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 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-209- 5.63% |
$29.6K - $33K
|
3.5K
$523K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-209- 1.13% |
$29.6K - $33K
|
18.3K
$2.74M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-210- 0.92% |
$29.8K - $33.1K
|
22.7K
$3.4M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-210- 3.8% |
$29.8K - $33.1K
|
5.32K
$795K
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-211- 1.49% |
$29.9K - $33.3K
|
13.9K
$2.08M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-212- 1.73% |
$30.1K - $33.4K
|
12K
$1.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-214- 2.27% |
$30.3K - $33.8K
|
9.23K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-214- 1.37% |
$30.3K - $33.8K
|
15.5K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-214- 5.81% |
$30.3K - $33.8K
|
3.47K
$519K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-216- 0.89% |
$30.6K - $34.1K
|
24.1K
$3.61M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-221- 10.92% |
$31.3K - $34.9K
|
1.8K
$269K
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-223- 4.73% |
$31.6K - $35.2K
|
4.49K
$671K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-223- 11.06% |
$31.6K - $35.2K
|
1.79K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-223- 0.91% |
$31.6K - $35.2K
|
24.4K
$3.64M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-224- 1.94% |
$31.8K - $35.3K
|
11.3K
$1.69M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-224- 2.03% |
$31.8K - $35.3K
|
10.8K
$1.61M
|
|
|
May 02, 2024
Q1 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-225- 1.53% |
$31.9K - $35.5K
|
14.5K
$2.17M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-226- 8.94% |
$32.1K - $35.6K
|
2.3K
$344K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-227- 1.91% |
$32.2K - $35.8K
|
11.7K
$1.74M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-228- 3.89% |
$32.3K - $36K
|
5.64K
$842K
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-230- 2.13% |
$32.6K - $36.3K
|
10.6K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-230- 13.86% |
$32.6K - $36.3K
|
1.43K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-231- 5.35% |
$32.8K - $36.4K
|
4.08K
$610K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-232- 2.2% |
$32.9K - $36.6K
|
10.3K
$1.54M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-233- 0.36% |
$33K - $36.8K
|
64.9K
$9.69M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-233- 2.87% |
$33K - $36.8K
|
7.9K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-234- 7.47% |
$33.2K - $36.9K
|
2.9K
$433K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-234- 6.25% |
$33.2K - $36.9K
|
3.51K
$524K
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-236- 1.35% |
$33.5K - $37.2K
|
17.3K
$2.58M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-237- 1.92% |
$33.6K - $37.4K
|
12.1K
$1.81M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-237- 1.68% |
$33.6K - $37.4K
|
13.9K
$2.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-239- 1.99% |
$33.9K - $37.7K
|
11.8K
$1.76M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-241- 9.03% |
$34.2K - $38K
|
2.43K
$363K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-244- 13.3% |
$34.6K - $38.5K
|
1.59K
$237K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-246- 1.9% |
$34.9K - $38.8K
|
12.7K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-246- 1.41% |
$34.9K - $38.8K
|
17.2K
$2.57M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-247- 1.27% |
$35K - $39K
|
19.2K
$2.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-248- 8.94% |
$35.2K - $39.1K
|
2.53K
$377K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-250- 0.95% |
$35.5K - $39.4K
|
26K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-256- 5.48% |
$36.3K - $40.4K
|
4.42K
$660K
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-257- 3.2% |
$36.4K - $40.5K
|
7.77K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-257- 8.45% |
$36.4K - $40.5K
|
2.79K
$416K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-258- 0.84% |
$36.6K - $40.7K
|
30.3K
$4.52M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-258- 7.97% |
$36.6K - $40.7K
|
2.98K
$445K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-259- 4.92% |
$36.7K - $40.9K
|
5.01K
$747K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-259- 0.27% |
$36.7K - $40.9K
|
97.3K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-259- 7.11% |
$36.7K - $40.9K
|
3.39K
$506K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-260- 1.3% |
$36.9K - $41K
|
19.7K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-261- 7.62% |
$37K - $41.2K
|
3.16K
$472K
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-261- 0.47% |
$37K - $41.2K
|
55.5K
$8.28M
|