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 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.5K- 3.33% |
$353K - $407K
|
72.5K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.53K- 5.69% |
$357K - $411K
|
41.9K
$6.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.55K- 6.27% |
$360K - $414K
|
38.1K
$5.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.56K- 0.78% |
$361K - $415K
|
327K
$49.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-2.63K- 45.87% |
$371K - $427K
|
3.1K
$473K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-2.65K- 22.74% |
$373K - $430K
|
8.99K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.65K- 2.9% |
$373K - $430K
|
88.6K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.66K- 0.9% |
$375K - $432K
|
293K
$44.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.67K- 42.22% |
$377K - $435K
|
3.66K
$558K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.7K- 3.22% |
$381K - $439K
|
81.1K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-2.73K- 5.66% |
$385K - $444K
|
45.5K
$6.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.81K- 4.29% |
$397K - $457K
|
62.8K
$9.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.86K- 5.92% |
$404K - $465K
|
45.4K
$6.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.86K- 62.37% |
$404K - $465K
|
1.73K
$263K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3K- 9.0% |
$424K - $488K
|
30.3K
$4.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.01K- 1.56% |
$424K - $489K
|
190K
$28.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.02K- 0.4% |
$426K - $491K
|
745K
$114M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-3.03K- 20.9% |
$427K - $492K
|
11.5K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-3.09K- 2.68% |
$437K - $503K
|
112K
$17.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-3.12K- 1.62% |
$440K - $507K
|
190K
$28.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3.14K- 27.09% |
$444K - $511K
|
8.46K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.18K- 92.16% |
$448K - $516K
|
270
$41.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.21K- 53.1% |
$454K - $522K
|
2.84K
$433K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.22K- 36.54% |
$454K - $523K
|
5.59K
$852K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-3.22K- 4.95% |
$454K - $523K
|
61.8K
$9.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.25K- 46.87% |
$459K - $529K
|
3.69K
$563K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.25K- 1.56% |
$459K - $529K
|
206K
$31.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.3K- 3.14% |
$466K - $537K
|
102K
$15.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.33K- 9.57% |
$470K - $541K
|
31.5K
$4.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.35K- 6.82% |
$472K - $544K
|
45.7K
$6.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.35K- 1.49% |
$473K - $544K
|
221K
$33.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-3.36K- 19.74% |
$475K - $546K
|
13.7K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.42K- 9.57% |
$482K - $555K
|
32.3K
$4.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-3.43K- 1.98% |
$484K - $557K
|
170K
$25.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.43K- 5.16% |
$484K - $558K
|
63.1K
$9.63M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.44K- 0.53% |
$485K - $559K
|
644K
$98.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.54K- 10.09% |
$500K - $576K
|
31.5K
$4.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-3.55K- 0.62% |
$502K - $577K
|
568K
$86.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.63K- 65.36% |
$512K - $589K
|
1.92K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-3.69K- 5.23% |
$521K - $600K
|
66.9K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-3.7K- 15.66% |
$522K - $601K
|
19.9K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.73K- 10.07% |
$526K - $606K
|
33.3K
$5.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-3.75K- 3.5% |
$529K - $609K
|
103K
$15.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.89K- 18.88% |
$548K - $631K
|
16.7K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.93K- 3.14% |
$555K - $639K
|
121K
$18.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.93K- 2.44% |
$555K - $639K
|
158K
$24M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.96K- 4.47% |
$559K - $644K
|
84.6K
$12.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.96K- 41.37% |
$559K - $644K
|
5.62K
$857K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.98K- 2.85% |
$562K - $647K
|
136K
$20.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-4K- 38.14% |
$565K - $650K
|
6.49K
$990K
|