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 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-96- 2.03% |
$13.6K - $15.1K
|
4.64K
$717K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-97- 0.48% |
$13.8K - $15.3K
|
20.3K
$3.13M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-98- 4.89% |
$13.9K - $15.5K
|
1.91K
$294K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-98- 0.8% |
$13.9K - $15.5K
|
12.2K
$1.89M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-98- 5.61% |
$13.9K - $15.5K
|
1.65K
$255K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-99- 8.04% |
$14K - $15.6K
|
1.13K
$175K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-100- 0.85% |
$14.2K - $15.8K
|
11.7K
$1.81M
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-100- 1.09% |
$14.2K - $15.8K
|
9.1K
$1.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-100- 2.36% |
$14.2K - $15.8K
|
4.13K
$638K
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-100- 0.82% |
$14.2K - $15.8K
|
12.1K
$1.87M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 12.5% |
$14.2K - $15.8K
|
700
$108K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-100- 0.71% |
$14.2K - $15.8K
|
14.1K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-100- 0.83% |
$14.2K - $15.8K
|
11.9K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.9% |
$14.2K - $15.8K
|
11K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-101- 4.05% |
$14.3K - $15.9K
|
2.39K
$370K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-101- 3.2% |
$14.3K - $15.9K
|
3.05K
$471K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-102- 2.42% |
$14.5K - $16.1K
|
4.12K
$636K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-102- 0.17% |
$14.5K - $16.1K
|
61.6K
$9.52M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-102- 2.15% |
$14.5K - $16.1K
|
4.64K
$716K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-103- 2.36% |
$14.6K - $16.2K
|
4.26K
$658K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-103- 6.03% |
$14.6K - $16.2K
|
1.61K
$248K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-103- 1.84% |
$14.6K - $16.2K
|
5.51K
$850K
|
|
|
Apr 24, 2024
Q1 2024
|
Edmp, Inc.
|
SELL
|
- |
-104- 0.67% |
$14.7K - $16.4K
|
15.4K
$2.37M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-105- 1.77% |
$14.9K - $16.6K
|
5.83K
$901K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-105- 0.83% |
$14.9K - $16.6K
|
12.5K
$1.94M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-106- 1.7% |
$15K - $16.7K
|
6.12K
$944K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-106- 5.04% |
$15K - $16.7K
|
2K
$308K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-107- 0.93% |
$15.2K - $16.9K
|
11.4K
$1.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-107- 0.41% |
$15.2K - $16.9K
|
26.1K
$4.02M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-107- 0.15% |
$15.2K - $16.9K
|
70.7K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-109- 2.24% |
$15.5K - $17.2K
|
4.76K
$735K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-110- 0.65% |
$15.6K - $17.4K
|
16.9K
$2.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-111- 0.79% |
$15.7K - $17.5K
|
13.9K
$2.14M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-112- 1.99% |
$15.9K - $17.7K
|
5.52K
$853K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-112- 0.12% |
$15.9K - $17.7K
|
93.4K
$14.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-114- 0.1% |
$16.2K - $18K
|
114K
$17.6M
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-114- 2.85% |
$16.2K - $18K
|
3.89K
$600K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-115- 5.14% |
$16.3K - $18.1K
|
2.12K
$328K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-115- 1.22% |
$16.3K - $18.1K
|
9.29K
$1.43M
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-115- 6.79% |
$16.3K - $18.1K
|
1.58K
$244K
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-115- 6.79% |
$16.3K - $18.1K
|
1.58K
$244K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-116- 6.84% |
$16.5K - $18.3K
|
1.58K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-117- 12.04% |
$16.6K - $18.5K
|
855
$132K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-118- 0.11% |
$16.7K - $18.6K
|
112K
$17.2M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-118- 25.82% |
$16.7K - $18.6K
|
339
$52.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-119- 0.55% |
$16.9K - $18.8K
|
21.5K
$3.31M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-119- 0.23% |
$16.9K - $18.8K
|
51.1K
$7.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-120- 2.29% |
$17K - $18.9K
|
5.13K
$792K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-120- 1.05% |
$17K - $18.9K
|
11.3K
$1.75M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-120- 0.92% |
$17K - $18.9K
|
13K
$2.01M
|