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 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
90+ 5.94% |
$12.7K - $14.6K
|
1.6K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
90New |
$12.7K - $14.6K
|
90
$13.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
90+ 0.31% |
$12.7K - $14.6K
|
28.9K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
90+ 0.44% |
$12.7K - $14.6K
|
20.7K
$3.19M
|
|
|
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
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
89+ 0.34% |
$12.6K - $14.5K
|
26.7K
$4.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
88+ 1.18% |
$12.4K - $14.3K
|
7.57K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
88+ 75.86% |
$12.4K - $14.3K
|
204
$31.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
87+ 0.58% |
$12.3K - $14.1K
|
15.2K
$2.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
87New |
$12.3K - $14.1K
|
87
$13.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
85+ 0.39% |
$12K - $13.8K
|
22.1K
$3.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
85+ 0.18% |
$12K - $13.8K
|
47.5K
$7.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
85+ 1.72% |
$12K - $13.8K
|
5.03K
$773K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
84+ 15.03% |
$11.9K - $13.7K
|
643
$98.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
84+ 1.1% |
$11.9K - $13.7K
|
7.73K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
84+ 1.08% |
$11.9K - $13.7K
|
7.89K
$1.21M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
84+ 0.65% |
$11.9K - $13.7K
|
13.1K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
83+ 3.18% |
$11.7K - $13.5K
|
2.69K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
83+ 2.74% |
$11.7K - $13.5K
|
3.12K
$479K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
82+ 3.72% |
$11.6K - $13.3K
|
2.29K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
82+ 2.42% |
$11.6K - $13.3K
|
3.46K
$533K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
82+ 0.2% |
$11.6K - $13.3K
|
41.6K
$6.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
81+ 6.57% |
$11.4K - $13.2K
|
1.31K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
81+ 0.9% |
$11.4K - $13.2K
|
9.11K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
81+ 0.52% |
$11.4K - $13.2K
|
15.8K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
81New |
$11.4K - $13.2K
|
81
$12.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
80+ 0.99% |
$11.3K - $13K
|
8.19K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
80+ 1.23% |
$11.3K - $13K
|
6.59K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
80+ 0.71% |
$11.3K - $13K
|
11.4K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
80+ 1.88% |
$11.3K - $13K
|
4.34K
$667K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
80New |
$11.3K - $13K
|
80
$12.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
79+ 1.08% |
$11.2K - $12.8K
|
7.38K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
79+ 5.68% |
$11.2K - $12.8K
|
1.47K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
78+ 0.36% |
$11K - $12.7K
|
21.6K
$3.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
77+ 0.98% |
$10.9K - $12.5K
|
7.95K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
77+ 0.88% |
$10.9K - $12.5K
|
8.8K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
74+ 2.99% |
$10.4K - $12K
|
2.55K
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
74+ 3.23% |
$10.4K - $12K
|
2.36K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
74New |
$10.4K - $12K
|
74
$11.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
73+ 304.17% |
$10.3K - $11.9K
|
97
$14.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
73+ 1.33% |
$10.3K - $11.9K
|
5.56K
$854K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
73+ 11.53% |
$10.3K - $11.9K
|
706
$109K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
72+ 1.7% |
$10.2K - $11.7K
|
4.32K
$664K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
72New |
$10.2K - $11.7K
|
72
$11.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
71+ 1.64% |
$10K - $11.5K
|
4.41K
$678K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
71+ 1.66% |
$10K - $11.5K
|
4.34K
$668K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
71+ 0.25% |
$10K - $11.5K
|
28.2K
$4.34M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
70+ 0.88% |
$9.88K - $11.4K
|
7.98K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
70+ 22.88% |
$9.88K - $11.4K
|
376
$57.8K
|