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 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
12+ 0.59% |
$1.7K - $1.89K
|
2.06K
$315K
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
12+ 0.6% |
$1.7K - $1.89K
|
2.03K
$311K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11+ 0.89% |
$1.56K - $1.74K
|
1.25K
$191K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
11+ 0.27% |
$1.56K - $1.74K
|
4.04K
$619K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
10+ 0.07% |
$1.42K - $1.58K
|
14.3K
$2.19M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
10+ 0.36% |
$1.42K - $1.58K
|
2.82K
$433K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
10+ 0.47% |
$1.42K - $1.58K
|
2.15K
$329K
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.6% |
$1.42K - $1.58K
|
1.66K
$255K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
10+ 0.61% |
$1.42K - $1.58K
|
1.65K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10+ 0.23% |
$1.42K - $1.58K
|
4.35K
$667K
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
9+ 0.52% |
$1.28K - $1.42K
|
1.75K
$268K
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
9+ 0.05% |
$1.28K - $1.42K
|
18K
$2.77M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9+ 0.58% |
$1.28K - $1.42K
|
1.55K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
9+ 1.11% |
$1.28K - $1.42K
|
817
$125K
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
9+ 0.19% |
$1.28K - $1.42K
|
4.84K
$742K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
8+ 0.54% |
$1.13K - $1.26K
|
1.49K
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
8+ 0.54% |
$1.13K - $1.26K
|
1.49K
$228K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
8+ 0.06% |
$1.13K - $1.26K
|
12.5K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
8+ 0.15% |
$1.13K - $1.26K
|
5.42K
$830K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
8+ 0.49% |
$1.13K - $1.26K
|
1.65K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
8+ 0.17% |
$1.13K - $1.26K
|
4.62K
$708K
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
6+ 0.16% |
$851 - $946
|
3.74K
$573K
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
6+ 0.31% |
$851 - $946
|
1.94K
$297K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
6+ 0.05% |
$851 - $946
|
12.1K
$1.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.71% |
$851 - $946
|
855
$131K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6+ 0.32% |
$851 - $946
|
1.86K
$285K
|
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
6+ 0.02% |
$851 - $946
|
25.3K
$3.88M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
6+ 0.17% |
$851 - $946
|
3.5K
$536K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
5+ 1.1% |
$709 - $789
|
459
$70.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.1% |
$709 - $789
|
5.13K
$786K
|
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
5+ 0.19% |
$709 - $789
|
2.71K
$415K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
5+ 0.36% |
$709 - $789
|
1.39K
$213K
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
5+ 0.07% |
$709 - $789
|
7.13K
$1.09M
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
5+ 0.14% |
$709 - $789
|
3.48K
$533K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
5+ 0.34% |
$709 - $789
|
1.48K
$226K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.09% |
$709 - $789
|
5.45K
$836K
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
5+ 0.08% |
$709 - $789
|
6.45K
$988K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.01% |
$709 - $789
|
48.1K
$7.37M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5+ 0.23% |
$709 - $789
|
2.22K
$339K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.24% |
$567 - $631
|
1.7K
$261K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
4+ 0.05% |
$567 - $631
|
8.84K
$1.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4+ 0.08% |
$567 - $631
|
4.92K
$753K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 0.16% |
$567 - $631
|
2.57K
$394K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.92% |
$567 - $631
|
439
$67.3K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4New |
$567 - $631
|
4
$613
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
4+ 0.04% |
$567 - $631
|
10.6K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 1.2% |
$567 - $631
|
338
$51.8K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3+ 0.02% |
$425 - $473
|
13.9K
$2.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$425 - $473
|
6.09K
$934K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.98% |
$425 - $473
|
310
$47.5K
|