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 10, 2024
Q1 2024
|
M. Kraus & CO
|
SELL
|
- |
-659- 5.63% |
$93.5K - $104K
|
11K
$1.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-659- 15.09% |
$93.5K - $104K
|
3.71K
$554K
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-660- 17.06% |
$93.6K - $104K
|
3.21K
$479K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-662- 13.52% |
$93.9K - $104K
|
4.24K
$632K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-664- 1.33% |
$94.2K - $105K
|
49.3K
$7.37M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-664- 6.82% |
$94.2K - $105K
|
9.07K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-668- 1.6% |
$94.7K - $105K
|
41.2K
$6.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-669- 24.73% |
$94.9K - $106K
|
2.04K
$304K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-669- 35.62% |
$94.9K - $106K
|
1.21K
$181K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-670- 3.89% |
$95K - $106K
|
16.6K
$2.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-675- 6.68% |
$95.7K - $106K
|
9.43K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-675- 5.27% |
$95.7K - $106K
|
12.1K
$1.81M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-678- 19.72% |
$96.2K - $107K
|
2.76K
$412K
|
|
|
Apr 16, 2024
Q1 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-685- 0.32% |
$97.1K - $108K
|
216K
$32.2M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-686- 1.75% |
$97.3K - $108K
|
38.6K
$5.76M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-691- 1.33% |
$98K - $109K
|
51.1K
$7.63M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-698- 13.83% |
$99K - $110K
|
4.35K
$650K
|
|
|
May 14, 2024
Q1 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-700- 3.13% |
$99.3K - $110K
|
21.7K
$3.24M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-702- 41.46% |
$99.6K - $111K
|
991
$148K
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-704- 0.67% |
$99.8K - $111K
|
104K
$15.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-707- 4.01% |
$100K - $112K
|
16.9K
$2.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-712- 26.55% |
$101K - $112K
|
1.97K
$294K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-713- 27.45% |
$101K - $112K
|
1.88K
$281K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-714- 7.53% |
$101K - $113K
|
8.76K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-718- 5.03% |
$102K - $113K
|
13.6K
$2.03M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-720- 27.2% |
$102K - $114K
|
1.93K
$288K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-721- 14.49% |
$102K - $114K
|
4.26K
$636K
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-725- 6.79% |
$103K - $114K
|
9.95K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-730- 3.73% |
$104K - $115K
|
18.8K
$2.81M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-733- 1.32% |
$104K - $116K
|
54.7K
$8.17M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-735- 3.09% |
$104K - $116K
|
23K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-736- 1.93% |
$104K - $116K
|
37.3K
$5.57M
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-737- 10.67% |
$105K - $116K
|
6.17K
$921K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-742- 6.86% |
$105K - $117K
|
10.1K
$1.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-748- 3.59% |
$106K - $118K
|
20.1K
$3M
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-749- 2.22% |
$106K - $118K
|
33.1K
$4.94M
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-750- 7.58% |
$106K - $118K
|
9.14K
$1.37M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-752- 9.57% |
$107K - $119K
|
7.11K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-754- 12.75% |
$107K - $119K
|
5.16K
$771K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-757- 13.11% |
$107K - $119K
|
5.02K
$750K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-759- 0.79% |
$108K - $120K
|
95.5K
$14.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-760- 5.41% |
$108K - $120K
|
13.3K
$1.99M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-767- 20.24% |
$109K - $121K
|
3.02K
$451K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-772- 3.0% |
$109K - $122K
|
24.9K
$3.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-773- 6.16% |
$110K - $122K
|
11.8K
$1.76M
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
SELL
|
- |
-781- 2.83% |
$111K - $123K
|
26.8K
$4M
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-787- 32.75% |
$112K - $124K
|
1.62K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-790- 2.39% |
$112K - $125K
|
32.3K
$4.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-794- 6.49% |
$113K - $125K
|
11.4K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-797- 4.95% |
$113K - $126K
|
15.3K
$2.28M
|