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 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.09K+ 3.49% |
$154K - $171K
|
32.2K
$5.06M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.08K+ 29.09% |
$153K - $170K
|
4.79K
$753K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.08K+ 5.15% |
$153K - $170K
|
22K
$3.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.07K+ 3.82% |
$152K - $169K
|
29.2K
$4.59M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.07K+ 2.72% |
$152K - $169K
|
40.4K
$6.36M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.07K+ 2.24% |
$152K - $169K
|
48.8K
$7.68M
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.07K+ 8.46% |
$152K - $169K
|
13.7K
$2.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.06K+ 0.52% |
$150K - $167K
|
205K
$32.2M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.06K+ 71.19% |
$150K - $166K
|
2.54K
$399K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.05K+ 16.59% |
$149K - $166K
|
7.38K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.05K+ 20.13% |
$149K - $166K
|
6.27K
$985K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
1.05K+ 5.47% |
$148K - $165K
|
20.2K
$3.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.04K+ 5.18% |
$148K - $164K
|
21.1K
$3.32M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.04K+ 62.56% |
$148K - $164K
|
2.71K
$425K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.04K+ 15.63% |
$147K - $164K
|
7.69K
$1.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.04K+ 0.79% |
$147K - $164K
|
132K
$20.8M
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.04K+ 1.1% |
$147K - $164K
|
95.7K
$15.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.03K+ 3.78% |
$146K - $163K
|
28.3K
$4.46M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.03K+ 8.83% |
$146K - $163K
|
12.7K
$2M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
1.03K+ 69.64% |
$146K - $162K
|
2.51K
$394K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.03K+ 1.24% |
$146K - $162K
|
83.8K
$13.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.03K+ 14.73% |
$146K - $162K
|
8K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
1.02KNew |
$145K - $162K
|
1.02K
$161K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.02K+ 2.18% |
$145K - $161K
|
47.9K
$7.52M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.02K+ 4.33% |
$145K - $161K
|
24.5K
$3.86M
|
|
|
May 15, 2024
Q1 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
1.02K+ 12.75% |
$144K - $160K
|
9K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.01K+ 25.97% |
$143K - $159K
|
4.9K
$770K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.01K+ 0.78% |
$143K - $159K
|
131K
$20.6M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1K+ 1.26% |
$142K - $158K
|
80.5K
$12.7M
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
999+ 12.82% |
$142K - $158K
|
8.79K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
999+ 10.04% |
$142K - $158K
|
11K
$1.72M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
996+ 4.3% |
$141K - $157K
|
24.1K
$3.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
992+ 6.79% |
$141K - $156K
|
15.6K
$2.45M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
989+ 19.82% |
$140K - $156K
|
5.98K
$940K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
987+ 17.68% |
$140K - $156K
|
6.57K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
986+ 7.75% |
$140K - $156K
|
13.7K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
986+ 54.27% |
$140K - $156K
|
2.8K
$441K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
983+ 8.95% |
$139K - $155K
|
12K
$1.88M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
982+ 60.21% |
$139K - $155K
|
2.61K
$411K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
979+ 2.75% |
$139K - $154K
|
36.6K
$5.75M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
978+ 5.63% |
$139K - $154K
|
18.4K
$2.89M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
976+ 52.22% |
$138K - $154K
|
2.85K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
975+ 0.29% |
$138K - $154K
|
338K
$53.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
973+ 37.71% |
$138K - $153K
|
3.55K
$559K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
971+ 10.67% |
$138K - $153K
|
10.1K
$1.58M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
968+ 21.37% |
$137K - $153K
|
5.5K
$864K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
964+ 15.36% |
$137K - $152K
|
7.24K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
962+ 4.93% |
$136K - $152K
|
20.5K
$3.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
959+ 19.3% |
$136K - $151K
|
5.93K
$932K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
958+ 1.72% |
$136K - $151K
|
56.7K
$8.92M
|