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
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-982- 32.47% |
$139K - $155K
|
2.04K
$305K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-985- 8.69% |
$140K - $155K
|
10.4K
$1.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-990- 19.73% |
$140K - $156K
|
4.03K
$602K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-992- 15.14% |
$141K - $156K
|
5.56K
$830K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-992- 9.26% |
$141K - $156K
|
9.72K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-1K- 0.16% |
$142K - $158K
|
637K
$95.1M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.01K- 8.24% |
$143K - $159K
|
11.2K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.01K- 0.91% |
$143K - $159K
|
110K
$16.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.01K- 10.88% |
$144K - $160K
|
8.3K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.02K- 20.29% |
$145K - $161K
|
4.01K
$599K
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.03K- 5.74% |
$146K - $163K
|
16.9K
$2.53M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.04K- 7.61% |
$148K - $164K
|
12.6K
$1.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-1.04K- 12.47% |
$148K - $165K
|
7.33K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.05K- 1.63% |
$148K - $165K
|
63.1K
$9.43M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.07K- 10.24% |
$152K - $169K
|
9.39K
$1.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.08K- 9.23% |
$153K - $170K
|
10.6K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.09K- 3.66% |
$154K - $171K
|
28.6K
$4.27M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.09K- 2.82% |
$155K - $172K
|
37.6K
$5.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-1.1K- 6.42% |
$155K - $173K
|
16K
$2.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.1K- 9.49% |
$156K - $173K
|
10.5K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.11K- 40.6% |
$157K - $174K
|
1.62K
$241K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.11K- 3.17% |
$157K - $174K
|
33.7K
$5.04M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.12K- 0.22% |
$158K - $176K
|
500K
$74.6M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.12K- 9.7% |
$159K - $176K
|
10.4K
$1.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.12K- 7.84% |
$159K - $177K
|
13.2K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.12K- 43.88% |
$159K - $177K
|
1.44K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.12K- 4.59% |
$159K - $177K
|
23.4K
$3.49M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.13K- 12.62% |
$161K - $179K
|
7.84K
$1.17M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-1.15K- 5.67% |
$163K - $181K
|
19.1K
$2.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 24.49% |
$163K - $181K
|
3.54K
$529K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 47.33% |
$163K - $181K
|
1.28K
$191K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.15K- 5.53% |
$163K - $182K
|
19.6K
$2.93M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.16K- 3.3% |
$164K - $182K
|
33.8K
$5.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.16K- 3.67% |
$165K - $183K
|
30.5K
$4.56M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.18K- 4.9% |
$167K - $185K
|
22.8K
$3.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.18K- 4.4% |
$167K - $186K
|
25.6K
$3.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-1.2K- 1.9% |
$170K - $189K
|
61.8K
$9.23M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.23K- 10.46% |
$174K - $194K
|
10.5K
$1.57M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.24K- 0.93% |
$176K - $196K
|
133K
$19.8M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.24K- 1.49% |
$176K - $196K
|
82.2K
$12.3M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.25K- 4.24% |
$177K - $197K
|
28.2K
$4.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.26K- 8.42% |
$179K - $199K
|
13.7K
$2.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.29K- 31.54% |
$183K - $204K
|
2.81K
$419K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.29K- 14.98% |
$183K - $204K
|
7.34K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.3K- 17.12% |
$185K - $205K
|
6.3K
$941K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.31K- 1.71% |
$186K - $207K
|
75.3K
$11.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.31K- 22.91% |
$186K - $207K
|
4.41K
$659K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.32K- 48.71% |
$187K - $209K
|
1.39K
$208K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.35K- 1.75% |
$191K - $213K
|
75.7K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.35K- 49.43% |
$192K - $213K
|
1.38K
$207K
|