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 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
94+ 0.29% |
$13.3K - $14.8K
|
32.9K
$5.08M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
93+ 2.85% |
$13.2K - $14.7K
|
3.36K
$519K
|
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
BUY
|
- |
93+ 0.28% |
$13.2K - $14.7K
|
33.3K
$5.14M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
93+ 1.32% |
$13.2K - $14.7K
|
7.16K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
93+ 0.33% |
$13.2K - $14.7K
|
28.3K
$4.37M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
91+ 0.6% |
$12.9K - $14.4K
|
15.2K
$2.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
90+ 3.44% |
$12.8K - $14.2K
|
2.71K
$418K
|
|
|
Apr 24, 2024
Q1 2024
|
Beddow Capital Management Inc
|
BUY
|
- |
90+ 4.97% |
$12.8K - $14.2K
|
1.9K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
90+ 0.7% |
$12.8K - $14.2K
|
12.9K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
90+ 0.83% |
$12.8K - $14.2K
|
10.9K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
87+ 4.98% |
$12.3K - $13.7K
|
1.83K
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
86+ 2.66% |
$12.2K - $13.6K
|
3.32K
$513K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
85+ 0.55% |
$12.1K - $13.4K
|
15.4K
$2.38M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
84+ 0.34% |
$11.9K - $13.3K
|
25K
$3.86M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
83+ 0.13% |
$11.8K - $13.1K
|
65.8K
$10.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
83+ 0.37% |
$11.8K - $13.1K
|
22.8K
$3.52M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
83+ 0.25% |
$11.8K - $13.1K
|
33.7K
$5.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
82+ 3.25% |
$11.6K - $12.9K
|
2.6K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
82+ 0.8% |
$11.6K - $12.9K
|
10.3K
$1.59M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
81+ 1.2% |
$11.5K - $12.8K
|
6.85K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
81+ 0.29% |
$11.5K - $12.8K
|
28.5K
$4.4M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
81+ 1.92% |
$11.5K - $12.8K
|
4.3K
$664K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
80+ 2.68% |
$11.3K - $12.6K
|
3.06K
$473K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
80New |
$11.3K - $12.6K
|
80
$12.4K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
80+ 0.78% |
$11.3K - $12.6K
|
10.3K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
80+ 0.32% |
$11.3K - $12.6K
|
25.2K
$3.89M
|
|
|
Apr 26, 2024
Q1 2024
|
James Hambro & Partners
|
BUY
|
- |
79+ 1.64% |
$11.2K - $12.5K
|
4.9K
$756K
|
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
79+ 3.49% |
$11.2K - $12.5K
|
2.34K
$362K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
77+ 1.94% |
$10.9K - $12.1K
|
4.04K
$624K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
75+ 0.12% |
$10.6K - $11.8K
|
62.8K
$9.7M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
75+ 0.68% |
$10.6K - $11.8K
|
11.1K
$1.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
74+ 3.26% |
$10.5K - $11.7K
|
2.35K
$362K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
74+ 0.86% |
$10.5K - $11.7K
|
8.65K
$1.34M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
74+ 1.39% |
$10.5K - $11.7K
|
5.41K
$836K
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
73+ 2.64% |
$10.4K - $11.5K
|
2.84K
$438K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
73+ 1.61% |
$10.4K - $11.5K
|
4.62K
$714K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
73+ 0.59% |
$10.4K - $11.5K
|
12.5K
$1.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
72+ 1.76% |
$10.2K - $11.4K
|
4.17K
$644K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
71+ 1.08% |
$10.1K - $11.2K
|
6.66K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
71+ 1.23% |
$10.1K - $11.2K
|
5.84K
$902K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
71+ 0.39% |
$10.1K - $11.2K
|
18.5K
$2.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
70+ 3.3% |
$9.93K - $11K
|
2.19K
$339K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
70+ 0.42% |
$9.93K - $11K
|
16.6K
$2.56M
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
70+ 4.03% |
$9.93K - $11K
|
1.81K
$279K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
69+ 0.93% |
$9.79K - $10.9K
|
7.45K
$1.15M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
69+ 2.54% |
$9.79K - $10.9K
|
2.78K
$430K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
69+ 2.03% |
$9.79K - $10.9K
|
3.47K
$536K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
68+ 1.81% |
$9.64K - $10.7K
|
3.82K
$591K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
68+ 0.86% |
$9.64K - $10.7K
|
7.99K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
67+ 0.13% |
$9.5K - $10.6K
|
49.9K
$7.71M
|