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 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
107+ 0.9% |
$15.2K - $16.9K
|
12K
$1.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
106+ 0.61% |
$15K - $16.7K
|
17.3K
$2.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
106+ 2.17% |
$15K - $16.7K
|
4.99K
$764K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
106+ 6.79% |
$15K - $16.7K
|
1.67K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
106+ 0.66% |
$15K - $16.7K
|
16.2K
$2.49M
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
106+ 2.53% |
$15K - $16.7K
|
4.3K
$658K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
106+ 5.02% |
$15K - $16.7K
|
2.22K
$340K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
106+ 5.38% |
$15K - $16.7K
|
2.08K
$318K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
105+ 5.29% |
$14.9K - $16.6K
|
2.09K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
105+ 13.55% |
$14.9K - $16.6K
|
880
$135K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
105+ 0.84% |
$14.9K - $16.6K
|
12.6K
$1.94M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
103+ 1.93% |
$14.6K - $16.2K
|
5.44K
$833K
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
102+ 1.87% |
$14.5K - $16.1K
|
5.57K
$853K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
101+ 1.72% |
$14.3K - $15.9K
|
5.99K
$917K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
101+ 0.16% |
$14.3K - $15.9K
|
64.6K
$9.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
100+ 2.77% |
$14.2K - $15.8K
|
3.71K
$568K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
100+ 6.98% |
$14.2K - $15.8K
|
1.53K
$235K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
100New |
$14.2K - $15.8K
|
100
$15.3K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
100+ 0.89% |
$14.2K - $15.8K
|
11.3K
$1.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
99+ 1.64% |
$14K - $15.6K
|
6.12K
$938K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
99+ 2.61% |
$14K - $15.6K
|
3.89K
$597K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
99+ 3.43% |
$14K - $15.6K
|
2.99K
$457K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
97+ 2.55% |
$13.8K - $15.3K
|
3.9K
$597K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
96+ 2.28% |
$13.6K - $15.1K
|
4.31K
$660K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
96+ 1.11% |
$13.6K - $15.1K
|
8.74K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
95New |
$13.5K - $15K
|
95
$14.6K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
95+ 4.82% |
$13.5K - $15K
|
2.07K
$317K
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
95+ 0.26% |
$13.5K - $15K
|
36.4K
$5.58M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
94+ 0.29% |
$13.3K - $14.8K
|
32.9K
$5.04M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
93+ 2.85% |
$13.2K - $14.7K
|
3.36K
$515K
|
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
BUY
|
- |
93+ 0.28% |
$13.2K - $14.7K
|
33.3K
$5.1M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
93+ 1.32% |
$13.2K - $14.7K
|
7.16K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
93+ 0.33% |
$13.2K - $14.7K
|
28.3K
$4.34M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
91+ 0.6% |
$12.9K - $14.4K
|
15.2K
$2.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
90+ 3.44% |
$12.8K - $14.2K
|
2.71K
$415K
|
|
|
Apr 24, 2024
Q1 2024
|
Beddow Capital Management Inc
|
BUY
|
- |
90+ 4.97% |
$12.8K - $14.2K
|
1.9K
$291K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
90+ 0.7% |
$12.8K - $14.2K
|
12.9K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
90+ 0.83% |
$12.8K - $14.2K
|
10.9K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
87+ 4.98% |
$12.3K - $13.7K
|
1.83K
$281K
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
86+ 2.66% |
$12.2K - $13.6K
|
3.32K
$509K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
85+ 0.55% |
$12.1K - $13.4K
|
15.4K
$2.37M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
84+ 0.34% |
$11.9K - $13.3K
|
25K
$3.83M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
83+ 0.13% |
$11.8K - $13.1K
|
65.8K
$10.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
83+ 0.37% |
$11.8K - $13.1K
|
22.8K
$3.49M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
83+ 0.25% |
$11.8K - $13.1K
|
33.7K
$5.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
82+ 3.25% |
$11.6K - $12.9K
|
2.6K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
82+ 0.8% |
$11.6K - $12.9K
|
10.3K
$1.58M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
81+ 1.2% |
$11.5K - $12.8K
|
6.85K
$1.05M
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
81+ 0.29% |
$11.5K - $12.8K
|
28.5K
$4.36M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
81+ 1.92% |
$11.5K - $12.8K
|
4.3K
$658K
|