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 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.06K- 12.08% |
$149K - $172K
|
7.69K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.06K- 2.0% |
$149K - $172K
|
51.8K
$8.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.06K- 48.89% |
$150K - $172K
|
1.11K
$173K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.06K- 7.98% |
$150K - $172K
|
12.2K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.06K- 33.47% |
$150K - $172K
|
2.11K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.07K- 24.65% |
$151K - $174K
|
3.27K
$510K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.07K- 4.81% |
$151K - $174K
|
21.2K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.07K- 10.02% |
$151K - $174K
|
9.63K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.09K- 2.59% |
$154K - $177K
|
40.9K
$6.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.09K- 40.02% |
$154K - $177K
|
1.64K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.09K- 1.76% |
$154K - $177K
|
60.9K
$9.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.1K- 13.42% |
$155K - $179K
|
7.09K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.1K- 9.73% |
$155K - $179K
|
10.2K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.1K- 0.82% |
$155K - $179K
|
133K
$20.8M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.11K- 3.19% |
$157K - $180K
|
33.7K
$5.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 3.03% |
$159K - $183K
|
36K
$5.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.13K- 19.72% |
$159K - $183K
|
4.58K
$716K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.13K- 12.69% |
$160K - $184K
|
7.78K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.14K- 1.46% |
$161K - $186K
|
77.2K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.15K- 14.0% |
$162K - $186K
|
7.04K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-1.15K- 17.86% |
$162K - $187K
|
5.28K
$825K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.15K- 1.0% |
$163K - $187K
|
114K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.15K- 1.74% |
$163K - $188K
|
65.2K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.16K- 6.81% |
$163K - $188K
|
15.9K
$2.48M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.17K- 4.81% |
$164K - $189K
|
23K
$3.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.17K- 7.55% |
$165K - $190K
|
14.4K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.17K- 5.12% |
$166K - $191K
|
21.7K
$3.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.18K- 3.77% |
$167K - $192K
|
30.3K
$4.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.19K- 3.61% |
$167K - $193K
|
31.7K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.2K- 13.28% |
$169K - $195K
|
7.81K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.2K- 2.15% |
$169K - $195K
|
54.7K
$8.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.21K- 2.07% |
$171K - $197K
|
57.4K
$8.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.21K- 3.71% |
$171K - $197K
|
31.5K
$4.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-1.22K- 20.66% |
$171K - $197K
|
4.67K
$729K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.22K- 16.21% |
$172K - $198K
|
6.3K
$984K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.23K- 7.6% |
$173K - $200K
|
14.9K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.23K- 26.16% |
$173K - $200K
|
3.47K
$542K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.23K- 4.51% |
$174K - $200K
|
26.1K
$4.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 2.74% |
$174K - $200K
|
43.7K
$6.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.23K- 2.62% |
$174K - $201K
|
45.8K
$7.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.23K- 8.92% |
$174K - $201K
|
12.6K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.24K- 1.06% |
$174K - $201K
|
116K
$18M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.24K- 17.59% |
$176K - $202K
|
5.83K
$910K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.25K- 25.82% |
$176K - $203K
|
3.59K
$560K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.26K- 29.61% |
$177K - $204K
|
2.98K
$466K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.26K- 24.65% |
$178K - $205K
|
3.86K
$602K
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-1.26K- 5.06% |
$178K - $205K
|
23.7K
$3.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.27K- 4.32% |
$179K - $206K
|
28K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.27K- 6.72% |
$179K - $206K
|
17.6K
$2.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.28K- 4.33% |
$180K - $207K
|
28.2K
$4.4M
|