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 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-313- 2.44% |
$44.2K - $50.9K
|
12.5K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-313- 7.32% |
$44.2K - $50.9K
|
3.96K
$612K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-314- 9.22% |
$44.3K - $51K
|
3.09K
$477K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-314- 5.81% |
$44.3K - $51K
|
5.09K
$786K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-314- 5.75% |
$44.3K - $51K
|
5.15K
$795K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-314- 10.96% |
$44.3K - $51K
|
2.55K
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-315- 4.73% |
$44.5K - $51.2K
|
6.34K
$979K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-315- 4.94% |
$44.5K - $51.2K
|
6.07K
$937K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-315- 1.8% |
$44.5K - $51.2K
|
17.2K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-316- 0.53% |
$44.6K - $51.4K
|
58.9K
$9.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-318- 7.91% |
$44.9K - $51.7K
|
3.7K
$572K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-319- 4.86% |
$45K - $51.8K
|
6.24K
$964K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-319- 40.85% |
$45K - $51.8K
|
462
$71.4K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-319- 4.83% |
$45K - $51.8K
|
6.29K
$971K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-320- 1.55% |
$45.2K - $52K
|
20.4K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-325- 0.18% |
$45.9K - $52.8K
|
184K
$28.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-326- 1.47% |
$46K - $53K
|
21.9K
$3.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
SELL
|
- |
-327- 2.11% |
$46.2K - $53.1K
|
15.1K
$2.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-330- 7.81% |
$46.6K - $53.6K
|
3.9K
$602K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-330- 18.72% |
$46.6K - $53.6K
|
1.43K
$221K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-330- 8.0% |
$46.6K - $53.6K
|
3.8K
$586K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-332- 1.69% |
$46.9K - $54K
|
19.3K
$2.98M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-333- 8.14% |
$47K - $54.1K
|
3.76K
$581K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-337- 2.45% |
$47.6K - $54.8K
|
13.4K
$2.07M
|
|
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-337- 44.52% |
$47.6K - $54.8K
|
420
$64.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-338- 5.11% |
$47.7K - $54.9K
|
6.28K
$970K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-338- 15.02% |
$47.7K - $54.9K
|
1.91K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-338- 4.37% |
$47.7K - $54.9K
|
7.39K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-339- 0.74% |
$47.8K - $55.1K
|
45.4K
$7.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-342- 27.23% |
$48.3K - $55.6K
|
914
$141K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-344- 1.86% |
$48.6K - $55.9K
|
18.2K
$2.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-346- 1.0% |
$48.8K - $56.2K
|
34.3K
$5.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-347- 0.14% |
$49K - $56.4K
|
240K
$37.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-349- 1.07% |
$49.3K - $56.7K
|
32.3K
$4.98M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-351- 4.88% |
$49.5K - $57K
|
6.84K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-352- 0.52% |
$49.7K - $57.2K
|
66.7K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-354- 12.33% |
$50K - $57.5K
|
2.52K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-354- 2.23% |
$50K - $57.5K
|
15.5K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-355- 7.17% |
$50.1K - $57.7K
|
4.6K
$710K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-357- 4.88% |
$50.4K - $58K
|
6.95K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-357- 2.66% |
$50.4K - $58K
|
13.1K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-358- 0.14% |
$50.5K - $58.2K
|
265K
$40.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-359- 3.56% |
$50.7K - $58.3K
|
9.73K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-360- 20.08% |
$50.8K - $58.5K
|
1.43K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-362- 5.6% |
$51.1K - $58.8K
|
6.1K
$942K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-364- 7.6% |
$51.4K - $59.2K
|
4.43K
$683K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-364- 0.8% |
$51.4K - $59.2K
|
44.9K
$6.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-367- 5.14% |
$51.8K - $59.6K
|
6.77K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-368- 0.37% |
$51.9K - $59.8K
|
98.8K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-369- 9.24% |
$52.1K - $60K
|
3.63K
$560K
|