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 29, 2024
Q1 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
2.37K+ 6.3% |
$337K - $374K
|
40K
$6.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.36KNew |
$335K - $373K
|
2.36K
$368K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.35K+ 36.72% |
$333K - $371K
|
8.75K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 6.94% |
$333K - $371K
|
36.2K
$5.64M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.35K+ 172.9% |
$333K - $370K
|
3.71K
$577K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.33K+ 11.45% |
$330K - $367K
|
22.6K
$3.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.32K+ 29.01% |
$329K - $366K
|
10.3K
$1.61M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.31K+ 21.73% |
$328K - $365K
|
13K
$2.02M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2.31K+ 17.01% |
$328K - $365K
|
15.9K
$2.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.31K+ 4.59% |
$328K - $364K
|
52.6K
$8.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.31KNew |
$327K - $364K
|
2.31K
$359K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.3K+ 21.21% |
$327K - $363K
|
13.2K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.3K+ 131.64% |
$326K - $363K
|
4.05K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.29KNew |
$324K - $361K
|
2.29K
$356K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.29K+ 52.88% |
$324K - $360K
|
6.61K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.28KNew |
$324K - $360K
|
2.28K
$355K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
2.28K+ 1.94% |
$323K - $359K
|
119K
$18.6M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.28K+ 6.31% |
$323K - $359K
|
38.4K
$5.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.27K+ 8.48% |
$322K - $358K
|
29K
$4.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.27K+ 16.06% |
$322K - $358K
|
16.4K
$2.55M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.26K+ 41.12% |
$320K - $356K
|
7.75K
$1.21M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.25K+ 1.22% |
$320K - $356K
|
187K
$29.1M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.25K+ 22.74% |
$319K - $355K
|
12.2K
$1.89M
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
2.23K+ 4.64% |
$316K - $351K
|
50.2K
$7.82M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.22KNew |
$315K - $350K
|
2.22K
$345K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.21K+ 9.94% |
$313K - $349K
|
24.4K
$3.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 10.74% |
$313K - $348K
|
22.8K
$3.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
2.21K+ 12.36% |
$313K - $348K
|
20.1K
$3.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.2K+ 11.79% |
$312K - $347K
|
20.9K
$3.25M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.2K+ 1.18% |
$312K - $347K
|
189K
$29.4M
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
2.2KNew |
$312K - $347K
|
2.2K
$342K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
2.19K+ 23.84% |
$311K - $346K
|
11.4K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.19K+ 97.42% |
$311K - $346K
|
4.44K
$691K
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
2.19K+ 11.15% |
$311K - $345K
|
21.8K
$3.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.19KNew |
$310K - $345K
|
2.19K
$340K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.18K+ 24.68% |
$309K - $344K
|
11K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.17K+ 1.19% |
$308K - $342K
|
184K
$28.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.17K+ 4.21% |
$307K - $342K
|
53.6K
$8.35M
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.15KNew |
$305K - $340K
|
2.15K
$335K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.15K+ 12.22% |
$305K - $339K
|
19.8K
$3.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.14K+ 1.14% |
$303K - $337K
|
189K
$29.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.14K+ 80.72% |
$303K - $337K
|
4.78K
$744K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2.13K+ 2.72% |
$302K - $336K
|
80.4K
$12.5M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.13K+ 4.64% |
$302K - $336K
|
48.1K
$7.48M
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
2.13K+ 6.29% |
$301K - $335K
|
35.9K
$5.59M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2.11KNew |
$299K - $333K
|
2.11K
$328K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.11K+ 18.7% |
$299K - $333K
|
13.4K
$2.08M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.1K+ 3.58% |
$298K - $331K
|
60.7K
$9.45M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.09K+ 88.39% |
$297K - $330K
|
4.46K
$695K
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
2.09K+ 5.16% |
$297K - $330K
|
42.6K
$6.63M
|