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 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-529- 0.51% |
$75K - $83.4K
|
103K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-533- 0.96% |
$75.6K - $84.1K
|
55K
$8.22M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-534- 4.77% |
$75.7K - $84.2K
|
10.7K
$1.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-539- 6.87% |
$76.4K - $85K
|
7.31K
$1.09M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-542- 5.08% |
$76.9K - $85.5K
|
10.1K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-542- 1.25% |
$76.9K - $85.5K
|
42.8K
$6.4M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-544- 3.18% |
$77.2K - $85.8K
|
16.6K
$2.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-545- 15.76% |
$77.3K - $86K
|
2.91K
$435K
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-547- 16.11% |
$77.6K - $86.3K
|
2.85K
$425K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-547- 2.08% |
$77.6K - $86.3K
|
25.7K
$3.84M
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-550- 4.09% |
$78K - $86.8K
|
12.9K
$1.93M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-550- 2.68% |
$78K - $86.8K
|
20K
$2.98M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-556- 20.67% |
$78.9K - $87.7K
|
2.13K
$319K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-559- 8.81% |
$79.3K - $88.2K
|
5.79K
$865K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-561- 4.72% |
$79.6K - $88.5K
|
11.3K
$1.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-563- 5.96% |
$79.8K - $88.8K
|
8.88K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-566- 0.81% |
$80.3K - $89.3K
|
69K
$10.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-568- 1.55% |
$80.6K - $89.6K
|
36K
$5.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-575- 1.21% |
$81.5K - $90.7K
|
46.8K
$6.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
SELL
|
- |
-575- 2.64% |
$81.5K - $90.7K
|
21.2K
$3.17M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-580- 21.92% |
$82.3K - $91.5K
|
2.07K
$309K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-585- 3.14% |
$83K - $92.3K
|
18.1K
$2.7M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-590- 16.87% |
$83.7K - $93.1K
|
2.91K
$434K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-591- 4.21% |
$83.8K - $93.2K
|
13.4K
$2.01M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-591- 0.6% |
$83.8K - $93.2K
|
98K
$14.6M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-593- 17.14% |
$84.1K - $93.5K
|
2.87K
$428K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-596- 21.56% |
$84.5K - $94K
|
2.17K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-596- 6.89% |
$84.5K - $94K
|
8.05K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-597- 9.44% |
$84.7K - $94.2K
|
5.73K
$855K
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-598- 14.98% |
$84.8K - $94.3K
|
3.39K
$507K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-598- 29.71% |
$84.8K - $94.3K
|
1.42K
$211K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-599- 10.84% |
$85K - $94.5K
|
4.93K
$736K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-600- 3.09% |
$85.1K - $94.6K
|
18.8K
$2.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-604- 11.78% |
$85.7K - $95.3K
|
4.52K
$675K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-607- 5.13% |
$86.1K - $95.7K
|
11.2K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-609- 2.36% |
$86.4K - $96.1K
|
25.2K
$3.76M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-612- 24.44% |
$86.8K - $96.5K
|
1.89K
$283K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-612- 6.04% |
$86.8K - $96.5K
|
9.52K
$1.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-616- 3.54% |
$87.4K - $97.2K
|
16.8K
$2.51M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-618- 0.47% |
$87.6K - $97.5K
|
131K
$19.6M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-619- 3.45% |
$87.8K - $97.6K
|
17.3K
$2.59M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-620- 1.63% |
$87.9K - $97.8K
|
37.3K
$5.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-627- 0.51% |
$88.9K - $98.9K
|
123K
$18.4M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-634- 15.09% |
$89.9K - $100K
|
3.57K
$533K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-636- 1.53% |
$90.2K - $100K
|
40.9K
$6.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-644- 0.73% |
$91.3K - $102K
|
87.2K
$13M
|
|
|
Apr 24, 2024
Q1 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-645- 33.01% |
$91.5K - $102K
|
1.31K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-649- 17.45% |
$92K - $102K
|
3.07K
$458K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-650- 16.22% |
$92.2K - $103K
|
3.36K
$501K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-656- 5.75% |
$93K - $103K
|
10.7K
$1.6M
|