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 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-8.61K- 32.53% |
$1.21M - $1.4M
|
17.8K
$2.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-8.65K- 13.75% |
$1.22M - $1.41M
|
54.3K
$8.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-9.23K- 4.28% |
$1.3M - $1.5M
|
206K
$31.5M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-9.6K- 2.07% |
$1.36M - $1.56M
|
454K
$69.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-9.81K- 56.72% |
$1.39M - $1.6M
|
7.49K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-9.92K- 10.64% |
$1.4M - $1.61M
|
83.3K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.1K- 8.77% |
$1.43M - $1.64M
|
105K
$16M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-10.2K- 47.24% |
$1.43M - $1.65M
|
11.3K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-10.2K- 60.72% |
$1.44M - $1.66M
|
6.59K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-10.3K- 2.51% |
$1.45M - $1.67M
|
398K
$60.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-10.3K- 5.78% |
$1.45M - $1.67M
|
168K
$25.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.5K- 20.6% |
$1.48M - $1.7M
|
40.4K
$6.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-10.7K- 4.17% |
$1.51M - $1.74M
|
246K
$37.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-11.2K- 2.78% |
$1.58M - $1.82M
|
393K
$59.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-11.3K- 23.04% |
$1.59M - $1.83M
|
37.6K
$5.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-11.7K- 54.09% |
$1.65M - $1.9M
|
9.9K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11.8K- 3.69% |
$1.66M - $1.91M
|
307K
$46.8M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-11.9K- 1.11% |
$1.68M - $1.93M
|
1.05M
$161M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-11.9K- 17.72% |
$1.69M - $1.94M
|
55.5K
$8.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-12.2K- 3.6% |
$1.72M - $1.98M
|
326K
$49.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-12.2K- 20.84% |
$1.73M - $1.99M
|
46.4K
$7.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-12.6K- 13.06% |
$1.78M - $2.05M
|
83.9K
$12.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.8K- 1.84% |
$1.81M - $2.08M
|
685K
$105M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-13.1K- 1.07% |
$1.85M - $2.13M
|
1.2M
$184M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-13.7K- 3.3% |
$1.94M - $2.23M
|
402K
$61.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-13.8K- 30.11% |
$1.95M - $2.24M
|
32K
$4.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-14K- 31.21% |
$1.97M - $2.27M
|
30.8K
$4.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-14K- 46.14% |
$1.98M - $2.28M
|
16.4K
$2.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-14.1K- 11.56% |
$1.99M - $2.29M
|
108K
$16.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-14.3K- 73.09% |
$2.02M - $2.33M
|
5.27K
$804K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14.3K- 0.34% |
$2.02M - $2.33M
|
4.23M
$646M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-14.4K- 36.79% |
$2.03M - $2.34M
|
24.7K
$3.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-14.4K- 0.95% |
$2.03M - $2.34M
|
1.5M
$229M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-14.5K- 75.23% |
$2.04M - $2.35M
|
4.76K
$727K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-14.5K- 12.07% |
$2.05M - $2.36M
|
106K
$16.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-14.5K- 15.77% |
$2.05M - $2.36M
|
77.6K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-15K- 58.22% |
$2.12M - $2.44M
|
10.8K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-15.5K- 99.85% |
$2.19M - $2.53M
|
24
$3.66K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-16.3K- 67.64% |
$2.3M - $2.65M
|
7.79K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-16.5K- 56.64% |
$2.32M - $2.68M
|
12.6K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-16.5K- 2.37% |
$2.33M - $2.68M
|
680K
$104M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-16.5K- 27.5% |
$2.33M - $2.69M
|
43.6K
$6.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-16.9K- 72.61% |
$2.39M - $2.75M
|
6.38K
$973K
|
|
|
Feb 05, 2025
Q4 2024
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
SELL
|
- |
-17.3K- 36.27% |
$2.44M - $2.81M
|
30.3K
$4.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-17.7K- 55.76% |
$2.5M - $2.88M
|
14.1K
$2.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-17.8K- 13.28% |
$2.52M - $2.9M
|
117K
$17.8M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-18K- 16.15% |
$2.54M - $2.93M
|
93.5K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-18.4K- 22.49% |
$2.6M - $2.99M
|
63.4K
$9.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-18.4K- 3.8% |
$2.6M - $3M
|
467K
$71.3M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-18.7K- 85.5% |
$2.63M - $3.03M
|
3.17K
$483K
|