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 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-36- 0.86% |
$5.11K - $5.68K
|
4.13K
$633K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-36- 0.52% |
$5.11K - $5.68K
|
6.83K
$1.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-37- 6.31% |
$5.25K - $5.84K
|
549
$84.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-37- 1.79% |
$5.25K - $5.84K
|
2.03K
$310K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-37- 31.62% |
$5.25K - $5.84K
|
80
$12.3K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-38- 0.23% |
$5.39K - $5.99K
|
16.7K
$2.55M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-38- 0.36% |
$5.39K - $5.99K
|
10.5K
$1.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-38- 1.93% |
$5.39K - $5.99K
|
1.93K
$295K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-38- 0.63% |
$5.39K - $5.99K
|
5.95K
$912K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-38- 0.12% |
$5.39K - $5.99K
|
31.5K
$4.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-39- 2.25% |
$5.53K - $6.15K
|
1.69K
$259K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-39- 1.74% |
$5.53K - $6.15K
|
2.2K
$337K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-39- 0.26% |
$5.53K - $6.15K
|
15.2K
$2.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-41- 0.97% |
$5.81K - $6.47K
|
4.19K
$642K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-41- 0.75% |
$5.81K - $6.47K
|
5.46K
$836K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-41- 0.55% |
$5.81K - $6.47K
|
7.41K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-42- 2.86% |
$5.96K - $6.63K
|
1.43K
$219K
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-42- 0.58% |
$5.96K - $6.63K
|
7.14K
$1.09M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-43- 0.52% |
$6.1K - $6.78K
|
8.2K
$1.26M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-45- 0.15% |
$6.38K - $7.1K
|
29K
$4.44M
|
|
|
May 09, 2024
Q1 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-45- 0.16% |
$6.38K - $7.1K
|
28.3K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-45- 10.47% |
$6.38K - $7.1K
|
385
$59K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-46- 0.48% |
$6.52K - $7.26K
|
9.54K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-46- 1.8% |
$6.52K - $7.26K
|
2.51K
$384K
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-47- 0.12% |
$6.67K - $7.41K
|
39.5K
$6.05M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-47- 1.28% |
$6.67K - $7.41K
|
3.61K
$553K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-47- 2.12% |
$6.67K - $7.41K
|
2.17K
$332K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-47- 1.25% |
$6.67K - $7.41K
|
3.72K
$571K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-47- 0.54% |
$6.67K - $7.41K
|
8.6K
$1.32M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-48- 2.16% |
$6.81K - $7.57K
|
2.17K
$332K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-49- 0.54% |
$6.95K - $7.73K
|
8.95K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-49- 1.64% |
$6.95K - $7.73K
|
2.93K
$449K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-50- 1.89% |
$7.09K - $7.89K
|
2.59K
$397K
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-50- 0.11% |
$7.09K - $7.89K
|
46.4K
$7.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 0.39% |
$7.09K - $7.89K
|
12.8K
$1.97M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-50- 0.42% |
$7.09K - $7.89K
|
11.8K
$1.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-51- 0.37% |
$7.23K - $8.04K
|
13.9K
$2.13M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-51- 0.95% |
$7.23K - $8.04K
|
5.3K
$812K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-51- 1.48% |
$7.23K - $8.04K
|
3.38K
$518K
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-52- 0.9% |
$7.37K - $8.2K
|
5.75K
$881K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-54- 2.38% |
$7.66K - $8.52K
|
2.21K
$339K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-54- 1.1% |
$7.66K - $8.52K
|
4.88K
$747K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-54- 0.82% |
$7.66K - $8.52K
|
6.55K
$1M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-55- 0.62% |
$7.8K - $8.68K
|
8.88K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.4% |
$7.8K - $8.68K
|
13.7K
$2.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-57- 3.45% |
$8.08K - $8.99K
|
1.6K
$244K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-57- 1.3% |
$8.08K - $8.99K
|
4.33K
$663K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-58- 2.35% |
$8.23K - $9.15K
|
2.41K
$369K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-59- 0.17% |
$8.37K - $9.31K
|
35.5K
$5.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-59- 6.67% |
$8.37K - $9.31K
|
825
$126K
|