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 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
168+ 4.25% |
$23.7K - $27.3K
|
4.12K
$616K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
168+ 2.34% |
$23.7K - $27.3K
|
7.34K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
167+ 1.84% |
$23.6K - $27.1K
|
9.26K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
165+ 1.02% |
$23.3K - $26.8K
|
16.3K
$2.44M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
162+ 0.95% |
$22.9K - $26.3K
|
17.2K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
161+ 11.18% |
$22.7K - $26.2K
|
1.6K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
160+ 0.75% |
$22.6K - $26K
|
21.4K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
160+ 3.3% |
$22.6K - $26K
|
5.01K
$749K
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
160+ 1.17% |
$22.6K - $26K
|
13.8K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
159+ 4.77% |
$22.4K - $25.8K
|
3.49K
$522K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
157+ 7.71% |
$22.2K - $25.5K
|
2.19K
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
157+ 1.18% |
$22.2K - $25.5K
|
13.5K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
155+ 5.82% |
$21.9K - $25.2K
|
2.82K
$421K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
155+ 3.57% |
$21.9K - $25.2K
|
4.5K
$673K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
155+ 3.61% |
$21.9K - $25.2K
|
4.45K
$665K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
155+ 4.34% |
$21.9K - $25.2K
|
3.73K
$558K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
152+ 0.53% |
$21.5K - $24.7K
|
28.6K
$4.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
152+ 2.9% |
$21.5K - $24.7K
|
5.39K
$805K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
152+ 2.32% |
$21.5K - $24.7K
|
6.72K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
152+ 0.15% |
$21.5K - $24.7K
|
102K
$15.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
150+ 2.14% |
$21.2K - $24.4K
|
7.17K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
150+ 1.3% |
$21.2K - $24.4K
|
11.7K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
150+ 2.29% |
$21.2K - $24.4K
|
6.69K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
150+ 45.45% |
$21.2K - $24.4K
|
480
$71.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
149+ 3.6% |
$21K - $24.2K
|
4.29K
$642K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
148+ 0.71% |
$20.9K - $24.1K
|
21K
$3.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
148+ 4.07% |
$20.9K - $24.1K
|
3.78K
$566K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
148+ 0.68% |
$20.9K - $24.1K
|
21.9K
$3.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
148+ 0.13% |
$20.9K - $24.1K
|
110K
$16.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
146+ 0.69% |
$20.6K - $23.7K
|
21.5K
$3.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
144+ 0.8% |
$20.3K - $23.4K
|
18.2K
$2.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
144+ 0.59% |
$20.3K - $23.4K
|
24.4K
$3.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
144New |
$20.3K - $23.4K
|
144
$21.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
142+ 0.52% |
$20K - $23.1K
|
27.5K
$4.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
142+ 0.13% |
$20K - $23.1K
|
110K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
142+ 1.45% |
$20K - $23.1K
|
9.92K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
141+ 0.37% |
$19.9K - $22.9K
|
38.4K
$5.74M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
140+ 5.07% |
$19.8K - $22.8K
|
2.9K
$434K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
139+ 9.01% |
$19.6K - $22.6K
|
1.68K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
139+ 1.58% |
$19.6K - $22.6K
|
8.92K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
139+ 0.8% |
$19.6K - $22.6K
|
17.4K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
139+ 20.84% |
$19.6K - $22.6K
|
806
$121K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
139+ 4.82% |
$19.6K - $22.6K
|
3.02K
$452K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
138+ 3.76% |
$19.5K - $22.4K
|
3.81K
$570K
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
138+ 5.19% |
$19.5K - $22.4K
|
2.8K
$419K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
137+ 7.65% |
$19.3K - $22.3K
|
1.93K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
137+ 1.29% |
$19.3K - $22.3K
|
10.8K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
135+ 0.65% |
$19.1K - $21.9K
|
21K
$3.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
135+ 3.96% |
$19.1K - $21.9K
|
3.55K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
135+ 1.74% |
$19.1K - $21.9K
|
7.91K
$1.18M
|