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
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-469- 25.52% |
$66.5K - $74K
|
1.37K
$211K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-474- 0.27% |
$67.2K - $74.8K
|
174K
$26.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-475- 9.05% |
$67.4K - $74.9K
|
4.78K
$737K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-475- 11.57% |
$67.4K - $74.9K
|
3.63K
$560K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-479- 11.42% |
$67.9K - $75.6K
|
3.72K
$574K
|
|
|
May 09, 2024
Q1 2024
|
Ttp Investments, Inc.
|
SELL
|
- |
-479- 2.31% |
$67.9K - $75.6K
|
20.3K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-480- 4.06% |
$68.1K - $75.7K
|
11.3K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-481- 1.79% |
$68.2K - $75.9K
|
26.4K
$4.08M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-481- 7.86% |
$68.2K - $75.9K
|
5.64K
$871K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-483- 1.93% |
$68.5K - $76.2K
|
24.5K
$3.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-485- 13.33% |
$68.8K - $76.5K
|
3.15K
$487K
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-485- 7.49% |
$68.8K - $76.5K
|
5.99K
$926K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-487- 20.68% |
$69.1K - $76.8K
|
1.87K
$288K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-491- 10.73% |
$69.6K - $77.5K
|
4.09K
$631K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-491- 3.88% |
$69.6K - $77.5K
|
12.2K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-492- 1.19% |
$69.8K - $77.6K
|
40.7K
$6.28M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-500- 10.65% |
$70.9K - $78.9K
|
4.2K
$648K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-500- 55.56% |
$70.9K - $78.9K
|
400
$61.8K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-502- 0.05% |
$71.2K - $79.2K
|
1.11M
$171M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-504- 11.32% |
$71.5K - $79.5K
|
3.95K
$610K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-504- 3.81% |
$71.5K - $79.5K
|
12.7K
$1.96M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-505- 7.72% |
$71.6K - $79.7K
|
6.04K
$932K
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-507- 4.3% |
$71.9K - $80K
|
11.3K
$1.74M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-507- 1.53% |
$71.9K - $80K
|
32.7K
$5.05M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-508- 9.92% |
$72K - $80.1K
|
4.61K
$712K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-509- 58.71% |
$72.2K - $80.3K
|
358
$55.3K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-512- 5.98% |
$72.6K - $80.8K
|
8.06K
$1.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-514- 4.14% |
$72.9K - $81.1K
|
11.9K
$1.84M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-517- 1.27% |
$73.3K - $81.6K
|
40.3K
$6.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-518- 15.04% |
$73.5K - $81.7K
|
2.93K
$452K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-523- 5.99% |
$74.2K - $82.5K
|
8.22K
$1.27M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-528- 2.16% |
$74.9K - $83.3K
|
23.9K
$3.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-529- 0.51% |
$75K - $83.4K
|
103K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-533- 0.96% |
$75.6K - $84.1K
|
55K
$8.5M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-534- 4.77% |
$75.7K - $84.2K
|
10.7K
$1.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-539- 6.87% |
$76.4K - $85K
|
7.31K
$1.13M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-542- 5.08% |
$76.9K - $85.5K
|
10.1K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-542- 1.25% |
$76.9K - $85.5K
|
42.8K
$6.61M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-544- 3.18% |
$77.2K - $85.8K
|
16.6K
$2.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-545- 15.76% |
$77.3K - $86K
|
2.91K
$450K
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-547- 16.11% |
$77.6K - $86.3K
|
2.85K
$440K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-547- 2.08% |
$77.6K - $86.3K
|
25.7K
$3.98M
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-550- 4.09% |
$78K - $86.8K
|
12.9K
$1.99M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-550- 2.68% |
$78K - $86.8K
|
20K
$3.08M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-556- 20.67% |
$78.9K - $87.7K
|
2.13K
$330K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-559- 8.81% |
$79.3K - $88.2K
|
5.79K
$894K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-561- 4.72% |
$79.6K - $88.5K
|
11.3K
$1.75M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-563- 5.96% |
$79.8K - $88.8K
|
8.88K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-566- 0.81% |
$80.3K - $89.3K
|
69K
$10.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-568- 1.55% |
$80.6K - $89.6K
|
36K
$5.56M
|