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 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-581- 7.42% |
$82K - $94.4K
|
7.24K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-582- 9.26% |
$82.1K - $94.6K
|
5.7K
$881K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-588- 4.05% |
$83K - $95.6K
|
13.9K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-593- 2.33% |
$83.7K - $96.4K
|
24.9K
$3.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-594- 0.83% |
$83.8K - $96.5K
|
71K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-595- 1.58% |
$84K - $96.7K
|
36.9K
$5.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-599- 24.36% |
$84.5K - $97.4K
|
1.86K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-603- 7.07% |
$85.1K - $98K
|
7.93K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-605- 5.19% |
$85.4K - $98.3K
|
11.1K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-605- 4.69% |
$85.4K - $98.3K
|
12.3K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-608- 0.91% |
$85.8K - $98.8K
|
66.4K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-609- 3.03% |
$86K - $99K
|
19.5K
$3.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-614- 4.17% |
$86.7K - $99.8K
|
14.1K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-623- 17.42% |
$87.9K - $101K
|
2.95K
$456K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-625- 3.89% |
$88.2K - $102K
|
15.4K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-629- 10.93% |
$88.8K - $102K
|
5.13K
$792K
|
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-630- 3.39% |
$88.9K - $102K
|
17.9K
$2.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-633- 1.81% |
$89.3K - $103K
|
34.4K
$5.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-633- 9.53% |
$89.3K - $103K
|
6.01K
$928K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-633- 3.23% |
$89.3K - $103K
|
18.9K
$2.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-636- 9.06% |
$89.8K - $103K
|
6.38K
$986K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-637- 3.16% |
$89.9K - $104K
|
19.5K
$3.02M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-638- 2.75% |
$90.1K - $104K
|
22.6K
$3.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-640- 4.23% |
$90.3K - $104K
|
14.5K
$2.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-640- 4.96% |
$90.3K - $104K
|
12.3K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-641- 4.82% |
$90.5K - $104K
|
12.7K
$1.95M
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-641- 2.79% |
$90.5K - $104K
|
22.3K
$3.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-644- 15.57% |
$90.9K - $105K
|
3.49K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-648- 6.07% |
$91.5K - $105K
|
10K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-649- 4.37% |
$91.6K - $105K
|
14.2K
$2.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-654- 5.32% |
$92.3K - $106K
|
11.6K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-656- 14.43% |
$92.6K - $107K
|
3.89K
$601K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-656- 17.03% |
$92.6K - $107K
|
3.2K
$494K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-663- 3.98% |
$93.6K - $108K
|
16K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-663- 18.81% |
$93.6K - $108K
|
2.86K
$442K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-664- 18.94% |
$93.7K - $108K
|
2.84K
$439K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-666- 2.54% |
$94K - $108K
|
25.6K
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-675- 24.33% |
$95.3K - $110K
|
2.1K
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-678- 7.14% |
$95.7K - $110K
|
8.81K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-684- 4.65% |
$96.5K - $111K
|
14K
$2.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-685- 3.12% |
$96.7K - $111K
|
21.3K
$3.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-685- 17.69% |
$96.7K - $111K
|
3.19K
$492K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-687- 2.93% |
$97K - $112K
|
22.7K
$3.51M
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-691- 3.79% |
$97.5K - $112K
|
17.5K
$2.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-692- 1.82% |
$97.7K - $112K
|
37.2K
$5.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-696- 3.19% |
$98.2K - $113K
|
21.1K
$3.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-697- 2.67% |
$98.4K - $113K
|
25.4K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-697- 9.67% |
$98.4K - $113K
|
6.51K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-700- 4.16% |
$98.8K - $114K
|
16.1K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-700- 3.34% |
$98.8K - $114K
|
20.2K
$3.12M
|