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 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
332+ 4.45% |
$50.7K - $55.2K
|
7.79K
$1.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
331+ 3.47% |
$50.5K - $55.1K
|
9.86K
$1.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
330+ 2.18% |
$50.3K - $54.9K
|
15.5K
$2.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
330New |
$50.3K - $54.9K
|
330
$50.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
326+ 0.43% |
$49.7K - $54.2K
|
76K
$11.5M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
326New |
$49.7K - $54.2K
|
326
$49.5K
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
325+ 4.76% |
$49.6K - $54.1K
|
7.16K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
325+ 26.34% |
$49.6K - $54.1K
|
1.56K
$237K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
321+ 1.38% |
$49K - $53.4K
|
23.6K
$3.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
316+ 7.93% |
$48.2K - $52.6K
|
4.3K
$653K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
314+ 5.64% |
$47.9K - $52.2K
|
5.88K
$893K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
314+ 15.19% |
$47.9K - $52.2K
|
2.38K
$362K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
313+ 8.51% |
$47.8K - $52.1K
|
3.99K
$607K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
312+ 3.87% |
$47.6K - $51.9K
|
8.37K
$1.27M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
312+ 6.21% |
$47.6K - $51.9K
|
5.34K
$810K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
311+ 18.8% |
$47.4K - $51.7K
|
1.97K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
311+ 0.63% |
$47.4K - $51.7K
|
49.7K
$7.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
310+ 2.66% |
$47.3K - $51.6K
|
12K
$1.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
310+ 14.19% |
$47.3K - $51.6K
|
2.5K
$379K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
309+ 5.18% |
$47.1K - $51.4K
|
6.28K
$953K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
309+ 11.11% |
$47.1K - $51.4K
|
3.09K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
309+ 2.82% |
$47.1K - $51.4K
|
11.3K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
307+ 6.21% |
$46.8K - $51.1K
|
5.25K
$798K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
307+ 8.62% |
$46.8K - $51.1K
|
3.87K
$587K
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
302+ 12.76% |
$46.1K - $50.2K
|
2.67K
$405K
|
|
|
Aug 12, 2024
Q2 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
302+ 1.35% |
$46.1K - $50.2K
|
22.6K
$3.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
301+ 0.74% |
$45.9K - $50.1K
|
41K
$6.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
301+ 6.12% |
$45.9K - $50.1K
|
5.22K
$792K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
300+ 0.42% |
$45.8K - $49.9K
|
71K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
300+ 4.14% |
$45.8K - $49.9K
|
7.54K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
300+ 8.54% |
$45.8K - $49.9K
|
3.81K
$579K
|
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
299+ 0.83% |
$45.6K - $49.7K
|
36.2K
$5.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
298+ 10.47% |
$45.5K - $49.6K
|
3.15K
$478K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
297+ 4.34% |
$45.3K - $49.4K
|
7.14K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
297+ 52.75% |
$45.3K - $49.4K
|
860
$131K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
BUY
|
- |
294+ 0.82% |
$44.9K - $48.9K
|
36.3K
$5.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
294+ 3.86% |
$44.9K - $48.9K
|
7.92K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
294+ 6.75% |
$44.9K - $48.9K
|
4.65K
$706K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
291+ 0.75% |
$44.4K - $48.4K
|
39.1K
$5.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
290+ 10.47% |
$44.2K - $48.2K
|
3.06K
$465K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
288+ 1.57% |
$43.9K - $47.9K
|
18.6K
$2.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
285+ 0.78% |
$43.5K - $47.4K
|
36.7K
$5.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
284+ 1.9% |
$43.3K - $47.2K
|
15.2K
$2.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
283+ 2.44% |
$43.2K - $47.1K
|
11.9K
$1.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
282+ 2.18% |
$43K - $46.9K
|
13.2K
$2.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Alta Capital Management LLC
|
BUY
|
- |
280+ 0.92% |
$42.7K - $46.6K
|
30.7K
$4.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
278+ 4.65% |
$42.4K - $46.2K
|
6.26K
$951K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
278+ 0.69% |
$42.4K - $46.2K
|
40.3K
$6.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
277+ 0.7% |
$42.3K - $46.1K
|
39.7K
$6.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
276+ 6.27% |
$42.1K - $45.9K
|
4.68K
$711K
|