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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 0.28% |
$709 - $789
|
1.77K
$271K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-5- 0.07% |
$709 - $789
|
6.97K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-5- 0.36% |
$709 - $789
|
1.38K
$211K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-5- 0.04% |
$709 - $789
|
13.8K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-5- 1.04% |
$709 - $789
|
477
$72.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-6- 0.09% |
$851 - $946
|
7.03K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-6- 0.13% |
$851 - $946
|
4.79K
$732K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-6- 0.12% |
$851 - $946
|
5.09K
$776K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-6- 15.38% |
$851 - $946
|
33
$5.04K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-6- 0.36% |
$851 - $946
|
1.64K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-6- 0.03% |
$851 - $946
|
22K
$3.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-7- 0.04% |
$993 - $1.1K
|
16.7K
$2.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-7- 0.48% |
$993 - $1.1K
|
1.45K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-7- 0.49% |
$993 - $1.1K
|
1.41K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-8- 0.08% |
$1.13K - $1.26K
|
9.56K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-8- 0.37% |
$1.13K - $1.26K
|
2.17K
$331K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-8- 0.5% |
$1.13K - $1.26K
|
1.6K
$245K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-9- 11.69% |
$1.28K - $1.42K
|
68
$10.4K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-9- 0.05% |
$1.28K - $1.42K
|
18.7K
$2.85M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-9- 0.47% |
$1.28K - $1.42K
|
1.89K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-9- 0.05% |
$1.28K - $1.42K
|
19.3K
$2.95M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-9- 0.03% |
$1.28K - $1.42K
|
27.7K
$4.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-10- 0.33% |
$1.42K - $1.58K
|
2.99K
$456K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-10- 0.53% |
$1.42K - $1.58K
|
1.87K
$286K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-10- 0.42% |
$1.42K - $1.58K
|
2.36K
$360K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-11- 1.73% |
$1.56K - $1.74K
|
625
$95.4K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-11- 0.06% |
$1.56K - $1.74K
|
19.2K
$2.92M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-11- 0.1% |
$1.56K - $1.74K
|
10.7K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-11- 0.55% |
$1.56K - $1.74K
|
1.99K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-11- 6.79% |
$1.56K - $1.74K
|
151
$23K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-11- 0.58% |
$1.56K - $1.74K
|
1.88K
$287K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-12- 0.68% |
$1.7K - $1.89K
|
1.75K
$267K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-12- 0.63% |
$1.7K - $1.89K
|
1.9K
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-12- 0.89% |
$1.7K - $1.89K
|
1.33K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
SELL
|
- |
-12- 0.48% |
$1.7K - $1.89K
|
2.47K
$378K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-12- 0.76% |
$1.7K - $1.89K
|
1.57K
$239K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-13- 0.65% |
$1.84K - $2.05K
|
1.99K
$304K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-14- 1.03% |
$1.99K - $2.21K
|
1.35K
$206K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-14- 58.33% |
$1.99K - $2.21K
|
10
$1.53K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-14- 4.76% |
$1.99K - $2.21K
|
280
$42.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-15- 0.6% |
$2.13K - $2.37K
|
2.48K
$379K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-15- 0.81% |
$2.13K - $2.37K
|
1.85K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-15- 0.7% |
$2.13K - $2.37K
|
2.14K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-16- 0.26% |
$2.27K - $2.52K
|
6.17K
$941K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-17- 0.37% |
$2.41K - $2.68K
|
4.54K
$693K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-17- 0.03% |
$2.41K - $2.68K
|
52.4K
$8M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-17- 0.29% |
$2.41K - $2.68K
|
5.93K
$905K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-17- 0.52% |
$2.41K - $2.68K
|
3.27K
$498K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-18- 0.5% |
$2.55K - $2.84K
|
3.59K
$547K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-18- 0.17% |
$2.55K - $2.84K
|
10.4K
$1.59M
|