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 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.64K- 6.02% |
$233K - $259K
|
25.6K
$3.47M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-1.65K- 18.08% |
$234K - $260K
|
7.46K
$1.01M
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.65K- 72.52% |
$234K - $260K
|
624
$84.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.65K- 11.83% |
$234K - $260K
|
12.3K
$1.66M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.66K- 1.5% |
$235K - $261K
|
109K
$14.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.67K- 36.52% |
$236K - $263K
|
2.9K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.67K- 3.81% |
$237K - $263K
|
42.1K
$5.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.68K- 22.29% |
$238K - $265K
|
5.86K
$794K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.68K- 14.0% |
$239K - $266K
|
10.3K
$1.4M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.69K- 3.65% |
$240K - $267K
|
44.8K
$6.06M
|
|
|
May 15, 2024
Q1 2024
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-1.7K- 20.48% |
$241K - $268K
|
6.6K
$894K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.71K- 6.7% |
$243K - $270K
|
23.9K
$3.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.72K- 1.63% |
$244K - $271K
|
104K
$14.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.72K- 27.82% |
$244K - $271K
|
4.47K
$605K
|
|
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1.73K- 43.98% |
$245K - $273K
|
2.21K
$299K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.73K- 7.0% |
$246K - $273K
|
23K
$3.12M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.74K- 33.12% |
$247K - $275K
|
3.52K
$477K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.76K- 2.29% |
$250K - $278K
|
75.1K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.77K- 3.74% |
$250K - $278K
|
45.5K
$6.16M
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.77K- 25.12% |
$251K - $279K
|
5.28K
$715K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.77K- 0.1% |
$251K - $279K
|
1.73M
$234M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.79K- 55.91% |
$254K - $283K
|
1.41K
$192K
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-1.8K- 6.16% |
$255K - $284K
|
27.4K
$3.71M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-1.81K- 3.13% |
$256K - $285K
|
55.8K
$7.56M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.82K- 1.49% |
$258K - $287K
|
120K
$16.3M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.83K- 4.79% |
$259K - $288K
|
36.3K
$4.92M
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.83K- 6.06% |
$259K - $288K
|
28.3K
$3.84M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-1.83K- 40.92% |
$260K - $289K
|
2.65K
$358K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.83K- 2.08% |
$260K - $289K
|
86.5K
$11.7M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-1.86K- 4.27% |
$263K - $293K
|
41.6K
$5.64M
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-1.86K- 22.07% |
$264K - $294K
|
6.57K
$891K
|
|
|
May 15, 2024
Q1 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-1.88K- 0.97% |
$267K - $297K
|
191K
$25.9M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.89K- 2.59% |
$267K - $297K
|
71K
$9.62M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.9K- 1.46% |
$269K - $299K
|
128K
$17.3M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.92K- 5.56% |
$273K - $303K
|
32.7K
$4.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.93K- 26.82% |
$274K - $304K
|
5.27K
$713K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.94K- 1.99% |
$275K - $305K
|
95.5K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.94K- 1.64% |
$275K - $305K
|
116K
$15.8M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.95K- 7.86% |
$276K - $307K
|
22.8K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.95K- 12.86% |
$276K - $307K
|
13.2K
$1.79M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.96K- 10.86% |
$278K - $309K
|
16.1K
$2.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.97K- 7.04% |
$279K - $311K
|
26K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Marketfield Asset Management LLC
|
SELL
|
- |
-1.98K- 7.53% |
$280K - $312K
|
24.2K
$3.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.99K- 4.17% |
$283K - $315K
|
45.9K
$6.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.01K- 13.23% |
$284K - $316K
|
13.2K
$1.78M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.03K- 3.3% |
$287K - $319K
|
59.3K
$8.03M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-2.03K- 39.43% |
$287K - $320K
|
3.11K
$422K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.04K- 22.9% |
$289K - $322K
|
6.87K
$930K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.04K- 2.13% |
$290K - $322K
|
93.8K
$12.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.05K- 8.49% |
$291K - $323K
|
22.1K
$2.99M
|