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 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
$91.9K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-155- 5.39% |
$22K - $24.4K
|
2.72K
$420K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-156- 1.7% |
$22.1K - $24.6K
|
9.04K
$1.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-157- 3.06% |
$22.3K - $24.8K
|
4.98K
$768K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-157- 8.22% |
$22.3K - $24.8K
|
1.75K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-158- 0.95% |
$22.4K - $24.9K
|
16.5K
$2.55M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-158- 8.82% |
$22.4K - $24.9K
|
1.63K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-160- 2.06% |
$22.7K - $25.2K
|
7.62K
$1.18M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-161- 5.07% |
$22.8K - $25.4K
|
3.02K
$466K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-161- 5.6% |
$22.8K - $25.4K
|
2.72K
$419K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-162- 3.14% |
$23K - $25.6K
|
5K
$773K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-162- 5.25% |
$23K - $25.6K
|
2.93K
$452K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-164- 2.54% |
$23.3K - $25.9K
|
6.3K
$972K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-166- 0.43% |
$23.5K - $26.2K
|
38.7K
$5.97M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-167- 0.85% |
$23.7K - $26.3K
|
19.5K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-167- 0.21% |
$23.7K - $26.3K
|
79.3K
$12.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-168- 8.07% |
$23.8K - $26.5K
|
1.91K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-168- 2.2% |
$23.8K - $26.5K
|
7.46K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-168- 0.45% |
$23.8K - $26.5K
|
37K
$5.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-169- 0.47% |
$24K - $26.7K
|
35.5K
$5.49M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-171- 8.64% |
$24.3K - $27K
|
1.81K
$279K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-171- 1.77% |
$24.3K - $27K
|
9.49K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-171- 0.51% |
$24.3K - $27K
|
33.1K
$5.12M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-171- 3.97% |
$24.3K - $27K
|
4.13K
$638K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-173- 7.19% |
$24.5K - $27.3K
|
2.23K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-173- 1.23% |
$24.5K - $27.3K
|
13.9K
$2.14M
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-173- 4.17% |
$24.5K - $27.3K
|
3.98K
$614K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-174- 0.58% |
$24.7K - $27.4K
|
30.1K
$4.64M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-174- 1.27% |
$24.7K - $27.4K
|
13.5K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-175- 4.58% |
$24.8K - $27.6K
|
3.64K
$562K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-178- 3.83% |
$25.2K - $28.1K
|
4.46K
$689K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-179- 92.75% |
$25.4K - $28.2K
|
14
$2.16K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-180- 0.97% |
$25.5K - $28.4K
|
18.3K
$2.83M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-180- 0.65% |
$25.5K - $28.4K
|
27.3K
$4.22M
|
|
|
May 01, 2024
Q1 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-180- 5.28% |
$25.5K - $28.4K
|
3.23K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-182- 7.3% |
$25.8K - $28.7K
|
2.31K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-185- 6.76% |
$26.2K - $29.2K
|
2.55K
$394K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-185- 2.81% |
$26.2K - $29.2K
|
6.4K
$989K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-187- 8.74% |
$26.5K - $29.5K
|
1.95K
$301K
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-187- 9.52% |
$26.5K - $29.5K
|
1.78K
$274K
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-189- 4.62% |
$26.8K - $29.8K
|
3.91K
$603K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-189- 6.87% |
$26.8K - $29.8K
|
2.56K
$396K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-189- 0.8% |
$26.8K - $29.8K
|
23.3K
$3.6M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-190- 51.77% |
$26.9K - $30K
|
177
$27.3K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-190- 7.27% |
$26.9K - $30K
|
2.42K
$374K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-190- 15.97% |
$26.9K - $30K
|
1K
$154K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-190- 8.43% |
$26.9K - $30K
|
2.06K
$319K
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-191- 0.34% |
$27.1K - $30.1K
|
56.7K
$8.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-192- 0.26% |
$27.2K - $30.3K
|
73.8K
$11.4M
|