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
|
Concorde Asset Management, LLC
|
SELL
|
- |
-476- 19.77% |
$67.2K - $77.4K
|
1.93K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-477- 2.74% |
$67.3K - $77.5K
|
16.9K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-478- 3.0% |
$67.5K - $77.7K
|
15.5K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-478- 0.21% |
$67.5K - $77.7K
|
223K
$35.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Qv Investors Inc.
|
SELL
|
- |
-480- 2.1% |
$67.8K - $78K
|
22.4K
$3.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-484- 0.66% |
$68.3K - $78.7K
|
72.5K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-485- 5.64% |
$68.5K - $78.8K
|
8.12K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-486- 15.48% |
$68.6K - $79K
|
2.65K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-486- 1.31% |
$68.6K - $79K
|
36.7K
$5.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-487- 2.5% |
$68.7K - $79.2K
|
19K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-490- 3.23% |
$69.2K - $79.6K
|
14.7K
$2.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-491- 5.62% |
$69.3K - $79.8K
|
8.24K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-491- 9.21% |
$69.3K - $79.8K
|
4.84K
$761K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-493- 2.88% |
$69.6K - $80.1K
|
16.7K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-494- 2.61% |
$69.7K - $80.3K
|
18.5K
$2.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-494- 2.35% |
$69.7K - $80.3K
|
20.5K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-495- 13.65% |
$69.9K - $80.5K
|
3.13K
$492K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-496- 15.58% |
$70K - $80.6K
|
2.69K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-497- 1.12% |
$70.2K - $80.8K
|
43.8K
$6.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-498- 1.74% |
$70.3K - $80.9K
|
28.1K
$4.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-500- 6.85% |
$70.6K - $81.3K
|
6.8K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-500- 1.77% |
$70.6K - $81.3K
|
27.7K
$4.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-500- 50.0% |
$70.6K - $81.3K
|
500
$78.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-501- 12.55% |
$70.7K - $81.4K
|
3.49K
$549K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-504- 0.73% |
$71.1K - $81.9K
|
68.5K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-504- 57.14% |
$71.1K - $81.9K
|
378
$59.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-512- 0.59% |
$72.3K - $83.2K
|
85.7K
$13.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-514- 3.46% |
$72.6K - $83.5K
|
14.4K
$2.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-516- 4.7% |
$72.8K - $83.9K
|
10.5K
$1.65M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-519- 7.97% |
$73.3K - $84.4K
|
5.99K
$942K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-519- 3.13% |
$73.3K - $84.4K
|
16.1K
$2.53M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-520- 6.58% |
$73.4K - $84.5K
|
7.38K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-520- 1.06% |
$73.4K - $84.5K
|
48.4K
$7.62M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-521- 14.27% |
$73.5K - $84.7K
|
3.13K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-525- 4.33% |
$74.1K - $85.3K
|
11.6K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-528- 12.51% |
$74.5K - $85.8K
|
3.69K
$581K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-529- 12.78% |
$74.7K - $86K
|
3.61K
$568K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-531- 9.37% |
$75K - $86.3K
|
5.14K
$808K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-532- 4.19% |
$75.1K - $86.5K
|
12.2K
$1.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-532- 8.86% |
$75.1K - $86.5K
|
5.48K
$861K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-534- 0.43% |
$75.4K - $86.8K
|
123K
$19.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-535- 3.05% |
$75.5K - $87K
|
17K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-535- 0.41% |
$75.5K - $87K
|
129K
$20.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-536- 5.35% |
$75.7K - $87.1K
|
9.48K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-537- 3.57% |
$75.8K - $87.3K
|
14.5K
$2.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-545- 10.39% |
$76.9K - $88.6K
|
4.7K
$739K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-553- 4.58% |
$78.1K - $89.9K
|
11.5K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-555- 2.05% |
$78.3K - $90.2K
|
26.6K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-555- 2.33% |
$78.3K - $90.2K
|
23.3K
$3.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-556- 1.14% |
$78.5K - $90.4K
|
48.4K
$7.61M
|