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 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
409+ 0.26% |
$58K - $64.5K
|
158K
$24.8M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
409+ 4.49% |
$58K - $64.5K
|
9.53K
$1.5M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
408+ 1.18% |
$57.9K - $64.4K
|
35K
$5.49M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
405+ 2.27% |
$57.4K - $63.9K
|
18.3K
$2.87M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
405+ 6.6% |
$57.4K - $63.9K
|
6.54K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
404+ 4.22% |
$57.3K - $63.7K
|
9.98K
$1.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
403+ 1.62% |
$57.2K - $63.6K
|
25.2K
$3.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
401+ 0.41% |
$56.9K - $63.3K
|
99.2K
$15.6M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
400+ 10.91% |
$56.7K - $63.1K
|
4.07K
$638K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
400+ 1.89% |
$56.7K - $63.1K
|
21.5K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
400+ 6.23% |
$56.7K - $63.1K
|
6.82K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
397+ 3.77% |
$56.3K - $62.6K
|
10.9K
$1.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
392+ 17.93% |
$55.6K - $61.8K
|
2.58K
$405K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
392+ 15.81% |
$55.6K - $61.8K
|
2.87K
$451K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
392+ 96.31% |
$55.6K - $61.8K
|
799
$125K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
386+ 8.19% |
$54.7K - $60.9K
|
5.1K
$800K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
385+ 14.13% |
$54.6K - $60.7K
|
3.11K
$488K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
383+ 9.46% |
$54.3K - $60.4K
|
4.43K
$695K
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
383+ 16.05% |
$54.3K - $60.4K
|
2.77K
$435K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
381+ 1.19% |
$54K - $60.1K
|
32.5K
$5.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
379+ 6.49% |
$53.7K - $59.8K
|
6.22K
$976K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
378+ 11.88% |
$53.6K - $59.6K
|
3.56K
$559K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
376+ 1.27% |
$53.3K - $59.3K
|
30.1K
$4.72M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
374+ 0.27% |
$53K - $59K
|
137K
$21.5M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
373+ 4.95% |
$52.9K - $58.8K
|
7.9K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
370+ 7.38% |
$52.5K - $58.4K
|
5.38K
$845K
|
|
|
Feb 11, 2025
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
370+ 2.92% |
$52.5K - $58.4K
|
13K
$2.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
368+ 0.79% |
$52.2K - $58K
|
46.7K
$7.33M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
368+ 16.03% |
$52.2K - $58K
|
2.66K
$418K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
366+ 4.36% |
$51.9K - $57.7K
|
8.77K
$1.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
365New |
$51.8K - $57.6K
|
365
$57.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
364+ 1.57% |
$51.6K - $57.4K
|
23.5K
$3.69M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
361+ 3.84% |
$51.2K - $56.9K
|
9.77K
$1.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
360+ 1.96% |
$51.1K - $56.8K
|
18.7K
$2.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
359+ 0.92% |
$50.9K - $56.6K
|
39.4K
$6.18M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
357+ 21.78% |
$50.6K - $56.3K
|
2K
$313K
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
356+ 1.27% |
$50.5K - $56.2K
|
28.4K
$4.46M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
354+ 1.52% |
$50.2K - $55.8K
|
23.7K
$3.72M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
353+ 2.01% |
$50.1K - $55.7K
|
18K
$2.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
351New |
$49.8K - $55.4K
|
351
$55.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
350+ 0.61% |
$49.6K - $55.2K
|
57.6K
$9.04M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
348+ 1.6% |
$49.4K - $54.9K
|
22.1K
$3.48M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
347+ 1.54% |
$49.2K - $54.7K
|
22.9K
$3.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
BUY
|
- |
347+ 0.81% |
$49.2K - $54.7K
|
43.4K
$6.81M
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
347+ 15.97% |
$49.2K - $54.7K
|
2.52K
$395K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
345+ 405.88% |
$48.9K - $54.4K
|
430
$67.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
344+ 3.07% |
$48.8K - $54.3K
|
11.5K
$1.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
339+ 0.8% |
$48.1K - $53.5K
|
42.8K
$6.71M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
337+ 1.34% |
$47.8K - $53.2K
|
25.4K
$3.99M
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
336+ 20.83% |
$47.7K - $53K
|
1.95K
$306K
|