Latest Institutional Sells of Chevron Corp (CVX)
This list provides information on the latest institutional transactions involving Chevron Corp (CVX) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-100- 0.85% |
$14.2K - $15.8K
|
11.7K
$1.67M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-94- 2.12% |
$13.3K - $14.8K
|
4.34K
$619K
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-89- 3.55% |
$12.6K - $14K
|
2.42K
$346K
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-81- 1.91% |
$11.5K - $12.8K
|
4.17K
$596K
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-75- 4.91% |
$10.6K - $11.8K
|
1.45K
$208K
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-74- 18.55% |
$10.5K - $11.7K
|
325
$46.4K
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-72- 1.66% |
$10.2K - $11.4K
|
4.27K
$610K
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-71- 0.48% |
$10.1K - $11.2K
|
14.7K
$2.1M
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-70- 4.46% |
$9.93K - $11K
|
1.5K
$214K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-70- 3.25% |
$9.93K - $11K
|
2.08K
$298K
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
SELL
|
- |
-60- 0.6% |
$8.51K - $9.46K
|
10K
$1.43M
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-59- 0.5% |
$8.37K - $9.31K
|
11.8K
$1.69M
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-39- 1.74% |
$5.53K - $6.15K
|
2.2K
$314K
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-39- 2.25% |
$5.53K - $6.15K
|
1.69K
$242K
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-37- 31.62% |
$5.25K - $5.84K
|
80
$11.4K
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-37- 1.79% |
$5.25K - $5.84K
|
2.03K
$289K
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-34- 1.68% |
$4.82K - $5.36K
|
1.99K
$284K
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-32- 0.41% |
$4.54K - $5.05K
|
7.77K
$1.11M
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-28- 1.77% |
$3.97K - $4.42K
|
1.56K
$222K
|
|
Dec 12, 2024
Q1 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-25- 0.42% |
$3.55K - $3.94K
|
5.89K
$841K
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-22- 1.71% |
$3.12K - $3.47K
|
1.26K
$180K
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-22- 0.26% |
$3.12K - $3.47K
|
8.46K
$1.21M
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-14- 4.76% |
$1.99K - $2.21K
|
280
$40K
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-14- 1.03% |
$1.99K - $2.21K
|
1.35K
$193K
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-12- 0.89% |
$1.7K - $1.89K
|
1.33K
$190K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-9- 11.69% |
$1.28K - $1.42K
|
68
$9.71K
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-8- 0.5% |
$1.13K - $1.26K
|
1.6K
$229K
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4- 2.63% |
$567 - $631
|
148
$21.1K
|
|
Q4 2023 | |||||||
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-290K- 96.03% |
$41.1M - $49M
|
12K
$1.71M
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-195K- 98.96% |
$27.6M - $32.9M
|
2.05K
$293K
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-20.5K- 66.8% |
$2.91M - $3.47M
|
10.2K
$1.46M
|
|
Feb 14, 2024
Q4 2023
|
Resolute Capital Asset Partners LLC
Denver, CO |
SELL
|
- |
-18.1K- 60.37% |
$2.57M - $3.06M
|
11.9K
$1.7M
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-8.99KClosed |
$1.28M - $1.52M
|
0
$0
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-8.67K- 79.14% |
$1.23M - $1.47M
|
2.29K
$326K
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-7.78K- 51.74% |
$1.1M - $1.32M
|
7.26K
$1.04M
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-7.29K- 5.76% |
$1.03M - $1.23M
|
119K
$17M
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-5.9K- 63.38% |
$836K - $997K
|
3.41K
$487K
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-5.89K- 14.69% |
$835K - $996K
|
34.2K
$4.88M
|
|
Feb 14, 2024
Q4 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-5.08K- 20.66% |
$721K - $860K
|
19.5K
$2.79M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-4.69K- 24.8% |
$664K - $792K
|
14.2K
$2.03M
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-4.3KClosed |
$610K - $727K
|
0
$0
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-4.03K- 63.37% |
$571K - $681K
|
2.33K
$332K
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-4K- 50.49% |
$567K - $676K
|
3.92K
$560K
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-3.97K- 45.97% |
$562K - $671K
|
4.66K
$666K
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-3.4K- 50.0% |
$482K - $575K
|
3.4K
$486K
|
|
Feb 06, 2024
Q4 2023
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-3K- 0.62% |
$425K - $507K
|
483K
$69M
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-2.64K- 51.24% |
$375K - $447K
|
2.52K
$359K
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-2.53K- 12.5% |
$359K - $428K
|
17.7K
$2.53M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.48K- 12.72% |
$352K - $420K
|
17K
$2.43M
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.87K- 42.69% |
$266K - $317K
|
2.52K
$359K
|