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 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
595+ 13.99% |
$84.4K - $93.9K
|
4.85K
$749K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
594+ 3.03% |
$84.2K - $93.7K
|
20.2K
$3.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
591+ 10.36% |
$83.8K - $93.2K
|
6.3K
$972K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
590+ 16.0% |
$83.7K - $93.1K
|
4.28K
$661K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
588+ 0.79% |
$83.4K - $92.8K
|
74.7K
$11.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
586+ 7.89% |
$83.1K - $92.4K
|
8.01K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
580+ 14.81% |
$82.3K - $91.5K
|
4.5K
$695K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
575+ 3.9% |
$81.5K - $90.7K
|
15.3K
$2.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
572+ 7.45% |
$81.1K - $90.2K
|
8.25K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
572+ 1.83% |
$81.1K - $90.2K
|
31.8K
$4.91M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
571+ 7.07% |
$81K - $90.1K
|
8.65K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
566+ 2.39% |
$80.3K - $89.3K
|
24.3K
$3.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
566+ 6.36% |
$80.3K - $89.3K
|
9.47K
$1.46M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
565+ 8.85% |
$80.1K - $89.1K
|
6.95K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
564+ 29.15% |
$80K - $89K
|
2.5K
$386K
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
562+ 6.28% |
$79.7K - $88.6K
|
9.52K
$1.47M
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
561+ 9.3% |
$79.6K - $88.5K
|
6.6K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
560+ 0.96% |
$79.4K - $88.3K
|
58.8K
$9.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
554+ 19.27% |
$78.6K - $87.4K
|
3.43K
$530K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
551+ 10.18% |
$78.1K - $86.9K
|
5.96K
$921K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
546+ 7.9% |
$77.4K - $86.1K
|
7.46K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
545+ 7.44% |
$77.3K - $86K
|
7.88K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
545+ 0.28% |
$77.3K - $86K
|
198K
$30.5M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
543+ 15.88% |
$77K - $85.7K
|
3.96K
$612K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
542+ 0.14% |
$76.9K - $85.5K
|
374K
$57.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
540+ 14.87% |
$76.6K - $85.2K
|
4.17K
$644K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
540+ 3.09% |
$76.6K - $85.2K
|
18K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
531+ 22.71% |
$75.3K - $83.8K
|
2.87K
$443K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
528+ 5.29% |
$74.9K - $83.3K
|
10.5K
$1.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
527+ 2.08% |
$74.7K - $83.1K
|
25.9K
$3.99M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
527+ 10.77% |
$74.7K - $83.1K
|
5.42K
$837K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
525+ 7.12% |
$74.5K - $82.8K
|
7.89K
$1.22M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
525+ 29.26% |
$74.5K - $82.8K
|
2.32K
$358K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
524+ 6.97% |
$74.3K - $82.7K
|
8.04K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
523+ 1.81% |
$74.2K - $82.5K
|
29.4K
$4.54M
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
520+ 3.07% |
$73.7K - $82K
|
17.5K
$2.7M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
519+ 3.92% |
$73.6K - $81.9K
|
13.7K
$2.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
518+ 2.48% |
$73.5K - $81.7K
|
21.4K
$3.31M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
518+ 1.62% |
$73.5K - $81.7K
|
32.5K
$5.02M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
517+ 31.85% |
$73.3K - $81.6K
|
2.14K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
517+ 10.37% |
$73.3K - $81.6K
|
5.5K
$850K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
505+ 21.43% |
$71.6K - $79.7K
|
2.86K
$442K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
504+ 0.43% |
$71.5K - $79.5K
|
118K
$18.1M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
504+ 0.45% |
$71.5K - $79.5K
|
112K
$17.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
503+ 1.82% |
$71.3K - $79.3K
|
28.2K
$4.35M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
503+ 5.19% |
$71.3K - $79.3K
|
10.2K
$1.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
500+ 36.71% |
$70.9K - $78.9K
|
1.86K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
499+ 5.09% |
$70.8K - $78.7K
|
10.3K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
499+ 15.64% |
$70.8K - $78.7K
|
3.69K
$570K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
497+ 5.01% |
$70.5K - $78.4K
|
10.4K
$1.61M
|