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 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
108+ 3.25% |
$15.2K - $17.6K
|
3.44K
$537K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
107+ 3.35% |
$15.1K - $17.4K
|
3.3K
$517K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
100+ 0.23% |
$14.1K - $16.3K
|
43.9K
$6.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
100+ 0.86% |
$14.1K - $16.3K
|
11.7K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
98+ 0.36% |
$13.8K - $15.9K
|
27.7K
$4.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
97+ 0.88% |
$13.7K - $15.8K
|
11.1K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
95+ 1.82% |
$13.4K - $15.4K
|
5.32K
$832K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
94+ 0.37% |
$13.3K - $15.3K
|
25.8K
$4.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
92+ 0.71% |
$13K - $15K
|
13K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
90+ 2.35% |
$12.7K - $14.6K
|
3.92K
$614K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
90+ 3.36% |
$12.7K - $14.6K
|
2.77K
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
85+ 0.39% |
$12K - $13.8K
|
22.1K
$3.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
84+ 15.03% |
$11.9K - $13.7K
|
643
$101K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
81+ 6.57% |
$11.4K - $13.2K
|
1.31K
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
80+ 1.23% |
$11.3K - $13K
|
6.59K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
78+ 0.36% |
$11K - $12.7K
|
21.6K
$3.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
77+ 0.98% |
$10.9K - $12.5K
|
7.95K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
73+ 304.17% |
$10.3K - $11.9K
|
97
$15.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
72+ 1.7% |
$10.2K - $11.7K
|
4.32K
$676K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
70+ 0.88% |
$9.88K - $11.4K
|
7.98K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
70+ 22.88% |
$9.88K - $11.4K
|
376
$58.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
67+ 0.5% |
$9.46K - $10.9K
|
13.4K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
62+ 1.94% |
$8.75K - $10.1K
|
3.25K
$509K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
62+ 0.18% |
$8.75K - $10.1K
|
33.9K
$5.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
59+ 0.6% |
$8.33K - $9.59K
|
9.92K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
57+ 2.63% |
$8.05K - $9.26K
|
2.23K
$348K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
55+ 1.91% |
$7.76K - $8.94K
|
2.94K
$460K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
53+ 1.97% |
$7.48K - $8.61K
|
2.75K
$430K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
51+ 0.6% |
$7.2K - $8.29K
|
8.62K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
50+ 1.23% |
$7.06K - $8.13K
|
4.1K
$642K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
50+ 0.46% |
$7.06K - $8.13K
|
10.9K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
47+ 2.55% |
$6.63K - $7.64K
|
1.89K
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
43New |
$6.07K - $6.99K
|
43
$6.73K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
43+ 0.59% |
$6.07K - $6.99K
|
7.36K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
40+ 0.67% |
$5.65K - $6.5K
|
6.02K
$941K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
39+ 1.72% |
$5.5K - $6.34K
|
2.31K
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
39+ 2.55% |
$5.5K - $6.34K
|
1.57K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
36+ 2.04% |
$5.08K - $5.85K
|
1.8K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
34+ 0.22% |
$4.8K - $5.53K
|
15.2K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
32+ 1.03% |
$4.52K - $5.2K
|
3.13K
$490K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
29+ 0.22% |
$4.09K - $4.71K
|
13.1K
$2.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
27New |
$3.81K - $4.39K
|
27
$4.22K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
26+ 0.3% |
$3.67K - $4.23K
|
8.69K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
26+ 0.58% |
$3.67K - $4.23K
|
4.49K
$703K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
26+ 1.47% |
$3.67K - $4.23K
|
1.8K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
25+ 0.31% |
$3.53K - $4.06K
|
8.18K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
25+ 0.49% |
$3.53K - $4.06K
|
5.1K
$798K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.44% |
$3.53K - $4.06K
|
5.74K
$898K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
23+ 1.48% |
$3.25K - $3.74K
|
1.58K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
22+ 1.27% |
$3.11K - $3.58K
|
1.76K
$275K
|