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
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.36K+ 1.38% |
$193K - $215K
|
100K
$15.8M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.36K+ 13.05% |
$193K - $215K
|
11.8K
$1.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.36K+ 20.15% |
$192K - $214K
|
8.08K
$1.27M
|
|
|
Sep 12, 2024
Q1 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
1.35K+ 18.25% |
$191K - $212K
|
8.73K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.35KNew |
$191K - $212K
|
1.35K
$211K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.34KNew |
$190K - $212K
|
1.34K
$211K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.34KNew |
$190K - $212K
|
1.34K
$211K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.34K+ 17.91% |
$190K - $212K
|
8.84K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.34K+ 34.54% |
$190K - $212K
|
5.23K
$822K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.34K+ 94.97% |
$190K - $211K
|
2.75K
$433K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.34KNew |
$190K - $211K
|
1.34K
$211K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.33KNew |
$189K - $210K
|
1.33K
$210K
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1.33KNew |
$189K - $210K
|
1.33K
$210K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.33KNew |
$189K - $210K
|
1.33K
$209K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.33KNew |
$188K - $209K
|
1.33K
$208K
|
|
|
Oct 15, 2024
Q1 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
1.32KNew |
$188K - $209K
|
1.32K
$208K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.32K+ 20.5% |
$187K - $209K
|
7.77K
$1.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.32K+ 6.41% |
$187K - $208K
|
21.9K
$3.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.32KNew |
$187K - $208K
|
1.32K
$207K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.32KNew |
$187K - $208K
|
1.32K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.32KNew |
$187K - $208K
|
1.32K
$207K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.32KNew |
$186K - $207K
|
1.32K
$207K
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.31KNew |
$186K - $207K
|
1.31K
$206K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.31KNew |
$186K - $207K
|
1.31K
$206K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.31K+ 18.09% |
$186K - $207K
|
8.57K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.31KNew |
$186K - $207K
|
1.31K
$206K
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.31KNew |
$186K - $207K
|
1.31K
$206K
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
BUY
|
- |
1.31KNew |
$186K - $206K
|
1.31K
$206K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.31KNew |
$185K - $206K
|
1.31K
$205K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.31KNew |
$185K - $206K
|
1.31K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.31KNew |
$185K - $206K
|
1.31K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
1.31K+ 27.58% |
$185K - $206K
|
6.04K
$949K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.3KNew |
$185K - $206K
|
1.3K
$205K
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.3KNew |
$185K - $205K
|
1.3K
$205K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$185K - $205K
|
1.3K
$205K
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.3KNew |
$184K - $205K
|
1.3K
$204K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.3KNew |
$184K - $205K
|
1.3K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Disciplined Growth Investors Inc
Minneapolis, MN |
BUY
|
- |
1.3KNew |
$184K - $204K
|
1.3K
$204K
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.29KNew |
$183K - $203K
|
1.29K
$203K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.29K+ 1.25% |
$183K - $203K
|
104K
$16.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.29KNew |
$182K - $203K
|
1.29K
$202K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.28K+ 4.01% |
$182K - $203K
|
33.3K
$5.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.28KNew |
$182K - $202K
|
1.28K
$201K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
1.28KNew |
$181K - $202K
|
1.28K
$201K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.28K+ 8.96% |
$181K - $202K
|
15.5K
$2.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.28KNew |
$181K - $201K
|
1.28K
$201K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.27KNew |
$180K - $201K
|
1.27K
$200K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.26KNew |
$179K - $199K
|
1.26K
$199K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.26K+ 0.92% |
$179K - $199K
|
138K
$21.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.26K+ 46.16% |
$179K - $199K
|
3.99K
$628K
|