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 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-46- 1.8% |
$6.52K - $7.26K
|
2.51K
$387K
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-47- 0.12% |
$6.67K - $7.41K
|
39.5K
$6.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-47- 1.28% |
$6.67K - $7.41K
|
3.61K
$558K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-47- 2.12% |
$6.67K - $7.41K
|
2.17K
$335K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-47- 1.25% |
$6.67K - $7.41K
|
3.72K
$575K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-47- 0.54% |
$6.67K - $7.41K
|
8.6K
$1.33M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-48- 2.16% |
$6.81K - $7.57K
|
2.17K
$335K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-49- 0.54% |
$6.95K - $7.73K
|
8.95K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-49- 1.64% |
$6.95K - $7.73K
|
2.93K
$453K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-50- 1.89% |
$7.09K - $7.89K
|
2.59K
$400K
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-50- 0.11% |
$7.09K - $7.89K
|
46.4K
$7.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 0.39% |
$7.09K - $7.89K
|
12.8K
$1.98M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-50- 0.42% |
$7.09K - $7.89K
|
11.8K
$1.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-51- 0.37% |
$7.23K - $8.04K
|
13.9K
$2.15M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-51- 0.95% |
$7.23K - $8.04K
|
5.3K
$819K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-51- 1.48% |
$7.23K - $8.04K
|
3.38K
$523K
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-52- 0.9% |
$7.37K - $8.2K
|
5.75K
$888K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-54- 2.38% |
$7.66K - $8.52K
|
2.21K
$342K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-54- 1.1% |
$7.66K - $8.52K
|
4.88K
$753K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-54- 0.82% |
$7.66K - $8.52K
|
6.55K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-55- 0.62% |
$7.8K - $8.68K
|
8.88K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.4% |
$7.8K - $8.68K
|
13.7K
$2.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-57- 3.45% |
$8.08K - $8.99K
|
1.6K
$246K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-57- 1.3% |
$8.08K - $8.99K
|
4.33K
$668K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-58- 2.35% |
$8.23K - $9.15K
|
2.41K
$372K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-59- 0.17% |
$8.37K - $9.31K
|
35.5K
$5.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-59- 6.67% |
$8.37K - $9.31K
|
825
$127K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-59- 0.5% |
$8.37K - $9.31K
|
11.8K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-59- 2.04% |
$8.37K - $9.31K
|
2.83K
$437K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-60- 1.01% |
$8.51K - $9.46K
|
5.85K
$904K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
SELL
|
- |
-60- 0.6% |
$8.51K - $9.46K
|
10K
$1.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
SELL
|
- |
-60- 1.15% |
$8.51K - $9.46K
|
5.17K
$798K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-60- 3.39% |
$8.51K - $9.46K
|
1.71K
$264K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-60- 15.58% |
$8.51K - $9.46K
|
325
$50.2K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-60- 3.1% |
$8.51K - $9.46K
|
1.87K
$289K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-61- 0.28% |
$8.65K - $9.62K
|
21.4K
$3.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-61- 0.26% |
$8.65K - $9.62K
|
23.7K
$3.67M
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-61- 1.36% |
$8.65K - $9.62K
|
4.43K
$685K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-62- 3.25% |
$8.79K - $9.78K
|
1.85K
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-63- 2.16% |
$8.93K - $9.94K
|
2.85K
$441K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-65- 1.49% |
$9.22K - $10.3K
|
4.29K
$663K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-65- 1.55% |
$9.22K - $10.3K
|
4.13K
$637K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-65- 4.74% |
$9.22K - $10.3K
|
1.31K
$202K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-65- 1.04% |
$9.22K - $10.3K
|
6.21K
$959K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-65- 0.7% |
$9.22K - $10.3K
|
9.26K
$1.43M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-66- 1.8% |
$9.36K - $10.4K
|
3.59K
$555K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-67- 0.39% |
$9.5K - $10.6K
|
17.1K
$2.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-69- 0.6% |
$9.79K - $10.9K
|
11.4K
$1.76M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-69- 0.45% |
$9.79K - $10.9K
|
15.3K
$2.36M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-69- 0.57% |
$9.79K - $10.9K
|
12K
$1.85M
|