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
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
276+ 7.34% |
$42.1K - $45.9K
|
4.04K
$631K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
276+ 9.32% |
$42.1K - $45.9K
|
3.24K
$506K
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
275+ 2.0% |
$42K - $45.7K
|
14K
$2.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
275+ 0.42% |
$42K - $45.7K
|
66.1K
$10.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
274+ 2.16% |
$41.8K - $45.6K
|
13K
$2.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
273+ 5.49% |
$41.7K - $45.4K
|
5.25K
$821K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
273+ 12.02% |
$41.7K - $45.4K
|
2.54K
$398K
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
273+ 1.76% |
$41.7K - $45.4K
|
15.8K
$2.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
272+ 1.84% |
$41.5K - $45.2K
|
15.1K
$2.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
270+ 14.96% |
$41.2K - $44.9K
|
2.08K
$324K
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
270+ 4.38% |
$41.2K - $44.9K
|
6.44K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
270+ 3.43% |
$41.2K - $44.9K
|
8.14K
$1.27M
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
270+ 3.64% |
$41.2K - $44.9K
|
7.68K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
267+ 19.0% |
$40.7K - $44.4K
|
1.67K
$261K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
267+ 11.24% |
$40.7K - $44.4K
|
2.64K
$413K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
265+ 1.84% |
$40.4K - $44.1K
|
14.7K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Broderick Brian C
|
BUY
|
- |
265+ 0.99% |
$40.4K - $44.1K
|
27.1K
$4.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
262+ 0.62% |
$40K - $43.6K
|
42.7K
$6.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
261+ 0.47% |
$39.8K - $43.4K
|
55.7K
$8.71M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
261+ 0.47% |
$39.8K - $43.4K
|
55.7K
$8.71M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
260+ 5.88% |
$39.7K - $43.2K
|
4.68K
$731K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
260+ 129.35% |
$39.7K - $43.2K
|
461
$72.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
260+ 172.19% |
$39.7K - $43.2K
|
411
$64.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
259+ 0.91% |
$39.5K - $43.1K
|
28.7K
$4.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
259+ 2.2% |
$39.5K - $43.1K
|
12K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
BUY
|
- |
259+ 1.71% |
$39.5K - $43.1K
|
15.4K
$2.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
255+ 1.6% |
$38.9K - $42.4K
|
16.2K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
252+ 6.08% |
$38.4K - $41.9K
|
4.4K
$687K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
251+ 13.11% |
$38.3K - $41.7K
|
2.17K
$339K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
251+ 3.98% |
$38.3K - $41.7K
|
6.56K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
250+ 2.06% |
$38.1K - $41.6K
|
12.4K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
250+ 52.41% |
$38.1K - $41.6K
|
727
$114K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
248+ 16.05% |
$37.8K - $41.2K
|
1.79K
$280K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
247+ 4.23% |
$37.7K - $41.1K
|
6.09K
$951K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
247+ 4.81% |
$37.7K - $41.1K
|
5.38K
$841K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
245+ 9.56% |
$37.4K - $40.8K
|
2.81K
$439K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
244+ 4.68% |
$37.2K - $40.6K
|
5.45K
$853K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
243+ 4.62% |
$37.1K - $40.4K
|
5.51K
$861K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
243+ 5.36% |
$37.1K - $40.4K
|
4.78K
$746K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
242+ 9.75% |
$36.9K - $40.3K
|
2.72K
$426K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
242+ 5.78% |
$36.9K - $40.3K
|
4.43K
$693K
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
240+ 10.85% |
$36.6K - $39.9K
|
2.45K
$383K
|
|
|
Jul 16, 2024
Q2 2024
|
Independent Investors Inc
|
BUY
|
- |
240+ 4.03% |
$36.6K - $39.9K
|
6.19K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
240+ 115.94% |
$36.6K - $39.9K
|
447
$69.9K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
239+ 2.31% |
$36.5K - $39.8K
|
10.6K
$1.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
238+ 5.23% |
$36.3K - $39.6K
|
4.79K
$749K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
237+ 16.76% |
$36.2K - $39.4K
|
1.65K
$258K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
237+ 2.82% |
$36.2K - $39.4K
|
8.63K
$1.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
235+ 1.99% |
$35.9K - $39.1K
|
12K
$1.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
234+ 7.76% |
$35.7K - $38.9K
|
3.25K
$508K
|