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 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
554+ 19.27% |
$78.6K - $87.4K
|
3.43K
$525K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
551+ 10.18% |
$78.1K - $86.9K
|
5.96K
$914K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
546+ 7.9% |
$77.4K - $86.1K
|
7.46K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
545+ 7.44% |
$77.3K - $86K
|
7.88K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
545+ 0.28% |
$77.3K - $86K
|
198K
$30.3M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
543+ 15.88% |
$77K - $85.7K
|
3.96K
$607K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
542+ 0.14% |
$76.9K - $85.5K
|
374K
$57.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
540+ 14.87% |
$76.6K - $85.2K
|
4.17K
$639K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
540+ 3.09% |
$76.6K - $85.2K
|
18K
$2.76M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
531+ 22.71% |
$75.3K - $83.8K
|
2.87K
$440K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
528+ 5.29% |
$74.9K - $83.3K
|
10.5K
$1.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
527+ 2.08% |
$74.7K - $83.1K
|
25.9K
$3.96M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
527+ 10.77% |
$74.7K - $83.1K
|
5.42K
$830K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
525+ 7.12% |
$74.5K - $82.8K
|
7.89K
$1.21M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
525+ 29.26% |
$74.5K - $82.8K
|
2.32K
$355K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
524+ 6.97% |
$74.3K - $82.7K
|
8.04K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
523+ 1.81% |
$74.2K - $82.5K
|
29.4K
$4.5M
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
520+ 3.07% |
$73.7K - $82K
|
17.5K
$2.68M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
519+ 3.92% |
$73.6K - $81.9K
|
13.7K
$2.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
518+ 2.48% |
$73.5K - $81.7K
|
21.4K
$3.28M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
518+ 1.62% |
$73.5K - $81.7K
|
32.5K
$4.98M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
517+ 31.85% |
$73.3K - $81.6K
|
2.14K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
517+ 10.37% |
$73.3K - $81.6K
|
5.5K
$843K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
505+ 21.43% |
$71.6K - $79.7K
|
2.86K
$439K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
504+ 0.43% |
$71.5K - $79.5K
|
118K
$18M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
504+ 0.45% |
$71.5K - $79.5K
|
112K
$17.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
503+ 1.82% |
$71.3K - $79.3K
|
28.2K
$4.31M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
503+ 5.19% |
$71.3K - $79.3K
|
10.2K
$1.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
500+ 36.71% |
$70.9K - $78.9K
|
1.86K
$285K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
499+ 5.09% |
$70.8K - $78.7K
|
10.3K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
499+ 15.64% |
$70.8K - $78.7K
|
3.69K
$565K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
497+ 5.01% |
$70.5K - $78.4K
|
10.4K
$1.6M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
496+ 12.46% |
$70.3K - $78.2K
|
4.48K
$686K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
495+ 24.95% |
$70.2K - $78.1K
|
2.48K
$380K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
494+ 27.26% |
$70.1K - $77.9K
|
2.31K
$353K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
491+ 1.33% |
$69.6K - $77.5K
|
37.3K
$5.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
490New |
$69.5K - $77.3K
|
490
$75.1K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
489+ 7.02% |
$69.3K - $77.1K
|
7.46K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
487New |
$69.1K - $76.8K
|
487
$74.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
486+ 0.74% |
$68.9K - $76.7K
|
65.7K
$10.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
485+ 0.98% |
$68.8K - $76.5K
|
49.7K
$7.62M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
485+ 6.15% |
$68.8K - $76.5K
|
8.37K
$1.28M
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
483+ 1.69% |
$68.5K - $76.2K
|
29K
$4.44M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
481+ 11.36% |
$68.2K - $75.9K
|
4.72K
$723K
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
481+ 4.88% |
$68.2K - $75.9K
|
10.3K
$1.58M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
480+ 12.47% |
$68.1K - $75.7K
|
4.33K
$663K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
479+ 2.22% |
$67.9K - $75.6K
|
22K
$3.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
478+ 4.62% |
$67.8K - $75.4K
|
10.8K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
475+ 1.45% |
$67.4K - $74.9K
|
33.3K
$5.1M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
472+ 22.57% |
$66.9K - $74.5K
|
2.56K
$393K
|