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 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
406+ 93.55% |
$61.9K - $67.5K
|
840
$131K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
404+ 0.41% |
$61.6K - $67.2K
|
99.5K
$15.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
404+ 2.41% |
$61.6K - $67.2K
|
17.2K
$2.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
404+ 1.15% |
$61.6K - $67.2K
|
35.4K
$5.53M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
402+ 7.15% |
$61.3K - $66.9K
|
6.03K
$942K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
398+ 3.19% |
$60.7K - $66.2K
|
12.9K
$2.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
396+ 21.69% |
$60.4K - $65.9K
|
2.22K
$347K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
395+ 4.04% |
$60.3K - $65.7K
|
10.2K
$1.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
395+ 0.77% |
$60.3K - $65.7K
|
51.5K
$8.06M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
392+ 4.57% |
$59.8K - $65.2K
|
8.97K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
392+ 0.4% |
$59.8K - $65.2K
|
97.7K
$15.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
390+ 1.76% |
$59.5K - $64.9K
|
22.5K
$3.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
389+ 3.15% |
$59.3K - $64.7K
|
12.8K
$1.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
388+ 3.19% |
$59.2K - $64.5K
|
12.6K
$1.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
386+ 5.89% |
$58.9K - $64.2K
|
6.94K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
380+ 2.02% |
$58K - $63.2K
|
19.2K
$3M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
378+ 8.14% |
$57.7K - $62.9K
|
5.02K
$785K
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
377+ 3.03% |
$57.5K - $62.7K
|
12.8K
$2M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
376New |
$57.4K - $62.5K
|
376
$58.8K
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
375+ 22.91% |
$57.2K - $62.4K
|
2.01K
$315K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
372+ 1.53% |
$56.8K - $61.9K
|
24.6K
$3.85M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
371+ 2.67% |
$56.6K - $61.7K
|
14.3K
$2.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
370+ 3.67% |
$56.5K - $61.5K
|
10.5K
$1.63M
|
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
369+ 1.48% |
$56.3K - $61.4K
|
25.3K
$3.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
368+ 2.32% |
$56.1K - $61.2K
|
16.2K
$2.53M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
364+ 8.88% |
$55.5K - $60.5K
|
4.46K
$698K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
362+ 3.55% |
$55.2K - $60.2K
|
10.6K
$1.65M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
362+ 11.64% |
$55.2K - $60.2K
|
3.47K
$543K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
361+ 0.97% |
$55.1K - $60K
|
37.6K
$5.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
361+ 2.61% |
$55.1K - $60K
|
14.2K
$2.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
BUY
|
- |
360+ 0.28% |
$54.9K - $59.9K
|
127K
$19.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
356+ 20.9% |
$54.3K - $59.2K
|
2.06K
$322K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
353+ 0.36% |
$53.9K - $58.7K
|
97.6K
$15.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
350+ 2.91% |
$53.4K - $58.2K
|
12.4K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
348+ 24.46% |
$53.1K - $57.9K
|
1.77K
$277K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
347+ 8.61% |
$52.9K - $57.7K
|
4.38K
$684K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
347+ 1.58% |
$52.9K - $57.7K
|
22.3K
$3.48M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
346+ 26.47% |
$52.8K - $57.6K
|
1.65K
$258K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
346+ 13.64% |
$52.8K - $57.6K
|
2.88K
$451K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
344+ 2.04% |
$52.5K - $57.2K
|
17.2K
$2.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
343+ 5.52% |
$52.3K - $57.1K
|
6.56K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
343+ 6.37% |
$52.3K - $57.1K
|
5.73K
$895K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
341+ 15.8% |
$52K - $56.7K
|
2.5K
$391K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
340+ 9.92% |
$51.9K - $56.6K
|
3.77K
$589K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
339+ 1.58% |
$51.7K - $56.4K
|
21.8K
$3.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
335+ 4.18% |
$51.1K - $55.7K
|
8.35K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
334+ 2.68% |
$51K - $55.6K
|
12.8K
$2M
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
332+ 5.35% |
$50.7K - $55.2K
|
6.54K
$1.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
332+ 11.6% |
$50.7K - $55.2K
|
3.19K
$499K
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
BUY
|
- |
332+ 0.41% |
$50.7K - $55.2K
|
80.4K
$12.6M
|