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 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
8.95K+ 1.66% |
$1.27M - $1.41M
|
549K
$80.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
8.95K+ 60.33% |
$1.27M - $1.41M
|
23.8K
$3.49M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.91K+ 5.36% |
$1.26M - $1.4M
|
175K
$25.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.9K+ 14.64% |
$1.26M - $1.4M
|
69.7K
$10.2M
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
8.72K+ 290.64% |
$1.24M - $1.38M
|
11.7K
$1.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.69K+ 9.14% |
$1.23M - $1.37M
|
104K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
8.65K+ 217.58% |
$1.23M - $1.36M
|
12.6K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.63K+ 71.33% |
$1.22M - $1.36M
|
20.7K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8.6K+ 24.94% |
$1.22M - $1.36M
|
43.1K
$6.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.56K+ 63.28% |
$1.21M - $1.35M
|
22.1K
$3.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
8.49K+ 8.0% |
$1.2M - $1.34M
|
115K
$16.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.33K+ 83.04% |
$1.18M - $1.31M
|
18.4K
$2.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
8.32KNew |
$1.18M - $1.31M
|
8.32K
$1.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
8.3K+ 1.1% |
$1.18M - $1.31M
|
765K
$112M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
8.29K+ 610.09% |
$1.17M - $1.31M
|
9.64K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
8.27K+ 1.87% |
$1.17M - $1.3M
|
449K
$65.9M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
8.2KNew |
$1.16M - $1.29M
|
8.2K
$1.2M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
8.17K+ 2.53% |
$1.16M - $1.29M
|
332K
$48.6M
|
|
|
May 15, 2024
Q1 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
8.16KNew |
$1.16M - $1.29M
|
8.16K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
8.14KNew |
$1.15M - $1.28M
|
8.14K
$1.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
8.08K+ 264.96% |
$1.15M - $1.28M
|
11.1K
$1.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.03K+ 11.65% |
$1.14M - $1.27M
|
76.9K
$11.3M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
8.02KNew |
$1.14M - $1.27M
|
8.02K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
7.93K+ 37.34% |
$1.12M - $1.25M
|
29.2K
$4.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.8K+ 151.02% |
$1.11M - $1.23M
|
13K
$1.9M
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
7.77K+ 6.51% |
$1.1M - $1.23M
|
127K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
7.77KNew |
$1.1M - $1.22M
|
7.77K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.72K+ 10.42% |
$1.1M - $1.22M
|
81.8K
$12M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
7.61KNew |
$1.08M - $1.2M
|
7.61K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.56K+ 3.73% |
$1.07M - $1.19M
|
210K
$30.8M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7.47K+ 13.47% |
$1.06M - $1.18M
|
62.9K
$9.23M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
7.42K+ 12.59% |
$1.05M - $1.17M
|
66.3K
$9.73M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
7.35K+ 544.63% |
$1.04M - $1.16M
|
8.7K
$1.28M
|
|
|
Jun 11, 2024
Q1 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
7.31KNew |
$1.04M - $1.15M
|
7.31K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.28K+ 12.15% |
$1.03M - $1.15M
|
67.2K
$9.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
7.09K+ 74.59% |
$1.01M - $1.12M
|
16.6K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
7.01K+ 251.91% |
$994K - $1.11M
|
9.79K
$1.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
BUY
|
- |
7K+ 46.67% |
$993K - $1.1M
|
22K
$3.23M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
7K+ 35.89% |
$993K - $1.1M
|
26.5K
$3.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.88K+ 2.48% |
$976K - $1.09M
|
284K
$41.7M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.87K+ 70.92% |
$975K - $1.08M
|
16.6K
$2.43M
|
|
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6.81KNew |
$966K - $1.07M
|
6.81K
$999K
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
6.78KNew |
$962K - $1.07M
|
6.78K
$995K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6.76K+ 323.9% |
$959K - $1.07M
|
8.85K
$1.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
6.75K+ 18.82% |
$958K - $1.07M
|
42.6K
$6.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.7K+ 0.51% |
$951K - $1.06M
|
1.33M
$195M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
6.6K+ 330.0% |
$936K - $1.04M
|
8.6K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.54K+ 14.0% |
$928K - $1.03M
|
53.3K
$7.82M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.53KNew |
$926K - $1.03M
|
6.53K
$957K
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.49K+ 38.42% |
$921K - $1.02M
|
23.4K
$3.43M
|