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 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.13K- 19.72% |
$159K - $183K
|
4.58K
$685K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.13K- 12.69% |
$160K - $184K
|
7.78K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.14K- 1.46% |
$161K - $186K
|
77.2K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.15K- 14.0% |
$162K - $186K
|
7.04K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-1.15K- 17.86% |
$162K - $187K
|
5.28K
$790K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.15K- 1.0% |
$163K - $187K
|
114K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.15K- 1.74% |
$163K - $188K
|
65.2K
$9.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.16K- 6.81% |
$163K - $188K
|
15.9K
$2.37M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.17K- 4.81% |
$164K - $189K
|
23K
$3.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.17K- 7.55% |
$165K - $190K
|
14.4K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.17K- 5.12% |
$166K - $191K
|
21.7K
$3.25M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-1.18K- 6.67% |
$166K - $192K
|
16.5K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.18K- 3.77% |
$167K - $192K
|
30.3K
$4.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.19K- 3.61% |
$167K - $193K
|
31.7K
$4.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.2K- 13.28% |
$169K - $195K
|
7.81K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.2K- 2.15% |
$169K - $195K
|
54.7K
$8.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.21K- 2.07% |
$171K - $197K
|
57.4K
$8.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.21K- 3.71% |
$171K - $197K
|
31.5K
$4.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-1.22K- 20.66% |
$171K - $197K
|
4.67K
$698K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.22K- 16.21% |
$172K - $198K
|
6.3K
$942K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.23K- 7.6% |
$173K - $200K
|
14.9K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.23K- 26.16% |
$173K - $200K
|
3.47K
$519K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.23K- 4.51% |
$174K - $200K
|
26.1K
$3.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 2.74% |
$174K - $200K
|
43.7K
$6.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.23K- 2.62% |
$174K - $201K
|
45.8K
$6.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.23K- 8.92% |
$174K - $201K
|
12.6K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.24K- 1.06% |
$174K - $201K
|
116K
$17.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.24K- 17.59% |
$176K - $202K
|
5.83K
$872K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.25K- 25.82% |
$176K - $203K
|
3.59K
$536K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.26K- 29.61% |
$177K - $204K
|
2.98K
$446K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.26K- 24.65% |
$178K - $205K
|
3.86K
$577K
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-1.26K- 5.06% |
$178K - $205K
|
23.7K
$3.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.27K- 4.32% |
$179K - $206K
|
28K
$4.19M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.27K- 4.32% |
$179K - $206K
|
28K
$4.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.27K- 6.72% |
$179K - $206K
|
17.6K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.28K- 4.33% |
$180K - $207K
|
28.2K
$4.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.28K- 31.89% |
$181K - $208K
|
2.74K
$409K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-1.28K- 10.35% |
$181K - $209K
|
11.1K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.29K- 3.86% |
$181K - $209K
|
32K
$4.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.3K- 9.84% |
$183K - $211K
|
11.9K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.3K- 13.79% |
$184K - $212K
|
8.15K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.32K- 17.47% |
$186K - $214K
|
6.21K
$929K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.33K- 1.71% |
$187K - $215K
|
76.1K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.33K- 4.68% |
$188K - $216K
|
27.1K
$4.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-1.33K- 10.84% |
$188K - $217K
|
11K
$1.64M
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1.33K- 30.99% |
$188K - $217K
|
2.97K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.34K- 1.23% |
$188K - $217K
|
107K
$16.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.34K- 3.85% |
$189K - $218K
|
33.4K
$5M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.36K- 3.14% |
$192K - $221K
|
41.9K
$6.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.36K- 6.35% |
$193K - $222K
|
20.1K
$3.01M
|