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 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
240+ 18.6% |
$34K - $37.9K
|
1.53K
$236K
|
|
|
May 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
240New |
$34K - $37.9K
|
240
$37.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
238+ 7.61% |
$33.8K - $37.5K
|
3.36K
$520K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
238+ 6.96% |
$33.8K - $37.5K
|
3.66K
$565K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
237+ 34.4% |
$33.6K - $37.4K
|
926
$143K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
236+ 16.83% |
$33.5K - $37.2K
|
1.64K
$253K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
235+ 2.26% |
$33.3K - $37.1K
|
10.6K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
234+ 0.88% |
$33.2K - $36.9K
|
26.8K
$4.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
232+ 15.04% |
$32.9K - $36.6K
|
1.78K
$274K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
232+ 0.75% |
$32.9K - $36.6K
|
31.2K
$4.82M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
232+ 3.9% |
$32.9K - $36.6K
|
6.18K
$954K
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
229+ 3.82% |
$32.5K - $36.1K
|
6.22K
$961K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
227+ 9.87% |
$32.2K - $35.8K
|
2.53K
$390K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
226+ 2.39% |
$32.1K - $35.6K
|
9.7K
$1.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
225+ 6.74% |
$31.9K - $35.5K
|
3.57K
$551K
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
225+ 0.42% |
$31.9K - $35.5K
|
53.8K
$8.31M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
224+ 2.96% |
$31.8K - $35.3K
|
7.8K
$1.2M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
223+ 7.23% |
$31.6K - $35.2K
|
3.31K
$511K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
222+ 11.26% |
$31.5K - $35K
|
2.19K
$339K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
221+ 2.25% |
$31.3K - $34.9K
|
10K
$1.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
221+ 9.47% |
$31.3K - $34.9K
|
2.55K
$394K
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
221+ 6.24% |
$31.3K - $34.9K
|
3.76K
$581K
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
219+ 0.81% |
$31.1K - $34.5K
|
27.4K
$4.23M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
217+ 7.03% |
$30.8K - $34.2K
|
3.31K
$510K
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
216+ 9.02% |
$30.6K - $34.1K
|
2.61K
$403K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
215+ 0.53% |
$30.5K - $33.9K
|
40.7K
$6.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
215+ 98.17% |
$30.5K - $33.9K
|
434
$67K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
214+ 13.24% |
$30.3K - $33.8K
|
1.83K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
213+ 2.73% |
$30.2K - $33.6K
|
8.01K
$1.24M
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
212+ 3.57% |
$30.1K - $33.4K
|
6.15K
$950K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
212+ 5.96% |
$30.1K - $33.4K
|
3.77K
$582K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
212+ 8.46% |
$30.1K - $33.4K
|
2.72K
$420K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
212+ 4.86% |
$30.1K - $33.4K
|
4.57K
$706K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
211+ 1.22% |
$29.9K - $33.3K
|
17.5K
$2.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
210+ 1.61% |
$29.8K - $33.1K
|
13.2K
$2.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
209+ 4.07% |
$29.6K - $33K
|
5.35K
$826K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
208+ 7.05% |
$29.5K - $32.8K
|
3.16K
$488K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
208+ 1.74% |
$29.5K - $32.8K
|
12.2K
$1.88M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
207+ 1.76% |
$29.4K - $32.7K
|
12K
$1.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
205+ 0.46% |
$29.1K - $32.3K
|
44.8K
$6.92M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
205+ 1.34% |
$29.1K - $32.3K
|
15.5K
$2.39M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
205+ 0.19% |
$29.1K - $32.3K
|
106K
$16.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
203+ 6.95% |
$28.8K - $32K
|
3.12K
$482K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
203+ 10.09% |
$28.8K - $32K
|
2.22K
$342K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
203+ 0.78% |
$28.8K - $32K
|
26.4K
$4.07M
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
202+ 1.04% |
$28.6K - $31.9K
|
19.6K
$3.02M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
201+ 3.75% |
$28.5K - $31.7K
|
5.56K
$859K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
201+ 2.77% |
$28.5K - $31.7K
|
7.46K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
201New |
$28.5K - $31.7K
|
201
$31K
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
200+ 1.28% |
$28.4K - $31.5K
|
15.9K
$2.45M
|