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 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
181+ 0.98% |
$25.7K - $28.6K
|
18.6K
$2.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
BUY
|
- |
180+ 3.12% |
$25.5K - $28.4K
|
5.95K
$912K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
178+ 1.29% |
$25.2K - $28.1K
|
14K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
177+ 0.15% |
$25.1K - $27.9K
|
120K
$18.3M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
176+ 9.55% |
$25K - $27.8K
|
2.02K
$309K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
176+ 1.09% |
$25K - $27.8K
|
16.3K
$2.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
175+ 1.35% |
$24.8K - $27.6K
|
13.2K
$2.02M
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
175+ 2.5% |
$24.8K - $27.6K
|
7.18K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
BUY
|
- |
173+ 2.6% |
$24.5K - $27.3K
|
6.83K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
172+ 2.93% |
$24.4K - $27.1K
|
6.04K
$926K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
171+ 8.18% |
$24.3K - $27K
|
2.26K
$346K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
170+ 3.34% |
$24.1K - $26.8K
|
5.27K
$807K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
168+ 5.53% |
$23.8K - $26.5K
|
3.2K
$491K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
167+ 31.21% |
$23.7K - $26.3K
|
702
$108K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
166+ 9.62% |
$23.5K - $26.2K
|
1.89K
$290K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
165+ 5.44% |
$23.4K - $26K
|
3.2K
$490K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
165+ 1.71% |
$23.4K - $26K
|
9.81K
$1.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
163+ 0.48% |
$23.1K - $25.7K
|
34.5K
$5.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
163+ 11.07% |
$23.1K - $25.7K
|
1.64K
$251K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
160+ 0.94% |
$22.7K - $25.2K
|
17.2K
$2.63M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
160+ 1.88% |
$22.7K - $25.2K
|
8.69K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
158+ 1.59% |
$22.4K - $24.9K
|
10.1K
$1.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
158+ 1.7% |
$22.4K - $24.9K
|
9.43K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
157+ 0.93% |
$22.3K - $24.8K
|
17K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
156+ 1.64% |
$22.1K - $24.6K
|
9.67K
$1.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
154+ 4.46% |
$21.8K - $24.3K
|
3.61K
$553K
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
154+ 2.87% |
$21.8K - $24.3K
|
5.52K
$846K
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
154+ 7.67% |
$21.8K - $24.3K
|
2.16K
$331K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
153+ 5.86% |
$21.7K - $24.1K
|
2.76K
$424K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
153+ 11.27% |
$21.7K - $24.1K
|
1.51K
$232K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
152+ 5.81% |
$21.6K - $24K
|
2.77K
$424K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
152+ 0.29% |
$21.6K - $24K
|
53.1K
$8.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
152+ 2.78% |
$21.6K - $24K
|
5.63K
$862K
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
151+ 3.55% |
$21.4K - $23.8K
|
4.4K
$675K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
150+ 1.02% |
$21.3K - $23.7K
|
14.9K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
150+ 4.49% |
$21.3K - $23.7K
|
3.49K
$535K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
BUY
|
- |
149+ 2.07% |
$21.1K - $23.5K
|
7.34K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
149+ 8.31% |
$21.1K - $23.5K
|
1.94K
$298K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
149+ 3.43% |
$21.1K - $23.5K
|
4.49K
$688K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
149+ 14.97% |
$21.1K - $23.5K
|
1.14K
$175K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
147+ 4.34% |
$20.8K - $23.2K
|
3.54K
$542K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
147+ 0.86% |
$20.8K - $23.2K
|
17.2K
$2.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
146+ 0.8% |
$20.7K - $23K
|
18.4K
$2.81M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
146+ 9.43% |
$20.7K - $23K
|
1.7K
$260K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
145+ 0.53% |
$20.6K - $22.9K
|
27.8K
$4.25M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
145+ 2.23% |
$20.6K - $22.9K
|
6.65K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
145+ 3.2% |
$20.6K - $22.9K
|
4.68K
$718K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
145+ 4.24% |
$20.6K - $22.9K
|
3.56K
$546K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
144+ 6.43% |
$20.4K - $22.7K
|
2.39K
$365K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
143+ 4.54% |
$20.3K - $22.6K
|
3.29K
$504K
|