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 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
BUY
|
- |
336+ 0.38% |
$47.7K - $53K
|
88.3K
$13.9M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
333+ 1.85% |
$47.2K - $52.5K
|
18.4K
$2.88M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
332+ 16.31% |
$47.1K - $52.4K
|
2.37K
$371K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
330+ 0.71% |
$46.8K - $52.1K
|
46.5K
$7.3M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
330+ 2.72% |
$46.8K - $52.1K
|
12.5K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
330+ 21.06% |
$46.8K - $52.1K
|
1.9K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
330+ 0.4% |
$46.8K - $52.1K
|
82.8K
$13M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
329+ 1.08% |
$46.7K - $51.9K
|
30.9K
$4.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
326+ 20.52% |
$46.2K - $51.4K
|
1.92K
$301K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
324+ 4.44% |
$45.9K - $51.1K
|
7.63K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
321+ 2.13% |
$45.5K - $50.6K
|
15.4K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
320+ 1.78% |
$45.4K - $50.5K
|
18.3K
$2.87M
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
318+ 1.13% |
$45.1K - $50.2K
|
28.5K
$4.47M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
318+ 2.73% |
$45.1K - $50.2K
|
12K
$1.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
315+ 10.13% |
$44.7K - $49.7K
|
3.43K
$537K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
314+ 14.92% |
$44.5K - $49.5K
|
2.42K
$379K
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
314+ 1.01% |
$44.5K - $49.5K
|
31.3K
$4.92M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
313+ 1.94% |
$44.4K - $49.4K
|
16.5K
$2.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
313+ 3.24% |
$44.4K - $49.4K
|
9.98K
$1.57M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
312+ 8.0% |
$44.2K - $49.2K
|
4.21K
$661K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
308+ 14.47% |
$43.7K - $48.6K
|
2.44K
$382K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
307+ 18.89% |
$43.5K - $48.4K
|
1.93K
$303K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
307+ 4.24% |
$43.5K - $48.4K
|
7.54K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
305+ 22.61% |
$43.3K - $48.1K
|
1.65K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
305+ 1.25% |
$43.3K - $48.1K
|
24.8K
$3.89M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
304+ 12.39% |
$43.1K - $48K
|
2.76K
$433K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
303+ 15.54% |
$43K - $47.8K
|
2.25K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
300+ 5.22% |
$42.5K - $47.3K
|
6.04K
$948K
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
300+ 0.44% |
$42.5K - $47.3K
|
68.2K
$10.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
299+ 8.77% |
$42.4K - $47.2K
|
3.71K
$582K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
298+ 9.36% |
$42.3K - $47K
|
3.48K
$546K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
298+ 4.25% |
$42.3K - $47K
|
7.32K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
298+ 6.07% |
$42.3K - $47K
|
5.21K
$817K
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
296+ 6.7% |
$42K - $46.7K
|
4.72K
$740K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
296+ 4.73% |
$42K - $46.7K
|
6.56K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
296+ 2.71% |
$42K - $46.7K
|
11.2K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
295+ 1.36% |
$41.8K - $46.5K
|
22K
$3.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
294+ 5.08% |
$41.7K - $46.4K
|
6.08K
$955K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
293+ 4.68% |
$41.6K - $46.2K
|
6.55K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
287+ 2.2% |
$40.7K - $45.3K
|
13.3K
$2.09M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
286+ 17.17% |
$40.6K - $45.1K
|
1.95K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
284+ 6.9% |
$40.3K - $44.8K
|
4.4K
$691K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
283+ 3.48% |
$40.1K - $44.6K
|
8.43K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
279+ 1.65% |
$39.6K - $44K
|
17.2K
$2.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
276+ 4.95% |
$39.1K - $43.5K
|
5.85K
$918K
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
BUY
|
- |
275+ 0.77% |
$39K - $43.4K
|
36.1K
$5.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
275+ 9.19% |
$39K - $43.4K
|
3.27K
$513K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
275+ 0.3% |
$39K - $43.4K
|
92.4K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
275+ 5.2% |
$39K - $43.4K
|
5.56K
$873K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
275+ 1.6% |
$39K - $43.4K
|
17.5K
$2.74M
|