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
|
Sheets Smith Wealth Management
|
BUY
|
- |
270+ 6.39% |
$38.3K - $42.6K
|
4.49K
$705K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
269+ 4.42% |
$38.1K - $42.4K
|
6.36K
$998K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
269+ 1.16% |
$38.1K - $42.4K
|
23.5K
$3.69M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
266+ 0.96% |
$37.7K - $42K
|
28K
$4.4M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
265+ 1.79% |
$37.6K - $41.8K
|
15.1K
$2.36M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
264+ 2.58% |
$37.4K - $41.6K
|
10.5K
$1.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
262+ 8.19% |
$37.2K - $41.3K
|
3.46K
$543K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
261+ 1.29% |
$37K - $41.2K
|
20.5K
$3.21M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
261+ 14.63% |
$37K - $41.2K
|
2.05K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
261+ 32.14% |
$37K - $41.2K
|
1.07K
$168K
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
260+ 0.95% |
$36.9K - $41K
|
27.6K
$4.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
259+ 6.06% |
$36.7K - $40.9K
|
4.53K
$711K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
259+ 20.14% |
$36.7K - $40.9K
|
1.55K
$242K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
259+ 1.33% |
$36.7K - $40.9K
|
19.8K
$3.11M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
256+ 8.12% |
$36.3K - $40.4K
|
3.41K
$535K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
254+ 8.58% |
$36K - $40.1K
|
3.22K
$504K
|
|
|
May 09, 2024
Q1 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
254+ 23.13% |
$36K - $40.1K
|
1.35K
$212K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
253+ 1.67% |
$35.9K - $39.9K
|
15.4K
$2.42M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
252+ 4.19% |
$35.7K - $39.8K
|
6.27K
$983K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
251+ 6.05% |
$35.6K - $39.6K
|
4.4K
$690K
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
250+ 5.64% |
$35.5K - $39.4K
|
4.68K
$735K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
250+ 6.03% |
$35.5K - $39.4K
|
4.4K
$690K
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
250+ 3.76% |
$35.5K - $39.4K
|
6.89K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
250+ 0.62% |
$35.5K - $39.4K
|
40.7K
$6.38M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
250+ 1.64% |
$35.5K - $39.4K
|
15.5K
$2.43M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
249+ 1.96% |
$35.3K - $39.3K
|
13K
$2.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
249+ 3.43% |
$35.3K - $39.3K
|
7.5K
$1.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
248+ 6.77% |
$35.2K - $39.1K
|
3.91K
$614K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
247+ 14.6% |
$35K - $39K
|
1.94K
$304K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
246+ 11.75% |
$34.9K - $38.8K
|
2.34K
$367K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
244+ 3.25% |
$34.6K - $38.5K
|
7.76K
$1.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
243+ 2.77% |
$34.5K - $38.3K
|
9.02K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
243+ 24.45% |
$34.5K - $38.3K
|
1.24K
$194K
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
243+ 3.55% |
$34.5K - $38.3K
|
7.1K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
241+ 5.7% |
$34.2K - $38K
|
4.47K
$701K
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
241+ 8.06% |
$34.2K - $38K
|
3.23K
$507K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
240+ 18.6% |
$34K - $37.9K
|
1.53K
$240K
|
|
|
May 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
240New |
$34K - $37.9K
|
240
$37.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
238+ 7.61% |
$33.8K - $37.5K
|
3.36K
$528K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
238+ 6.96% |
$33.8K - $37.5K
|
3.66K
$574K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
237+ 34.4% |
$33.6K - $37.4K
|
926
$145K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
236+ 16.83% |
$33.5K - $37.2K
|
1.64K
$257K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
235+ 2.26% |
$33.3K - $37.1K
|
10.6K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
234+ 0.88% |
$33.2K - $36.9K
|
26.8K
$4.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
232+ 15.04% |
$32.9K - $36.6K
|
1.78K
$279K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
232+ 0.75% |
$32.9K - $36.6K
|
31.2K
$4.9M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
232+ 3.9% |
$32.9K - $36.6K
|
6.18K
$969K
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
229+ 3.82% |
$32.5K - $36.1K
|
6.22K
$977K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
227+ 9.87% |
$32.2K - $35.8K
|
2.53K
$396K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
226+ 2.39% |
$32.1K - $35.6K
|
9.7K
$1.52M
|