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 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-900- 9.51% |
$128K - $142K
|
8.56K
$1.16M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-900- 37.88% |
$128K - $142K
|
1.48K
$200K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-923- 2.42% |
$131K - $146K
|
37.2K
$5.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-932- 14.88% |
$132K - $147K
|
5.33K
$722K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-934- 1.41% |
$132K - $147K
|
65.1K
$8.82M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-937- 7.69% |
$133K - $148K
|
11.3K
$1.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-939- 1.93% |
$133K - $148K
|
47.6K
$6.45M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-948- 0.94% |
$134K - $150K
|
100K
$13.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-950- 2.73% |
$135K - $150K
|
33.9K
$4.59M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-950- 3.08% |
$135K - $150K
|
29.9K
$4.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-951- 2.42% |
$135K - $150K
|
38.3K
$5.2M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-955- 15.39% |
$135K - $151K
|
5.25K
$711K
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-956- 3.44% |
$136K - $151K
|
26.9K
$3.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-960- 12.1% |
$136K - $151K
|
6.97K
$945K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-961- 12.56% |
$136K - $152K
|
6.69K
$907K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-965- 5.5% |
$137K - $152K
|
16.6K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-980- 4.1% |
$139K - $155K
|
22.9K
$3.11M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-982- 32.47% |
$139K - $155K
|
2.04K
$277K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-985- 8.69% |
$140K - $155K
|
10.4K
$1.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-990- 19.73% |
$140K - $156K
|
4.03K
$546K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-992- 15.14% |
$141K - $156K
|
5.56K
$754K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-992- 9.26% |
$141K - $156K
|
9.72K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-1K- 0.16% |
$142K - $158K
|
637K
$86.3M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.01K- 8.24% |
$143K - $159K
|
11.2K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.01K- 0.91% |
$143K - $159K
|
110K
$14.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.01K- 10.88% |
$144K - $160K
|
8.3K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.02K- 20.29% |
$145K - $161K
|
4.01K
$543K
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.03K- 5.74% |
$146K - $163K
|
16.9K
$2.29M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.04K- 7.61% |
$148K - $164K
|
12.6K
$1.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-1.04K- 12.47% |
$148K - $165K
|
7.33K
$993K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.05K- 1.63% |
$148K - $165K
|
63.1K
$8.55M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.07K- 10.24% |
$152K - $169K
|
9.39K
$1.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.08K- 9.23% |
$153K - $170K
|
10.6K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.09K- 3.66% |
$154K - $171K
|
28.6K
$3.88M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.09K- 2.82% |
$155K - $172K
|
37.6K
$5.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-1.1K- 6.42% |
$155K - $173K
|
16K
$2.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.1K- 9.49% |
$156K - $173K
|
10.5K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.11K- 40.6% |
$157K - $174K
|
1.62K
$219K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.11K- 3.17% |
$157K - $174K
|
33.7K
$4.57M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.12K- 0.22% |
$158K - $176K
|
500K
$67.7M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.12K- 9.7% |
$159K - $176K
|
10.4K
$1.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.12K- 7.84% |
$159K - $177K
|
13.2K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.12K- 43.88% |
$159K - $177K
|
1.44K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.12K- 4.59% |
$159K - $177K
|
23.4K
$3.17M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.13K- 12.62% |
$161K - $179K
|
7.84K
$1.06M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-1.15K- 5.67% |
$163K - $181K
|
19.1K
$2.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 24.49% |
$163K - $181K
|
3.54K
$480K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 47.33% |
$163K - $181K
|
1.28K
$173K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.15K- 5.53% |
$163K - $182K
|
19.6K
$2.66M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.16K- 3.3% |
$164K - $182K
|
33.8K
$4.58M
|