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 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
219+ 0.81% |
$31.1K - $34.5K
|
27.4K
$4.19M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
217+ 7.03% |
$30.8K - $34.2K
|
3.31K
$506K
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
216+ 9.02% |
$30.6K - $34.1K
|
2.61K
$400K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
215+ 0.53% |
$30.5K - $33.9K
|
40.7K
$6.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
215+ 98.17% |
$30.5K - $33.9K
|
434
$66.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
214+ 13.24% |
$30.3K - $33.8K
|
1.83K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
213+ 2.73% |
$30.2K - $33.6K
|
8.01K
$1.23M
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
212+ 3.57% |
$30.1K - $33.4K
|
6.15K
$942K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
212+ 5.96% |
$30.1K - $33.4K
|
3.77K
$577K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
212+ 8.46% |
$30.1K - $33.4K
|
2.72K
$417K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
212+ 4.86% |
$30.1K - $33.4K
|
4.57K
$700K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
211+ 1.22% |
$29.9K - $33.3K
|
17.5K
$2.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
210+ 1.61% |
$29.8K - $33.1K
|
13.2K
$2.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
209+ 4.07% |
$29.6K - $33K
|
5.35K
$820K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
208+ 7.05% |
$29.5K - $32.8K
|
3.16K
$484K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
208+ 1.74% |
$29.5K - $32.8K
|
12.2K
$1.87M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
207+ 1.76% |
$29.4K - $32.7K
|
12K
$1.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
205+ 0.46% |
$29.1K - $32.3K
|
44.8K
$6.87M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
205+ 1.34% |
$29.1K - $32.3K
|
15.5K
$2.37M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
205+ 0.19% |
$29.1K - $32.3K
|
106K
$16.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
203+ 6.95% |
$28.8K - $32K
|
3.12K
$478K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
203+ 10.09% |
$28.8K - $32K
|
2.22K
$339K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
203+ 0.78% |
$28.8K - $32K
|
26.4K
$4.04M
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
202+ 1.04% |
$28.6K - $31.9K
|
19.6K
$3M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
201+ 3.75% |
$28.5K - $31.7K
|
5.56K
$852K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
201+ 2.77% |
$28.5K - $31.7K
|
7.46K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
201New |
$28.5K - $31.7K
|
201
$30.8K
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
200+ 1.28% |
$28.4K - $31.5K
|
15.9K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.07% |
$28.4K - $31.5K
|
299K
$45.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
199+ 2.19% |
$28.2K - $31.4K
|
9.28K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
194+ 4.76% |
$27.5K - $30.6K
|
4.27K
$654K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
193+ 1.48% |
$27.4K - $30.4K
|
13.3K
$2.03M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
193New |
$27.4K - $30.4K
|
193
$29.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
192+ 4.39% |
$27.2K - $30.3K
|
4.56K
$699K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
192+ 6.88% |
$27.2K - $30.3K
|
2.98K
$457K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
192+ 0.17% |
$27.2K - $30.3K
|
113K
$17.3M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
192+ 9.24% |
$27.2K - $30.3K
|
2.27K
$348K
|
|
|
May 03, 2024
Q1 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
190+ 5.76% |
$26.9K - $30K
|
3.49K
$535K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
190+ 4.12% |
$26.9K - $30K
|
4.8K
$736K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
189+ 10.28% |
$26.8K - $29.8K
|
2.03K
$311K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
188+ 6.35% |
$26.7K - $29.7K
|
3.15K
$483K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
188+ 7.03% |
$26.7K - $29.7K
|
2.86K
$439K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
187+ 0.93% |
$26.5K - $29.5K
|
20.2K
$3.1M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
187+ 7.61% |
$26.5K - $29.5K
|
2.64K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
186+ 0.96% |
$26.4K - $29.3K
|
19.5K
$2.98M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
185+ 11.93% |
$26.2K - $29.2K
|
1.74K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
184+ 1.11% |
$26.1K - $29K
|
16.7K
$2.56M
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
183+ 13.39% |
$26K - $28.9K
|
1.55K
$237K
|
|
|
May 03, 2024
Q1 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
183+ 0.83% |
$26K - $28.9K
|
22.3K
$3.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
182+ 4.29% |
$25.8K - $28.7K
|
4.42K
$677K
|