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 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.84K+ 6.14% |
$402K - $447K
|
49.1K
$7.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
2.83K+ 13.72% |
$402K - $447K
|
23.5K
$3.65M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.82K+ 8.18% |
$400K - $445K
|
37.3K
$5.81M
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.82K+ 35.3% |
$400K - $445K
|
10.8K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.8KNew |
$397K - $441K
|
2.8K
$436K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2.79K+ 177.0% |
$396K - $441K
|
4.37K
$680K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.73K+ 6.5% |
$388K - $431K
|
44.8K
$6.97M
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
2.73K+ 12.57% |
$387K - $430K
|
24.4K
$3.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.72K+ 9.77% |
$386K - $429K
|
30.6K
$4.76M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2.7KNew |
$383K - $426K
|
2.7K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
2.7K+ 16.27% |
$383K - $426K
|
19.3K
$3M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
2.68K+ 3.99% |
$381K - $423K
|
69.9K
$10.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.68K+ 26.03% |
$380K - $422K
|
13K
$2.02M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2.67K+ 7620.0% |
$378K - $421K
|
2.7K
$421K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 7.25% |
$378K - $420K
|
39.4K
$6.14M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.66KNew |
$377K - $420K
|
2.66K
$414K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.66KNew |
$377K - $420K
|
2.66K
$414K
|
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
2.65KNew |
$376K - $418K
|
2.65K
$412K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.65K+ 4.85% |
$376K - $418K
|
57.3K
$8.92M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.64K+ 0.52% |
$374K - $416K
|
513K
$79.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.63K+ 4.8% |
$372K - $414K
|
57.3K
$8.91M
|
|
|
May 13, 2024
Q1 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.59K+ 35.9% |
$368K - $409K
|
9.81K
$1.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
2.58K+ 6.73% |
$366K - $407K
|
40.9K
$6.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.56K+ 9.83% |
$363K - $404K
|
28.6K
$4.46M
|
|
|
Apr 11, 2024
Q1 2024
|
Foundation Resource Management Inc
|
BUY
|
- |
2.56K+ 1.07% |
$362K - $403K
|
241K
$37.5M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.55K+ 6.73% |
$362K - $403K
|
40.5K
$6.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.53K+ 12.55% |
$359K - $400K
|
22.7K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.53KNew |
$359K - $400K
|
2.53K
$394K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.53K+ 111.22% |
$359K - $399K
|
4.8K
$747K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
2.52K+ 26.2% |
$357K - $398K
|
12.1K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.51K+ 13.11% |
$356K - $396K
|
21.7K
$3.37M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.5K+ 5.29% |
$355K - $395K
|
49.8K
$7.75M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.47K+ 5.93% |
$351K - $390K
|
44.2K
$6.88M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.47K+ 82.54% |
$350K - $389K
|
5.46K
$849K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.46K+ 7.23% |
$349K - $388K
|
36.5K
$5.68M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.46KNew |
$349K - $388K
|
2.46K
$383K
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
2.45K+ 10.09% |
$348K - $387K
|
26.8K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2.45K+ 1.47% |
$347K - $386K
|
170K
$26.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.44K+ 7.84% |
$346K - $385K
|
33.6K
$5.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.44K+ 1.87% |
$345K - $384K
|
133K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.43K+ 142.06% |
$345K - $384K
|
4.14K
$645K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.43K+ 3.64% |
$345K - $383K
|
69.3K
$10.8M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.43KNew |
$345K - $383K
|
2.43K
$378K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.43K+ 21.29% |
$344K - $383K
|
13.8K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
2.43K+ 6.19% |
$344K - $383K
|
41.6K
$6.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.43K+ 87.07% |
$344K - $383K
|
5.21K
$811K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.41KNew |
$342K - $380K
|
2.41K
$375K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.41K+ 9.38% |
$342K - $380K
|
28.1K
$4.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
2.38K+ 1.51% |
$337K - $375K
|
160K
$24.8M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2.38K+ 3.77% |
$337K - $375K
|
65.4K
$10.2M
|