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 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.1K+ 45.9% |
$723K - $804K
|
16.2K
$2.42M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.03K+ 5.92% |
$714K - $794K
|
90K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Granby Capital Management, LLC
|
BUY
|
- |
5K+ 33.33% |
$709K - $789K
|
20K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
4.98K+ 40.94% |
$707K - $786K
|
17.2K
$2.56M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
4.94K+ 4.53% |
$701K - $779K
|
114K
$17M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.94K+ 2.42% |
$700K - $779K
|
209K
$31.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.93K+ 2.49% |
$699K - $778K
|
203K
$30.3M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4.91K+ 13.52% |
$696K - $774K
|
41.2K
$6.15M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
4.79K+ 1.85% |
$680K - $756K
|
264K
$39.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.78K+ 324.22% |
$678K - $754K
|
6.25K
$934K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.74K+ 2.3% |
$673K - $748K
|
211K
$31.5M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.7K+ 9.39% |
$667K - $742K
|
54.8K
$8.18M
|
|
|
May 10, 2024
Q1 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
4.68KNew |
$664K - $739K
|
4.68K
$699K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.67K+ 9.89% |
$663K - $737K
|
51.9K
$7.76M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.67K+ 10.28% |
$662K - $737K
|
50.1K
$7.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.66K+ 24.17% |
$661K - $736K
|
24K
$3.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
4.65KNew |
$659K - $733K
|
4.65K
$694K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.64K+ 2.94% |
$658K - $732K
|
162K
$24.3M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.6K+ 19.82% |
$652K - $725K
|
27.8K
$4.15M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.58K+ 21.18% |
$649K - $722K
|
26.2K
$3.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
4.58K+ 7.46% |
$649K - $722K
|
65.9K
$9.84M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.55K+ 133.25% |
$646K - $718K
|
7.97K
$1.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
4.53K+ 4.93% |
$642K - $714K
|
96.4K
$14.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
4.52K+ 4.5% |
$641K - $713K
|
105K
$15.7M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.51K+ 12.79% |
$640K - $712K
|
39.8K
$5.95M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.49K+ 17.69% |
$637K - $708K
|
29.9K
$4.46M
|
|
|
May 14, 2024
Q1 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
4.47K+ 9.27% |
$633K - $704K
|
52.6K
$7.86M
|
|
|
May 14, 2024
Q1 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.44K+ 80.21% |
$630K - $701K
|
9.98K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.4K+ 94.46% |
$624K - $695K
|
9.06K
$1.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
BUY
|
- |
4.4K+ 258.82% |
$624K - $694K
|
6.1K
$911K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.36K+ 20.37% |
$618K - $688K
|
25.8K
$3.85M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.36K+ 1.64% |
$618K - $687K
|
271K
$40.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.34K+ 10.15% |
$616K - $685K
|
47.1K
$7.03M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4.29KNew |
$609K - $677K
|
4.29K
$641K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.26K+ 11.58% |
$604K - $672K
|
41K
$6.13M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.26K+ 136.84% |
$604K - $671K
|
7.37K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.17K+ 254.42% |
$591K - $658K
|
5.81K
$868K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
4.16KNew |
$590K - $656K
|
4.16K
$621K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.16K+ 8.17% |
$590K - $656K
|
55.1K
$8.22M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.15K+ 43.42% |
$589K - $655K
|
13.7K
$2.05M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
4.15K+ 9.62% |
$589K - $655K
|
47.3K
$7.07M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
4.15K+ 1.2% |
$589K - $655K
|
349K
$52.1M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.15K+ 59.16% |
$588K - $654K
|
11.2K
$1.67M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.15K+ 38.44% |
$588K - $654K
|
14.9K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.12KNew |
$584K - $649K
|
4.12K
$615K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4.12K+ 32.39% |
$584K - $649K
|
16.8K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
4.06K+ 17.39% |
$576K - $641K
|
27.4K
$4.1M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.06K+ 28.89% |
$576K - $641K
|
18.1K
$2.71M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.05K+ 19.43% |
$574K - $639K
|
24.9K
$3.72M
|
|
|
May 06, 2024
Q1 2024
|
Defender Capital, Llc.
|
BUY
|
- |
4KNew |
$567K - $631K
|
4K
$597K
|