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 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-107- 0.41% |
$15.2K - $16.9K
|
26.1K
$3.99M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-107- 0.15% |
$15.2K - $16.9K
|
70.7K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-109- 2.24% |
$15.5K - $17.2K
|
4.76K
$729K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-110- 0.65% |
$15.6K - $17.4K
|
16.9K
$2.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-111- 0.79% |
$15.7K - $17.5K
|
13.9K
$2.13M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-112- 1.99% |
$15.9K - $17.7K
|
5.52K
$846K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-112- 0.12% |
$15.9K - $17.7K
|
93.4K
$14.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-114- 0.1% |
$16.2K - $18K
|
114K
$17.5M
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-114- 2.85% |
$16.2K - $18K
|
3.89K
$596K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-115- 5.14% |
$16.3K - $18.1K
|
2.12K
$325K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-115- 1.22% |
$16.3K - $18.1K
|
9.29K
$1.42M
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-115- 6.79% |
$16.3K - $18.1K
|
1.58K
$242K
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-115- 6.79% |
$16.3K - $18.1K
|
1.58K
$242K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-116- 6.84% |
$16.5K - $18.3K
|
1.58K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-117- 12.04% |
$16.6K - $18.5K
|
855
$131K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-118- 0.11% |
$16.7K - $18.6K
|
112K
$17.1M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-118- 25.82% |
$16.7K - $18.6K
|
339
$51.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-119- 0.55% |
$16.9K - $18.8K
|
21.5K
$3.29M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-119- 0.23% |
$16.9K - $18.8K
|
51.1K
$7.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-120- 2.29% |
$17K - $18.9K
|
5.13K
$785K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-120- 1.05% |
$17K - $18.9K
|
11.3K
$1.74M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-120- 0.92% |
$17K - $18.9K
|
13K
$1.99M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-120- 0.95% |
$17K - $18.9K
|
12.5K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-120- 0.05% |
$17K - $18.9K
|
250K
$38.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-122- 2.08% |
$17.3K - $19.2K
|
5.76K
$882K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-123- 6.8% |
$17.4K - $19.4K
|
1.69K
$258K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-124- 4.58% |
$17.6K - $19.6K
|
2.58K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-124- 0.31% |
$17.6K - $19.6K
|
40.2K
$6.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-125- 0.68% |
$17.7K - $19.7K
|
18.2K
$2.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-125- 0.05% |
$17.7K - $19.7K
|
252K
$38.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-125- 3.29% |
$17.7K - $19.7K
|
3.68K
$564K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-125- 6.08% |
$17.7K - $19.7K
|
1.93K
$296K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-125- 0.94% |
$17.7K - $19.7K
|
13.1K
$2.01M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-126- 0.49% |
$17.9K - $19.9K
|
25.6K
$3.92M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-126- 4.93% |
$17.9K - $19.9K
|
2.43K
$372K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-126- 4.56% |
$17.9K - $19.9K
|
2.64K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-127- 0.21% |
$18K - $20K
|
60.1K
$9.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-128- 33.68% |
$18.2K - $20.2K
|
252
$38.6K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-128- 0.82% |
$18.2K - $20.2K
|
15.4K
$2.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-130- 0.87% |
$18.4K - $20.5K
|
14.8K
$2.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-130- 0.3% |
$18.4K - $20.5K
|
43.4K
$6.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-131- 2.15% |
$18.6K - $20.7K
|
5.97K
$915K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-132- 5.06% |
$18.7K - $20.8K
|
2.48K
$380K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-133- 8.65% |
$18.9K - $21K
|
1.41K
$215K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-133- 8.36% |
$18.9K - $21K
|
1.46K
$223K
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-134- 0.86% |
$19K - $21.1K
|
15.5K
$2.38M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-136- 10.07% |
$19.3K - $21.5K
|
1.22K
$186K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-140- 3.28% |
$19.9K - $22.1K
|
4.13K
$633K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-140- 4.26% |
$19.9K - $22.1K
|
3.15K
$483K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-140- 0.74% |
$19.9K - $22.1K
|
18.8K
$2.88M
|