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
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.08K+ 4.57% |
$295K - $328K
|
47.6K
$7.41M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.07K+ 22.49% |
$294K - $327K
|
11.3K
$1.76M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
2.07KNew |
$294K - $327K
|
2.07K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.04K+ 5.76% |
$289K - $321K
|
37.4K
$5.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.02K+ 3.78% |
$287K - $319K
|
55.5K
$8.64M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2K+ 7.12% |
$283K - $315K
|
30.1K
$4.68M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2K+ 2.51% |
$283K - $315K
|
81.5K
$12.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.99K+ 10.81% |
$283K - $314K
|
20.4K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.98K+ 5.54% |
$281K - $313K
|
37.8K
$5.88M
|
|
|
Apr 15, 2024
Q1 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
1.98K+ 1.69% |
$281K - $312K
|
119K
$18.5M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.98K+ 64.77% |
$280K - $312K
|
5.03K
$782K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.97K+ 73.65% |
$279K - $310K
|
4.63K
$721K
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 9.36% |
$278K - $309K
|
22.9K
$3.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 4.02% |
$278K - $309K
|
50.7K
$7.89M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.96K+ 5.45% |
$278K - $309K
|
37.9K
$5.9M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
1.95K+ 14.77% |
$277K - $308K
|
15.2K
$2.36M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.95K+ 11.48% |
$276K - $307K
|
18.9K
$2.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 15.41% |
$276K - $307K
|
14.6K
$2.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.94K+ 4.28% |
$275K - $306K
|
47.3K
$7.36M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.94K+ 4.05% |
$275K - $305K
|
49.7K
$7.73M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.94K+ 0.43% |
$274K - $305K
|
455K
$70.8M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.94K+ 8.96% |
$274K - $305K
|
23.5K
$3.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
1.93K+ 4.41% |
$273K - $304K
|
45.6K
$7.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
BUY
|
- |
1.92K+ 8.86% |
$272K - $303K
|
23.6K
$3.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.91K+ 10.73% |
$270K - $301K
|
19.7K
$3.06M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.9K+ 4.24% |
$270K - $300K
|
46.8K
$7.28M
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.9K+ 14.89% |
$269K - $300K
|
14.7K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.9K+ 5.1% |
$269K - $300K
|
39.2K
$6.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.9K+ 43.98% |
$269K - $299K
|
6.21K
$966K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.89K+ 21.63% |
$268K - $298K
|
10.6K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.89K+ 55.01% |
$268K - $298K
|
5.32K
$828K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.87K+ 8.67% |
$265K - $295K
|
23.4K
$3.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.86K+ 21.88% |
$263K - $293K
|
10.3K
$1.61M
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.85KNew |
$262K - $292K
|
1.85K
$288K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.85K+ 35.45% |
$262K - $291K
|
7.05K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.83KNew |
$260K - $289K
|
1.83K
$285K
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1.82K+ 18.65% |
$259K - $288K
|
11.6K
$1.81M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.81K+ 18.2% |
$256K - $285K
|
11.7K
$1.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.81K+ 10.93% |
$256K - $285K
|
18.3K
$2.85M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
1.8K+ 2.66% |
$255K - $283K
|
69.3K
$10.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.79KNew |
$254K - $283K
|
1.79K
$279K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.78K+ 7.28% |
$253K - $281K
|
26.3K
$4.09M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.78K+ 2.31% |
$252K - $281K
|
78.7K
$12.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.77K+ 20.6% |
$251K - $279K
|
10.4K
$1.61M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
1.76K+ 3.43% |
$249K - $277K
|
53K
$8.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.75K+ 3.08% |
$248K - $276K
|
58.6K
$9.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.75K+ 9.74% |
$248K - $276K
|
19.7K
$3.07M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.74K+ 38.11% |
$247K - $275K
|
6.31K
$983K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.74K+ 7.68% |
$246K - $274K
|
24.3K
$3.79M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.73K+ 11.15% |
$246K - $274K
|
17.3K
$2.69M
|