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 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
471+ 2.43% |
$66.8K - $74.3K
|
19.8K
$3.04M
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
470+ 34.11% |
$66.7K - $74.1K
|
1.85K
$283K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
468+ 1.45% |
$66.4K - $73.8K
|
32.7K
$5.01M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
468+ 0.35% |
$66.4K - $73.8K
|
135K
$20.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
467+ 3.36% |
$66.2K - $73.7K
|
14.4K
$2.2M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
466+ 28.91% |
$66.1K - $73.5K
|
2.08K
$318K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
465+ 0.59% |
$65.9K - $73.3K
|
78.7K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
464+ 18.59% |
$65.8K - $73.2K
|
2.96K
$454K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
461+ 1.66% |
$65.4K - $72.7K
|
28.2K
$4.32M
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
460+ 0.65% |
$65.2K - $72.6K
|
71.6K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
459+ 0.53% |
$65.1K - $72.4K
|
87K
$13.3M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
456+ 0.97% |
$64.7K - $71.9K
|
47.5K
$7.28M
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
456+ 3.8% |
$64.7K - $71.9K
|
12.5K
$1.91M
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
453+ 18.67% |
$64.2K - $71.5K
|
2.88K
$441K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
453New |
$64.2K - $71.5K
|
453
$69.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
450+ 3.22% |
$63.8K - $71K
|
14.4K
$2.21M
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
449+ 3.26% |
$63.7K - $70.8K
|
14.2K
$2.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
449+ 1.27% |
$63.7K - $70.8K
|
35.8K
$5.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
447+ 7.11% |
$63.4K - $70.5K
|
6.74K
$1.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
445+ 3.95% |
$63.1K - $70.2K
|
11.7K
$1.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
444+ 11.77% |
$63K - $70K
|
4.22K
$646K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
444+ 1.84% |
$63K - $70K
|
24.6K
$3.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
442+ 1.63% |
$62.7K - $69.7K
|
27.6K
$4.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
442+ 0.36% |
$62.7K - $69.7K
|
123K
$18.9M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
442+ 2.42% |
$62.7K - $69.7K
|
18.7K
$2.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
441+ 6.52% |
$62.5K - $69.6K
|
7.2K
$1.1M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
435+ 26.79% |
$61.7K - $68.6K
|
2.06K
$315K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
434+ 9.56% |
$61.5K - $68.5K
|
4.98K
$762K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
433+ 21.59% |
$61.4K - $68.3K
|
2.44K
$374K
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
432+ 3.33% |
$61.3K - $68.1K
|
13.4K
$2.05M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
432+ 18.53% |
$61.3K - $68.1K
|
2.76K
$423K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
430+ 6.38% |
$61K - $67.8K
|
7.17K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
429+ 2.43% |
$60.8K - $67.7K
|
18.1K
$2.77M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
429+ 11.22% |
$60.8K - $67.7K
|
4.25K
$652K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
425+ 2.13% |
$60.3K - $67K
|
20.4K
$3.12M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
424+ 23.04% |
$60.1K - $66.9K
|
2.26K
$347K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
423+ 0.6% |
$60K - $66.7K
|
70.9K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
423+ 2.32% |
$60K - $66.7K
|
18.7K
$2.86M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
422+ 5.18% |
$59.8K - $66.6K
|
8.57K
$1.31M
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
420+ 6.55% |
$59.6K - $66.3K
|
6.83K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
412+ 3.18% |
$58.4K - $65K
|
13.4K
$2.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
411+ 2.98% |
$58.3K - $64.8K
|
14.2K
$2.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
411+ 12.62% |
$58.3K - $64.8K
|
3.67K
$562K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
410+ 18.8% |
$58.1K - $64.7K
|
2.59K
$397K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
409+ 0.26% |
$58K - $64.5K
|
158K
$24.2M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
409+ 4.49% |
$58K - $64.5K
|
9.53K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
408+ 1.18% |
$57.9K - $64.4K
|
35K
$5.36M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
405+ 2.27% |
$57.4K - $63.9K
|
18.3K
$2.8M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
404+ 4.22% |
$57.3K - $63.7K
|
9.98K
$1.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
403+ 1.62% |
$57.2K - $63.6K
|
25.2K
$3.87M
|