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 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3.46K+ 6.02% |
$491K - $546K
|
61K
$9.47M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3.46K+ 6.02% |
$491K - $546K
|
61K
$9.47M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.46K+ 65.28% |
$491K - $546K
|
8.76K
$1.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 4.57% |
$488K - $543K
|
78.7K
$12.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.42K+ 3.64% |
$485K - $539K
|
97.3K
$15.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.41K+ 45.34% |
$484K - $538K
|
10.9K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
3.4KNew |
$482K - $536K
|
3.4K
$528K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
3.4K+ 4.06% |
$482K - $536K
|
87.1K
$13.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.37K+ 21.9% |
$478K - $531K
|
18.7K
$2.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.36K+ 96.28% |
$477K - $530K
|
6.85K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.35K+ 1.61% |
$475K - $528K
|
211K
$32.7M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.34K+ 413.23% |
$474K - $527K
|
4.15K
$645K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.33K+ 24.68% |
$472K - $524K
|
16.8K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.32K+ 3.46% |
$470K - $523K
|
99.1K
$15.4M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.28K+ 37.19% |
$465K - $517K
|
12.1K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3.28K+ 34.93% |
$465K - $517K
|
12.7K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.27K+ 27.52% |
$464K - $516K
|
15.2K
$2.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.26K+ 21.79% |
$462K - $514K
|
18.2K
$2.83M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.25K+ 4.68% |
$461K - $513K
|
72.8K
$11.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
3.25K+ 16.65% |
$461K - $513K
|
22.8K
$3.54M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.23K+ 4.85% |
$458K - $510K
|
69.9K
$10.9M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.19K+ 4.67% |
$452K - $503K
|
71.4K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
3.18K+ 3.26% |
$450K - $501K
|
100K
$15.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.16K+ 21.24% |
$448K - $498K
|
18K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.14KNew |
$446K - $496K
|
3.14K
$488K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
3.13K+ 3.47% |
$443K - $493K
|
93.1K
$14.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
3.11K+ 8.41% |
$441K - $490K
|
40.1K
$6.22M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
3.1K+ 9.07% |
$440K - $490K
|
37.3K
$5.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.1K+ 4.04% |
$440K - $489K
|
79.9K
$12.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
3.09K+ 8.41% |
$438K - $487K
|
39.8K
$6.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.07K+ 5.44% |
$435K - $484K
|
59.5K
$9.24M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.06K+ 2.98% |
$434K - $483K
|
106K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.06KNew |
$434K - $483K
|
3.06K
$475K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.05K+ 9.61% |
$433K - $481K
|
34.8K
$5.41M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.05KNew |
$432K - $480K
|
3.05K
$473K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.04K+ 17.02% |
$432K - $480K
|
20.9K
$3.25M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.03K+ 7.22% |
$430K - $478K
|
45K
$6.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
3.03K+ 6.83% |
$429K - $478K
|
47.4K
$7.36M
|
|
|
May 14, 2024
Q1 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
2.99K+ 0.72% |
$424K - $472K
|
421K
$65.4M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.99K+ 3.77% |
$424K - $471K
|
82.2K
$12.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.96K+ 4.32% |
$420K - $467K
|
71.5K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.95K+ 15.55% |
$418K - $465K
|
21.9K
$3.4M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.95K+ 80.87% |
$418K - $465K
|
6.59K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.95K+ 3.0% |
$418K - $465K
|
101K
$15.7M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
2.94K+ 97.67% |
$416K - $463K
|
5.94K
$923K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
2.92K+ 74.04% |
$415K - $461K
|
6.87K
$1.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.89K+ 9.37% |
$410K - $456K
|
33.8K
$5.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.89K+ 27.21% |
$409K - $455K
|
13.5K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.88KNew |
$409K - $455K
|
2.88K
$448K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
2.88K+ 11.02% |
$408K - $454K
|
29K
$4.51M
|