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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-343- 4.54% |
$48.6K - $54.1K
|
7.22K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-343- 4.85% |
$48.6K - $54.1K
|
6.72K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-344- 10.37% |
$48.8K - $54.3K
|
2.97K
$454K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-346- 2.09% |
$49.1K - $54.6K
|
16.2K
$2.47M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-351- 2.66% |
$49.8K - $55.4K
|
12.8K
$1.96M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-352- 3.04% |
$49.9K - $55.5K
|
11.2K
$1.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-353- 7.72% |
$50.1K - $55.7K
|
4.22K
$644K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-353- 3.92% |
$50.1K - $55.7K
|
8.64K
$1.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-358- 1.04% |
$50.8K - $56.5K
|
34K
$5.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-358- 1.54% |
$50.8K - $56.5K
|
22.9K
$3.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-359- 4.7% |
$50.9K - $56.6K
|
7.28K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-359- 17.5% |
$50.9K - $56.6K
|
1.69K
$258K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-361- 3.59% |
$51.2K - $56.9K
|
9.69K
$1.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-363- 0.29% |
$51.5K - $57.3K
|
124K
$18.9M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-365- 20.8% |
$51.8K - $57.6K
|
1.39K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-366- 3.77% |
$51.9K - $57.7K
|
9.35K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-367- 1.73% |
$52K - $57.9K
|
20.9K
$3.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-368- 7.87% |
$52.2K - $58K
|
4.31K
$657K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-370- 41.95% |
$52.5K - $58.4K
|
512
$78.1K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-371- 2.83% |
$52.6K - $58.5K
|
12.7K
$1.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-375- 6.96% |
$53.2K - $59.2K
|
5.01K
$765K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-375- 6.58% |
$53.2K - $59.2K
|
5.33K
$813K
|
|
|
May 13, 2024
Q1 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-375- 6.46% |
$53.2K - $59.2K
|
5.43K
$829K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-377- 2.98% |
$53.5K - $59.5K
|
12.3K
$1.87M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-378- 1.95% |
$53.6K - $59.6K
|
19K
$2.9M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-387- 4.18% |
$54.9K - $61K
|
8.87K
$1.35M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-390- 9.11% |
$55.3K - $61.5K
|
3.89K
$594K
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-390- 21.17% |
$55.3K - $61.5K
|
1.45K
$222K
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-395- 3.1% |
$56K - $62.3K
|
12.4K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-396- 5.03% |
$56.2K - $62.5K
|
7.48K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-396- 1.6% |
$56.2K - $62.5K
|
24.3K
$3.71M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-397- 32.7% |
$56.3K - $62.6K
|
817
$125K
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-400- 30.77% |
$56.7K - $63.1K
|
900
$137K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-403- 7.95% |
$57.2K - $63.6K
|
4.67K
$713K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-413- 2.05% |
$58.6K - $65.1K
|
19.7K
$3.01M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-413- 17.16% |
$58.6K - $65.1K
|
1.99K
$304K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-421- 7.7% |
$59.7K - $66.4K
|
5.04K
$770K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-422- 16.37% |
$59.8K - $66.6K
|
2.16K
$329K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-422- 1.13% |
$59.8K - $66.6K
|
37K
$5.64M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-422- 0.78% |
$59.8K - $66.6K
|
54K
$8.24M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-424- 0.23% |
$60.1K - $66.9K
|
188K
$28.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-425- 1.13% |
$60.3K - $67K
|
37K
$5.65M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-425- 2.93% |
$60.3K - $67K
|
14.1K
$2.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-431- 13.37% |
$61.1K - $68K
|
2.79K
$426K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-431- 64.42% |
$61.1K - $68K
|
238
$36.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-432- 8.34% |
$61.3K - $68.1K
|
4.75K
$725K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-433- 1.09% |
$61.4K - $68.3K
|
39.1K
$5.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-434- 3.06% |
$61.5K - $68.5K
|
13.7K
$2.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-435- 2.98% |
$61.7K - $68.6K
|
14.2K
$2.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-438- 2.55% |
$62.1K - $69.1K
|
16.7K
$2.55M
|