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 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.05K- 3.91% |
$291K - $324K
|
50.4K
$6.84M
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-2.1K- 18.88% |
$298K - $331K
|
9.03K
$1.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.11K- 15.01% |
$299K - $333K
|
11.9K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 0.9% |
$300K - $334K
|
233K
$31.6M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.12K- 29.44% |
$301K - $334K
|
5.08K
$688K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.17K- 14.87% |
$308K - $343K
|
12.4K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2.2K- 18.03% |
$311K - $346K
|
9.99K
$1.35M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.22K- 2.47% |
$315K - $350K
|
87.6K
$11.9M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.23K- 13.7% |
$316K - $351K
|
14K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.24K- 4.78% |
$318K - $354K
|
44.7K
$6.06M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.25K- 2.25% |
$318K - $354K
|
97.5K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.25K- 2.99% |
$319K - $355K
|
73.1K
$9.9M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.3K- 0.31% |
$326K - $362K
|
747K
$101M
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-2.3K- 21.91% |
$326K - $363K
|
8.2K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.3K- 13.54% |
$326K - $363K
|
14.7K
$1.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.32K- 9.53% |
$329K - $366K
|
22K
$2.98M
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-2.33K- 15.27% |
$330K - $367K
|
12.9K
$1.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.33K- 2.52% |
$330K - $367K
|
90.1K
$12.2M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.33K- 1.42% |
$331K - $368K
|
161K
$21.9M
|
|
|
May 09, 2024
Q1 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-2.34K- 11.97% |
$332K - $369K
|
17.2K
$2.33M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2.35K- 9.84% |
$333K - $371K
|
21.5K
$2.92M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-2.36K- 0.77% |
$334K - $372K
|
305K
$41.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.37K- 9.31% |
$337K - $374K
|
23.1K
$3.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Spring Capital Management, LLC
|
SELL
|
- |
-2.4K- 7.47% |
$340K - $378K
|
29.7K
$4.02M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.41K- 4.35% |
$341K - $380K
|
52.9K
$7.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.42K- 0.78% |
$343K - $382K
|
308K
$41.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-2.44K- 37.37% |
$346K - $385K
|
4.09K
$555K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-2.45K- 51.58% |
$348K - $387K
|
2.3K
$312K
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-2.5K- 5.56% |
$355K - $395K
|
42.6K
$5.77M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.54K- 51.3% |
$360K - $401K
|
2.41K
$327K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.59K- 2.54% |
$367K - $409K
|
99.4K
$13.5M
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-2.65K- 11.98% |
$376K - $418K
|
19.5K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.65K- 3.58% |
$376K - $419K
|
71.5K
$9.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-2.67K- 1.19% |
$378K - $421K
|
221K
$29.9M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-2.68K- 4.35% |
$380K - $423K
|
59K
$7.99M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.69K- 29.3% |
$381K - $424K
|
6.48K
$878K
|
|
|
May 14, 2024
Q1 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-2.69K- 1.43% |
$381K - $424K
|
185K
$25.1M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.71K- 18.89% |
$385K - $428K
|
11.6K
$1.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.74K- 23.33% |
$389K - $432K
|
9.01K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.74K- 14.63% |
$389K - $433K
|
16K
$2.17M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.76K- 3.18% |
$391K - $435K
|
84K
$11.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-2.79K- 31.96% |
$396K - $440K
|
5.94K
$805K
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.84K- 1.42% |
$403K - $449K
|
197K
$26.7M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.86K- 4.59% |
$405K - $451K
|
59.4K
$8.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.86K- 1.64% |
$406K - $451K
|
171K
$23.2M
|
|
|
May 02, 2024
Q1 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-2.87K- 6.7% |
$406K - $452K
|
39.9K
$5.41M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.88K- 7.26% |
$409K - $454K
|
36.8K
$4.99M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.91K- 4.23% |
$413K - $459K
|
66K
$8.94M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-2.91K- 62.89% |
$413K - $459K
|
1.72K
$233K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-2.95K- 5.08% |
$419K - $466K
|
55.2K
$7.48M
|