Purchases and Sales Made in Q1 2024 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-431- 64.42% |
$61.1K - $68K
|
238
$37.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-432- 8.34% |
$61.3K - $68.1K
|
4.75K
$747K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-433- 1.09% |
$61.4K - $68.3K
|
39.1K
$6.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-434- 3.06% |
$61.5K - $68.5K
|
13.7K
$2.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-435- 2.98% |
$61.7K - $68.6K
|
14.2K
$2.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-438- 2.55% |
$62.1K - $69.1K
|
16.7K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-438- 3.34% |
$62.1K - $69.1K
|
12.7K
$2M
|
|
|
Apr 22, 2024
Q1 2024
|
Qv Investors Inc.
|
SELL
|
- |
-440- 1.91% |
$62.4K - $69.4K
|
22.6K
$3.56M
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-441- 7.35% |
$62.5K - $69.6K
|
5.56K
$874K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-443- 3.25% |
$62.8K - $69.9K
|
13.2K
$2.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-445- 1.45% |
$63.1K - $70.2K
|
30.2K
$4.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-446- 10.07% |
$63.3K - $70.4K
|
3.99K
$627K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-449- 4.52% |
$63.7K - $70.8K
|
9.5K
$1.49M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-450- 3.24% |
$63.8K - $71K
|
13.4K
$2.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-450- 2.94% |
$63.8K - $71K
|
14.9K
$2.33M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-450- 2.54% |
$63.8K - $71K
|
17.3K
$2.72M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-451- 3.78% |
$64K - $71.1K
|
11.5K
$1.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-455- 7.84% |
$64.5K - $71.8K
|
5.35K
$841K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-456- 0.58% |
$64.7K - $71.9K
|
78.2K
$12.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-458- 0.6% |
$65K - $72.2K
|
76K
$11.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-458- 2.37% |
$65K - $72.2K
|
18.9K
$2.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-462- 5.26% |
$65.5K - $72.9K
|
8.32K
$1.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-462- 10.02% |
$65.5K - $72.9K
|
4.15K
$652K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-462- 25.8% |
$65.5K - $72.9K
|
1.33K
$209K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-464- 16.62% |
$65.8K - $73.2K
|
2.33K
$366K
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-466- 3.62% |
$66.1K - $73.5K
|
12.4K
$1.95M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-468- 7.58% |
$66.4K - $73.8K
|
5.71K
$898K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-469- 25.52% |
$66.5K - $74K
|
1.37K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-474- 0.27% |
$67.2K - $74.8K
|
174K
$27.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-475- 9.05% |
$67.4K - $74.9K
|
4.78K
$751K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-475- 11.57% |
$67.4K - $74.9K
|
3.63K
$571K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-479- 11.42% |
$67.9K - $75.6K
|
3.72K
$584K
|
|
|
May 09, 2024
Q1 2024
|
Ttp Investments, Inc.
|
SELL
|
- |
-479- 2.31% |
$67.9K - $75.6K
|
20.3K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-480- 4.06% |
$68.1K - $75.7K
|
11.3K
$1.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-481- 1.79% |
$68.2K - $75.9K
|
26.4K
$4.15M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-481- 7.86% |
$68.2K - $75.9K
|
5.64K
$887K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-483- 1.93% |
$68.5K - $76.2K
|
24.5K
$3.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-485- 13.33% |
$68.8K - $76.5K
|
3.15K
$496K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-485- 7.49% |
$68.8K - $76.5K
|
5.99K
$942K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-487- 20.68% |
$69.1K - $76.8K
|
1.87K
$294K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-491- 10.73% |
$69.6K - $77.5K
|
4.09K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-491- 3.88% |
$69.6K - $77.5K
|
12.2K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-492- 1.19% |
$69.8K - $77.6K
|
40.7K
$6.4M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-500- 10.65% |
$70.9K - $78.9K
|
4.2K
$660K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-500- 55.56% |
$70.9K - $78.9K
|
400
$62.9K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-502- 0.05% |
$71.2K - $79.2K
|
1.11M
$174M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-504- 11.32% |
$71.5K - $79.5K
|
3.95K
$621K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-504- 3.81% |
$71.5K - $79.5K
|
12.7K
$2M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-505- 7.72% |
$71.6K - $79.7K
|
6.04K
$949K
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-507- 4.3% |
$71.9K - $80K
|
11.3K
$1.77M
|