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 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
144+ 6.43% |
$20.4K - $22.7K
|
2.39K
$364K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
143+ 4.54% |
$20.3K - $22.6K
|
3.29K
$502K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
142+ 5.66% |
$20.1K - $22.4K
|
2.65K
$405K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
141+ 0.69% |
$20K - $22.2K
|
20.6K
$3.14M
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
140+ 0.78% |
$19.9K - $22.1K
|
18.1K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
140+ 3.28% |
$19.9K - $22.1K
|
4.41K
$673K
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
139+ 6.72% |
$19.7K - $21.9K
|
2.21K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
137+ 1.77% |
$19.4K - $21.6K
|
7.87K
$1.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
136+ 1.84% |
$19.3K - $21.5K
|
7.55K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
135+ 3.42% |
$19.1K - $21.3K
|
4.09K
$624K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
133+ 3.09% |
$18.9K - $21K
|
4.44K
$677K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
131+ 2.62% |
$18.6K - $20.7K
|
5.14K
$784K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
130+ 0.77% |
$18.4K - $20.5K
|
17K
$2.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
129New |
$18.3K - $20.3K
|
129
$19.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
129+ 3.63% |
$18.3K - $20.3K
|
3.68K
$561K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
127+ 3.08% |
$18K - $20K
|
4.25K
$648K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
127+ 4.0% |
$18K - $20K
|
3.3K
$504K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
127+ 2.14% |
$18K - $20K
|
6.07K
$926K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
126+ 4.01% |
$17.9K - $19.9K
|
3.27K
$499K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
126+ 3.5% |
$17.9K - $19.9K
|
3.73K
$569K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
126+ 5.53% |
$17.9K - $19.9K
|
2.4K
$367K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
125+ 0.72% |
$17.7K - $19.7K
|
17.4K
$2.66M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
125+ 403.23% |
$17.7K - $19.7K
|
156
$23.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
125+ 3.16% |
$17.7K - $19.7K
|
4.08K
$622K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
124+ 2.2% |
$17.6K - $19.6K
|
5.76K
$879K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
124+ 1.01% |
$17.6K - $19.6K
|
12.4K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
124+ 3.82% |
$17.6K - $19.6K
|
3.37K
$514K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
122+ 1.79% |
$17.3K - $19.2K
|
6.93K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
121+ 2.4% |
$17.2K - $19.1K
|
5.15K
$786K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
120+ 2.29% |
$17K - $18.9K
|
5.36K
$818K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
119+ 2.92% |
$16.9K - $18.8K
|
4.2K
$640K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
119+ 1.49% |
$16.9K - $18.8K
|
8.11K
$1.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
118+ 1.33% |
$16.7K - $18.6K
|
8.96K
$1.37M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
118+ 3.18% |
$16.7K - $18.6K
|
3.83K
$584K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
118+ 0.34% |
$16.7K - $18.6K
|
35.1K
$5.36M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
118+ 4.63% |
$16.7K - $18.6K
|
2.67K
$407K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
BUY
|
- |
117+ 0.52% |
$16.6K - $18.5K
|
22.7K
$3.46M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
116+ 7.13% |
$16.5K - $18.3K
|
1.74K
$266K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
114+ 1.42% |
$16.2K - $18K
|
8.17K
$1.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
113+ 3.13% |
$16K - $17.8K
|
3.73K
$569K
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
113+ 0.38% |
$16K - $17.8K
|
29.5K
$4.5M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
113+ 6.77% |
$16K - $17.8K
|
1.78K
$272K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
112+ 1.79% |
$15.9K - $17.7K
|
6.38K
$974K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
112+ 3.08% |
$15.9K - $17.7K
|
3.75K
$572K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
112+ 5.71% |
$15.9K - $17.7K
|
2.08K
$317K
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
111+ 1.76% |
$15.7K - $17.5K
|
6.42K
$979K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
110+ 7.05% |
$15.6K - $17.4K
|
1.67K
$255K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
110+ 5.73% |
$15.6K - $17.4K
|
2.03K
$310K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
110+ 1.02% |
$15.6K - $17.4K
|
10.9K
$1.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
109+ 6.34% |
$15.5K - $17.2K
|
1.83K
$279K
|