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 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.26K+ 25.2% |
$179K - $199K
|
6.26K
$985K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.26K+ 27.57% |
$179K - $199K
|
5.83K
$917K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.26K+ 20.99% |
$178K - $198K
|
7.23K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
1.25K+ 22.61% |
$178K - $198K
|
6.8K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
BUY
|
- |
1.25K+ 6.09% |
$177K - $197K
|
21.8K
$3.43M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.25K+ 22.33% |
$177K - $197K
|
6.84K
$1.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.24K+ 3.8% |
$176K - $195K
|
33.8K
$5.32M
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.24K+ 1.66% |
$176K - $195K
|
75.7K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.24K+ 28.28% |
$176K - $195K
|
5.62K
$884K
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
1.23K+ 61.3% |
$175K - $195K
|
3.25K
$511K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.23K+ 28.41% |
$174K - $194K
|
5.56K
$873K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.22K+ 5.13% |
$173K - $192K
|
25K
$3.93M
|
|
|
Apr 04, 2024
Q1 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
1.21K+ 7.79% |
$171K - $191K
|
16.7K
$2.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.21K+ 20.48% |
$171K - $190K
|
7.1K
$1.12M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.21K+ 1.96% |
$171K - $190K
|
62.6K
$9.84M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.2K+ 1.74% |
$170K - $189K
|
70.1K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.2K+ 32.05% |
$170K - $189K
|
4.94K
$777K
|
|
|
May 15, 2024
Q1 2024
|
Blackstone Inc
New York, NY |
BUY
|
- |
1.2K+ 14.41% |
$170K - $189K
|
9.53K
$1.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.2KNew |
$170K - $189K
|
1.2K
$189K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
1.2K+ 35.95% |
$170K - $189K
|
4.53K
$713K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.2K+ 1.83% |
$170K - $189K
|
66.6K
$10.5M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.2K+ 1.31% |
$169K - $188K
|
92.5K
$14.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.19K+ 1.8% |
$169K - $188K
|
67.4K
$10.6M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.19K+ 17.11% |
$169K - $188K
|
8.15K
$1.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.19K+ 21.07% |
$168K - $187K
|
6.83K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.18K+ 41.33% |
$167K - $186K
|
4.03K
$633K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.18K+ 2.44% |
$167K - $186K
|
49.4K
$7.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.17K+ 2.77% |
$166K - $185K
|
43.5K
$6.84M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.17K+ 2.87% |
$166K - $185K
|
42K
$6.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.17K+ 3.55% |
$166K - $184K
|
34K
$5.35M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 5.43% |
$165K - $184K
|
22.6K
$3.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.16K+ 11.87% |
$165K - $184K
|
11K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.16K+ 42.24% |
$165K - $183K
|
3.92K
$616K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.16K+ 10.09% |
$165K - $183K
|
12.7K
$1.99M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 18.13% |
$165K - $183K
|
7.56K
$1.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.15K+ 3.05% |
$163K - $181K
|
38.8K
$6.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.14K+ 3.9% |
$162K - $180K
|
30.5K
$4.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.14K+ 0.66% |
$161K - $179K
|
172K
$27.1M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.14K+ 51.38% |
$161K - $179K
|
3.34K
$526K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.13K+ 165.06% |
$160K - $178K
|
1.81K
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 5.76% |
$159K - $177K
|
20.6K
$3.24M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.12KNew |
$159K - $177K
|
1.12K
$176K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.12K+ 9.36% |
$158K - $176K
|
13.1K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.11K+ 10.72% |
$157K - $175K
|
11.5K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.11K+ 1.84% |
$157K - $175K
|
61.2K
$9.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.11K+ 41.64% |
$157K - $174K
|
3.76K
$591K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.1K+ 14.87% |
$155K - $173K
|
8.47K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.09K+ 2.34% |
$155K - $172K
|
47.8K
$7.51M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.09K+ 1.37% |
$154K - $172K
|
80.8K
$12.7M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.09K+ 23.03% |
$154K - $171K
|
5.8K
$912K
|