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 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-233- 15.2% |
$32.9K - $37.9K
|
1.3K
$206K
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-233- 0.92% |
$32.9K - $37.9K
|
25K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-233- 4.02% |
$32.9K - $37.9K
|
5.56K
$882K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-234- 3.97% |
$33K - $38K
|
5.65K
$898K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-236- 0.33% |
$33.3K - $38.4K
|
71.9K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-236- 1.14% |
$33.3K - $38.4K
|
20.5K
$3.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-239- 83.86% |
$33.7K - $38.8K
|
46
$7.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-240- 0.75% |
$33.9K - $39K
|
31.6K
$5.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-240- 2.91% |
$33.9K - $39K
|
8.02K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-240- 15.57% |
$33.9K - $39K
|
1.3K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-240- 6.05% |
$33.9K - $39K
|
3.73K
$591K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-242- 11.65% |
$34.2K - $39.3K
|
1.84K
$292K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-245- 13.01% |
$34.6K - $39.8K
|
1.64K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-246- 1.9% |
$34.7K - $40K
|
12.7K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-246- 1.57% |
$34.7K - $40K
|
15.5K
$2.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-247- 1.69% |
$34.9K - $40.1K
|
14.3K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-247- 11.37% |
$34.9K - $40.1K
|
1.93K
$306K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-248- 14.55% |
$35K - $40.3K
|
1.46K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-248- 3.52% |
$35K - $40.3K
|
6.81K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-248- 3.93% |
$35K - $40.3K
|
6.07K
$964K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-249- 14.39% |
$35.1K - $40.5K
|
1.48K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-250- 5.89% |
$35.3K - $40.6K
|
4K
$635K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-250- 1.35% |
$35.3K - $40.6K
|
18.3K
$2.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-252- 0.74% |
$35.6K - $41K
|
33.7K
$5.35M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-253- 0.57% |
$35.7K - $41.1K
|
43.9K
$6.97M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-254- 8.66% |
$35.9K - $41.3K
|
2.68K
$426K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-255- 2.61% |
$36K - $41.4K
|
9.52K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-255- 6.32% |
$36K - $41.4K
|
3.78K
$600K
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-256- 2.41% |
$36.1K - $41.6K
|
10.3K
$1.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Semanteon Capital Management, LP
Newton, MA |
SELL
|
- |
-256- 3.12% |
$36.1K - $41.6K
|
7.95K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-257- 2.46% |
$36.3K - $41.8K
|
10.2K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-258- 2.38% |
$36.4K - $41.9K
|
10.6K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-259- 4.71% |
$36.6K - $42.1K
|
5.24K
$833K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-260- 14.67% |
$36.7K - $42.3K
|
1.51K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-260- 5.81% |
$36.7K - $42.3K
|
4.22K
$669K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-263- 0.66% |
$37.1K - $42.7K
|
39.8K
$6.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-263- 5.92% |
$37.1K - $42.7K
|
4.18K
$664K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-264- 3.96% |
$37.3K - $42.9K
|
6.4K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-266- 14.0% |
$37.5K - $43.2K
|
1.63K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-266- 16.3% |
$37.5K - $43.2K
|
1.37K
$217K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-267- 5.86% |
$37.7K - $43.4K
|
4.29K
$681K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-268- 2.39% |
$37.8K - $43.6K
|
10.9K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-268- 0.92% |
$37.8K - $43.6K
|
28.9K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-269- 1.45% |
$38K - $43.7K
|
18.3K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-270- 7.24% |
$38.1K - $43.9K
|
3.46K
$549K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-270- 8.52% |
$38.1K - $43.9K
|
2.9K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-273- 16.56% |
$38.5K - $44.4K
|
1.38K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-276- 0.5% |
$39K - $44.9K
|
54.7K
$8.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-277- 1.0% |
$39.1K - $45K
|
27.5K
$4.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-278- 1.29% |
$39.2K - $45.2K
|
21.3K
$3.39M
|