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 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-84- 1.17% |
$11.9K - $13.3K
|
7.1K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-84- 8.02% |
$11.9K - $13.3K
|
963
$148K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-85- 3.67% |
$12.1K - $13.4K
|
2.23K
$342K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-85- 1.66% |
$12.1K - $13.4K
|
5.02K
$770K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-85- 1.66% |
$12.1K - $13.4K
|
5.02K
$770K
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-86- 1.62% |
$12.2K - $13.6K
|
5.21K
$798K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-86- 1.09% |
$12.2K - $13.6K
|
7.81K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-87- 0.97% |
$12.3K - $13.7K
|
8.84K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-88- 0.49% |
$12.5K - $13.9K
|
17.9K
$2.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-89- 0.76% |
$12.6K - $14K
|
11.6K
$1.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-89- 0.51% |
$12.6K - $14K
|
17.2K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-89- 3.55% |
$12.6K - $14K
|
2.42K
$371K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-90- 1.19% |
$12.8K - $14.2K
|
7.5K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-93- 0.24% |
$13.2K - $14.7K
|
39.5K
$6.05M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-93- 3.59% |
$13.2K - $14.7K
|
2.5K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-93- 1.75% |
$13.2K - $14.7K
|
5.21K
$799K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-94- 2.12% |
$13.3K - $14.8K
|
4.34K
$664K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-94- 0.51% |
$13.3K - $14.8K
|
18.2K
$2.79M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-94- 2.35% |
$13.3K - $14.8K
|
3.91K
$600K
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
SELL
|
- |
-94- 0.17% |
$13.3K - $14.8K
|
54.3K
$8.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-95- 1.09% |
$13.5K - $15K
|
8.58K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-95- 0.7% |
$13.5K - $15K
|
13.4K
$2.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-96- 2.03% |
$13.6K - $15.1K
|
4.64K
$711K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-97- 0.48% |
$13.8K - $15.3K
|
20.3K
$3.11M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-98- 4.89% |
$13.9K - $15.5K
|
1.91K
$292K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-98- 0.8% |
$13.9K - $15.5K
|
12.2K
$1.87M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-98- 5.61% |
$13.9K - $15.5K
|
1.65K
$253K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-99- 8.04% |
$14K - $15.6K
|
1.13K
$173K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-100- 0.85% |
$14.2K - $15.8K
|
11.7K
$1.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-100- 1.09% |
$14.2K - $15.8K
|
9.1K
$1.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-100- 2.36% |
$14.2K - $15.8K
|
4.13K
$633K
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-100- 0.82% |
$14.2K - $15.8K
|
12.1K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 12.5% |
$14.2K - $15.8K
|
700
$107K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-100- 0.71% |
$14.2K - $15.8K
|
14.1K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-100- 0.83% |
$14.2K - $15.8K
|
11.9K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.9% |
$14.2K - $15.8K
|
11K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-101- 4.05% |
$14.3K - $15.9K
|
2.39K
$367K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-101- 3.2% |
$14.3K - $15.9K
|
3.05K
$468K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-102- 2.42% |
$14.5K - $16.1K
|
4.12K
$631K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-102- 0.17% |
$14.5K - $16.1K
|
61.6K
$9.44M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-102- 2.15% |
$14.5K - $16.1K
|
4.64K
$710K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-103- 2.36% |
$14.6K - $16.2K
|
4.26K
$653K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-103- 6.03% |
$14.6K - $16.2K
|
1.61K
$246K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-103- 1.84% |
$14.6K - $16.2K
|
5.51K
$843K
|
|
|
Apr 24, 2024
Q1 2024
|
Edmp, Inc.
|
SELL
|
- |
-104- 0.67% |
$14.7K - $16.4K
|
15.4K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-105- 1.77% |
$14.9K - $16.6K
|
5.83K
$893K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-105- 0.83% |
$14.9K - $16.6K
|
12.5K
$1.92M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-106- 1.7% |
$15K - $16.7K
|
6.12K
$937K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-106- 5.04% |
$15K - $16.7K
|
2K
$306K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-107- 0.93% |
$15.2K - $16.9K
|
11.4K
$1.74M
|