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
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-69- 4.26% |
$9.79K - $10.9K
|
1.55K
$239K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-70- 0.95% |
$9.93K - $11K
|
7.33K
$1.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-70- 3.25% |
$9.93K - $11K
|
2.08K
$322K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-70- 4.46% |
$9.93K - $11K
|
1.5K
$232K
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-70- 0.91% |
$9.93K - $11K
|
7.59K
$1.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-71- 0.48% |
$10.1K - $11.2K
|
14.7K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-71- 0.35% |
$10.1K - $11.2K
|
20.1K
$3.11M
|
|
|
May 14, 2024
Q1 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-71- 0.64% |
$10.1K - $11.2K
|
11K
$1.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-72- 1.66% |
$10.2K - $11.4K
|
4.27K
$660K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-72- 0.28% |
$10.2K - $11.4K
|
25.4K
$3.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-73- 1.18% |
$10.4K - $11.5K
|
6.12K
$945K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-74- 18.55% |
$10.5K - $11.7K
|
325
$50.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-75- 0.25% |
$10.6K - $11.8K
|
29.4K
$4.55M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-75- 4.91% |
$10.6K - $11.8K
|
1.45K
$224K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-76- 3.4% |
$10.8K - $12K
|
2.16K
$333K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-76- 1.59% |
$10.8K - $12K
|
4.69K
$724K
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-76- 1.87% |
$10.8K - $12K
|
3.98K
$615K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-77- 1.94% |
$10.9K - $12.1K
|
3.88K
$600K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-78- 0.36% |
$11.1K - $12.3K
|
21.7K
$3.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-80- 4.79% |
$11.3K - $12.6K
|
1.59K
$245K
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-80- 4.63% |
$11.3K - $12.6K
|
1.65K
$255K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-81- 1.91% |
$11.5K - $12.8K
|
4.17K
$644K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-82- 2.57% |
$11.6K - $12.9K
|
3.11K
$480K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-83- 1.91% |
$11.8K - $13.1K
|
4.27K
$659K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-83- 0.51% |
$11.8K - $13.1K
|
16.1K
$2.49M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-83- 3.0% |
$11.8K - $13.1K
|
2.68K
$414K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-84- 1.26% |
$11.9K - $13.3K
|
6.57K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-84- 1.17% |
$11.9K - $13.3K
|
7.1K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-84- 8.02% |
$11.9K - $13.3K
|
963
$149K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-85- 3.67% |
$12.1K - $13.4K
|
2.23K
$345K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-85- 1.66% |
$12.1K - $13.4K
|
5.02K
$776K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-85- 1.66% |
$12.1K - $13.4K
|
5.02K
$776K
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-86- 1.62% |
$12.2K - $13.6K
|
5.21K
$804K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-86- 1.09% |
$12.2K - $13.6K
|
7.81K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-87- 0.97% |
$12.3K - $13.7K
|
8.84K
$1.37M
|
|
|
Jul 24, 2025
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-87- 0.97% |
$12.3K - $13.7K
|
8.84K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-88- 0.49% |
$12.5K - $13.9K
|
17.9K
$2.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-89- 0.76% |
$12.6K - $14K
|
11.6K
$1.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-89- 0.51% |
$12.6K - $14K
|
17.2K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-89- 3.55% |
$12.6K - $14K
|
2.42K
$374K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-90- 1.19% |
$12.8K - $14.2K
|
7.5K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-93- 0.24% |
$13.2K - $14.7K
|
39.5K
$6.1M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-93- 3.59% |
$13.2K - $14.7K
|
2.5K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-93- 1.75% |
$13.2K - $14.7K
|
5.21K
$805K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-94- 2.12% |
$13.3K - $14.8K
|
4.34K
$670K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-94- 0.51% |
$13.3K - $14.8K
|
18.2K
$2.81M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-94- 2.35% |
$13.3K - $14.8K
|
3.91K
$604K
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
SELL
|
- |
-94- 0.17% |
$13.3K - $14.8K
|
54.3K
$8.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-95- 1.09% |
$13.5K - $15K
|
8.58K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-95- 0.7% |
$13.5K - $15K
|
13.4K
$2.08M
|