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 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12.1KNew |
$1.71M - $1.9M
|
12.1K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
12K+ 13.84% |
$1.7M - $1.89M
|
98.6K
$15.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
11.9K+ 4.52% |
$1.69M - $1.87M
|
275K
$42.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
11.8K+ 1182.7% |
$1.68M - $1.87M
|
12.8K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
11.7K+ 34.32% |
$1.66M - $1.85M
|
45.9K
$7.15M
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$1.65M - $1.83M
|
11.6K
$1.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.5K+ 55.46% |
$1.64M - $1.82M
|
32.3K
$5.03M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
11.4K+ 9.49% |
$1.61M - $1.79M
|
131K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
11.3K+ 75.36% |
$1.61M - $1.79M
|
26.4K
$4.11M
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
11.2KNew |
$1.58M - $1.76M
|
11.2K
$1.74M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
11.1K+ 8.13% |
$1.58M - $1.76M
|
148K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
11.1KNew |
$1.57M - $1.74M
|
11.1K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
11K+ 2.73% |
$1.56M - $1.74M
|
415K
$64.6M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10.9K+ 15.76% |
$1.55M - $1.72M
|
80.1K
$12.5M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 57.7% |
$1.53M - $1.7M
|
29.5K
$4.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
10.7K+ 493.35% |
$1.52M - $1.69M
|
12.9K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
10.6K+ 70.89% |
$1.5M - $1.67M
|
25.5K
$3.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
10.5K+ 29.21% |
$1.49M - $1.66M
|
46.6K
$7.25M
|
|
|
May 02, 2024
Q1 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
10.4K+ 5.91% |
$1.47M - $1.64M
|
186K
$28.9M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.3K+ 3.39% |
$1.47M - $1.63M
|
316K
$49.1M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.3K+ 32.01% |
$1.46M - $1.63M
|
42.5K
$6.62M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
10.3K+ 38.56% |
$1.46M - $1.63M
|
37K
$5.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
10.3K+ 10.66% |
$1.46M - $1.62M
|
107K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.3KNew |
$1.45M - $1.62M
|
10.3K
$1.6M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
10.2K+ 8.65% |
$1.45M - $1.62M
|
129K
$20M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.2K+ 10.76% |
$1.45M - $1.61M
|
105K
$16.4M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.2K+ 20.08% |
$1.44M - $1.61M
|
60.9K
$9.47M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$1.44M - $1.6M
|
10.2K
$1.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
10.2K+ 395.53% |
$1.44M - $1.6M
|
12.7K
$1.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.1K+ 309.02% |
$1.43M - $1.59M
|
13.4K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
10K+ 17.42% |
$1.42M - $1.58M
|
67.6K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
9.89K+ 27.85% |
$1.4M - $1.56M
|
45.4K
$7.06M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9.79K+ 141.92% |
$1.39M - $1.54M
|
16.7K
$2.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
9.75KNew |
$1.38M - $1.54M
|
9.75K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
9.66K+ 11.64% |
$1.37M - $1.52M
|
92.6K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.66K+ 89.53% |
$1.37M - $1.52M
|
20.4K
$3.18M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.59K+ 14.39% |
$1.36M - $1.51M
|
76.2K
$11.9M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
9.53K+ 1.23% |
$1.35M - $1.5M
|
783K
$122M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
9.53K+ 41.17% |
$1.35M - $1.5M
|
32.7K
$5.08M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.47K+ 5.34% |
$1.34M - $1.49M
|
187K
$29.1M
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
9.44K+ 10.5% |
$1.34M - $1.49M
|
99.3K
$15.5M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
9.4K+ 4.87% |
$1.33M - $1.48M
|
203K
$31.5M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9.36KNew |
$1.33M - $1.48M
|
9.36K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.31K+ 2.87% |
$1.32M - $1.47M
|
334K
$51.9M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.15K+ 3.99% |
$1.3M - $1.44M
|
239K
$37.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
9.11KNew |
$1.29M - $1.44M
|
9.11K
$1.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.1K+ 66.9% |
$1.29M - $1.43M
|
22.7K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
9.03K+ 17.83% |
$1.28M - $1.42M
|
59.6K
$9.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
9K+ 8.98% |
$1.28M - $1.42M
|
109K
$17M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
8.99K+ 56.44% |
$1.27M - $1.42M
|
24.9K
$3.88M
|