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 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-458- 10.84% |
$64.6K - $74.4K
|
3.77K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-460- 2.34% |
$64.9K - $74.8K
|
19.2K
$2.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-461- 12.91% |
$65.1K - $74.9K
|
3.11K
$465K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-463- 17.62% |
$65.4K - $75.3K
|
2.16K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-463- 25.23% |
$65.4K - $75.3K
|
1.37K
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-464- 21.03% |
$65.5K - $75.4K
|
1.74K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-465- 1.85% |
$65.6K - $75.6K
|
24.7K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
SELL
|
- |
-465- 5.56% |
$65.6K - $75.6K
|
7.9K
$1.18M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-467- 7.93% |
$65.9K - $75.9K
|
5.42K
$811K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-467- 16.02% |
$65.9K - $75.9K
|
2.45K
$366K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-469- 1.96% |
$66.2K - $76.2K
|
23.4K
$3.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-470- 6.47% |
$66.3K - $76.4K
|
6.79K
$1.02M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-472- 8.94% |
$66.6K - $76.7K
|
4.81K
$719K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-474- 3.72% |
$66.9K - $77K
|
12.3K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-476- 19.77% |
$67.2K - $77.4K
|
1.93K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-477- 2.74% |
$67.3K - $77.5K
|
16.9K
$2.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-478- 3.0% |
$67.5K - $77.7K
|
15.5K
$2.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-478- 0.21% |
$67.5K - $77.7K
|
223K
$33.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Qv Investors Inc.
|
SELL
|
- |
-480- 2.1% |
$67.8K - $78K
|
22.4K
$3.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-484- 0.66% |
$68.3K - $78.7K
|
72.5K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-485- 5.64% |
$68.5K - $78.8K
|
8.12K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-486- 15.48% |
$68.6K - $79K
|
2.65K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-486- 1.31% |
$68.6K - $79K
|
36.7K
$5.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-487- 2.5% |
$68.7K - $79.2K
|
19K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-490- 3.23% |
$69.2K - $79.6K
|
14.7K
$2.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-491- 5.62% |
$69.3K - $79.8K
|
8.24K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-491- 9.21% |
$69.3K - $79.8K
|
4.84K
$724K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-493- 2.88% |
$69.6K - $80.1K
|
16.7K
$2.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-494- 2.61% |
$69.7K - $80.3K
|
18.5K
$2.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-494- 2.35% |
$69.7K - $80.3K
|
20.5K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-495- 13.65% |
$69.9K - $80.5K
|
3.13K
$468K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-496- 15.58% |
$70K - $80.6K
|
2.69K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-497- 1.12% |
$70.2K - $80.8K
|
43.8K
$6.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-498- 1.74% |
$70.3K - $80.9K
|
28.1K
$4.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-500- 6.85% |
$70.6K - $81.3K
|
6.8K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-500- 1.77% |
$70.6K - $81.3K
|
27.7K
$4.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-500- 50.0% |
$70.6K - $81.3K
|
500
$74.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-501- 12.55% |
$70.7K - $81.4K
|
3.49K
$522K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-504- 0.73% |
$71.1K - $81.9K
|
68.5K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-504- 57.14% |
$71.1K - $81.9K
|
378
$56.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-512- 0.59% |
$72.3K - $83.2K
|
85.7K
$12.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-514- 3.46% |
$72.6K - $83.5K
|
14.4K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-516- 4.7% |
$72.8K - $83.9K
|
10.5K
$1.57M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-519- 7.97% |
$73.3K - $84.4K
|
5.99K
$896K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-519- 3.13% |
$73.3K - $84.4K
|
16.1K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-520- 6.58% |
$73.4K - $84.5K
|
7.38K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-520- 1.06% |
$73.4K - $84.5K
|
48.4K
$7.25M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-521- 14.27% |
$73.5K - $84.7K
|
3.13K
$468K
|
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-525- 4.33% |
$74.1K - $85.3K
|
11.6K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-528- 12.51% |
$74.5K - $85.8K
|
3.69K
$552K
|