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 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
81+ 0.29% |
$11.5K - $12.8K
|
28.5K
$4.35M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
81+ 1.92% |
$11.5K - $12.8K
|
4.3K
$656K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
80+ 2.68% |
$11.3K - $12.6K
|
3.06K
$468K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
80New |
$11.3K - $12.6K
|
80
$12.2K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
80+ 0.78% |
$11.3K - $12.6K
|
10.3K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
80+ 0.32% |
$11.3K - $12.6K
|
25.2K
$3.84M
|
|
|
Apr 26, 2024
Q1 2024
|
James Hambro & Partners
|
BUY
|
- |
79+ 1.64% |
$11.2K - $12.5K
|
4.9K
$747K
|
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
79+ 3.49% |
$11.2K - $12.5K
|
2.34K
$357K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
77+ 1.94% |
$10.9K - $12.1K
|
4.04K
$617K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
75+ 0.12% |
$10.6K - $11.8K
|
62.8K
$9.59M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
75+ 0.68% |
$10.6K - $11.8K
|
11.1K
$1.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
74+ 3.26% |
$10.5K - $11.7K
|
2.35K
$358K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
74+ 0.86% |
$10.5K - $11.7K
|
8.65K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
74+ 1.39% |
$10.5K - $11.7K
|
5.41K
$826K
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
73+ 2.64% |
$10.4K - $11.5K
|
2.84K
$433K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
73+ 1.61% |
$10.4K - $11.5K
|
4.62K
$705K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
73+ 0.59% |
$10.4K - $11.5K
|
12.5K
$1.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
72+ 1.76% |
$10.2K - $11.4K
|
4.17K
$637K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
71+ 1.08% |
$10.1K - $11.2K
|
6.66K
$1.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
71+ 1.23% |
$10.1K - $11.2K
|
5.84K
$891K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
71+ 0.39% |
$10.1K - $11.2K
|
18.5K
$2.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
70+ 3.3% |
$9.93K - $11K
|
2.19K
$335K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
70+ 0.42% |
$9.93K - $11K
|
16.6K
$2.53M
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
70+ 4.03% |
$9.93K - $11K
|
1.81K
$275K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
69+ 0.93% |
$9.79K - $10.9K
|
7.45K
$1.14M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
69+ 2.54% |
$9.79K - $10.9K
|
2.78K
$425K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
69+ 2.03% |
$9.79K - $10.9K
|
3.47K
$529K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
68+ 1.81% |
$9.64K - $10.7K
|
3.82K
$584K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
68+ 0.86% |
$9.64K - $10.7K
|
7.99K
$1.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
67+ 0.13% |
$9.5K - $10.6K
|
49.9K
$7.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
67+ 2.07% |
$9.5K - $10.6K
|
3.31K
$504K
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.27% |
$9.5K - $10.6K
|
25K
$3.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
66+ 0.7% |
$9.36K - $10.4K
|
9.44K
$1.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
66+ 1.82% |
$9.36K - $10.4K
|
3.69K
$563K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
66+ 2.55% |
$9.36K - $10.4K
|
2.65K
$405K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
65+ 1.52% |
$9.22K - $10.3K
|
4.35K
$663K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
65+ 2.06% |
$9.22K - $10.3K
|
3.22K
$491K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
65+ 0.7% |
$9.22K - $10.3K
|
9.41K
$1.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
65+ 2.99% |
$9.22K - $10.3K
|
2.24K
$341K
|
|
|
Apr 18, 2024
Q1 2024
|
Penbrook Management LLC
|
BUY
|
- |
65+ 3.9% |
$9.22K - $10.3K
|
1.73K
$264K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
65+ 3.56% |
$9.22K - $10.3K
|
1.89K
$289K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
65+ 3.12% |
$9.22K - $10.3K
|
2.15K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
65+ 2.5% |
$9.22K - $10.3K
|
2.67K
$407K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
65+ 4.69% |
$9.22K - $10.3K
|
1.45K
$221K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
63+ 1.84% |
$8.93K - $9.94K
|
3.49K
$533K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
63+ 15.71% |
$8.93K - $9.94K
|
464
$70.8K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
62+ 0.51% |
$8.79K - $9.78K
|
12.2K
$1.86M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
62+ 1.42% |
$8.79K - $9.78K
|
4.42K
$674K
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
62+ 0.29% |
$8.79K - $9.78K
|
21.5K
$3.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
61+ 1.43% |
$8.65K - $9.62K
|
4.33K
$661K
|