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 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.06K- 28.65% |
$714K - $822K
|
12.6K
$1.96M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.08K- 9.01% |
$717K - $826K
|
51.3K
$7.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5.1K- 19.4% |
$720K - $829K
|
21.2K
$3.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-5.18K- 8.78% |
$731K - $842K
|
53.8K
$8.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.18K- 0.39% |
$731K - $842K
|
1.31M
$205M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-5.2K- 10.19% |
$735K - $846K
|
45.9K
$7.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-5.24K- 22.72% |
$739K - $851K
|
17.8K
$2.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-5.25K- 12.23% |
$741K - $853K
|
37.7K
$5.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5.3K- 57.61% |
$748K - $861K
|
3.9K
$608K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-5.4K- 19.52% |
$762K - $877K
|
22.3K
$3.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-5.48K- 16.27% |
$774K - $891K
|
28.2K
$4.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Hendley & CO Inc
|
SELL
|
- |
-5.53K- 8.27% |
$780K - $898K
|
61.3K
$9.55M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-5.58K- 42.24% |
$788K - $907K
|
7.63K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.73K- 1.92% |
$809K - $932K
|
292K
$45.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.86K- 4.13% |
$827K - $952K
|
136K
$21.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.9K- 6.16% |
$833K - $959K
|
89.9K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-5.95K- 17.93% |
$840K - $967K
|
27.2K
$4.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.95K- 26.01% |
$840K - $968K
|
16.9K
$2.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-6.03K- 79.67% |
$851K - $979K
|
1.54K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.08K- 49.81% |
$859K - $989K
|
6.13K
$955K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6.1K- 45.72% |
$860K - $991K
|
7.24K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-6.24K- 23.61% |
$881K - $1.01M
|
20.2K
$3.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-6.37K- 47.83% |
$899K - $1.04M
|
6.95K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-6.39K- 5.68% |
$902K - $1.04M
|
106K
$16.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-6.4K- 15.82% |
$903K - $1.04M
|
34.1K
$5.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-6.49K- 49.76% |
$916K - $1.05M
|
6.55K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-6.61K- 44.53% |
$933K - $1.07M
|
8.23K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-6.67K- 1.59% |
$942K - $1.08M
|
413K
$64.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-6.78K- 47.54% |
$956K - $1.1M
|
7.48K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-6.78K- 0.86% |
$957K - $1.1M
|
780K
$122M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-6.98K- 75.75% |
$986K - $1.13M
|
2.24K
$348K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-7.1K- 8.81% |
$1M - $1.15M
|
73.5K
$11.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.28K- 18.75% |
$1.03M - $1.18M
|
31.5K
$4.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.38K- 1.36% |
$1.04M - $1.2M
|
534K
$83.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-7.38K- 3.97% |
$1.04M - $1.2M
|
178K
$27.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-7.43K- 3.63% |
$1.05M - $1.21M
|
197K
$30.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.51K- 5.37% |
$1.06M - $1.22M
|
132K
$20.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-7.88K- 7.77% |
$1.11M - $1.28M
|
93.6K
$14.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.88K- 8.58% |
$1.11M - $1.28M
|
84K
$13.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-7.97K- 4.37% |
$1.12M - $1.3M
|
174K
$27.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-8.08K- 2.08% |
$1.14M - $1.31M
|
380K
$59.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-8.11K- 25.69% |
$1.14M - $1.32M
|
23.5K
$3.65M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-8.61K- 32.53% |
$1.21M - $1.4M
|
17.8K
$2.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-8.65K- 13.75% |
$1.22M - $1.41M
|
54.3K
$8.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-9.23K- 4.28% |
$1.3M - $1.5M
|
206K
$32.2M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-9.6K- 2.07% |
$1.36M - $1.56M
|
454K
$70.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-9.81K- 56.72% |
$1.39M - $1.6M
|
7.49K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-9.92K- 10.64% |
$1.4M - $1.61M
|
83.3K
$13M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.1K- 8.77% |
$1.43M - $1.64M
|
105K
$16.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-10.2K- 47.24% |
$1.43M - $1.65M
|
11.3K
$1.77M
|