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 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.71% |
$851 - $946
|
855
$132K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6+ 0.32% |
$851 - $946
|
1.86K
$287K
|
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
6+ 0.02% |
$851 - $946
|
25.3K
$3.91M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
6+ 0.17% |
$851 - $946
|
3.5K
$541K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6+ 1.12% |
$851 - $946
|
544
$84K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
5+ 1.1% |
$709 - $789
|
459
$70.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.1% |
$709 - $789
|
5.13K
$793K
|
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
5+ 0.19% |
$709 - $789
|
2.71K
$418K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
5+ 0.36% |
$709 - $789
|
1.39K
$214K
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
5+ 0.07% |
$709 - $789
|
7.13K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
5+ 0.14% |
$709 - $789
|
3.48K
$537K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
5+ 0.34% |
$709 - $789
|
1.48K
$228K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.09% |
$709 - $789
|
5.45K
$842K
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
5+ 0.08% |
$709 - $789
|
6.45K
$996K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.01% |
$709 - $789
|
48.1K
$7.43M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5+ 0.23% |
$709 - $789
|
2.22K
$342K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.24% |
$567 - $631
|
1.7K
$263K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
4+ 0.05% |
$567 - $631
|
8.84K
$1.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4+ 0.08% |
$567 - $631
|
4.92K
$759K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 0.16% |
$567 - $631
|
2.57K
$397K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.92% |
$567 - $631
|
439
$67.8K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4New |
$567 - $631
|
4
$618
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
4+ 0.04% |
$567 - $631
|
10.6K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 1.2% |
$567 - $631
|
338
$52.2K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3+ 0.02% |
$425 - $473
|
13.9K
$2.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$425 - $473
|
6.09K
$941K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.98% |
$425 - $473
|
310
$47.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3+ 0.14% |
$425 - $473
|
2.11K
$325K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$425 - $473
|
1.79K
$277K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.13% |
$284 - $315
|
1.57K
$243K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2+ 0.0% |
$284 - $315
|
109K
$16.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.11% |
$284 - $315
|
1.87K
$288K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.29% |
$284 - $315
|
690
$107K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$284 - $315
|
2.7K
$417K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
2+ 0.16% |
$284 - $315
|
1.28K
$198K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
2+ 0.1% |
$284 - $315
|
1.96K
$303K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2+ 0.04% |
$284 - $315
|
4.58K
$707K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2+ 0.05% |
$284 - $315
|
4.32K
$667K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.03% |
$284 - $315
|
6.46K
$998K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2+ 0.12% |
$284 - $315
|
1.62K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 0.98% |
$284 - $315
|
207
$32K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2+ 0.04% |
$284 - $315
|
4.59K
$708K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.32% |
$142 - $158
|
310
$47.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1+ 0.04% |
$142 - $158
|
2.7K
$416K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1+ 0.03% |
$142 - $158
|
3.32K
$513K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.03% |
$142 - $158
|
3.48K
$537K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
1+ 0.05% |
$142 - $158
|
2.16K
$334K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$142 - $158
|
2.12K
$327K
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.04% |
$142 - $158
|
2.65K
$409K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.54% |
$142 - $158
|
66
$10.2K
|