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 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
815+ 3.39% |
$116K - $129K
|
24.9K
$3.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
815+ 3.06% |
$116K - $129K
|
27.5K
$4.36M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
813+ 1.47% |
$115K - $128K
|
56.2K
$8.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
810+ 6.63% |
$115K - $128K
|
13K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
810+ 2.55% |
$115K - $128K
|
32.6K
$5.17M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
806+ 1.32% |
$114K - $127K
|
61.7K
$9.79M
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
BUY
|
- |
805+ 16.06% |
$114K - $127K
|
5.82K
$924K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
801+ 8.76% |
$114K - $126K
|
9.95K
$1.58M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
799+ 17.05% |
$113K - $126K
|
5.49K
$871K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
798+ 10.84% |
$113K - $126K
|
8.16K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
792+ 5.76% |
$112K - $125K
|
14.5K
$2.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
789+ 26.41% |
$112K - $124K
|
3.78K
$600K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
789+ 4.39% |
$112K - $124K
|
18.8K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
788+ 12.95% |
$112K - $124K
|
6.87K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
783+ 4.95% |
$111K - $124K
|
16.6K
$2.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
772+ 4.63% |
$109K - $122K
|
17.5K
$2.77M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
769+ 3.72% |
$109K - $121K
|
21.4K
$3.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
767+ 8.56% |
$109K - $121K
|
9.73K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
766+ 3.07% |
$109K - $121K
|
25.7K
$4.08M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
766+ 17.14% |
$109K - $121K
|
5.24K
$831K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
765+ 3.43% |
$108K - $121K
|
23.1K
$3.67M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
761+ 29.31% |
$108K - $120K
|
3.36K
$533K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
760+ 1.97% |
$108K - $120K
|
39.3K
$6.24M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
760+ 3.75% |
$108K - $120K
|
21K
$3.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
758+ 6.99% |
$107K - $120K
|
11.6K
$1.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
752New |
$107K - $119K
|
752
$119K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
746+ 3.11% |
$106K - $118K
|
24.7K
$3.92M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
745+ 2.11% |
$106K - $118K
|
36K
$5.71M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
745+ 12.58% |
$106K - $118K
|
6.67K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
743+ 2.71% |
$105K - $117K
|
28.2K
$4.48M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
736+ 4.38% |
$104K - $116K
|
17.5K
$2.78M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
728+ 9.44% |
$103K - $115K
|
8.44K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
725+ 4.23% |
$103K - $114K
|
17.9K
$2.84M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
722+ 1.45% |
$102K - $114K
|
50.5K
$8.02M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
716+ 5.23% |
$102K - $113K
|
14.4K
$2.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
715+ 8.93% |
$101K - $113K
|
8.72K
$1.38M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
715+ 9.0% |
$101K - $113K
|
8.66K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
715+ 25.01% |
$101K - $113K
|
3.57K
$568K
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
712+ 6.99% |
$101K - $112K
|
10.9K
$1.73M
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
712+ 33.26% |
$101K - $112K
|
2.85K
$453K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
705+ 4.66% |
$100K - $111K
|
15.8K
$2.51M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
702+ 10.19% |
$99.6K - $111K
|
7.59K
$1.21M
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
701New |
$99.4K - $111K
|
701
$111K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
700+ 3.26% |
$99.3K - $110K
|
22.1K
$3.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
698+ 3.33% |
$99K - $110K
|
21.7K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
690+ 2.02% |
$97.9K - $109K
|
34.9K
$5.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
688+ 14.94% |
$97.6K - $109K
|
5.29K
$841K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
687+ 6.84% |
$97.4K - $108K
|
10.7K
$1.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
685+ 2.24% |
$97.1K - $108K
|
31.2K
$4.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
683+ 8.46% |
$96.9K - $108K
|
8.75K
$1.39M
|