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 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3K- 9.0% |
$424K - $488K
|
30.3K
$4.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.01K- 1.56% |
$424K - $489K
|
190K
$28.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.02K- 0.4% |
$426K - $491K
|
745K
$111M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-3.03K- 20.9% |
$427K - $492K
|
11.5K
$1.71M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.08K- 3.4% |
$435K - $500K
|
87.6K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-3.09K- 2.68% |
$437K - $503K
|
112K
$16.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
SELL
|
- |
-3.1K- 6.13% |
$437K - $504K
|
47.4K
$7.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-3.11K- 53.62% |
$438K - $505K
|
2.69K
$402K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-3.12K- 1.62% |
$440K - $507K
|
190K
$28.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3.14K- 27.09% |
$444K - $511K
|
8.46K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.18K- 92.16% |
$448K - $516K
|
270
$40.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-3.2K- 11.23% |
$452K - $520K
|
25.3K
$3.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.21K- 53.1% |
$454K - $522K
|
2.84K
$424K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.22K- 36.54% |
$454K - $523K
|
5.59K
$835K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-3.22K- 4.95% |
$454K - $523K
|
61.8K
$9.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.23K- 20.71% |
$455K - $524K
|
12.3K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.23K- 17.1% |
$456K - $526K
|
15.7K
$2.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.25K- 46.87% |
$459K - $529K
|
3.69K
$551K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.25K- 1.56% |
$459K - $529K
|
206K
$30.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.29K- 8.45% |
$464K - $535K
|
35.6K
$5.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-3.3K- 3.14% |
$466K - $537K
|
102K
$15.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.33K- 9.57% |
$470K - $541K
|
31.5K
$4.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-3.34K- 1.33% |
$471K - $543K
|
248K
$37.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.35K- 6.82% |
$472K - $544K
|
45.7K
$6.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.35K- 1.49% |
$473K - $544K
|
221K
$33M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-3.36K- 19.74% |
$475K - $546K
|
13.7K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.42K- 9.57% |
$482K - $555K
|
32.3K
$4.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-3.43K- 1.98% |
$484K - $557K
|
170K
$25.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.43K- 5.16% |
$484K - $558K
|
63.1K
$9.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-3.43K- 17.17% |
$485K - $558K
|
16.6K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.44K- 0.53% |
$485K - $559K
|
644K
$96.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.51K- 7.21% |
$495K - $570K
|
45.2K
$6.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.54K- 10.09% |
$500K - $576K
|
31.5K
$4.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-3.55K- 0.62% |
$502K - $577K
|
568K
$84.9M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-3.58K- 48.77% |
$506K - $582K
|
3.76K
$563K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.63K- 65.36% |
$512K - $589K
|
1.92K
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.66K- 1.81% |
$516K - $594K
|
198K
$29.7M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-3.69K- 5.23% |
$521K - $600K
|
66.9K
$10M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-3.7K- 15.66% |
$522K - $601K
|
19.9K
$2.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.73K- 10.07% |
$526K - $606K
|
33.3K
$4.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-3.75K- 3.5% |
$529K - $609K
|
103K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.77K- 5.87% |
$532K - $613K
|
60.4K
$9.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-3.8K- 20.64% |
$536K - $618K
|
14.6K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.82K- 8.11% |
$539K - $621K
|
43.3K
$6.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-3.84K- 63.31% |
$543K - $625K
|
2.23K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.89K- 18.88% |
$548K - $631K
|
16.7K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.93K- 3.14% |
$555K - $639K
|
121K
$18.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.93K- 2.44% |
$555K - $639K
|
158K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-3.95K- 17.78% |
$557K - $642K
|
18.3K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.96K- 4.47% |
$559K - $644K
|
84.6K
$12.6M
|