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 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.68K- 4.45% |
$237K - $273K
|
36K
$5.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.69K- 28.03% |
$238K - $274K
|
4.33K
$648K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.7K- 2.82% |
$240K - $276K
|
58.4K
$8.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 15.25% |
$241K - $278K
|
9.5K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.74K- 0.61% |
$246K - $283K
|
283K
$42.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-1.74K- 7.59% |
$246K - $283K
|
21.2K
$3.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.74K- 33.69% |
$246K - $283K
|
3.43K
$513K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.75K- 4.47% |
$247K - $284K
|
37.4K
$5.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.75K- 43.03% |
$247K - $285K
|
2.32K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.75K- 50.43% |
$247K - $285K
|
1.72K
$258K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.77K- 7.69% |
$250K - $288K
|
21.3K
$3.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.8K- 2.75% |
$254K - $292K
|
63.5K
$9.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.8K- 4.58% |
$254K - $293K
|
37.5K
$5.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.85K- 4.8% |
$260K - $300K
|
36.6K
$5.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.85K- 5.67% |
$262K - $301K
|
30.8K
$4.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.87K- 25.85% |
$263K - $303K
|
5.35K
$800K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.87K- 4.61% |
$264K - $304K
|
38.7K
$5.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.88K- 3.12% |
$265K - $306K
|
58.4K
$8.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.89K- 2.56% |
$266K - $307K
|
71.8K
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-1.89K- 9.75% |
$267K - $307K
|
17.5K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-1.9K- 1.98% |
$268K - $309K
|
94.3K
$14.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.91K- 5.25% |
$269K - $310K
|
34.4K
$5.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.91K- 3.9% |
$269K - $310K
|
47K
$7.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1.91K- 48.45% |
$269K - $310K
|
2.03K
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.91K- 5.26% |
$270K - $311K
|
34.4K
$5.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.91K- 2.23% |
$270K - $311K
|
84.1K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.94K- 14.69% |
$274K - $315K
|
11.3K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.94K- 4.2% |
$274K - $315K
|
44.3K
$6.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.95K- 2.89% |
$275K - $317K
|
65.4K
$9.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-1.97K- 1.88% |
$277K - $319K
|
103K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.97K- 5.41% |
$278K - $320K
|
34.4K
$5.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.97K- 0.96% |
$278K - $320K
|
203K
$30.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.97K- 34.11% |
$278K - $321K
|
3.81K
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.98K- 45.38% |
$280K - $322K
|
2.39K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-2K- 20.53% |
$282K - $325K
|
7.74K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2K- 19.88% |
$282K - $325K
|
8.06K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Fidelity National Financial, Inc.
Jacksonville, FL |
SELL
|
- |
-2K- 1.16% |
$282K - $325K
|
170K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-2K- 21.5% |
$283K - $326K
|
7.32K
$1.09M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2.02K- 52.16% |
$285K - $328K
|
1.85K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-2.03K- 7.58% |
$287K - $330K
|
24.8K
$3.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.03K- 5.64% |
$287K - $330K
|
34K
$5.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.04K- 4.2% |
$288K - $332K
|
46.5K
$6.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-2.05K- 4.03% |
$290K - $334K
|
48.9K
$7.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.06K- 6.08% |
$290K - $334K
|
31.7K
$4.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.1K- 17.51% |
$296K - $341K
|
9.89K
$1.48M
|
|
|
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
$33.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.12K- 26.88% |
$299K - $344K
|
5.76K
$861K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.14K- 1.63% |
$302K - $347K
|
129K
$19.3M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.16K- 16.02% |
$304K - $350K
|
11.3K
$1.69M
|