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 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-230- 13.86% |
$32.6K - $36.3K
|
1.43K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-231- 5.35% |
$32.8K - $36.4K
|
4.08K
$631K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-232- 2.2% |
$32.9K - $36.6K
|
10.3K
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-233- 0.36% |
$33K - $36.8K
|
64.9K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-233- 2.87% |
$33K - $36.8K
|
7.9K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-234- 7.47% |
$33.2K - $36.9K
|
2.9K
$448K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-234- 6.25% |
$33.2K - $36.9K
|
3.51K
$542K
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-236- 1.35% |
$33.5K - $37.2K
|
17.3K
$2.67M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-237- 1.92% |
$33.6K - $37.4K
|
12.1K
$1.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-237- 1.68% |
$33.6K - $37.4K
|
13.9K
$2.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-239- 1.99% |
$33.9K - $37.7K
|
11.8K
$1.82M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-241- 9.03% |
$34.2K - $38K
|
2.43K
$375K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-244- 13.3% |
$34.6K - $38.5K
|
1.59K
$246K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-246- 1.9% |
$34.9K - $38.8K
|
12.7K
$1.96M
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-246- 1.41% |
$34.9K - $38.8K
|
17.2K
$2.66M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-247- 1.27% |
$35K - $39K
|
19.2K
$2.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-248- 8.94% |
$35.2K - $39.1K
|
2.53K
$390K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-250- 0.95% |
$35.5K - $39.4K
|
26K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-256- 5.48% |
$36.3K - $40.4K
|
4.42K
$682K
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-257- 3.2% |
$36.4K - $40.5K
|
7.77K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-257- 8.45% |
$36.4K - $40.5K
|
2.79K
$430K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-258- 0.84% |
$36.6K - $40.7K
|
30.3K
$4.68M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-258- 7.97% |
$36.6K - $40.7K
|
2.98K
$460K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-259- 4.92% |
$36.7K - $40.9K
|
5.01K
$773K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-259- 0.27% |
$36.7K - $40.9K
|
97.3K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-259- 7.11% |
$36.7K - $40.9K
|
3.39K
$523K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-260- 1.3% |
$36.9K - $41K
|
19.7K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-261- 7.62% |
$37K - $41.2K
|
3.16K
$488K
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-261- 0.47% |
$37K - $41.2K
|
55.5K
$8.56M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-263- 3.67% |
$37.3K - $41.5K
|
6.9K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-263- 0.09% |
$37.3K - $41.5K
|
298K
$46.1M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-264- 9.26% |
$37.4K - $41.6K
|
2.59K
$400K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-265- 3.63% |
$37.6K - $41.8K
|
7.03K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-266- 12.99% |
$37.7K - $42K
|
1.78K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-268- 3.21% |
$38K - $42.3K
|
8.08K
$1.25M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-273- 79.36% |
$38.7K - $43.1K
|
71
$11K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
SELL
|
- |
-273- 49.28% |
$38.7K - $43.1K
|
281
$43.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-275- 0.96% |
$39K - $43.4K
|
28.2K
$4.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-275- 4.15% |
$39K - $43.4K
|
6.35K
$981K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-275- 4.07% |
$39K - $43.4K
|
6.48K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-275- 1.28% |
$39K - $43.4K
|
21.2K
$3.27M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-277- 1.32% |
$39.3K - $43.7K
|
20.6K
$3.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-278- 3.42% |
$39.4K - $43.9K
|
7.85K
$1.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-278- 2.22% |
$39.4K - $43.9K
|
12.3K
$1.89M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-279- 3.43% |
$39.6K - $44K
|
7.85K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-282- 2.58% |
$40K - $44.5K
|
10.6K
$1.64M
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-283- 7.52% |
$40.1K - $44.6K
|
3.48K
$538K
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-284- 5.26% |
$40.3K - $44.8K
|
5.11K
$790K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-285- 2.89% |
$40.4K - $45K
|
9.59K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-286- 0.7% |
$40.6K - $45.1K
|
40.5K
$6.26M
|