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 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
222+ 15.25% |
$31.3K - $36.1K
|
1.68K
$262K
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
222+ 3.48% |
$31.3K - $36.1K
|
6.6K
$1.03M
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
221+ 0.39% |
$31.2K - $35.9K
|
56.3K
$8.81M
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
218+ 1.17% |
$30.8K - $35.4K
|
18.9K
$2.96M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
216+ 12.06% |
$30.5K - $35.1K
|
2.01K
$314K
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
216+ 3.93% |
$30.5K - $35.1K
|
5.71K
$894K
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
212+ 1.86% |
$29.9K - $34.5K
|
11.6K
$1.81M
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
210+ 4.1% |
$29.6K - $34.1K
|
5.33K
$834K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
209+ 1.61% |
$29.5K - $34K
|
13.2K
$2.06M
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
205+ 2.83% |
$28.9K - $33.3K
|
7.46K
$1.17M
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
200+ 3.54% |
$28.2K - $32.5K
|
5.84K
$914K
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
200+ 0.32% |
$28.2K - $32.5K
|
62.7K
$9.81M
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
200+ 11.83% |
$28.2K - $32.5K
|
1.89K
$296K
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
199+ 1.4% |
$28.1K - $32.3K
|
14.4K
$2.25M
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
197+ 2.24% |
$27.8K - $32K
|
9.01K
$1.41M
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
193+ 8.67% |
$27.2K - $31.4K
|
2.42K
$379K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
179+ 38.66% |
$25.3K - $29.1K
|
642
$100K
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
179+ 0.14% |
$25.3K - $29.1K
|
126K
$19.7M
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
176+ 5.92% |
$24.8K - $28.6K
|
3.15K
$493K
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
171+ 7.72% |
$24.1K - $27.8K
|
2.39K
$373K
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
170+ 3.63% |
$24K - $27.6K
|
4.86K
$760K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
169New |
$23.9K - $27.5K
|
169
$26.4K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
168+ 2.34% |
$23.7K - $27.3K
|
7.34K
$1.15M
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
168+ 4.25% |
$23.7K - $27.3K
|
4.12K
$644K
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
165+ 1.02% |
$23.3K - $26.8K
|
16.3K
$2.55M
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
162+ 0.95% |
$22.9K - $26.3K
|
17.2K
$2.7M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
160+ 0.75% |
$22.6K - $26K
|
21.4K
$3.34M
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
159+ 4.77% |
$22.4K - $25.8K
|
3.49K
$546K
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
157+ 7.71% |
$22.2K - $25.5K
|
2.19K
$343K
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
152+ 0.53% |
$21.5K - $24.7K
|
28.6K
$4.48M
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
150+ 2.14% |
$21.2K - $24.4K
|
7.17K
$1.12M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
144+ 0.8% |
$20.3K - $23.4K
|
18.2K
$2.84M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
141+ 0.37% |
$19.9K - $22.9K
|
38.4K
$6M
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
140+ 5.07% |
$19.8K - $22.8K
|
2.9K
$454K
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
139+ 9.01% |
$19.6K - $22.6K
|
1.68K
$263K
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
137+ 7.65% |
$19.3K - $22.3K
|
1.93K
$301K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
137+ 1.29% |
$19.3K - $22.3K
|
10.8K
$1.69M
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
134+ 8.4% |
$18.9K - $21.8K
|
1.73K
$270K
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
132+ 3.55% |
$18.6K - $21.5K
|
3.85K
$602K
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
130+ 7.89% |
$18.3K - $21.1K
|
1.78K
$278K
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
130+ 5.64% |
$18.3K - $21.1K
|
2.44K
$381K
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
129+ 1.62% |
$18.2K - $21K
|
8.07K
$1.26M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
127+ 2.73% |
$17.9K - $20.6K
|
4.78K
$748K
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
124+ 0.31% |
$17.5K - $20.2K
|
40.1K
$6.27M
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
123+ 2.11% |
$17.4K - $20K
|
5.95K
$930K
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
123+ 3.2% |
$17.4K - $20K
|
3.96K
$620K
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
120+ 0.95% |
$16.9K - $19.5K
|
12.7K
$1.99M
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
114+ 1.72% |
$16.1K - $18.5K
|
6.74K
$1.05M
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
112+ 0.72% |
$15.8K - $18.2K
|
15.6K
$2.44M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
109+ 7.65% |
$15.4K - $17.7K
|
1.53K
$240K
|