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 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-59- 0.5% |
$8.37K - $9.31K
|
11.8K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-59- 2.04% |
$8.37K - $9.31K
|
2.83K
$433K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-60- 1.01% |
$8.51K - $9.46K
|
5.85K
$897K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
SELL
|
- |
-60- 0.6% |
$8.51K - $9.46K
|
10K
$1.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
SELL
|
- |
-60- 1.15% |
$8.51K - $9.46K
|
5.17K
$792K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-60- 3.39% |
$8.51K - $9.46K
|
1.71K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-60- 15.58% |
$8.51K - $9.46K
|
325
$49.8K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-60- 3.1% |
$8.51K - $9.46K
|
1.87K
$287K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-61- 0.28% |
$8.65K - $9.62K
|
21.4K
$3.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-61- 0.26% |
$8.65K - $9.62K
|
23.7K
$3.64M
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-61- 1.36% |
$8.65K - $9.62K
|
4.43K
$679K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-62- 3.25% |
$8.79K - $9.78K
|
1.85K
$283K
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-63- 2.16% |
$8.93K - $9.94K
|
2.85K
$437K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-65- 1.49% |
$9.22K - $10.3K
|
4.29K
$658K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-65- 1.55% |
$9.22K - $10.3K
|
4.13K
$632K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-65- 4.74% |
$9.22K - $10.3K
|
1.31K
$200K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-65- 1.04% |
$9.22K - $10.3K
|
6.21K
$951K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-65- 0.7% |
$9.22K - $10.3K
|
9.26K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-66- 1.8% |
$9.36K - $10.4K
|
3.59K
$550K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-67- 0.39% |
$9.5K - $10.6K
|
17.1K
$2.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-69- 0.6% |
$9.79K - $10.9K
|
11.4K
$1.74M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-69- 0.45% |
$9.79K - $10.9K
|
15.3K
$2.35M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-69- 0.57% |
$9.79K - $10.9K
|
12K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-69- 4.26% |
$9.79K - $10.9K
|
1.55K
$237K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-70- 0.95% |
$9.93K - $11K
|
7.33K
$1.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-70- 3.25% |
$9.93K - $11K
|
2.08K
$319K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-70- 4.46% |
$9.93K - $11K
|
1.5K
$230K
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-70- 0.91% |
$9.93K - $11K
|
7.59K
$1.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-71- 0.48% |
$10.1K - $11.2K
|
14.7K
$2.26M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-71- 0.35% |
$10.1K - $11.2K
|
20.1K
$3.09M
|
|
|
May 14, 2024
Q1 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-71- 0.64% |
$10.1K - $11.2K
|
11K
$1.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-72- 1.66% |
$10.2K - $11.4K
|
4.27K
$654K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-72- 0.28% |
$10.2K - $11.4K
|
25.4K
$3.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-73- 1.18% |
$10.4K - $11.5K
|
6.12K
$938K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-74- 18.55% |
$10.5K - $11.7K
|
325
$49.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-75- 0.25% |
$10.6K - $11.8K
|
29.4K
$4.51M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-75- 4.91% |
$10.6K - $11.8K
|
1.45K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-76- 3.4% |
$10.8K - $12K
|
2.16K
$331K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-76- 1.59% |
$10.8K - $12K
|
4.69K
$719K
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-76- 1.87% |
$10.8K - $12K
|
3.98K
$610K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-77- 1.94% |
$10.9K - $12.1K
|
3.88K
$595K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-78- 0.36% |
$11.1K - $12.3K
|
21.7K
$3.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-80- 4.79% |
$11.3K - $12.6K
|
1.59K
$243K
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-80- 4.63% |
$11.3K - $12.6K
|
1.65K
$253K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-81- 1.91% |
$11.5K - $12.8K
|
4.17K
$639K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-82- 2.57% |
$11.6K - $12.9K
|
3.11K
$477K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-83- 1.91% |
$11.8K - $13.1K
|
4.27K
$653K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-83- 0.51% |
$11.8K - $13.1K
|
16.1K
$2.47M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-83- 3.0% |
$11.8K - $13.1K
|
2.68K
$411K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-84- 1.26% |
$11.9K - $13.3K
|
6.57K
$1.01M
|