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 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.73K+ 98.07% |
$245K - $273K
|
3.49K
$543K
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
1.72KNew |
$244K - $271K
|
1.72K
$268K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.72K+ 5.36% |
$244K - $271K
|
33.8K
$5.25M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.72KNew |
$243K - $271K
|
1.72K
$267K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.71K+ 2.12% |
$243K - $270K
|
82.5K
$12.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.71K+ 3.33% |
$243K - $270K
|
53K
$8.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.71KNew |
$243K - $270K
|
1.71K
$266K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
1.71K+ 6.32% |
$242K - $269K
|
28.7K
$4.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.7K+ 3.53% |
$242K - $269K
|
50K
$7.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.7K+ 16.85% |
$241K - $268K
|
11.8K
$1.84M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.7KNew |
$240K - $267K
|
1.7K
$264K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.69KNew |
$240K - $267K
|
1.69K
$264K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.69K+ 15.06% |
$240K - $266K
|
12.9K
$2.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.69K+ 72.94% |
$239K - $266K
|
4K
$622K
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
BUY
|
- |
1.67K+ 18.86% |
$237K - $263K
|
10.5K
$1.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.67K+ 87.36% |
$236K - $263K
|
3.57K
$556K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.66KNew |
$235K - $262K
|
1.66K
$258K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.65K+ 8.12% |
$234K - $261K
|
22K
$3.42M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.65KNew |
$234K - $260K
|
1.65K
$257K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.65K+ 5.78% |
$234K - $260K
|
30.2K
$4.69M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.65KNew |
$233K - $260K
|
1.65K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.64K+ 26.23% |
$232K - $258K
|
7.88K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.64KNew |
$232K - $258K
|
1.64K
$255K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
1.63K+ 29.58% |
$231K - $257K
|
7.15K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.63K+ 16.0% |
$231K - $257K
|
11.8K
$1.84M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
1.62K+ 8.89% |
$229K - $255K
|
19.8K
$3.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.62K+ 7.41% |
$229K - $255K
|
23.4K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.62KNew |
$229K - $255K
|
1.62K
$252K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.62K+ 9.7% |
$229K - $255K
|
18.3K
$2.85M
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1.62K+ 11.4% |
$229K - $255K
|
15.8K
$2.46M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.61KNew |
$229K - $254K
|
1.61K
$251K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.61K+ 22.5% |
$228K - $254K
|
8.76K
$1.36M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.6K+ 53.41% |
$227K - $252K
|
4.59K
$715K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.6K+ 8.3% |
$227K - $252K
|
20.9K
$3.25M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.6K+ 7.62% |
$227K - $252K
|
22.6K
$3.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
1.6K+ 30.46% |
$226K - $252K
|
6.84K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
1.6K+ 21.31% |
$226K - $252K
|
9.08K
$1.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
BUY
|
- |
1.57K+ 0.84% |
$223K - $248K
|
188K
$29.3M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
1.57K+ 803.59% |
$222K - $247K
|
1.76K
$274K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.56K+ 6.86% |
$222K - $247K
|
24.4K
$3.79M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.56K+ 10.2% |
$221K - $246K
|
16.9K
$2.62M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.55K+ 2.06% |
$220K - $245K
|
76.7K
$11.9M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.55K+ 21.79% |
$219K - $244K
|
8.65K
$1.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.55KNew |
$219K - $244K
|
1.55K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.54K+ 11.37% |
$218K - $242K
|
15K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.53K+ 27.31% |
$218K - $242K
|
7.15K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.53K+ 11.1% |
$217K - $241K
|
15.3K
$2.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.52KNew |
$216K - $240K
|
1.52K
$237K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.52K+ 47.53% |
$216K - $240K
|
4.72K
$735K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
1.52KNew |
$216K - $240K
|
1.52K
$237K
|