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 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
2.01KNew |
$284K - $327K
|
2.01K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.97K+ 7.96% |
$278K - $320K
|
26.7K
$4.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.96K+ 21.84% |
$277K - $319K
|
10.9K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.94K+ 2.41% |
$274K - $315K
|
82.3K
$12.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
1.91KNew |
$270K - $311K
|
1.91K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.82KNew |
$256K - $295K
|
1.82K
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.82K+ 9.27% |
$256K - $295K
|
21.4K
$3.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.81K+ 10.11% |
$255K - $294K
|
19.7K
$3.08M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.8KNew |
$254K - $293K
|
1.8K
$282K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.77K+ 2.91% |
$249K - $287K
|
62.4K
$9.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
BUY
|
- |
1.77K+ 36.38% |
$249K - $287K
|
6.62K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.75K+ 14.57% |
$247K - $284K
|
13.8K
$2.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
1.75KNew |
$247K - $284K
|
1.75K
$274K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.74K+ 11.98% |
$246K - $283K
|
16.3K
$2.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.72K+ 6.08% |
$243K - $280K
|
30K
$4.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.69K+ 10.23% |
$239K - $275K
|
18.3K
$2.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.65K+ 3.51% |
$233K - $268K
|
48.6K
$7.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$229K - $263K
|
1.62K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.61K+ 22.19% |
$227K - $262K
|
8.86K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.59KNew |
$225K - $259K
|
1.59K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.59KNew |
$224K - $258K
|
1.59K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.57K+ 3.21% |
$222K - $256K
|
50.5K
$7.9M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
1.56K+ 3.96% |
$220K - $254K
|
41K
$6.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.54KNew |
$218K - $251K
|
1.54K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.53KNew |
$216K - $249K
|
1.53K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.53K+ 8.46% |
$216K - $249K
|
19.6K
$3.07M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.52K+ 11.28% |
$215K - $247K
|
15K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.51K+ 18.48% |
$213K - $246K
|
9.69K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 11.58% |
$209K - $241K
|
14.3K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.45K+ 6.12% |
$205K - $236K
|
25.2K
$3.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 0.48% |
$204K - $235K
|
300K
$46.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.41KNew |
$199K - $229K
|
1.41K
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.4KNew |
$198K - $228K
|
1.4K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.39K+ 55.61% |
$196K - $226K
|
3.9K
$609K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.39KNew |
$195K - $225K
|
1.39K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.3K+ 20.23% |
$183K - $211K
|
7.7K
$1.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.27K+ 5.19% |
$179K - $206K
|
25.7K
$4.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.26K+ 5.47% |
$178K - $205K
|
24.4K
$3.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.26K+ 5.1% |
$178K - $205K
|
25.9K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.21K+ 14.99% |
$171K - $197K
|
9.3K
$1.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
1.21K+ 2.3% |
$170K - $196K
|
53.7K
$8.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.16K+ 2.49% |
$164K - $189K
|
47.8K
$7.48M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.09K+ 0.55% |
$154K - $177K
|
201K
$31.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.08K+ 16.71% |
$152K - $175K
|
7.51K
$1.18M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.07K+ 50.86% |
$150K - $173K
|
3.16K
$495K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.07K+ 3.52% |
$150K - $173K
|
31.3K
$4.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 20.36% |
$150K - $173K
|
6.28K
$982K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.05K+ 4.39% |
$148K - $171K
|
25K
$3.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.03K+ 1.38% |
$145K - $167K
|
75.5K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.03K+ 2.36% |
$145K - $167K
|
44.7K
$6.99M
|