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
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
39+ 0.3% |
$5.53K - $6.15K
|
12.8K
$1.97M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
39+ 0.49% |
$5.53K - $6.15K
|
8.02K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
39+ 0.43% |
$5.53K - $6.15K
|
9.08K
$1.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
BUY
|
- |
38+ 0.23% |
$5.39K - $5.99K
|
16.7K
$2.55M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
38+ 1.91% |
$5.39K - $5.99K
|
2.03K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
38+ 0.1% |
$5.39K - $5.99K
|
38.4K
$5.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
37+ 0.91% |
$5.25K - $5.84K
|
4.09K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
37+ 3.42% |
$5.25K - $5.84K
|
1.12K
$171K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
36+ 1.66% |
$5.11K - $5.68K
|
2.21K
$338K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
36+ 0.8% |
$5.11K - $5.68K
|
4.55K
$697K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
36+ 2.02% |
$5.11K - $5.68K
|
1.82K
$279K
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
36+ 2.17% |
$5.11K - $5.68K
|
1.69K
$259K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
35+ 0.42% |
$4.96K - $5.52K
|
8.39K
$1.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
34+ 0.43% |
$4.82K - $5.36K
|
7.97K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
34+ 1.69% |
$4.82K - $5.36K
|
2.05K
$313K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
34+ 1.55% |
$4.82K - $5.36K
|
2.23K
$342K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
34+ 0.18% |
$4.82K - $5.36K
|
18.6K
$2.85M
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
34+ 2.27% |
$4.82K - $5.36K
|
1.53K
$235K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
33+ 1.52% |
$4.68K - $5.21K
|
2.2K
$337K
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
32+ 1.9% |
$4.54K - $5.05K
|
1.71K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
32+ 1.07% |
$4.54K - $5.05K
|
3.03K
$465K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
31+ 1.99% |
$4.4K - $4.89K
|
1.59K
$243K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
31+ 0.53% |
$4.4K - $4.89K
|
5.89K
$903K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
31+ 0.29% |
$4.4K - $4.89K
|
10.8K
$1.65M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
31+ 0.24% |
$4.4K - $4.89K
|
13.1K
$2.01M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
31+ 0.6% |
$4.4K - $4.89K
|
5.17K
$793K
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
31+ 0.63% |
$4.4K - $4.89K
|
4.98K
$763K
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
30+ 1.44% |
$4.25K - $4.73K
|
2.11K
$323K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
30+ 2.42% |
$4.25K - $4.73K
|
1.27K
$195K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
30+ 0.75% |
$4.25K - $4.73K
|
4.03K
$617K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
30+ 0.43% |
$4.25K - $4.73K
|
6.97K
$1.07M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
30+ 1.58% |
$4.25K - $4.73K
|
1.93K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
30+ 0.58% |
$4.25K - $4.73K
|
5.24K
$803K
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
30+ 0.88% |
$4.25K - $4.73K
|
3.45K
$528K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
29+ 0.07% |
$4.11K - $4.57K
|
43.8K
$6.7M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
29+ 0.14% |
$4.11K - $4.57K
|
20.2K
$3.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
28+ 0.48% |
$3.97K - $4.42K
|
5.85K
$896K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
28+ 0.79% |
$3.97K - $4.42K
|
3.59K
$550K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
28+ 0.95% |
$3.97K - $4.42K
|
2.98K
$457K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.4% |
$3.97K - $4.42K
|
6.98K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
27+ 1.69% |
$3.83K - $4.26K
|
1.63K
$249K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.23% |
$3.83K - $4.26K
|
11.8K
$1.82M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
27New |
$3.83K - $4.26K
|
27
$4.14K
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
27+ 1.07% |
$3.83K - $4.26K
|
2.56K
$392K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
26+ 0.91% |
$3.69K - $4.1K
|
2.89K
$443K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
26+ 1.47% |
$3.69K - $4.1K
|
1.79K
$274K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
26+ 0.8% |
$3.69K - $4.1K
|
3.29K
$505K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
26+ 0.51% |
$3.69K - $4.1K
|
5.14K
$788K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
25+ 1.44% |
$3.55K - $3.94K
|
1.76K
$269K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
25+ 0.92% |
$3.55K - $3.94K
|
2.75K
$421K
|