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 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
25+ 1.63% |
$3.55K - $3.94K
|
1.56K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
25+ 1.47% |
$3.55K - $3.94K
|
1.73K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
25+ 0.22% |
$3.55K - $3.94K
|
11.6K
$1.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
24+ 1.01% |
$3.4K - $3.79K
|
2.4K
$368K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
24+ 1.07% |
$3.4K - $3.79K
|
2.28K
$349K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
24+ 0.78% |
$3.4K - $3.79K
|
3.1K
$475K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
24+ 0.22% |
$3.4K - $3.79K
|
11.1K
$1.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
23+ 0.52% |
$3.26K - $3.63K
|
4.42K
$677K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
23+ 0.13% |
$3.26K - $3.63K
|
17.6K
$2.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
23+ 0.18% |
$3.26K - $3.63K
|
12.6K
$1.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
23+ 0.1% |
$3.26K - $3.63K
|
22.8K
$3.5M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
23+ 0.69% |
$3.26K - $3.63K
|
3.37K
$517K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
23+ 0.8% |
$3.26K - $3.63K
|
2.89K
$442K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
22+ 1.48% |
$3.12K - $3.47K
|
1.51K
$232K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
22+ 0.4% |
$3.12K - $3.47K
|
5.58K
$855K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
22+ 0.87% |
$3.12K - $3.47K
|
2.55K
$391K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
22+ 3.35% |
$3.12K - $3.47K
|
678
$104K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
22+ 0.86% |
$3.12K - $3.47K
|
2.58K
$395K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
21+ 1.34% |
$2.98K - $3.31K
|
1.59K
$244K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21+ 1.1% |
$2.98K - $3.31K
|
1.93K
$296K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
20+ 2.03% |
$2.84K - $3.15K
|
1.01K
$154K
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
20New |
$2.84K - $3.15K
|
20
$3.06K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 3.34% |
$2.84K - $3.15K
|
619
$94.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
19+ 0.43% |
$2.69K - $3K
|
4.48K
$686K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
19+ 0.22% |
$2.69K - $3K
|
8.6K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
18+ 0.4% |
$2.55K - $2.84K
|
4.57K
$701K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
17+ 0.53% |
$2.41K - $2.68K
|
3.25K
$498K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
16+ 0.09% |
$2.27K - $2.52K
|
17.5K
$2.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
16+ 0.47% |
$2.27K - $2.52K
|
3.43K
$526K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
16+ 0.2% |
$2.27K - $2.52K
|
8.2K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
16+ 15.24% |
$2.27K - $2.52K
|
121
$18.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
15+ 1.4% |
$2.13K - $2.37K
|
1.09K
$166K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
15+ 0.21% |
$2.13K - $2.37K
|
7.24K
$1.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 1.71% |
$2.13K - $2.37K
|
890
$136K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15+ 2.45% |
$2.13K - $2.37K
|
628
$96.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
15+ 0.44% |
$2.13K - $2.37K
|
3.46K
$530K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
15+ 5.84% |
$2.13K - $2.37K
|
272
$41.7K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
15+ 0.06% |
$2.13K - $2.37K
|
25.1K
$3.84M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
15+ 1.04% |
$2.13K - $2.37K
|
1.46K
$224K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
14+ 0.04% |
$1.99K - $2.21K
|
35.7K
$5.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
14+ 0.28% |
$1.99K - $2.21K
|
5.03K
$770K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
14+ 0.69% |
$1.99K - $2.21K
|
2.05K
$314K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 1.11% |
$1.99K - $2.21K
|
1.28K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
14+ 0.04% |
$1.99K - $2.21K
|
38.8K
$5.94M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
13+ 0.28% |
$1.84K - $2.05K
|
4.65K
$712K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13+ 0.37% |
$1.84K - $2.05K
|
3.5K
$536K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13+ 3.13% |
$1.84K - $2.05K
|
428
$65.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
12+ 0.66% |
$1.7K - $1.89K
|
1.84K
$282K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
12+ 0.52% |
$1.7K - $1.89K
|
2.32K
$355K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
12New |
$1.7K - $1.89K
|
12
$1.84K
|