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 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
664+ 2.57% |
$94.2K - $105K
|
26.5K
$4.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
659+ 3.15% |
$93.5K - $104K
|
21.6K
$3.29M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
656+ 14.08% |
$93K - $103K
|
5.32K
$811K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
655+ 26.53% |
$92.9K - $103K
|
3.12K
$477K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
649+ 1.52% |
$92K - $102K
|
43.4K
$6.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
648+ 11.69% |
$91.9K - $102K
|
6.19K
$945K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
648+ 0.08% |
$91.9K - $102K
|
802K
$122M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
648+ 1.43% |
$91.9K - $102K
|
45.8K
$7M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
644+ 2.44% |
$91.3K - $102K
|
27K
$4.12M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
643+ 21.86% |
$91.2K - $101K
|
3.59K
$547K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
640+ 5.07% |
$90.8K - $101K
|
13.3K
$2.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
640+ 1.38% |
$90.8K - $101K
|
46.9K
$7.15M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
640+ 13.53% |
$90.8K - $101K
|
5.37K
$820K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
640+ 10.53% |
$90.8K - $101K
|
6.72K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
638+ 9.28% |
$90.5K - $101K
|
7.51K
$1.15M
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
637+ 9.74% |
$90.3K - $100K
|
7.17K
$1.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
634+ 4.29% |
$89.9K - $100K
|
15.4K
$2.35M
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
631+ 6.39% |
$89.5K - $99.5K
|
10.5K
$1.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
630+ 4.4% |
$89.3K - $99.4K
|
14.9K
$2.28M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
625+ 5.18% |
$88.6K - $98.6K
|
12.7K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
624+ 31.82% |
$88.5K - $98.4K
|
2.59K
$395K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
622+ 2.47% |
$88.2K - $98.1K
|
25.8K
$3.94M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
620+ 7.13% |
$87.9K - $97.8K
|
9.31K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
616+ 13.03% |
$87.4K - $97.2K
|
5.35K
$816K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
615+ 11.18% |
$87.2K - $97K
|
6.12K
$933K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
613New |
$86.9K - $96.7K
|
613
$93.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
612+ 3.89% |
$86.8K - $96.5K
|
16.3K
$2.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
610+ 1.6% |
$86.5K - $96.2K
|
38.8K
$5.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
609+ 4.71% |
$86.4K - $96.1K
|
13.5K
$2.07M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
604+ 1.09% |
$85.7K - $95.3K
|
56.2K
$8.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
601+ 11.54% |
$85.2K - $94.8K
|
5.81K
$887K
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
600+ 31.98% |
$85.1K - $94.6K
|
2.48K
$378K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
600+ 13.68% |
$85.1K - $94.6K
|
4.99K
$761K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
600+ 5.66% |
$85.1K - $94.6K
|
11.2K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
595+ 13.99% |
$84.4K - $93.9K
|
4.85K
$740K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
594+ 3.03% |
$84.2K - $93.7K
|
20.2K
$3.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
591+ 10.36% |
$83.8K - $93.2K
|
6.3K
$961K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
590+ 16.0% |
$83.7K - $93.1K
|
4.28K
$653K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
588+ 0.79% |
$83.4K - $92.8K
|
74.7K
$11.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
586+ 7.89% |
$83.1K - $92.4K
|
8.01K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
580+ 14.81% |
$82.3K - $91.5K
|
4.5K
$686K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
575+ 3.9% |
$81.5K - $90.7K
|
15.3K
$2.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
572+ 7.45% |
$81.1K - $90.2K
|
8.25K
$1.26M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
572+ 1.83% |
$81.1K - $90.2K
|
31.8K
$4.85M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
571+ 7.07% |
$81K - $90.1K
|
8.65K
$1.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
566+ 2.39% |
$80.3K - $89.3K
|
24.3K
$3.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
566+ 6.36% |
$80.3K - $89.3K
|
9.47K
$1.45M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
565+ 8.85% |
$80.1K - $89.1K
|
6.95K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
564+ 29.15% |
$80K - $89K
|
2.5K
$381K
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
562+ 6.28% |
$79.7K - $88.6K
|
9.52K
$1.45M
|