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 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
485New |
$74K - $80.7K
|
485
$75.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
485+ 25.17% |
$74K - $80.7K
|
2.41K
$377K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
484+ 1.33% |
$73.8K - $80.5K
|
36.8K
$5.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
481+ 0.76% |
$73.4K - $80K
|
63.5K
$9.93M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
480+ 37.38% |
$73.2K - $79.8K
|
1.76K
$276K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
479+ 20.75% |
$73.1K - $79.7K
|
2.79K
$436K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
477+ 15.57% |
$72.8K - $79.3K
|
3.54K
$554K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
475+ 5.46% |
$72.5K - $79K
|
9.17K
$1.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
474+ 1.33% |
$72.3K - $78.8K
|
36.2K
$5.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
474+ 10.05% |
$72.3K - $78.8K
|
5.19K
$811K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
473+ 5.21% |
$72.2K - $78.7K
|
9.55K
$1.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
472+ 1.53% |
$72K - $78.5K
|
31.3K
$4.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
470+ 12.53% |
$71.7K - $78.2K
|
4.22K
$660K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
468+ 4.6% |
$71.4K - $77.8K
|
10.6K
$1.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
459+ 25.26% |
$70K - $76.3K
|
2.28K
$356K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
459+ 1.84% |
$70K - $76.3K
|
25.3K
$3.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
459+ 12.82% |
$70K - $76.3K
|
4.04K
$631K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
457+ 3.03% |
$69.7K - $76K
|
15.5K
$2.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
457+ 7.81% |
$69.7K - $76K
|
6.31K
$986K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
457+ 4.83% |
$69.7K - $76K
|
9.93K
$1.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
451+ 5.22% |
$68.8K - $75K
|
9.09K
$1.42M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
450+ 1.24% |
$68.7K - $74.8K
|
36.7K
$5.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
450+ 2.03% |
$68.7K - $74.8K
|
22.6K
$3.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
448+ 5.77% |
$68.4K - $74.5K
|
8.21K
$1.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
447+ 3.91% |
$68.2K - $74.3K
|
11.9K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
443+ 11.92% |
$67.6K - $73.7K
|
4.16K
$650K
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
440+ 10.01% |
$67.1K - $73.2K
|
4.84K
$756K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
438+ 2.31% |
$66.8K - $72.9K
|
19.4K
$3.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
436+ 3.38% |
$66.5K - $72.5K
|
13.3K
$2.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
436+ 2.15% |
$66.5K - $72.5K
|
20.7K
$3.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
435+ 2.61% |
$66.4K - $72.4K
|
17.1K
$2.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
426+ 0.9% |
$65K - $70.9K
|
47.7K
$7.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
425+ 0.52% |
$64.8K - $70.7K
|
82.6K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
425+ 0.22% |
$64.8K - $70.7K
|
189K
$29.6M
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
425+ 6.33% |
$64.8K - $70.7K
|
7.14K
$1.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
423+ 0.76% |
$64.5K - $70.4K
|
56.2K
$8.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
421+ 21.08% |
$64.2K - $70K
|
2.42K
$378K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
420+ 3.94% |
$64.1K - $69.9K
|
11.1K
$1.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
420+ 1.82% |
$64.1K - $69.9K
|
23.6K
$3.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
418+ 4.15% |
$63.8K - $69.5K
|
10.5K
$1.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
417+ 18.84% |
$63.6K - $69.4K
|
2.63K
$411K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
417+ 15.09% |
$63.6K - $69.4K
|
3.18K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
417+ 0.84% |
$63.6K - $69.4K
|
50.2K
$7.85M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
416+ 15.3% |
$63.5K - $69.2K
|
3.14K
$490K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
415+ 8.66% |
$63.3K - $69K
|
5.21K
$814K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
415+ 3.95% |
$63.3K - $69K
|
10.9K
$1.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
414+ 1.45% |
$63.2K - $68.9K
|
29K
$4.54M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
412+ 1.43% |
$62.9K - $68.5K
|
29.3K
$4.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
411+ 14.34% |
$62.7K - $68.4K
|
3.28K
$512K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
408+ 9.09% |
$62.2K - $67.9K
|
4.9K
$766K
|