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
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-120- 0.95% |
$17K - $18.9K
|
12.5K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-120- 0.05% |
$17K - $18.9K
|
250K
$38.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-122- 2.08% |
$17.3K - $19.2K
|
5.76K
$889K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-123- 6.8% |
$17.4K - $19.4K
|
1.69K
$260K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-124- 4.58% |
$17.6K - $19.6K
|
2.58K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-124- 0.31% |
$17.6K - $19.6K
|
40.2K
$6.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-125- 0.68% |
$17.7K - $19.7K
|
18.2K
$2.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-125- 0.05% |
$17.7K - $19.7K
|
252K
$38.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-125- 3.29% |
$17.7K - $19.7K
|
3.68K
$568K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-125- 6.08% |
$17.7K - $19.7K
|
1.93K
$298K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-125- 0.94% |
$17.7K - $19.7K
|
13.1K
$2.03M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-126- 0.49% |
$17.9K - $19.9K
|
25.6K
$3.95M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-126- 4.93% |
$17.9K - $19.9K
|
2.43K
$375K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-126- 4.56% |
$17.9K - $19.9K
|
2.64K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-127- 0.21% |
$18K - $20K
|
60.1K
$9.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-128- 33.68% |
$18.2K - $20.2K
|
252
$38.9K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-128- 0.82% |
$18.2K - $20.2K
|
15.4K
$2.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-130- 0.87% |
$18.4K - $20.5K
|
14.8K
$2.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-130- 0.3% |
$18.4K - $20.5K
|
43.4K
$6.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-131- 2.15% |
$18.6K - $20.7K
|
5.97K
$922K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-132- 5.06% |
$18.7K - $20.8K
|
2.48K
$383K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-133- 8.65% |
$18.9K - $21K
|
1.41K
$217K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-133- 8.36% |
$18.9K - $21K
|
1.46K
$225K
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-134- 0.86% |
$19K - $21.1K
|
15.5K
$2.4M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-136- 10.07% |
$19.3K - $21.5K
|
1.22K
$188K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-140- 3.28% |
$19.9K - $22.1K
|
4.13K
$638K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-140- 4.26% |
$19.9K - $22.1K
|
3.15K
$486K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-140- 0.74% |
$19.9K - $22.1K
|
18.8K
$2.9M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-140- 71.43% |
$19.9K - $22.1K
|
56
$8.65K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-141- 1.98% |
$20K - $22.2K
|
7K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-142- 0.58% |
$20.1K - $22.4K
|
24.1K
$3.73M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-142- 0.84% |
$20.1K - $22.4K
|
16.7K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-142- 6.31% |
$20.1K - $22.4K
|
2.11K
$326K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-144- 0.92% |
$20.4K - $22.7K
|
15.5K
$2.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-145- 3.33% |
$20.6K - $22.9K
|
4.21K
$650K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-146- 0.65% |
$20.7K - $23K
|
22.4K
$3.46M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-148- 4.93% |
$21K - $23.3K
|
2.85K
$441K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-149- 0.44% |
$21.1K - $23.5K
|
33.9K
$5.24M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-149- 7.81% |
$21.1K - $23.5K
|
1.76K
$272K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-149- 1.47% |
$21.1K - $23.5K
|
9.96K
$1.54M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-149- 26.65% |
$21.1K - $23.5K
|
410
$63.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-150- 1.92% |
$21.3K - $23.7K
|
7.64K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-150- 3.5% |
$21.3K - $23.7K
|
4.14K
$639K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-150- 0.85% |
$21.3K - $23.7K
|
17.5K
$2.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-151- 2.37% |
$21.4K - $23.8K
|
6.22K
$961K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-151- 3.02% |
$21.4K - $23.8K
|
4.86K
$750K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-152- 2.26% |
$21.6K - $24K
|
6.57K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-152- 1.2% |
$21.6K - $24K
|
12.6K
$1.94M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-152- 2.11% |
$21.6K - $24K
|
7.04K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-153- 2.69% |
$21.7K - $24.1K
|
5.54K
$856K
|