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 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.03K+ 1.1% |
$145K - $167K
|
94.4K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
1.03K+ 39.03% |
$145K - $167K
|
3.65K
$571K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.02K+ 30.15% |
$144K - $166K
|
4.41K
$690K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.02K+ 24.09% |
$144K - $166K
|
5.27K
$823K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.02K+ 4.12% |
$143K - $165K
|
25.6K
$4.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.01K+ 5.19% |
$142K - $164K
|
20.4K
$3.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
982+ 2.06% |
$139K - $160K
|
48.7K
$7.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
966+ 10.65% |
$136K - $157K
|
10K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
959+ 26.73% |
$135K - $156K
|
4.55K
$711K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
931+ 52.78% |
$131K - $151K
|
2.7K
$422K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
930+ 2.96% |
$131K - $151K
|
32.4K
$5.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
916+ 3.05% |
$129K - $149K
|
30.9K
$4.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
870+ 21.18% |
$123K - $141K
|
4.98K
$778K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
868+ 7.19% |
$123K - $141K
|
12.9K
$2.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
859+ 4.79% |
$121K - $140K
|
18.8K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
848+ 11.89% |
$120K - $138K
|
7.98K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
832+ 4.02% |
$117K - $135K
|
21.5K
$3.37M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
818+ 9.65% |
$115K - $133K
|
9.29K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
817+ 47.81% |
$115K - $133K
|
2.53K
$395K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
791+ 6.57% |
$112K - $129K
|
12.8K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
783+ 4.1% |
$111K - $127K
|
19.9K
$3.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
775+ 7.13% |
$109K - $126K
|
11.6K
$1.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
754+ 17.97% |
$106K - $123K
|
4.95K
$774K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
728+ 46.52% |
$103K - $118K
|
2.29K
$359K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
726+ 1.41% |
$102K - $118K
|
52.3K
$8.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
715+ 10.21% |
$101K - $116K
|
7.72K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
696+ 7.96% |
$98.2K - $113K
|
9.44K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
674New |
$95.1K - $110K
|
674
$105K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
662+ 8.64% |
$93.4K - $108K
|
8.32K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
BUY
|
- |
650+ 3.21% |
$91.7K - $106K
|
20.9K
$3.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
649+ 5.58% |
$91.6K - $105K
|
12.3K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
642+ 2.47% |
$90.6K - $104K
|
26.6K
$4.16M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
637+ 3.46% |
$89.9K - $104K
|
19K
$2.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
631+ 1.61% |
$89.1K - $103K
|
39.8K
$6.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
617+ 4.83% |
$87.1K - $100K
|
13.4K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
610+ 38.15% |
$86.1K - $99.1K
|
2.21K
$346K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
601+ 10.76% |
$84.8K - $97.7K
|
6.19K
$968K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
599+ 96.93% |
$84.5K - $97.4K
|
1.22K
$190K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
593+ 19.23% |
$83.7K - $96.4K
|
3.68K
$575K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
591+ 3.24% |
$83.4K - $96.1K
|
18.8K
$2.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
590+ 12.37% |
$83.3K - $95.9K
|
5.36K
$838K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
585+ 8.07% |
$82.6K - $95.1K
|
7.83K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
583+ 10.02% |
$82.3K - $94.8K
|
6.4K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
547+ 24.73% |
$77.2K - $88.9K
|
2.76K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
543+ 3.36% |
$76.6K - $88.3K
|
16.7K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
507+ 36.95% |
$71.6K - $82.4K
|
1.88K
$294K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
500+ 17.15% |
$70.6K - $81.3K
|
3.42K
$534K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
495+ 10.87% |
$69.9K - $80.5K
|
5.05K
$789K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
494New |
$69.7K - $80.3K
|
494
$77.3K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
485+ 2.61% |
$68.5K - $78.8K
|
19K
$2.98M
|