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 15, 2024
Q1 2024
|
Arosa Capital Management LP
Ny, NY |
BUY
|
- |
4KNew |
$567K - $631K
|
4K
$597K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3.96K+ 4.1% |
$562K - $625K
|
101K
$15M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.94K+ 15.94% |
$558K - $621K
|
28.6K
$4.28M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
3.93K+ 55.71% |
$557K - $619K
|
11K
$1.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.92K+ 23.56% |
$556K - $618K
|
20.5K
$3.07M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.89K+ 27.43% |
$552K - $614K
|
18.1K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
BUY
|
- |
3.85K+ 8.26% |
$546K - $608K
|
50.5K
$7.54M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.85K+ 2.18% |
$546K - $607K
|
180K
$26.9M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.85K+ 3.88% |
$546K - $607K
|
103K
$15.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.83K+ 34.48% |
$543K - $604K
|
14.9K
$2.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
3.83K+ 194.11% |
$543K - $604K
|
5.8K
$866K
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
BUY
|
- |
3.81K+ 9.93% |
$540K - $601K
|
42.2K
$6.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.8K+ 29.9% |
$539K - $599K
|
16.5K
$2.46M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.79KNew |
$538K - $598K
|
3.79K
$566K
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
3.77K+ 1.2% |
$535K - $595K
|
318K
$47.5M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.74K+ 4.81% |
$530K - $590K
|
81.4K
$12.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.72K+ 12.17% |
$528K - $587K
|
34.3K
$5.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
3.71K+ 5.92% |
$526K - $586K
|
66.4K
$9.92M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.67K+ 4.49% |
$521K - $579K
|
85.4K
$12.8M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.67K+ 12.33% |
$521K - $579K
|
33.5K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.65K+ 5.51% |
$517K - $575K
|
69.9K
$10.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.64K+ 38.6% |
$516K - $574K
|
13.1K
$1.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.64K+ 0.54% |
$516K - $574K
|
675K
$101M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.61K+ 41.87% |
$512K - $569K
|
12.2K
$1.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
3.61K+ 1.78% |
$511K - $569K
|
206K
$30.8M
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
3.6K+ 150.57% |
$510K - $567K
|
5.99K
$894K
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.59KNew |
$509K - $566K
|
3.59K
$536K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.59K+ 3.34% |
$509K - $566K
|
111K
$16.6M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
3.58K+ 29.9% |
$508K - $565K
|
15.6K
$2.32M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.58K+ 5.54% |
$508K - $565K
|
68.1K
$10.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.57K+ 1.58% |
$506K - $563K
|
229K
$34.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.57K+ 31.15% |
$506K - $562K
|
15K
$2.24M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.56KNew |
$505K - $561K
|
3.56K
$532K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.55K+ 13.13% |
$503K - $560K
|
30.6K
$4.57M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.54K+ 6.19% |
$502K - $558K
|
60.7K
$9.06M
|
|
|
May 15, 2024
Q1 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
3.54K+ 208.12% |
$502K - $558K
|
5.24K
$782K
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
3.53K+ 8.45% |
$501K - $557K
|
45.3K
$6.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.53K+ 69.8% |
$501K - $557K
|
8.59K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.53K+ 377.14% |
$501K - $557K
|
4.47K
$667K
|
|
|
Apr 03, 2024
Q1 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
3.52K+ 12.13% |
$499K - $555K
|
32.6K
$4.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
3.5K+ 55.59% |
$496K - $552K
|
9.8K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.5KNew |
$496K - $552K
|
3.5K
$523K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.5K+ 49.35% |
$496K - $552K
|
10.6K
$1.58M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.49KNew |
$494K - $550K
|
3.49K
$521K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.49K+ 0.55% |
$494K - $550K
|
637K
$95.1M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.48K+ 3.65% |
$493K - $548K
|
98.7K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3.46K+ 6.02% |
$491K - $546K
|
61K
$9.1M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3.46K+ 6.02% |
$491K - $546K
|
61K
$9.1M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.46K+ 65.28% |
$491K - $546K
|
8.76K
$1.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 4.57% |
$488K - $543K
|
78.7K
$11.8M
|