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
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-173- 1.23% |
$24.5K - $27.3K
|
13.9K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-173- 4.17% |
$24.5K - $27.3K
|
3.98K
$607K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-174- 0.58% |
$24.7K - $27.4K
|
30.1K
$4.59M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-174- 1.27% |
$24.7K - $27.4K
|
13.5K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-175- 4.58% |
$24.8K - $27.6K
|
3.64K
$556K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-178- 3.83% |
$25.2K - $28.1K
|
4.46K
$681K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-179- 92.75% |
$25.4K - $28.2K
|
14
$2.14K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-180- 0.97% |
$25.5K - $28.4K
|
18.3K
$2.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-180- 0.65% |
$25.5K - $28.4K
|
27.3K
$4.17M
|
|
|
May 01, 2024
Q1 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-180- 5.28% |
$25.5K - $28.4K
|
3.23K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-182- 7.3% |
$25.8K - $28.7K
|
2.31K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-185- 6.76% |
$26.2K - $29.2K
|
2.55K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-185- 2.81% |
$26.2K - $29.2K
|
6.4K
$977K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-187- 8.74% |
$26.5K - $29.5K
|
1.95K
$298K
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-187- 9.52% |
$26.5K - $29.5K
|
1.78K
$271K
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-189- 4.62% |
$26.8K - $29.8K
|
3.91K
$596K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-189- 6.87% |
$26.8K - $29.8K
|
2.56K
$391K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-189- 0.8% |
$26.8K - $29.8K
|
23.3K
$3.56M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-190- 51.77% |
$26.9K - $30K
|
177
$27K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-190- 7.27% |
$26.9K - $30K
|
2.42K
$370K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-190- 15.97% |
$26.9K - $30K
|
1K
$153K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-190- 8.43% |
$26.9K - $30K
|
2.06K
$315K
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-191- 0.34% |
$27.1K - $30.1K
|
56.7K
$8.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-192- 0.26% |
$27.2K - $30.3K
|
73.8K
$11.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-193- 1.56% |
$27.4K - $30.4K
|
12.1K
$1.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-194- 0.53% |
$27.5K - $30.6K
|
36.2K
$5.52M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-196- 3.52% |
$27.8K - $30.9K
|
5.37K
$820K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-197- 2.42% |
$27.9K - $31.1K
|
7.93K
$1.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-197- 0.66% |
$27.9K - $31.1K
|
29.8K
$4.55M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-199- 4.63% |
$28.2K - $31.4K
|
4.1K
$626K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-199- 2.86% |
$28.2K - $31.4K
|
6.77K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-200- 0.77% |
$28.4K - $31.5K
|
25.8K
$3.94M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-200- 15.72% |
$28.4K - $31.5K
|
1.07K
$164K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-200- 3.76% |
$28.4K - $31.5K
|
5.13K
$782K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-200- 3.75% |
$28.4K - $31.5K
|
5.13K
$782K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-200- 31.15% |
$28.4K - $31.5K
|
442
$67.5K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-200- 1.85% |
$28.4K - $31.5K
|
10.6K
$1.62M
|
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-200- 1.31% |
$28.4K - $31.5K
|
15.1K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-200- 1.32% |
$28.4K - $31.5K
|
15K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-200- 5.22% |
$28.4K - $31.5K
|
3.63K
$554K
|
|
|
May 14, 2024
Q1 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-200- 1.98% |
$28.4K - $31.5K
|
9.9K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-202- 1.0% |
$28.6K - $31.9K
|
19.9K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-203- 10.04% |
$28.8K - $32K
|
1.82K
$278K
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-204- 3.26% |
$28.9K - $32.2K
|
6.06K
$925K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-204- 8.44% |
$28.9K - $32.2K
|
2.21K
$338K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-204- 0.1% |
$28.9K - $32.2K
|
196K
$29.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-205- 0.82% |
$29.1K - $32.3K
|
24.7K
$3.77M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-205- 3.35% |
$29.1K - $32.3K
|
5.92K
$904K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-206- 97.63% |
$29.2K - $32.5K
|
5
$763
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-207- 1.32% |
$29.4K - $32.7K
|
15.5K
$2.37M
|