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 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
30+ 1.44% |
$4.25K - $4.73K
|
2.11K
$326K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
30+ 2.42% |
$4.25K - $4.73K
|
1.27K
$196K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
30+ 0.75% |
$4.25K - $4.73K
|
4.03K
$622K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
30+ 0.43% |
$4.25K - $4.73K
|
6.97K
$1.08M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
30+ 1.58% |
$4.25K - $4.73K
|
1.93K
$298K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
30+ 0.58% |
$4.25K - $4.73K
|
5.24K
$810K
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
30+ 0.88% |
$4.25K - $4.73K
|
3.45K
$532K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
29+ 0.07% |
$4.11K - $4.57K
|
43.8K
$6.76M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
29+ 0.14% |
$4.11K - $4.57K
|
20.2K
$3.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
28+ 0.48% |
$3.97K - $4.42K
|
5.85K
$903K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
28+ 0.79% |
$3.97K - $4.42K
|
3.59K
$554K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
28+ 0.95% |
$3.97K - $4.42K
|
2.98K
$460K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.4% |
$3.97K - $4.42K
|
6.98K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
27+ 1.69% |
$3.83K - $4.26K
|
1.63K
$251K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.23% |
$3.83K - $4.26K
|
11.8K
$1.83M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
27New |
$3.83K - $4.26K
|
27
$4.17K
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
27+ 1.07% |
$3.83K - $4.26K
|
2.56K
$395K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
26+ 0.91% |
$3.69K - $4.1K
|
2.89K
$446K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
26+ 1.47% |
$3.69K - $4.1K
|
1.79K
$276K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
26+ 0.8% |
$3.69K - $4.1K
|
3.29K
$509K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
26+ 0.51% |
$3.69K - $4.1K
|
5.14K
$794K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
25+ 1.44% |
$3.55K - $3.94K
|
1.76K
$271K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
25+ 0.92% |
$3.55K - $3.94K
|
2.75K
$424K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
25+ 1.63% |
$3.55K - $3.94K
|
1.56K
$240K
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
25+ 1.47% |
$3.55K - $3.94K
|
1.73K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
25+ 0.22% |
$3.55K - $3.94K
|
11.6K
$1.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
24+ 1.01% |
$3.4K - $3.79K
|
2.4K
$371K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
24+ 1.07% |
$3.4K - $3.79K
|
2.28K
$352K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
24+ 0.78% |
$3.4K - $3.79K
|
3.1K
$479K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
24+ 0.22% |
$3.4K - $3.79K
|
11.1K
$1.71M
|
|
|
Aug 07, 2025
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
24+ 0.78% |
$3.4K - $3.79K
|
3.1K
$479K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
23+ 0.52% |
$3.26K - $3.63K
|
4.42K
$682K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
23+ 0.13% |
$3.26K - $3.63K
|
17.6K
$2.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
23+ 0.18% |
$3.26K - $3.63K
|
12.6K
$1.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
23+ 0.1% |
$3.26K - $3.63K
|
22.8K
$3.53M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
23+ 0.69% |
$3.26K - $3.63K
|
3.37K
$521K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
23+ 0.8% |
$3.26K - $3.63K
|
2.89K
$446K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
22+ 1.48% |
$3.12K - $3.47K
|
1.51K
$234K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
22+ 0.4% |
$3.12K - $3.47K
|
5.58K
$862K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
22+ 0.87% |
$3.12K - $3.47K
|
2.55K
$394K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
22+ 3.35% |
$3.12K - $3.47K
|
678
$105K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
22+ 0.86% |
$3.12K - $3.47K
|
2.58K
$398K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
21+ 1.34% |
$2.98K - $3.31K
|
1.59K
$246K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21+ 1.1% |
$2.98K - $3.31K
|
1.93K
$298K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
20+ 2.03% |
$2.84K - $3.15K
|
1.01K
$155K
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
20New |
$2.84K - $3.15K
|
20
$3.09K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20+ 3.34% |
$2.84K - $3.15K
|
619
$95.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
19+ 0.43% |
$2.69K - $3K
|
4.48K
$691K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
19+ 0.22% |
$2.69K - $3K
|
8.6K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
18+ 0.4% |
$2.55K - $2.84K
|
4.57K
$706K
|