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 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.03K- 5.64% |
$287K - $330K
|
34K
$5.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.04K- 4.2% |
$288K - $332K
|
46.5K
$7.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-2.05K- 4.03% |
$290K - $334K
|
48.9K
$7.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.06K- 6.08% |
$290K - $334K
|
31.7K
$4.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.1K- 17.51% |
$296K - $341K
|
9.89K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.1KClosed |
$297K - $342K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.11K- 0.93% |
$298K - $343K
|
225K
$35.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.12K- 26.88% |
$299K - $344K
|
5.76K
$899K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.14K- 1.63% |
$302K - $347K
|
129K
$20.2M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.16K- 16.02% |
$304K - $350K
|
11.3K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2.17K- 56.19% |
$306K - $352K
|
1.69K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.18K- 3.81% |
$308K - $355K
|
55K
$8.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.19K- 4.4% |
$309K - $356K
|
47.6K
$7.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.21K- 2.81% |
$311K - $358K
|
76.2K
$11.9M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.22K- 2.72% |
$314K - $361K
|
79.7K
$12.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.23K- 0.49% |
$315K - $363K
|
455K
$71M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.24K- 5.44% |
$316K - $364K
|
39K
$6.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-2.24K- 46.13% |
$317K - $365K
|
2.62K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.25K- 1.53% |
$317K - $365K
|
145K
$22.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 36.44% |
$319K - $367K
|
3.94K
$616K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.28K- 1.51% |
$322K - $371K
|
149K
$23.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-2.29K- 5.06% |
$323K - $372K
|
43K
$6.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.3K- 1.63% |
$324K - $373K
|
138K
$21.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.3K- 5.45% |
$325K - $374K
|
40K
$6.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.32K- 9.75% |
$327K - $376K
|
21.4K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.33K- 7.28% |
$328K - $378K
|
29.6K
$4.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-2.34K- 0.27% |
$330K - $380K
|
863K
$135M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.35K- 1.61% |
$331K - $381K
|
143K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-2.37K- 1.0% |
$335K - $385K
|
236K
$36.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.39K- 0.48% |
$337K - $388K
|
491K
$76.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.43K- 9.0% |
$343K - $395K
|
24.6K
$3.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.44K- 2.05% |
$344K - $396K
|
116K
$18.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-2.45K- 6.62% |
$346K - $398K
|
34.6K
$5.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2.46K- 55.87% |
$348K - $400K
|
1.95K
$304K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-2.49K- 2.91% |
$352K - $405K
|
83.1K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.5K- 18.35% |
$353K - $406K
|
11.1K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.5K- 3.33% |
$353K - $407K
|
72.5K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.53K- 5.69% |
$357K - $411K
|
41.9K
$6.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.55K- 6.27% |
$360K - $414K
|
38.1K
$5.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.56K- 0.78% |
$361K - $415K
|
327K
$51M
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-2.57K- 15.56% |
$363K - $418K
|
13.9K
$2.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.6K- 5.98% |
$367K - $422K
|
40.9K
$6.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-2.63K- 45.87% |
$371K - $427K
|
3.1K
$484K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-2.65K- 22.74% |
$373K - $430K
|
8.99K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.65K- 2.9% |
$373K - $430K
|
88.6K
$13.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.66K- 0.44% |
$375K - $432K
|
600K
$93.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.66K- 0.9% |
$375K - $432K
|
293K
$45.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.67K- 42.22% |
$377K - $435K
|
3.66K
$571K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.69K- 53.74% |
$379K - $437K
|
2.31K
$361K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.7K- 3.22% |
$381K - $439K
|
81.1K
$12.7M
|