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
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.52K+ 13.99% |
$215K - $239K
|
12.4K
$1.93M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.52K+ 34.09% |
$215K - $239K
|
5.97K
$929K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.51K+ 3.4% |
$214K - $238K
|
45.9K
$7.15M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.51K+ 27.78% |
$214K - $238K
|
6.93K
$1.08M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.5K+ 28.52% |
$212K - $236K
|
6.74K
$1.05M
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.49K+ 13.22% |
$212K - $236K
|
12.8K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.49K+ 269.49% |
$212K - $236K
|
2.05K
$319K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.48K+ 52.26% |
$210K - $234K
|
4.32K
$673K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.48KNew |
$210K - $234K
|
1.48K
$231K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.48K+ 3.4% |
$210K - $234K
|
45.1K
$7.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.48KNew |
$210K - $233K
|
1.48K
$230K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.48K+ 3.5% |
$210K - $233K
|
43.7K
$6.81M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.47K+ 4.24% |
$209K - $233K
|
36.2K
$5.64M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.47K+ 5.36% |
$208K - $232K
|
28.9K
$4.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.47K+ 21.22% |
$208K - $231K
|
8.38K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1.46K+ 87.51% |
$208K - $231K
|
3.14K
$488K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.46K+ 59.58% |
$207K - $230K
|
3.91K
$609K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.46K+ 22.3% |
$206K - $230K
|
7.99K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.45KNew |
$206K - $229K
|
1.45K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.45K+ 2.25% |
$206K - $229K
|
65.8K
$10.2M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.44KNew |
$204K - $227K
|
1.44K
$224K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 6.27% |
$204K - $227K
|
24.4K
$3.79M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.43K+ 3.78% |
$203K - $226K
|
39.4K
$6.13M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.42KNew |
$202K - $224K
|
1.42K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
1.42K+ 10.11% |
$201K - $224K
|
15.4K
$2.4M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.42K+ 23.68% |
$201K - $223K
|
7.39K
$1.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$201K - $223K
|
1.41K
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.41KNew |
$200K - $223K
|
1.41K
$220K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.41KNew |
$200K - $222K
|
1.41K
$219K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
1.41KNew |
$199K - $222K
|
1.41K
$219K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.4K+ 23.65% |
$199K - $221K
|
7.33K
$1.14M
|
|
|
Apr 09, 2024
Q1 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.4K+ 1.91% |
$199K - $221K
|
74.7K
$11.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.39K+ 69.15% |
$197K - $219K
|
3.4K
$529K
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1.39KNew |
$197K - $219K
|
1.39K
$216K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.39K+ 8.83% |
$197K - $219K
|
17.1K
$2.67M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.39K+ 8.57% |
$197K - $219K
|
17.6K
$2.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.38K+ 2.4% |
$196K - $218K
|
58.9K
$9.16M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.38K+ 3.59% |
$196K - $218K
|
39.8K
$6.19M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.38KNew |
$195K - $217K
|
1.38K
$214K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.38K+ 39.29% |
$195K - $217K
|
4.88K
$759K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
1.38K+ 3.93% |
$195K - $217K
|
36.4K
$5.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.37K+ 3.84% |
$194K - $216K
|
37.1K
$5.77M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.37KNew |
$194K - $216K
|
1.37K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.36K+ 1.38% |
$193K - $215K
|
100K
$15.6M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.36K+ 13.05% |
$193K - $215K
|
11.8K
$1.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.36K+ 20.15% |
$192K - $214K
|
8.08K
$1.26M
|
|
|
Sep 12, 2024
Q1 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
1.35K+ 18.25% |
$191K - $212K
|
8.73K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.35KNew |
$191K - $212K
|
1.35K
$209K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.34KNew |
$190K - $212K
|
1.34K
$209K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.34KNew |
$190K - $212K
|
1.34K
$209K
|