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 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-290- 13.94% |
$41.1K - $45.7K
|
1.79K
$277K
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-290- 0.77% |
$41.1K - $45.7K
|
37.5K
$5.8M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-290- 2.18% |
$41.1K - $45.7K
|
13K
$2.01M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-291- 1.29% |
$41.3K - $45.9K
|
22.3K
$3.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-292- 18.53% |
$41.4K - $46.1K
|
1.28K
$198K
|
|
|
Apr 12, 2024
Q1 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-294- 8.21% |
$41.7K - $46.4K
|
3.29K
$508K
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-294- 6.33% |
$41.7K - $46.4K
|
4.35K
$672K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-296- 7.8% |
$42K - $46.7K
|
3.5K
$540K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-297- 2.47% |
$42.1K - $46.8K
|
11.7K
$1.81M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-300- 8.65% |
$42.5K - $47.3K
|
3.17K
$489K
|
|
|
Apr 15, 2024
Q1 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-302- 1.95% |
$42.8K - $47.6K
|
15.2K
$2.35M
|
|
|
Apr 08, 2025
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-305- 2.87% |
$43.3K - $48.1K
|
10.3K
$1.59M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-308- 4.59% |
$43.7K - $48.6K
|
6.4K
$989K
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-310- 1.28% |
$44K - $48.9K
|
23.8K
$3.68M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-311- 1.25% |
$44.1K - $49.1K
|
24.6K
$3.8M
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-314- 2.06% |
$44.5K - $49.5K
|
15K
$2.31M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-321- 2.24% |
$45.5K - $50.6K
|
14K
$2.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-323- 69.61% |
$45.8K - $51K
|
141
$21.8K
|
|
|
May 15, 2024
Q1 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-325- 14.25% |
$46.1K - $51.3K
|
1.96K
$302K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-327- 1.69% |
$46.4K - $51.6K
|
19.1K
$2.95M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-327- 1.8% |
$46.4K - $51.6K
|
17.9K
$2.76M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-330- 0.69% |
$46.8K - $52.1K
|
47.2K
$7.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-331- 4.03% |
$46.9K - $52.2K
|
7.88K
$1.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-335- 7.59% |
$47.5K - $52.8K
|
4.08K
$630K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-338- 6.43% |
$47.9K - $53.3K
|
4.92K
$759K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-339- 1.21% |
$48.1K - $53.5K
|
27.6K
$4.26M
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-340- 15.32% |
$48.2K - $53.6K
|
1.88K
$290K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-340- 15.36% |
$48.2K - $53.6K
|
1.87K
$289K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-343- 4.54% |
$48.6K - $54.1K
|
7.22K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-343- 4.85% |
$48.6K - $54.1K
|
6.72K
$1.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-344- 10.37% |
$48.8K - $54.3K
|
2.97K
$459K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-346- 2.09% |
$49.1K - $54.6K
|
16.2K
$2.5M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-351- 2.66% |
$49.8K - $55.4K
|
12.8K
$1.98M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-352- 3.04% |
$49.9K - $55.5K
|
11.2K
$1.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-353- 7.72% |
$50.1K - $55.7K
|
4.22K
$652K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-353- 3.92% |
$50.1K - $55.7K
|
8.64K
$1.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-358- 1.04% |
$50.8K - $56.5K
|
34K
$5.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-358- 1.54% |
$50.8K - $56.5K
|
22.9K
$3.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-359- 4.7% |
$50.9K - $56.6K
|
7.28K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-359- 17.5% |
$50.9K - $56.6K
|
1.69K
$261K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-361- 3.59% |
$51.2K - $56.9K
|
9.69K
$1.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-363- 0.29% |
$51.5K - $57.3K
|
124K
$19.1M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-365- 20.8% |
$51.8K - $57.6K
|
1.39K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-366- 3.77% |
$51.9K - $57.7K
|
9.35K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-367- 1.73% |
$52K - $57.9K
|
20.9K
$3.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-368- 7.87% |
$52.2K - $58K
|
4.31K
$665K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-370- 41.95% |
$52.5K - $58.4K
|
512
$79.1K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-371- 2.83% |
$52.6K - $58.5K
|
12.7K
$1.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-375- 6.96% |
$53.2K - $59.2K
|
5.01K
$774K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-375- 6.58% |
$53.2K - $59.2K
|
5.33K
$823K
|