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 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-175- 7.27% |
$24.7K - $28.4K
|
2.23K
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-175- 5.35% |
$24.7K - $28.4K
|
3.1K
$476K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-175- 1.27% |
$24.7K - $28.4K
|
13.6K
$2.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-175- 1.07% |
$24.7K - $28.4K
|
16.1K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-175- 0.69% |
$24.7K - $28.4K
|
25.2K
$3.88M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-175- 4.13% |
$24.7K - $28.4K
|
4.07K
$625K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-176- 15.64% |
$24.8K - $28.6K
|
949
$146K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-176- 0.96% |
$24.8K - $28.6K
|
18.2K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-176- 3.61% |
$24.8K - $28.6K
|
4.7K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-177- 7.19% |
$25K - $28.8K
|
2.29K
$352K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-178- 5.3% |
$25.1K - $28.9K
|
3.18K
$489K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-180- 5.88% |
$25.4K - $29.3K
|
2.88K
$443K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-180- 1.36% |
$25.4K - $29.3K
|
13.1K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-181- 1.2% |
$25.5K - $29.4K
|
14.9K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-184- 1.89% |
$26K - $29.9K
|
9.53K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-184- 3.65% |
$26K - $29.9K
|
4.86K
$747K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-185- 3.4% |
$26.1K - $30.1K
|
5.26K
$808K
|
|
|
Jan 24, 2025
Q4 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-185- 0.15% |
$26.1K - $30.1K
|
127K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-185- 6.77% |
$26.1K - $30.1K
|
2.55K
$392K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-186- 0.52% |
$26.3K - $30.2K
|
35.9K
$5.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-188- 0.11% |
$26.5K - $30.6K
|
173K
$26.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-189- 11.26% |
$26.7K - $30.7K
|
1.49K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-190- 7.29% |
$26.8K - $30.9K
|
2.42K
$371K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-190- 0.2% |
$26.8K - $30.9K
|
96.6K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-190- 17.98% |
$26.8K - $30.9K
|
867
$133K
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
SELL
|
- |
-190- 0.92% |
$26.8K - $30.9K
|
20.4K
$3.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-191- 5.65% |
$27K - $31K
|
3.19K
$490K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-191- 0.8% |
$27K - $31K
|
23.6K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-191- 2.47% |
$27K - $31K
|
7.55K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-192- 1.84% |
$27.1K - $31.2K
|
10.3K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-193- 0.96% |
$27.2K - $31.4K
|
19.8K
$3.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-193- 0.66% |
$27.2K - $31.4K
|
29.2K
$4.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-195- 0.62% |
$27.5K - $31.7K
|
31.2K
$4.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-196- 1.82% |
$27.7K - $31.9K
|
10.6K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-196- 0.96% |
$27.7K - $31.9K
|
20.3K
$3.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-197- 4.78% |
$27.8K - $32K
|
3.92K
$603K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-198- 45.62% |
$27.9K - $32.2K
|
236
$36.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-198- 0.38% |
$27.9K - $32.2K
|
51.4K
$7.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-200- 0.86% |
$28.2K - $32.5K
|
23K
$3.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-200- 4.51% |
$28.2K - $32.5K
|
4.23K
$651K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-200- 8.58% |
$28.2K - $32.5K
|
2.13K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-200- 8.68% |
$28.2K - $32.5K
|
2.1K
$323K
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-200- 0.43% |
$28.2K - $32.5K
|
46.2K
$7.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-200- 0.96% |
$28.2K - $32.5K
|
20.6K
$3.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-200- 3.04% |
$28.2K - $32.5K
|
6.38K
$981K
|
|
|
Feb 03, 2025
Q4 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-200- 3.68% |
$28.2K - $32.5K
|
5.24K
$805K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 0.6% |
$28.2K - $32.5K
|
33.2K
$5.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-200- 1.85% |
$28.2K - $32.5K
|
10.6K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-200- 1.36% |
$28.2K - $32.5K
|
14.5K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-200- 5.06% |
$28.2K - $32.5K
|
3.75K
$577K
|