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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
696+ 15.77% |
$106K - $116K
|
5.11K
$776K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
695+ 42.43% |
$106K - $116K
|
2.33K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
692+ 0.98% |
$106K - $115K
|
71.4K
$10.8M
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
691+ 5.41% |
$105K - $115K
|
13.5K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
688+ 4.73% |
$105K - $114K
|
15.2K
$2.31M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
686+ 191.62% |
$105K - $114K
|
1.04K
$159K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
685+ 14.66% |
$105K - $114K
|
5.36K
$814K
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
685+ 4.05% |
$105K - $114K
|
17.6K
$2.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
675+ 49.02% |
$103K - $112K
|
2.05K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
673+ 17.71% |
$103K - $112K
|
4.47K
$680K
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
673+ 2.21% |
$103K - $112K
|
31.2K
$4.74M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
671+ 13.09% |
$102K - $112K
|
5.8K
$880K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
670+ 4.13% |
$102K - $111K
|
16.9K
$2.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
BUY
|
- |
667+ 1.54% |
$102K - $111K
|
44.1K
$6.69M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
662+ 1.97% |
$101K - $110K
|
34.3K
$5.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
661+ 6.23% |
$101K - $110K
|
11.3K
$1.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
660+ 6.38% |
$101K - $110K
|
11K
$1.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
651+ 6.24% |
$99.3K - $108K
|
11.1K
$1.68M
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
650+ 5.46% |
$99.2K - $108K
|
12.6K
$1.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
650+ 4.32% |
$99.2K - $108K
|
15.7K
$2.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
648+ 22.96% |
$98.9K - $108K
|
3.47K
$527K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
648+ 0.36% |
$98.9K - $108K
|
181K
$27.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
639+ 12.02% |
$97.5K - $106K
|
5.96K
$905K
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
638+ 5.04% |
$97.3K - $106K
|
13.3K
$2.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
635+ 4.29% |
$96.9K - $106K
|
15.4K
$2.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
633+ 2.69% |
$96.6K - $105K
|
24.2K
$3.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
633New |
$96.6K - $105K
|
633
$96.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
630+ 0.91% |
$96.1K - $105K
|
69.9K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
628+ 20.2% |
$95.8K - $104K
|
3.74K
$568K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
626+ 0.78% |
$95.5K - $104K
|
81K
$12.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
625+ 35.61% |
$95.4K - $104K
|
2.38K
$362K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
625+ 101.96% |
$95.4K - $104K
|
1.24K
$188K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
625+ 0.79% |
$95.4K - $104K
|
79.9K
$12.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
624+ 3.13% |
$95.2K - $104K
|
20.5K
$3.12M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
623+ 2.74% |
$95.1K - $104K
|
23.3K
$3.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
622+ 2.47% |
$94.9K - $103K
|
25.8K
$3.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
620+ 1.53% |
$94.6K - $103K
|
41.1K
$6.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
618+ 3.51% |
$94.3K - $103K
|
18.2K
$2.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
616+ 3.02% |
$94K - $102K
|
21K
$3.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
613+ 10.48% |
$93.5K - $102K
|
6.47K
$982K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
609+ 9.03% |
$92.9K - $101K
|
7.35K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
605+ 3.0% |
$92.3K - $101K
|
20.7K
$3.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
600+ 56.93% |
$91.5K - $99.8K
|
1.65K
$251K
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
600+ 6.98% |
$91.5K - $99.8K
|
9.2K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
600+ 3.21% |
$91.5K - $99.8K
|
19.3K
$2.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
598+ 1.03% |
$91.2K - $99.5K
|
58.5K
$8.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
597New |
$91.1K - $99.3K
|
597
$90.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
595+ 32.2% |
$90.8K - $99K
|
2.44K
$371K
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
594+ 3.73% |
$90.6K - $98.8K
|
16.5K
$2.51M
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
587+ 6.62% |
$89.6K - $97.6K
|
9.46K
$1.44M
|