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 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
108+ 2.15% |
$15.2K - $17.6K
|
5.14K
$793K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
107+ 3.35% |
$15.1K - $17.4K
|
3.3K
$510K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
107+ 3.79% |
$15.1K - $17.4K
|
2.93K
$452K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
106+ 2.45% |
$15K - $17.2K
|
4.43K
$684K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
106+ 0.35% |
$15K - $17.2K
|
30.7K
$4.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
105+ 0.57% |
$14.8K - $17.1K
|
18.4K
$2.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
104+ 4.18% |
$14.7K - $16.9K
|
2.6K
$401K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
104+ 2.61% |
$14.7K - $16.9K
|
4.09K
$631K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
103+ 4.04% |
$14.5K - $16.7K
|
2.65K
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
103+ 5.02% |
$14.5K - $16.7K
|
2.15K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
102+ 2.25% |
$14.4K - $16.6K
|
4.64K
$716K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
101+ 2.5% |
$14.3K - $16.4K
|
4.13K
$638K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
101+ 1.57% |
$14.3K - $16.4K
|
6.53K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
101+ 7.02% |
$14.3K - $16.4K
|
1.54K
$238K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
101+ 4.57% |
$14.3K - $16.4K
|
2.31K
$357K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
100+ 0.23% |
$14.1K - $16.3K
|
43.9K
$6.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
100+ 0.86% |
$14.1K - $16.3K
|
11.7K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
100+ 3.7% |
$14.1K - $16.3K
|
2.8K
$432K
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
100+ 3.25% |
$14.1K - $16.3K
|
3.18K
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
100+ 5.71% |
$14.1K - $16.3K
|
1.85K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
100+ 2.31% |
$14.1K - $16.3K
|
4.42K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
100+ 4.24% |
$14.1K - $16.3K
|
2.46K
$380K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
99+ 0.93% |
$14K - $16.1K
|
10.8K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
99+ 0.13% |
$14K - $16.1K
|
75.1K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
98+ 0.36% |
$13.8K - $15.9K
|
27.7K
$4.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
97+ 0.88% |
$13.7K - $15.8K
|
11.1K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
97+ 0.46% |
$13.7K - $15.8K
|
21.1K
$3.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
97+ 2.27% |
$13.7K - $15.8K
|
4.38K
$676K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
95+ 1.82% |
$13.4K - $15.4K
|
5.32K
$821K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
95+ 0.55% |
$13.4K - $15.4K
|
17.3K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
95+ 29.23% |
$13.4K - $15.4K
|
420
$64.9K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
94+ 0.37% |
$13.3K - $15.3K
|
25.8K
$3.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
94+ 5.69% |
$13.3K - $15.3K
|
1.75K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
93+ 1.29% |
$13.1K - $15.1K
|
7.31K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
92+ 0.71% |
$13K - $15K
|
13K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
92+ 0.17% |
$13K - $15K
|
54.8K
$8.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
92+ 5.21% |
$13K - $15K
|
1.86K
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
91+ 7.2% |
$12.8K - $14.8K
|
1.36K
$209K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
91+ 36.4% |
$12.8K - $14.8K
|
341
$52.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
90+ 2.35% |
$12.7K - $14.6K
|
3.92K
$606K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
90+ 3.36% |
$12.7K - $14.6K
|
2.77K
$427K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
90+ 5.94% |
$12.7K - $14.6K
|
1.6K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
90New |
$12.7K - $14.6K
|
90
$13.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
90+ 0.31% |
$12.7K - $14.6K
|
28.9K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
90+ 0.44% |
$12.7K - $14.6K
|
20.7K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
89+ 0.12% |
$12.6K - $14.5K
|
75.3K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
89+ 0.63% |
$12.6K - $14.5K
|
14.2K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
89+ 0.34% |
$12.6K - $14.5K
|
26.7K
$4.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
88+ 1.18% |
$12.4K - $14.3K
|
7.57K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
88+ 75.86% |
$12.4K - $14.3K
|
204
$31.5K
|