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 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-925- 15.51% |
$131K - $150K
|
5.04K
$753K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-926- 3.26% |
$131K - $151K
|
27.5K
$4.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-931- 0.24% |
$131K - $151K
|
380K
$56.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-932- 2.67% |
$132K - $151K
|
34K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-942- 3.51% |
$133K - $153K
|
25.9K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-945- 1.17% |
$133K - $154K
|
79.7K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-953- 6.14% |
$135K - $155K
|
14.6K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-957- 1.41% |
$135K - $156K
|
67K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-969- 1.71% |
$137K - $157K
|
55.8K
$8.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-970- 4.27% |
$137K - $158K
|
21.8K
$3.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-973- 1.28% |
$137K - $158K
|
75K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-974- 6.87% |
$137K - $158K
|
13.2K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-978- 2.77% |
$138K - $159K
|
34.3K
$5.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-982- 3.69% |
$139K - $160K
|
25.6K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-991- 4.23% |
$140K - $161K
|
22.5K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-992- 6.45% |
$140K - $161K
|
14.4K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-994- 2.52% |
$140K - $162K
|
38.5K
$5.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-996- 3.33% |
$141K - $162K
|
29K
$4.33M
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-1K- 2.4% |
$141K - $163K
|
40.7K
$6.08M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1K- 2.0% |
$141K - $163K
|
49K
$7.33M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1K- 11.18% |
$141K - $163K
|
7.95K
$1.19M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1K- 33.6% |
$141K - $163K
|
1.98K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1K- 5.03% |
$141K - $163K
|
18.9K
$2.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1K- 0.57% |
$141K - $163K
|
174K
$26M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.01K- 3.0% |
$143K - $165K
|
32.7K
$4.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.02K- 0.82% |
$144K - $165K
|
123K
$18.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.02K- 16.8% |
$144K - $166K
|
5.05K
$756K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.02K- 28.19% |
$144K - $166K
|
2.61K
$390K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.03K- 2.92% |
$145K - $167K
|
34.2K
$5.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 33.69% |
$145K - $167K
|
2.03K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.04K- 15.01% |
$146K - $168K
|
5.87K
$877K
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.04K- 14.17% |
$147K - $169K
|
6.3K
$942K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.05K- 23.26% |
$148K - $171K
|
3.46K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.06K- 12.08% |
$149K - $172K
|
7.69K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.06K- 2.0% |
$149K - $172K
|
51.8K
$7.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.06K- 48.89% |
$150K - $172K
|
1.11K
$166K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.06K- 7.98% |
$150K - $172K
|
12.2K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.06K- 33.47% |
$150K - $172K
|
2.11K
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.07K- 24.65% |
$151K - $174K
|
3.27K
$489K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.07K- 4.81% |
$151K - $174K
|
21.2K
$3.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.07K- 10.02% |
$151K - $174K
|
9.63K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.09K- 2.59% |
$154K - $177K
|
40.9K
$6.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.09K- 40.02% |
$154K - $177K
|
1.64K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.09K- 1.76% |
$154K - $177K
|
60.9K
$9.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.1K- 13.42% |
$155K - $179K
|
7.09K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.1K- 9.73% |
$155K - $179K
|
10.2K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.1K- 0.82% |
$155K - $179K
|
133K
$20M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.11K- 4.22% |
$156K - $180K
|
25.1K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.11K- 3.19% |
$157K - $180K
|
33.7K
$5.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 3.03% |
$159K - $183K
|
36K
$5.39M
|