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 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
294+ 5.08% |
$41.7K - $46.4K
|
6.08K
$939K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
293+ 4.68% |
$41.6K - $46.2K
|
6.55K
$1.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
287+ 2.2% |
$40.7K - $45.3K
|
13.3K
$2.06M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
286+ 17.17% |
$40.6K - $45.1K
|
1.95K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
284+ 6.9% |
$40.3K - $44.8K
|
4.4K
$680K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
283+ 3.48% |
$40.1K - $44.6K
|
8.43K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
279+ 1.65% |
$39.6K - $44K
|
17.2K
$2.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
276+ 4.95% |
$39.1K - $43.5K
|
5.85K
$904K
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
BUY
|
- |
275+ 0.77% |
$39K - $43.4K
|
36.1K
$5.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
275+ 9.19% |
$39K - $43.4K
|
3.27K
$505K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
275+ 0.3% |
$39K - $43.4K
|
92.4K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
275+ 5.2% |
$39K - $43.4K
|
5.56K
$859K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
275+ 1.6% |
$39K - $43.4K
|
17.5K
$2.7M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
270+ 6.39% |
$38.3K - $42.6K
|
4.49K
$694K
|
|
|
Aug 15, 2025
Q1 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
270+ 3.9% |
$38.3K - $42.6K
|
7.19K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
269+ 4.42% |
$38.1K - $42.4K
|
6.36K
$982K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
269+ 1.16% |
$38.1K - $42.4K
|
23.5K
$3.63M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
266+ 0.96% |
$37.7K - $42K
|
28K
$4.33M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
265+ 1.79% |
$37.6K - $41.8K
|
15.1K
$2.33M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
264+ 2.58% |
$37.4K - $41.6K
|
10.5K
$1.62M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
262+ 8.19% |
$37.2K - $41.3K
|
3.46K
$534K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
261+ 1.29% |
$37K - $41.2K
|
20.5K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
261+ 14.63% |
$37K - $41.2K
|
2.05K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
261+ 32.14% |
$37K - $41.2K
|
1.07K
$166K
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
260+ 0.95% |
$36.9K - $41K
|
27.6K
$4.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
259+ 6.06% |
$36.7K - $40.9K
|
4.53K
$700K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
259+ 20.14% |
$36.7K - $40.9K
|
1.55K
$239K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
259+ 1.33% |
$36.7K - $40.9K
|
19.8K
$3.06M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
256+ 8.12% |
$36.3K - $40.4K
|
3.41K
$526K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
254+ 8.58% |
$36K - $40.1K
|
3.22K
$497K
|
|
|
May 09, 2024
Q1 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
254+ 23.13% |
$36K - $40.1K
|
1.35K
$209K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
253+ 1.67% |
$35.9K - $39.9K
|
15.4K
$2.38M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
252+ 4.19% |
$35.7K - $39.8K
|
6.27K
$968K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
251+ 6.05% |
$35.6K - $39.6K
|
4.4K
$679K
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
250+ 5.64% |
$35.5K - $39.4K
|
4.68K
$723K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
250+ 6.03% |
$35.5K - $39.4K
|
4.4K
$679K
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
250+ 3.76% |
$35.5K - $39.4K
|
6.89K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
250+ 0.62% |
$35.5K - $39.4K
|
40.7K
$6.28M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
250+ 1.64% |
$35.5K - $39.4K
|
15.5K
$2.4M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
249+ 1.96% |
$35.3K - $39.3K
|
13K
$2M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
249+ 3.43% |
$35.3K - $39.3K
|
7.5K
$1.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
248+ 6.77% |
$35.2K - $39.1K
|
3.91K
$604K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
247+ 14.6% |
$35K - $39K
|
1.94K
$299K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
246+ 11.75% |
$34.9K - $38.8K
|
2.34K
$361K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
244+ 3.25% |
$34.6K - $38.5K
|
7.76K
$1.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
243+ 2.77% |
$34.5K - $38.3K
|
9.02K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
243+ 24.45% |
$34.5K - $38.3K
|
1.24K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
243+ 3.55% |
$34.5K - $38.3K
|
7.1K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
241+ 5.7% |
$34.2K - $38K
|
4.47K
$690K
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
241+ 8.06% |
$34.2K - $38K
|
3.23K
$499K
|