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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.6K+ 7.62% |
$227K - $252K
|
22.6K
$3.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
1.6K+ 30.46% |
$226K - $252K
|
6.84K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
1.6K+ 21.31% |
$226K - $252K
|
9.08K
$1.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
BUY
|
- |
1.57K+ 0.84% |
$223K - $248K
|
188K
$29.1M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
1.57K+ 803.59% |
$222K - $247K
|
1.76K
$272K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.56K+ 6.86% |
$222K - $247K
|
24.4K
$3.76M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.56K+ 10.2% |
$221K - $246K
|
16.9K
$2.6M
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.56K+ 68.65% |
$221K - $246K
|
3.83K
$591K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.55K+ 2.06% |
$220K - $245K
|
76.7K
$11.8M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.55K+ 21.79% |
$219K - $244K
|
8.65K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.55KNew |
$219K - $244K
|
1.55K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.54K+ 11.37% |
$218K - $242K
|
15K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.53K+ 27.31% |
$218K - $242K
|
7.15K
$1.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.53K+ 11.1% |
$217K - $241K
|
15.3K
$2.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.52KNew |
$216K - $240K
|
1.52K
$235K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.52K+ 47.53% |
$216K - $240K
|
4.72K
$730K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
1.52KNew |
$216K - $240K
|
1.52K
$235K
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.52K+ 13.99% |
$215K - $239K
|
12.4K
$1.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.52K+ 34.09% |
$215K - $239K
|
5.97K
$922K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.51K+ 3.4% |
$214K - $238K
|
45.9K
$7.09M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.51K+ 27.78% |
$214K - $238K
|
6.93K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.5K+ 28.52% |
$212K - $236K
|
6.74K
$1.04M
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.49K+ 13.22% |
$212K - $236K
|
12.8K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.49K+ 269.49% |
$212K - $236K
|
2.05K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.48K+ 52.26% |
$210K - $234K
|
4.32K
$667K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.48KNew |
$210K - $234K
|
1.48K
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.48K+ 3.4% |
$210K - $234K
|
45.1K
$6.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.48KNew |
$210K - $233K
|
1.48K
$229K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.48K+ 3.5% |
$210K - $233K
|
43.7K
$6.76M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.47K+ 4.24% |
$209K - $233K
|
36.2K
$5.59M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.47K+ 5.36% |
$208K - $232K
|
28.9K
$4.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.47K+ 21.22% |
$208K - $231K
|
8.38K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1.46K+ 87.51% |
$208K - $231K
|
3.14K
$484K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.46K+ 59.58% |
$207K - $230K
|
3.91K
$604K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.46K+ 22.3% |
$206K - $230K
|
7.99K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.45KNew |
$206K - $229K
|
1.45K
$224K
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.45K+ 2.25% |
$206K - $229K
|
65.8K
$10.2M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.44KNew |
$204K - $227K
|
1.44K
$222K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 6.27% |
$204K - $227K
|
24.4K
$3.76M
|
|
|
Mar 21, 2025
Q1 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.44K+ 14.97% |
$204K - $227K
|
11K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.43K+ 3.78% |
$203K - $226K
|
39.4K
$6.08M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.42KNew |
$202K - $224K
|
1.42K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
1.42K+ 10.11% |
$201K - $224K
|
15.4K
$2.38M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.42K+ 23.68% |
$201K - $223K
|
7.39K
$1.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$201K - $223K
|
1.41K
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.41KNew |
$200K - $223K
|
1.41K
$218K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.41KNew |
$200K - $222K
|
1.41K
$218K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
1.41KNew |
$199K - $222K
|
1.41K
$217K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.4K+ 23.65% |
$199K - $221K
|
7.33K
$1.13M
|
|
|
Apr 09, 2024
Q1 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.4K+ 1.91% |
$199K - $221K
|
74.7K
$11.5M
|