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 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
63+ 1.84% |
$8.93K - $9.94K
|
3.49K
$548K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
63+ 15.71% |
$8.93K - $9.94K
|
464
$72.8K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
62+ 0.51% |
$8.79K - $9.78K
|
12.2K
$1.91M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
62+ 1.42% |
$8.79K - $9.78K
|
4.42K
$693K
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
62+ 0.29% |
$8.79K - $9.78K
|
21.5K
$3.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
61+ 1.43% |
$8.65K - $9.62K
|
4.33K
$680K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
60+ 2.25% |
$8.51K - $9.46K
|
2.73K
$428K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
60+ 2.34% |
$8.51K - $9.46K
|
2.62K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
60+ 0.29% |
$8.51K - $9.46K
|
20.7K
$3.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
59+ 1.02% |
$8.37K - $9.31K
|
5.86K
$919K
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
59+ 2.39% |
$8.37K - $9.31K
|
2.53K
$396K
|
|
|
May 02, 2024
Q1 2024
|
Hendley & CO Inc
|
BUY
|
- |
59+ 0.09% |
$8.37K - $9.31K
|
66.6K
$10.5M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
57+ 4.19% |
$8.08K - $8.99K
|
1.42K
$222K
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
57+ 2.44% |
$8.08K - $8.99K
|
2.4K
$376K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
57+ 1.66% |
$8.08K - $8.99K
|
3.5K
$549K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
57+ 3.93% |
$8.08K - $8.99K
|
1.51K
$237K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
56+ 1.31% |
$7.94K - $8.83K
|
4.34K
$681K
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
55+ 2.2% |
$7.8K - $8.68K
|
2.56K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
55+ 13.61% |
$7.8K - $8.68K
|
459
$72K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
54+ 1.21% |
$7.66K - $8.52K
|
4.53K
$711K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
53+ 0.96% |
$7.52K - $8.36K
|
5.57K
$875K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
53+ 1.28% |
$7.52K - $8.36K
|
4.21K
$660K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
53+ 0.34% |
$7.52K - $8.36K
|
15.4K
$2.42M
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
BUY
|
- |
53+ 0.51% |
$7.52K - $8.36K
|
10.4K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
53+ 1.25% |
$7.52K - $8.36K
|
4.3K
$675K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
52+ 2.14% |
$7.37K - $8.2K
|
2.48K
$389K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
52+ 2.17% |
$7.37K - $8.2K
|
2.45K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
52+ 2.0% |
$7.37K - $8.2K
|
2.65K
$415K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
52+ 1.47% |
$7.37K - $8.2K
|
3.6K
$565K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
51+ 1.17% |
$7.23K - $8.04K
|
4.4K
$691K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
51+ 2.54% |
$7.23K - $8.04K
|
2.06K
$323K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
50+ 1.32% |
$7.09K - $7.89K
|
3.84K
$603K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
50+ 1.29% |
$7.09K - $7.89K
|
3.93K
$616K
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
50+ 0.34% |
$7.09K - $7.89K
|
14.6K
$2.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
50+ 16.67% |
$7.09K - $7.89K
|
350
$54.9K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
BUY
|
- |
50+ 0.05% |
$7.09K - $7.89K
|
91.1K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
50+ 0.94% |
$7.09K - $7.89K
|
5.35K
$839K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
49+ 0.58% |
$6.95K - $7.73K
|
8.51K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
48+ 0.6% |
$6.81K - $7.57K
|
8.11K
$1.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
47+ 5.17% |
$6.67K - $7.41K
|
956
$150K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
47+ 0.69% |
$6.67K - $7.41K
|
6.85K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
46+ 1.24% |
$6.52K - $7.26K
|
3.75K
$589K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
46+ 2.17% |
$6.52K - $7.26K
|
2.17K
$340K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
44+ 0.12% |
$6.24K - $6.94K
|
36.3K
$5.7M
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
44+ 0.3% |
$6.24K - $6.94K
|
14.7K
$2.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
43+ 2.59% |
$6.1K - $6.78K
|
1.7K
$267K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
43+ 0.92% |
$6.1K - $6.78K
|
4.71K
$738K
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
43+ 1.51% |
$6.1K - $6.78K
|
2.9K
$454K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
43+ 1.18% |
$6.1K - $6.78K
|
3.68K
$577K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
42+ 1.03% |
$5.96K - $6.63K
|
4.11K
$645K
|