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
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-263- 3.67% |
$37.3K - $41.5K
|
6.9K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-263- 0.09% |
$37.3K - $41.5K
|
298K
$44.6M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-264- 9.26% |
$37.4K - $41.6K
|
2.59K
$386K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-265- 3.63% |
$37.6K - $41.8K
|
7.03K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-266- 12.99% |
$37.7K - $42K
|
1.78K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-268- 3.21% |
$38K - $42.3K
|
8.08K
$1.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-273- 79.36% |
$38.7K - $43.1K
|
71
$10.6K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
SELL
|
- |
-273- 49.28% |
$38.7K - $43.1K
|
281
$42K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-275- 0.96% |
$39K - $43.4K
|
28.2K
$4.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-275- 4.15% |
$39K - $43.4K
|
6.35K
$948K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-275- 4.07% |
$39K - $43.4K
|
6.48K
$968K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-275- 1.28% |
$39K - $43.4K
|
21.2K
$3.16M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-277- 1.32% |
$39.3K - $43.7K
|
20.6K
$3.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-278- 3.42% |
$39.4K - $43.9K
|
7.85K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-278- 2.22% |
$39.4K - $43.9K
|
12.3K
$1.83M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-279- 3.43% |
$39.6K - $44K
|
7.85K
$1.17M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-282- 2.58% |
$40K - $44.5K
|
10.6K
$1.59M
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-283- 7.52% |
$40.1K - $44.6K
|
3.48K
$520K
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-284- 5.26% |
$40.3K - $44.8K
|
5.11K
$764K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-285- 2.89% |
$40.4K - $45K
|
9.59K
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-286- 0.7% |
$40.6K - $45.1K
|
40.5K
$6.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-290- 13.94% |
$41.1K - $45.7K
|
1.79K
$267K
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-290- 0.77% |
$41.1K - $45.7K
|
37.5K
$5.61M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-290- 2.18% |
$41.1K - $45.7K
|
13K
$1.94M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-291- 1.29% |
$41.3K - $45.9K
|
22.3K
$3.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-292- 18.53% |
$41.4K - $46.1K
|
1.28K
$192K
|
|
|
Apr 12, 2024
Q1 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-294- 8.21% |
$41.7K - $46.4K
|
3.29K
$491K
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-294- 6.33% |
$41.7K - $46.4K
|
4.35K
$650K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-296- 7.8% |
$42K - $46.7K
|
3.5K
$522K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-297- 2.47% |
$42.1K - $46.8K
|
11.7K
$1.75M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-300- 8.65% |
$42.5K - $47.3K
|
3.17K
$473K
|
|
|
Apr 15, 2024
Q1 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-302- 1.95% |
$42.8K - $47.6K
|
15.2K
$2.27M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-308- 4.59% |
$43.7K - $48.6K
|
6.4K
$956K
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-310- 1.28% |
$44K - $48.9K
|
23.8K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-311- 1.25% |
$44.1K - $49.1K
|
24.6K
$3.68M
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-314- 2.06% |
$44.5K - $49.5K
|
15K
$2.23M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-321- 2.24% |
$45.5K - $50.6K
|
14K
$2.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-323- 69.61% |
$45.8K - $51K
|
141
$21.1K
|
|
|
May 15, 2024
Q1 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-325- 14.25% |
$46.1K - $51.3K
|
1.96K
$292K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-327- 1.69% |
$46.4K - $51.6K
|
19.1K
$2.85M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-327- 1.8% |
$46.4K - $51.6K
|
17.9K
$2.67M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-330- 0.69% |
$46.8K - $52.1K
|
47.2K
$7.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-331- 4.03% |
$46.9K - $52.2K
|
7.88K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-335- 7.59% |
$47.5K - $52.8K
|
4.08K
$609K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-338- 6.43% |
$47.9K - $53.3K
|
4.92K
$734K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-339- 1.21% |
$48.1K - $53.5K
|
27.6K
$4.12M
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-340- 15.32% |
$48.2K - $53.6K
|
1.88K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-340- 15.36% |
$48.2K - $53.6K
|
1.87K
$280K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-343- 4.54% |
$48.6K - $54.1K
|
7.22K
$1.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-343- 4.85% |
$48.6K - $54.1K
|
6.72K
$1M
|