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 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-630- 3.39% |
$88.9K - $102K
|
17.9K
$2.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-633- 1.81% |
$89.3K - $103K
|
34.4K
$5.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-633- 9.53% |
$89.3K - $103K
|
6.01K
$899K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-633- 3.23% |
$89.3K - $103K
|
18.9K
$2.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-636- 9.06% |
$89.8K - $103K
|
6.38K
$955K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-637- 3.16% |
$89.9K - $104K
|
19.5K
$2.92M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-638- 2.75% |
$90.1K - $104K
|
22.6K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-640- 4.23% |
$90.3K - $104K
|
14.5K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-640- 4.96% |
$90.3K - $104K
|
12.3K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-641- 4.82% |
$90.5K - $104K
|
12.7K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-644- 15.57% |
$90.9K - $105K
|
3.49K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-648- 6.07% |
$91.5K - $105K
|
10K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-649- 4.37% |
$91.6K - $105K
|
14.2K
$2.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-654- 5.32% |
$92.3K - $106K
|
11.6K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-656- 14.43% |
$92.6K - $107K
|
3.89K
$582K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-656- 17.03% |
$92.6K - $107K
|
3.2K
$478K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-663- 3.98% |
$93.6K - $108K
|
16K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-663- 18.81% |
$93.6K - $108K
|
2.86K
$428K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-664- 18.94% |
$93.7K - $108K
|
2.84K
$425K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-666- 2.54% |
$94K - $108K
|
25.6K
$3.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-675- 24.33% |
$95.3K - $110K
|
2.1K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-678- 7.14% |
$95.7K - $110K
|
8.81K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-684- 4.65% |
$96.5K - $111K
|
14K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-685- 3.12% |
$96.7K - $111K
|
21.3K
$3.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-685- 17.69% |
$96.7K - $111K
|
3.19K
$477K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-687- 2.93% |
$97K - $112K
|
22.7K
$3.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-692- 1.82% |
$97.7K - $112K
|
37.2K
$5.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-696- 3.19% |
$98.2K - $113K
|
21.1K
$3.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-697- 2.67% |
$98.4K - $113K
|
25.4K
$3.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-697- 9.67% |
$98.4K - $113K
|
6.51K
$974K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-700- 4.16% |
$98.8K - $114K
|
16.1K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-700- 3.34% |
$98.8K - $114K
|
20.2K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-700- 7.07% |
$98.8K - $114K
|
9.2K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-703- 5.17% |
$99.2K - $114K
|
12.9K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-705- 12.06% |
$99.5K - $115K
|
5.14K
$769K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-706- 6.34% |
$99.7K - $115K
|
10.4K
$1.56M
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-706- 2.68% |
$99.7K - $115K
|
25.7K
$3.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-713- 16.88% |
$101K - $116K
|
3.51K
$525K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-714- 3.91% |
$101K - $116K
|
17.5K
$2.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-718- 6.31% |
$101K - $117K
|
10.7K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-719- 1.02% |
$101K - $117K
|
69.6K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-727- 1.61% |
$103K - $118K
|
44.3K
$6.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-728- 6.93% |
$103K - $118K
|
9.77K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-731- 30.79% |
$103K - $119K
|
1.64K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-734- 20.38% |
$104K - $119K
|
2.87K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-749- 24.17% |
$106K - $122K
|
2.35K
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-751- 2.15% |
$106K - $122K
|
34.1K
$5.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-754- 2.03% |
$106K - $123K
|
36.4K
$5.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-757- 8.21% |
$107K - $123K
|
8.46K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-771- 7.99% |
$109K - $125K
|
8.88K
$1.33M
|