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 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
50+ 0.94% |
$7.09K - $7.89K
|
5.35K
$826K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
49+ 0.58% |
$6.95K - $7.73K
|
8.51K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
48+ 0.6% |
$6.81K - $7.57K
|
8.11K
$1.25M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
47+ 5.17% |
$6.67K - $7.41K
|
956
$148K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
47+ 0.69% |
$6.67K - $7.41K
|
6.85K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
46+ 1.24% |
$6.52K - $7.26K
|
3.75K
$579K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
46+ 2.17% |
$6.52K - $7.26K
|
2.17K
$335K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
44+ 0.12% |
$6.24K - $6.94K
|
36.3K
$5.61M
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
44+ 0.3% |
$6.24K - $6.94K
|
14.7K
$2.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
43+ 2.59% |
$6.1K - $6.78K
|
1.7K
$263K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
43+ 0.92% |
$6.1K - $6.78K
|
4.71K
$727K
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
43+ 1.51% |
$6.1K - $6.78K
|
2.9K
$447K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
43+ 1.18% |
$6.1K - $6.78K
|
3.68K
$568K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
42+ 1.03% |
$5.96K - $6.63K
|
4.11K
$635K
|
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
42+ 1.3% |
$5.96K - $6.63K
|
3.27K
$505K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
42New |
$5.96K - $6.63K
|
42
$6.49K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
42+ 0.08% |
$5.96K - $6.63K
|
53.2K
$8.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
41+ 1.09% |
$5.81K - $6.47K
|
3.8K
$587K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
41+ 0.4% |
$5.81K - $6.47K
|
10.4K
$1.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
40+ 1.09% |
$5.67K - $6.31K
|
3.72K
$575K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
40+ 6.4% |
$5.67K - $6.31K
|
665
$103K
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
40+ 0.33% |
$5.67K - $6.31K
|
12.2K
$1.89M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
39+ 0.3% |
$5.53K - $6.15K
|
12.8K
$1.98M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
39+ 0.49% |
$5.53K - $6.15K
|
8.02K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
39+ 0.43% |
$5.53K - $6.15K
|
9.08K
$1.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
BUY
|
- |
38+ 0.23% |
$5.39K - $5.99K
|
16.7K
$2.57M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
38+ 1.91% |
$5.39K - $5.99K
|
2.03K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
38+ 0.1% |
$5.39K - $5.99K
|
38.4K
$5.94M
|
|
|
Aug 14, 2025
Q1 2024
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
38+ 0.28% |
$5.39K - $5.99K
|
13.5K
$2.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
37+ 0.91% |
$5.25K - $5.84K
|
4.09K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
37+ 3.42% |
$5.25K - $5.84K
|
1.12K
$173K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
36+ 1.66% |
$5.11K - $5.68K
|
2.21K
$341K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
36+ 0.8% |
$5.11K - $5.68K
|
4.55K
$703K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
36+ 2.02% |
$5.11K - $5.68K
|
1.82K
$281K
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
36+ 2.17% |
$5.11K - $5.68K
|
1.69K
$261K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
35+ 0.42% |
$4.96K - $5.52K
|
8.39K
$1.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
34+ 0.43% |
$4.82K - $5.36K
|
7.97K
$1.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
34+ 1.69% |
$4.82K - $5.36K
|
2.05K
$316K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
34+ 1.55% |
$4.82K - $5.36K
|
2.23K
$344K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
34+ 0.18% |
$4.82K - $5.36K
|
18.6K
$2.87M
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
34+ 2.27% |
$4.82K - $5.36K
|
1.53K
$237K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
33+ 1.52% |
$4.68K - $5.21K
|
2.2K
$339K
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
32+ 1.9% |
$4.54K - $5.05K
|
1.71K
$264K
|
|
|
May 13, 2024
Q1 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
32+ 1.07% |
$4.54K - $5.05K
|
3.03K
$468K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
31+ 1.99% |
$4.4K - $4.89K
|
1.59K
$245K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
31+ 0.53% |
$4.4K - $4.89K
|
5.89K
$910K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
31+ 0.29% |
$4.4K - $4.89K
|
10.8K
$1.66M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
31+ 0.24% |
$4.4K - $4.89K
|
13.1K
$2.03M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
31+ 0.6% |
$4.4K - $4.89K
|
5.17K
$799K
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
31+ 0.63% |
$4.4K - $4.89K
|
4.98K
$769K
|