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 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-19- 0.44% |
$2.69K - $3K
|
4.28K
$655K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-19- 0.4% |
$2.69K - $3K
|
4.69K
$718K
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-20- 0.68% |
$2.84K - $3.15K
|
2.9K
$445K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-20- 0.28% |
$2.84K - $3.15K
|
7.11K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-20- 0.06% |
$2.84K - $3.15K
|
32.7K
$5.02M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-20- 3.43% |
$2.84K - $3.15K
|
563
$86.3K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-21- 0.3% |
$2.98K - $3.31K
|
7.04K
$1.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-22- 2.39% |
$3.12K - $3.47K
|
900
$138K
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-22- 0.26% |
$3.12K - $3.47K
|
8.46K
$1.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-22- 0.7% |
$3.12K - $3.47K
|
3.14K
$481K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-22- 0.39% |
$3.12K - $3.47K
|
5.6K
$859K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-22- 1.71% |
$3.12K - $3.47K
|
1.26K
$194K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-23- 0.87% |
$3.26K - $3.63K
|
2.62K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-23- 0.98% |
$3.26K - $3.63K
|
2.33K
$357K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-23- 1.33% |
$3.26K - $3.63K
|
1.71K
$261K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-24- 16.55% |
$3.4K - $3.79K
|
121
$18.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-24- 0.83% |
$3.4K - $3.79K
|
2.86K
$439K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-24- 13.79% |
$3.4K - $3.79K
|
150
$23K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-24- 0.83% |
$3.4K - $3.79K
|
2.89K
$442K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-24- 0.46% |
$3.4K - $3.79K
|
5.15K
$789K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-25- 0.71% |
$3.55K - $3.94K
|
3.49K
$535K
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-25- 0.62% |
$3.55K - $3.94K
|
4.02K
$615K
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-25- 0.27% |
$3.55K - $3.94K
|
9.09K
$1.39M
|
|
|
Dec 12, 2024
Q1 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-25- 0.42% |
$3.55K - $3.94K
|
5.89K
$902K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-26- 0.23% |
$3.69K - $4.1K
|
11.4K
$1.75M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-26- 3.51% |
$3.69K - $4.1K
|
715
$110K
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-26- 0.11% |
$3.69K - $4.1K
|
24.3K
$3.72M
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-26- 1.04% |
$3.69K - $4.1K
|
2.48K
$380K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-27- 0.22% |
$3.83K - $4.26K
|
12.4K
$1.89M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-27- 0.35% |
$3.83K - $4.26K
|
7.78K
$1.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-28- 1.51% |
$3.97K - $4.42K
|
1.83K
$280K
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-28- 1.77% |
$3.97K - $4.42K
|
1.56K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-28- 0.4% |
$3.97K - $4.42K
|
6.98K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 0.27% |
$4.25K - $4.73K
|
11.3K
$1.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-30- 1.39% |
$4.25K - $4.73K
|
2.13K
$326K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-30- 1.63% |
$4.25K - $4.73K
|
1.81K
$277K
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-30- 0.05% |
$4.25K - $4.73K
|
56.5K
$8.65M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-30- 0.24% |
$4.25K - $4.73K
|
12.3K
$1.88M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-31- 2.12% |
$4.4K - $4.89K
|
1.43K
$219K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-31- 0.55% |
$4.4K - $4.89K
|
5.57K
$853K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-32- 0.41% |
$4.54K - $5.05K
|
7.77K
$1.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-33- 1.74% |
$4.68K - $5.21K
|
1.87K
$286K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-33- 0.89% |
$4.68K - $5.21K
|
3.68K
$564K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-33- 4.45% |
$4.68K - $5.21K
|
708
$108K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-34- 1.68% |
$4.82K - $5.36K
|
1.99K
$304K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-35- 0.41% |
$4.96K - $5.52K
|
8.48K
$1.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-35- 0.36% |
$4.96K - $5.52K
|
9.8K
$1.5M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-35- 1.52% |
$4.96K - $5.52K
|
2.27K
$348K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-35- 0.23% |
$4.96K - $5.52K
|
15.2K
$2.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-36- 0.28% |
$5.11K - $5.68K
|
12.8K
$1.95M
|