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 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
953+ 31.03% |
$135K - $150K
|
4.02K
$633K
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
953+ 31.79% |
$135K - $150K
|
3.95K
$621K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
952+ 0.65% |
$135K - $150K
|
148K
$23.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
950+ 6.01% |
$135K - $150K
|
16.8K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
948+ 6.76% |
$134K - $150K
|
15K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
945+ 16.97% |
$134K - $149K
|
6.52K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
936+ 2.97% |
$133K - $148K
|
32.4K
$5.1M
|
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
932+ 9.58% |
$132K - $147K
|
10.7K
$1.68M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
930+ 0.23% |
$132K - $147K
|
404K
$63.4M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
930+ 6.53% |
$132K - $147K
|
15.2K
$2.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
922+ 18.99% |
$131K - $145K
|
5.78K
$908K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
912+ 1.68% |
$129K - $144K
|
55.4K
$8.7M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
911+ 3.88% |
$129K - $144K
|
24.4K
$3.84M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
910+ 14.32% |
$129K - $144K
|
7.26K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
910+ 6.67% |
$129K - $144K
|
14.6K
$2.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
906+ 26.94% |
$128K - $143K
|
4.27K
$671K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
901+ 10.59% |
$128K - $142K
|
9.41K
$1.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
900New |
$128K - $142K
|
900
$142K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
900+ 0.76% |
$128K - $142K
|
120K
$18.9M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
898+ 15.26% |
$127K - $142K
|
6.78K
$1.07M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
892+ 144.81% |
$127K - $141K
|
1.51K
$237K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
892+ 13.81% |
$127K - $141K
|
7.35K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
885+ 25.92% |
$126K - $140K
|
4.3K
$676K
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
882New |
$125K - $139K
|
882
$139K
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
878+ 6.3% |
$125K - $138K
|
14.8K
$2.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
878+ 4.06% |
$125K - $138K
|
22.5K
$3.54M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
875+ 4.65% |
$124K - $138K
|
19.7K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
875+ 2.89% |
$124K - $138K
|
31.2K
$4.91M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
873+ 3.45% |
$124K - $138K
|
26.2K
$4.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
871+ 6.42% |
$124K - $137K
|
14.4K
$2.27M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
870+ 5.11% |
$123K - $137K
|
17.9K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
867+ 28.29% |
$123K - $137K
|
3.93K
$618K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
866+ 3.96% |
$123K - $137K
|
22.7K
$3.57M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
866+ 27.36% |
$123K - $137K
|
4.03K
$634K
|
|
|
Apr 24, 2024
Q1 2024
|
Greylin Investment Mangement Inc
|
BUY
|
- |
864+ 2.21% |
$123K - $136K
|
39.9K
$6.28M
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
859+ 10.19% |
$122K - $135K
|
9.29K
$1.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
858+ 2.67% |
$122K - $135K
|
33K
$5.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
856+ 57.96% |
$121K - $135K
|
2.33K
$367K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
849+ 4.69% |
$120K - $134K
|
18.9K
$2.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
849+ 0.65% |
$120K - $134K
|
132K
$20.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
845+ 0.63% |
$120K - $133K
|
135K
$21.2M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
844+ 2.22% |
$120K - $133K
|
38.9K
$6.12M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
844+ 10.61% |
$120K - $133K
|
8.8K
$1.38M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
841+ 37.23% |
$119K - $133K
|
3.1K
$487K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
841+ 3.36% |
$119K - $133K
|
25.9K
$4.07M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
839+ 20.77% |
$119K - $132K
|
4.88K
$767K
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
835+ 21.84% |
$118K - $132K
|
4.66K
$733K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
833+ 29.35% |
$118K - $131K
|
3.67K
$577K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
832+ 4.11% |
$118K - $131K
|
21.1K
$3.31M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
817+ 24.22% |
$116K - $129K
|
4.19K
$659K
|