Purchases and Sales Made in Q2 2024 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.16K+ 20.95% |
$178K - $194K
|
6.72K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.16K+ 2.87% |
$177K - $193K
|
41.7K
$6.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
1.16K+ 12.8% |
$177K - $193K
|
10.2K
$1.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.16K+ 14.55% |
$177K - $193K
|
9.13K
$1.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
1.16K+ 19.07% |
$177K - $193K
|
7.24K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1.16K+ 2.87% |
$176K - $192K
|
41.4K
$6.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.15K+ 26.84% |
$176K - $192K
|
5.45K
$836K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 1.11% |
$176K - $191K
|
105K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.15K+ 101.32% |
$175K - $191K
|
2.29K
$350K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.14K+ 10.43% |
$175K - $190K
|
12.1K
$1.86M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.14K+ 1.4% |
$174K - $189K
|
82.6K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.14K+ 20.63% |
$173K - $189K
|
6.64K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.13K+ 1.94% |
$173K - $189K
|
59.7K
$9.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.13K+ 41.84% |
$173K - $188K
|
3.84K
$589K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.12K+ 42.29% |
$171K - $186K
|
3.77K
$578K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.12K+ 42.79% |
$171K - $186K
|
3.73K
$572K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.12K+ 6.48% |
$171K - $186K
|
18.4K
$2.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
1.1K+ 57.12% |
$168K - $183K
|
3.03K
$465K
|
|
|
Aug 12, 2024
Q2 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
1.1K+ 2.2% |
$168K - $183K
|
51.1K
$7.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.1K+ 7.19% |
$168K - $183K
|
16.4K
$2.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.1K+ 6.83% |
$168K - $183K
|
17.2K
$2.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.09K+ 23.85% |
$167K - $182K
|
5.67K
$869K
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.09K+ 4.46% |
$166K - $181K
|
25.5K
$3.91M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.09K+ 9.09% |
$166K - $181K
|
13.1K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.08K+ 31.17% |
$165K - $180K
|
4.55K
$697K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.08K+ 5.75% |
$164K - $179K
|
19.8K
$3.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.08K+ 6.98% |
$164K - $179K
|
16.5K
$2.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.07K+ 7.8% |
$164K - $178K
|
14.8K
$2.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.07K+ 24.71% |
$163K - $178K
|
5.41K
$828K
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.07K+ 10.91% |
$163K - $178K
|
10.9K
$1.66M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.06K+ 5.51% |
$162K - $177K
|
20.4K
$3.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.06K+ 149.44% |
$161K - $176K
|
1.77K
$271K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.05K+ 4.86% |
$161K - $175K
|
22.7K
$3.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 2.78% |
$161K - $175K
|
38.8K
$5.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Blackstone Inc
New York, NY |
BUY
|
- |
1.05K+ 11.02% |
$160K - $175K
|
10.6K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.05K+ 0.51% |
$160K - $174K
|
206K
$31.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.05K+ 13.87% |
$160K - $174K
|
8.59K
$1.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.04K+ 5.61% |
$159K - $174K
|
19.7K
$3.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.04K+ 78.32% |
$159K - $174K
|
2.38K
$364K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.04K+ 3.07% |
$159K - $173K
|
34.9K
$5.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
1.04K+ 0.65% |
$158K - $172K
|
160K
$24.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 4.69% |
$158K - $172K
|
23.1K
$3.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.03K+ 6.3% |
$157K - $171K
|
17.4K
$2.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 3.17% |
$157K - $171K
|
33.5K
$5.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.03KNew |
$157K - $171K
|
1.03K
$158K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.02K+ 12.2% |
$156K - $170K
|
9.4K
$1.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.02K+ 10.96% |
$155K - $169K
|
10.3K
$1.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.02K+ 7.84% |
$155K - $169K
|
14K
$2.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.02K+ 9.82% |
$155K - $169K
|
11.3K
$1.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.01K+ 47.18% |
$155K - $168K
|
3.16K
$484K
|