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
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.35K- 8.12% |
$192K - $213K
|
15.3K
$2.29M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.36K- 7.51% |
$193K - $215K
|
16.8K
$2.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.39K- 9.5% |
$197K - $219K
|
13.2K
$1.98M
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.41K- 4.23% |
$199K - $222K
|
31.8K
$4.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.42K- 1.97% |
$202K - $224K
|
70.7K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.42K- 7.99% |
$202K - $225K
|
16.4K
$2.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.43K- 45.56% |
$202K - $225K
|
1.71K
$255K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.44K- 45.65% |
$204K - $227K
|
1.71K
$256K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.45K- 12.47% |
$205K - $229K
|
10.2K
$1.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.46K- 9.09% |
$206K - $230K
|
14.6K
$2.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.46K- 10.87% |
$207K - $230K
|
12K
$1.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.46K- 6.84% |
$207K - $231K
|
19.9K
$2.98M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.48K- 18.08% |
$210K - $234K
|
6.71K
$1M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.49K- 8.74% |
$211K - $234K
|
15.5K
$2.32M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.5K- 40.07% |
$212K - $236K
|
2.24K
$334K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.5K- 2.13% |
$213K - $237K
|
68.9K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.51K- 0.39% |
$213K - $237K
|
381K
$56.8M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.51K- 2.11% |
$213K - $237K
|
70K
$10.4M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.53K- 3.5% |
$217K - $241K
|
42.2K
$6.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.54K- 2.62% |
$218K - $243K
|
57.1K
$8.53M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.56K- 11.39% |
$221K - $245K
|
12.1K
$1.81M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.56K- 2.79% |
$221K - $246K
|
54.3K
$8.11M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.57K- 27.83% |
$223K - $247K
|
4.07K
$608K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.57K- 5.64% |
$223K - $248K
|
26.3K
$3.92M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.57K- 27.56% |
$223K - $248K
|
4.13K
$617K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 40.62% |
$224K - $249K
|
2.31K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.58K- 0.44% |
$224K - $249K
|
360K
$53.8M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-1.59K- 0.8% |
$226K - $251K
|
198K
$29.6M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.6K- 21.6% |
$227K - $252K
|
5.81K
$867K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-1.62K- 4.88% |
$230K - $256K
|
31.7K
$4.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.62K- 16.81% |
$230K - $256K
|
8.04K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-1.63K- 2.67% |
$230K - $256K
|
59.3K
$8.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.63K- 2.4% |
$231K - $257K
|
66.4K
$9.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.64K- 6.02% |
$233K - $259K
|
25.6K
$3.82M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-1.65K- 18.08% |
$234K - $260K
|
7.46K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.65K- 11.83% |
$234K - $260K
|
12.3K
$1.83M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.66K- 1.5% |
$235K - $261K
|
109K
$16.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.67K- 36.52% |
$236K - $263K
|
2.9K
$433K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.67K- 3.81% |
$237K - $263K
|
42.1K
$6.29M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.68K- 22.29% |
$238K - $265K
|
5.86K
$875K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.68K- 14.0% |
$239K - $266K
|
10.3K
$1.54M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.69K- 3.65% |
$240K - $267K
|
44.8K
$6.68M
|
|
|
May 15, 2024
Q1 2024
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-1.7K- 20.48% |
$241K - $268K
|
6.6K
$986K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.71K- 6.7% |
$243K - $270K
|
23.9K
$3.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.72K- 1.63% |
$244K - $271K
|
104K
$15.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.72K- 27.82% |
$244K - $271K
|
4.47K
$667K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.73K- 7.0% |
$246K - $273K
|
23K
$3.44M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.74K- 33.12% |
$247K - $275K
|
3.52K
$526K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.76K- 2.29% |
$250K - $278K
|
75.1K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.77K- 3.74% |
$250K - $278K
|
45.5K
$6.79M
|