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 13, 2024
Q1 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-375- 6.46% |
$53.2K - $59.2K
|
5.43K
$839K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-377- 2.98% |
$53.5K - $59.5K
|
12.3K
$1.9M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-378- 1.95% |
$53.6K - $59.6K
|
19K
$2.93M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-387- 4.18% |
$54.9K - $61K
|
8.87K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-390- 9.11% |
$55.3K - $61.5K
|
3.89K
$601K
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-390- 21.17% |
$55.3K - $61.5K
|
1.45K
$224K
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-395- 3.1% |
$56K - $62.3K
|
12.4K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-396- 5.03% |
$56.2K - $62.5K
|
7.48K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-396- 1.6% |
$56.2K - $62.5K
|
24.3K
$3.75M
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-396- 12.24% |
$56.2K - $62.5K
|
2.84K
$439K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-397- 32.7% |
$56.3K - $62.6K
|
817
$126K
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-400- 30.77% |
$56.7K - $63.1K
|
900
$139K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-403- 7.95% |
$57.2K - $63.6K
|
4.67K
$721K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-413- 2.05% |
$58.6K - $65.1K
|
19.7K
$3.04M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-413- 17.16% |
$58.6K - $65.1K
|
1.99K
$308K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-421- 7.7% |
$59.7K - $66.4K
|
5.04K
$779K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-422- 16.37% |
$59.8K - $66.6K
|
2.16K
$333K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-422- 1.13% |
$59.8K - $66.6K
|
37K
$5.71M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-422- 0.78% |
$59.8K - $66.6K
|
54K
$8.33M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-424- 0.23% |
$60.1K - $66.9K
|
188K
$29M
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-425- 1.13% |
$60.3K - $67K
|
37K
$5.72M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-425- 2.93% |
$60.3K - $67K
|
14.1K
$2.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-431- 13.37% |
$61.1K - $68K
|
2.79K
$431K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-431- 64.42% |
$61.1K - $68K
|
238
$36.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-432- 8.34% |
$61.3K - $68.1K
|
4.75K
$734K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-433- 1.09% |
$61.4K - $68.3K
|
39.1K
$6.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-434- 3.06% |
$61.5K - $68.5K
|
13.7K
$2.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-435- 2.98% |
$61.7K - $68.6K
|
14.2K
$2.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-438- 2.55% |
$62.1K - $69.1K
|
16.7K
$2.58M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-438- 3.34% |
$62.1K - $69.1K
|
12.7K
$1.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Qv Investors Inc.
|
SELL
|
- |
-440- 1.91% |
$62.4K - $69.4K
|
22.6K
$3.5M
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-441- 7.35% |
$62.5K - $69.6K
|
5.56K
$858K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-443- 3.25% |
$62.8K - $69.9K
|
13.2K
$2.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-445- 1.45% |
$63.1K - $70.2K
|
30.2K
$4.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-446- 10.07% |
$63.3K - $70.4K
|
3.99K
$615K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-449- 4.52% |
$63.7K - $70.8K
|
9.5K
$1.47M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-450- 3.24% |
$63.8K - $71K
|
13.4K
$2.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-450- 2.94% |
$63.8K - $71K
|
14.9K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-450- 2.54% |
$63.8K - $71K
|
17.3K
$2.67M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-451- 3.78% |
$64K - $71.1K
|
11.5K
$1.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-455- 7.84% |
$64.5K - $71.8K
|
5.35K
$826K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-456- 0.58% |
$64.7K - $71.9K
|
78.2K
$12.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-458- 0.6% |
$65K - $72.2K
|
76K
$11.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-458- 2.37% |
$65K - $72.2K
|
18.9K
$2.91M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-462- 5.26% |
$65.5K - $72.9K
|
8.32K
$1.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-462- 10.02% |
$65.5K - $72.9K
|
4.15K
$641K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-462- 25.8% |
$65.5K - $72.9K
|
1.33K
$205K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-464- 16.62% |
$65.8K - $73.2K
|
2.33K
$360K
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-466- 3.62% |
$66.1K - $73.5K
|
12.4K
$1.92M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-468- 7.58% |
$66.4K - $73.8K
|
5.71K
$882K
|