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 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.49K+ 21.74% |
$921K - $1.02M
|
36.4K
$5.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
6.49KNew |
$920K - $1.02M
|
6.49K
$952K
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.48K+ 14.88% |
$920K - $1.02M
|
50.1K
$7.34M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.46K+ 4.74% |
$916K - $1.02M
|
143K
$20.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
6.41K+ 6.54% |
$909K - $1.01M
|
104K
$15.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
6.39K+ 12.23% |
$906K - $1.01M
|
58.6K
$8.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6.35K+ 21.4% |
$900K - $1M
|
36K
$5.28M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
6.35K+ 11.19% |
$900K - $1M
|
63.1K
$9.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.29K+ 9.84% |
$892K - $992K
|
70.2K
$10.3M
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
6.26K+ 22.57% |
$887K - $987K
|
34K
$4.99M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.25K+ 35.82% |
$886K - $985K
|
23.7K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
6.18K+ 26.9% |
$877K - $975K
|
29.2K
$4.28M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
6.1K+ 2.58% |
$865K - $962K
|
243K
$35.6M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
6.08K+ 1.98% |
$862K - $959K
|
313K
$45.9M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.05KNew |
$858K - $954K
|
6.05K
$887K
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
6.04K+ 75.98% |
$856K - $952K
|
14K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.97K+ 18.77% |
$847K - $942K
|
37.8K
$5.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.96K+ 30.5% |
$846K - $940K
|
25.5K
$3.74M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.96K+ 5.75% |
$845K - $940K
|
110K
$16.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.91K+ 21.76% |
$838K - $932K
|
33.1K
$4.85M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
5.87K+ 8.31% |
$833K - $926K
|
76.5K
$11.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
5.87KNew |
$832K - $925K
|
5.87K
$860K
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.83KNew |
$827K - $920K
|
5.83K
$855K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.82K+ 3.19% |
$825K - $917K
|
188K
$27.6M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.75K+ 22.41% |
$816K - $908K
|
31.4K
$4.61M
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
5.71K+ 32.83% |
$810K - $900K
|
23.1K
$3.39M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.69K+ 20.27% |
$807K - $898K
|
33.8K
$4.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
5.59K+ 39.28% |
$793K - $882K
|
19.8K
$2.91M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.58KNew |
$792K - $881K
|
5.58K
$819K
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
BUY
|
- |
5.57K+ 3.43% |
$789K - $878K
|
168K
$24.6M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.54K+ 6.67% |
$785K - $874K
|
88.6K
$13M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
5.52K+ 42.25% |
$783K - $871K
|
18.6K
$2.73M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.47K+ 3.92% |
$776K - $863K
|
145K
$21.3M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
5.47KNew |
$775K - $862K
|
5.47K
$802K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5.46K+ 211.43% |
$774K - $860K
|
8.04K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
5.45K+ 22.07% |
$773K - $860K
|
30.2K
$4.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
5.45K+ 5.69% |
$772K - $859K
|
101K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.42K+ 14.62% |
$769K - $855K
|
42.5K
$6.24M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.39K+ 9.67% |
$765K - $851K
|
61.1K
$8.97M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
5.35K+ 3.62% |
$758K - $843K
|
153K
$22.4M
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
5.33K+ 27.21% |
$756K - $841K
|
24.9K
$3.66M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
5.3K+ 2.54% |
$752K - $836K
|
214K
$31.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.3K+ 6.08% |
$752K - $836K
|
92.4K
$13.6M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
5.25K+ 0.69% |
$745K - $829K
|
769K
$113M
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
5.25KNew |
$744K - $828K
|
5.25K
$770K
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
5.24K+ 0.35% |
$742K - $826K
|
1.52M
$223M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.23K+ 12.57% |
$741K - $825K
|
46.8K
$6.87M
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
5.21K+ 25.37% |
$739K - $822K
|
25.8K
$3.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.17K+ 4.96% |
$734K - $816K
|
109K
$16M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
5.12K+ 9.7% |
$726K - $808K
|
57.9K
$8.49M
|