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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q1 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-25- 0.42% |
$3.55K - $3.94K
|
5.89K
$909K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-26- 0.23% |
$3.69K - $4.1K
|
11.4K
$1.76M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-26- 3.51% |
$3.69K - $4.1K
|
715
$110K
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-26- 0.11% |
$3.69K - $4.1K
|
24.3K
$3.75M
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-26- 1.04% |
$3.69K - $4.1K
|
2.48K
$383K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-27- 0.22% |
$3.83K - $4.26K
|
12.4K
$1.91M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-27- 0.35% |
$3.83K - $4.26K
|
7.78K
$1.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-28- 1.51% |
$3.97K - $4.42K
|
1.83K
$283K
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-28- 1.77% |
$3.97K - $4.42K
|
1.56K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-28- 0.4% |
$3.97K - $4.42K
|
6.98K
$1.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 0.27% |
$4.25K - $4.73K
|
11.3K
$1.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-30- 1.39% |
$4.25K - $4.73K
|
2.13K
$329K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-30- 1.63% |
$4.25K - $4.73K
|
1.81K
$280K
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-30- 0.05% |
$4.25K - $4.73K
|
56.5K
$8.72M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-30- 0.24% |
$4.25K - $4.73K
|
12.3K
$1.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-31- 2.12% |
$4.4K - $4.89K
|
1.43K
$221K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-31- 0.55% |
$4.4K - $4.89K
|
5.57K
$860K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-32- 0.41% |
$4.54K - $5.05K
|
7.77K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-33- 1.74% |
$4.68K - $5.21K
|
1.87K
$288K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-33- 0.89% |
$4.68K - $5.21K
|
3.68K
$568K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-33- 4.45% |
$4.68K - $5.21K
|
708
$109K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-34- 1.68% |
$4.82K - $5.36K
|
1.99K
$307K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-35- 0.41% |
$4.96K - $5.52K
|
8.48K
$1.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-35- 0.36% |
$4.96K - $5.52K
|
9.8K
$1.51M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-35- 1.52% |
$4.96K - $5.52K
|
2.27K
$350K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-35- 0.23% |
$4.96K - $5.52K
|
15.2K
$2.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-36- 0.28% |
$5.11K - $5.68K
|
12.8K
$1.97M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-36- 0.86% |
$5.11K - $5.68K
|
4.13K
$638K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-36- 0.52% |
$5.11K - $5.68K
|
6.83K
$1.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-37- 6.31% |
$5.25K - $5.84K
|
549
$84.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-37- 1.79% |
$5.25K - $5.84K
|
2.03K
$313K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-37- 31.62% |
$5.25K - $5.84K
|
80
$12.4K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-38- 0.23% |
$5.39K - $5.99K
|
16.7K
$2.57M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-38- 0.36% |
$5.39K - $5.99K
|
10.5K
$1.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-38- 1.93% |
$5.39K - $5.99K
|
1.93K
$298K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-38- 0.63% |
$5.39K - $5.99K
|
5.95K
$919K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-38- 0.12% |
$5.39K - $5.99K
|
31.5K
$4.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-39- 2.25% |
$5.53K - $6.15K
|
1.69K
$261K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-39- 1.74% |
$5.53K - $6.15K
|
2.2K
$340K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-39- 0.26% |
$5.53K - $6.15K
|
15.2K
$2.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-41- 0.97% |
$5.81K - $6.47K
|
4.19K
$647K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-41- 0.75% |
$5.81K - $6.47K
|
5.46K
$843K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-41- 0.55% |
$5.81K - $6.47K
|
7.41K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-42- 2.86% |
$5.96K - $6.63K
|
1.43K
$221K
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-42- 0.58% |
$5.96K - $6.63K
|
7.14K
$1.1M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-43- 0.52% |
$6.1K - $6.78K
|
8.2K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-45- 0.15% |
$6.38K - $7.1K
|
29K
$4.48M
|
|
|
May 09, 2024
Q1 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-45- 0.16% |
$6.38K - $7.1K
|
28.3K
$4.37M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-45- 10.47% |
$6.38K - $7.1K
|
385
$59.5K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-46- 0.48% |
$6.52K - $7.26K
|
9.54K
$1.47M
|