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
|
Fwl Investment Management, LLC
|
SELL
|
- |
-140- 71.43% |
$19.9K - $22.1K
|
56
$8.58K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-141- 1.98% |
$20K - $22.2K
|
7K
$1.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-142- 0.58% |
$20.1K - $22.4K
|
24.1K
$3.7M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-142- 0.84% |
$20.1K - $22.4K
|
16.7K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-142- 6.31% |
$20.1K - $22.4K
|
2.11K
$323K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-144- 0.92% |
$20.4K - $22.7K
|
15.5K
$2.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-145- 3.33% |
$20.6K - $22.9K
|
4.21K
$645K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-146- 0.65% |
$20.7K - $23K
|
22.4K
$3.43M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-148- 4.93% |
$21K - $23.3K
|
2.85K
$437K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-149- 0.44% |
$21.1K - $23.5K
|
33.9K
$5.2M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-149- 7.81% |
$21.1K - $23.5K
|
1.76K
$269K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-149- 1.47% |
$21.1K - $23.5K
|
9.96K
$1.53M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-149- 26.65% |
$21.1K - $23.5K
|
410
$62.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-150- 1.92% |
$21.3K - $23.7K
|
7.64K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-150- 3.5% |
$21.3K - $23.7K
|
4.14K
$634K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-150- 0.85% |
$21.3K - $23.7K
|
17.5K
$2.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-151- 2.37% |
$21.4K - $23.8K
|
6.22K
$953K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-151- 3.02% |
$21.4K - $23.8K
|
4.86K
$744K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-152- 2.26% |
$21.6K - $24K
|
6.57K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-152- 1.2% |
$21.6K - $24K
|
12.6K
$1.92M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-152- 2.11% |
$21.6K - $24K
|
7.04K
$1.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-153- 2.69% |
$21.7K - $24.1K
|
5.54K
$849K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-154- 2.09% |
$21.8K - $24.3K
|
7.22K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-154- 20.56% |
$21.8K - $24.3K
|
595
$91.2K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-155- 5.39% |
$22K - $24.4K
|
2.72K
$417K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-156- 1.7% |
$22.1K - $24.6K
|
9.04K
$1.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-157- 3.06% |
$22.3K - $24.8K
|
4.98K
$762K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-157- 8.22% |
$22.3K - $24.8K
|
1.75K
$269K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-158- 0.95% |
$22.4K - $24.9K
|
16.5K
$2.53M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-158- 8.82% |
$22.4K - $24.9K
|
1.63K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-160- 2.06% |
$22.7K - $25.2K
|
7.62K
$1.17M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-161- 5.07% |
$22.8K - $25.4K
|
3.02K
$462K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-161- 5.6% |
$22.8K - $25.4K
|
2.72K
$416K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-162- 3.14% |
$23K - $25.6K
|
5K
$767K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-162- 5.25% |
$23K - $25.6K
|
2.93K
$448K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-164- 2.54% |
$23.3K - $25.9K
|
6.3K
$965K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-166- 0.43% |
$23.5K - $26.2K
|
38.7K
$5.93M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-167- 0.85% |
$23.7K - $26.3K
|
19.5K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-167- 0.21% |
$23.7K - $26.3K
|
79.3K
$12.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-168- 8.07% |
$23.8K - $26.5K
|
1.91K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-168- 2.2% |
$23.8K - $26.5K
|
7.46K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-168- 0.45% |
$23.8K - $26.5K
|
37K
$5.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-169- 0.47% |
$24K - $26.7K
|
35.5K
$5.44M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-171- 8.64% |
$24.3K - $27K
|
1.81K
$277K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-171- 1.77% |
$24.3K - $27K
|
9.49K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-171- 0.51% |
$24.3K - $27K
|
33.1K
$5.08M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-171- 3.97% |
$24.3K - $27K
|
4.13K
$633K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-173- 7.19% |
$24.5K - $27.3K
|
2.23K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-173- 1.23% |
$24.5K - $27.3K
|
13.9K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-173- 4.17% |
$24.5K - $27.3K
|
3.98K
$609K
|