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 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$425 - $473
|
6.09K
$930K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.98% |
$425 - $473
|
310
$47.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3+ 0.14% |
$425 - $473
|
2.11K
$321K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$425 - $473
|
1.79K
$274K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.13% |
$284 - $315
|
1.57K
$240K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2+ 0.0% |
$284 - $315
|
109K
$16.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.11% |
$284 - $315
|
1.87K
$285K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.29% |
$284 - $315
|
690
$105K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$284 - $315
|
2.7K
$412K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
2+ 0.16% |
$284 - $315
|
1.28K
$195K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
2+ 0.1% |
$284 - $315
|
1.96K
$299K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2+ 0.04% |
$284 - $315
|
4.58K
$699K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2+ 0.05% |
$284 - $315
|
4.32K
$659K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.03% |
$284 - $315
|
6.46K
$986K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2+ 0.12% |
$284 - $315
|
1.62K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 0.98% |
$284 - $315
|
207
$31.6K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2+ 0.04% |
$284 - $315
|
4.59K
$700K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.32% |
$142 - $158
|
310
$47.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1+ 0.04% |
$142 - $158
|
2.7K
$411K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1+ 0.03% |
$142 - $158
|
3.32K
$507K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.03% |
$142 - $158
|
3.48K
$530K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
1+ 0.05% |
$142 - $158
|
2.16K
$330K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$142 - $158
|
2.12K
$324K
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.04% |
$142 - $158
|
2.65K
$404K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.54% |
$142 - $158
|
66
$10.1K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.07% |
$142 - $158
|
1.35K
$206K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
1+ 0.04% |
$142 - $158
|
2.47K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$142 - $158
|
1.98K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.27% |
$142 - $158
|
80
$12.2K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1+ 0.02% |
$142 - $158
|
4.19K
$639K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$142 - $158
|
15.6K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.09% |
$142 - $158
|
1.13K
$172K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 0.68% |
$142 - $158
|
148
$22.6K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1+ 0.04% |
$142 - $158
|
2.46K
$375K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1+ 0.05% |
$142 - $158
|
1.87K
$286K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$142 - $158
|
1.6K
$245K
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$142 - $158
|
4.3K
$656K
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1- 0.06% |
$142 - $158
|
1.6K
$244K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1- 0.06% |
$142 - $158
|
1.54K
$236K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.18% |
$142 - $158
|
543
$82.9K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$142 - $158
|
4.49K
$685K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$284 - $315
|
6.2K
$946K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-2- 0.04% |
$284 - $315
|
5.52K
$843K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3- 0.06% |
$425 - $473
|
5.33K
$814K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-3- 1.07% |
$425 - $473
|
278
$42.4K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-3- 0.92% |
$425 - $473
|
323
$49.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-4- 0.18% |
$567 - $631
|
2.21K
$337K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4- 2.63% |
$567 - $631
|
148
$22.6K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-4- 0.17% |
$567 - $631
|
2.32K
$354K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 10.87% |
$709 - $789
|
41
$6.26K
|