $37.9K
|
134K
$20.5M
|