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 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
84+ 0.65% |
$11.9K - $13.7K
|
13.1K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
83+ 3.18% |
$11.7K - $13.5K
|
2.69K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
83+ 2.74% |
$11.7K - $13.5K
|
3.12K
$466K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
82+ 3.72% |
$11.6K - $13.3K
|
2.29K
$342K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
82+ 2.42% |
$11.6K - $13.3K
|
3.46K
$518K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
82+ 0.2% |
$11.6K - $13.3K
|
41.6K
$6.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
81+ 6.57% |
$11.4K - $13.2K
|
1.31K
$197K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
81+ 0.9% |
$11.4K - $13.2K
|
9.11K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
81+ 0.52% |
$11.4K - $13.2K
|
15.8K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
81New |
$11.4K - $13.2K
|
81
$12.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
80+ 0.99% |
$11.3K - $13K
|
8.19K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
80+ 1.23% |
$11.3K - $13K
|
6.59K
$986K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
80+ 0.71% |
$11.3K - $13K
|
11.4K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
80+ 1.88% |
$11.3K - $13K
|
4.34K
$649K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
80New |
$11.3K - $13K
|
80
$12K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
79+ 1.08% |
$11.2K - $12.8K
|
7.38K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
79+ 5.68% |
$11.2K - $12.8K
|
1.47K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
78+ 0.36% |
$11K - $12.7K
|
21.6K
$3.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
77+ 0.98% |
$10.9K - $12.5K
|
7.95K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
77+ 0.88% |
$10.9K - $12.5K
|
8.8K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
74+ 2.99% |
$10.4K - $12K
|
2.55K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
74+ 3.23% |
$10.4K - $12K
|
2.36K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
74New |
$10.4K - $12K
|
74
$11.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
73+ 304.17% |
$10.3K - $11.9K
|
97
$14.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
73+ 1.33% |
$10.3K - $11.9K
|
5.56K
$831K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
73+ 11.53% |
$10.3K - $11.9K
|
706
$106K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
72+ 1.7% |
$10.2K - $11.7K
|
4.32K
$646K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
72New |
$10.2K - $11.7K
|
72
$10.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
71+ 1.64% |
$10K - $11.5K
|
4.41K
$659K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
71+ 1.66% |
$10K - $11.5K
|
4.34K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
71+ 0.25% |
$10K - $11.5K
|
28.2K
$4.22M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
70+ 0.88% |
$9.88K - $11.4K
|
7.98K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
70+ 22.88% |
$9.88K - $11.4K
|
376
$56.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
70+ 1.54% |
$9.88K - $11.4K
|
4.6K
$688K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
70+ 3.37% |
$9.88K - $11.4K
|
2.15K
$321K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
70+ 4.39% |
$9.88K - $11.4K
|
1.66K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
69+ 3.41% |
$9.74K - $11.2K
|
2.09K
$313K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
68+ 6.09% |
$9.6K - $11.1K
|
1.18K
$177K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
67+ 0.5% |
$9.46K - $10.9K
|
13.4K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
67+ 14.89% |
$9.46K - $10.9K
|
517
$77.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
67+ 0.38% |
$9.46K - $10.9K
|
17.8K
$2.66M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
67New |
$9.46K - $10.9K
|
67
$10K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
66+ 2.38% |
$9.32K - $10.7K
|
2.84K
$425K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
66+ 1.43% |
$9.32K - $10.7K
|
4.67K
$699K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
66+ 0.43% |
$9.32K - $10.7K
|
15.2K
$2.28M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
64New |
$9.03K - $10.4K
|
64
$9.57K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
64+ 67.37% |
$9.03K - $10.4K
|
159
$23.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
63+ 3.49% |
$8.89K - $10.2K
|
1.87K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
63+ 1.19% |
$8.89K - $10.2K
|
5.35K
$799K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
62+ 0.18% |
$8.75K - $10.1K
|
33.9K
$5.08M
|