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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-273- 16.56% |
$38.5K - $44.4K
|
1.38K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-276- 0.5% |
$39K - $44.9K
|
54.7K
$8.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-277- 1.0% |
$39.1K - $45K
|
27.5K
$4.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-278- 1.29% |
$39.2K - $45.2K
|
21.3K
$3.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-279- 0.44% |
$39.4K - $45.3K
|
62.7K
$9.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-279- 5.71% |
$39.4K - $45.3K
|
4.61K
$689K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-279- 4.24% |
$39.4K - $45.3K
|
6.3K
$942K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-280- 2.3% |
$39.5K - $45.5K
|
11.9K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-281- 9.63% |
$39.7K - $45.7K
|
2.64K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-284- 1.72% |
$40.1K - $46.2K
|
16.2K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-285- 4.35% |
$40.2K - $46.3K
|
6.27K
$937K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-286- 4.91% |
$40.4K - $46.5K
|
5.54K
$828K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-287- 0.9% |
$40.5K - $46.6K
|
31.6K
$4.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-289- 2.42% |
$40.8K - $47K
|
11.6K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-290- 15.44% |
$40.9K - $47.1K
|
1.59K
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-291- 3.86% |
$41.1K - $47.3K
|
7.25K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-291- 6.37% |
$41.1K - $47.3K
|
4.28K
$640K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-293- 5.63% |
$41.4K - $47.6K
|
4.91K
$735K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-293- 4.28% |
$41.4K - $47.6K
|
6.56K
$981K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-294- 1.63% |
$41.5K - $47.8K
|
17.7K
$2.65M
|
|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-295- 4.55% |
$41.6K - $47.9K
|
6.19K
$926K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-296- 5.17% |
$41.8K - $48.1K
|
5.43K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-296- 8.72% |
$41.8K - $48.1K
|
3.1K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-297- 0.41% |
$41.9K - $48.3K
|
71.8K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-298- 3.24% |
$42.1K - $48.4K
|
8.89K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-299- 5.42% |
$42.2K - $48.6K
|
5.22K
$781K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-299- 1.33% |
$42.2K - $48.6K
|
22.1K
$3.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-300- 17.52% |
$42.3K - $48.8K
|
1.41K
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-301- 1.4% |
$42.5K - $48.9K
|
21.3K
$3.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-301- 9.32% |
$42.5K - $48.9K
|
2.93K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-301- 1.38% |
$42.5K - $48.9K
|
21.5K
$3.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-302- 0.14% |
$42.6K - $49.1K
|
215K
$32.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-302- 12.46% |
$42.6K - $49.1K
|
2.12K
$317K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-305- 17.84% |
$43.1K - $49.6K
|
1.41K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-307- 3.42% |
$43.3K - $49.9K
|
8.66K
$1.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-313- 2.44% |
$44.2K - $50.9K
|
12.5K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-313- 7.32% |
$44.2K - $50.9K
|
3.96K
$593K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-314- 9.22% |
$44.3K - $51K
|
3.09K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-314- 5.81% |
$44.3K - $51K
|
5.09K
$762K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-314- 5.75% |
$44.3K - $51K
|
5.15K
$770K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-314- 10.96% |
$44.3K - $51K
|
2.55K
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-315- 4.73% |
$44.5K - $51.2K
|
6.34K
$948K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-315- 4.94% |
$44.5K - $51.2K
|
6.07K
$907K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-315- 1.8% |
$44.5K - $51.2K
|
17.2K
$2.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-316- 0.53% |
$44.6K - $51.4K
|
58.9K
$8.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-318- 7.91% |
$44.9K - $51.7K
|
3.7K
$554K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-319- 4.86% |
$45K - $51.8K
|
6.24K
$934K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-319- 40.85% |
$45K - $51.8K
|
462
$69.1K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-319- 4.83% |
$45K - $51.8K
|
6.29K
$940K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-320- 1.55% |
$45.2K - $52K
|
20.4K
$3.05M
|