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 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
194+ 5.37% |
$29.6K - $32.3K
|
3.81K
$578K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
193New |
$29.4K - $32.1K
|
193
$29.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
190+ 9.6% |
$29K - $31.6K
|
2.17K
$330K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
188+ 3.15% |
$28.7K - $31.3K
|
6.16K
$935K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
186+ 2.87% |
$28.4K - $30.9K
|
6.67K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
186+ 1.09% |
$28.4K - $30.9K
|
17.2K
$2.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
185+ 1.91% |
$28.2K - $30.8K
|
9.88K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
183+ 1.57% |
$27.9K - $30.4K
|
11.8K
$1.8M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
182+ 0.96% |
$27.8K - $30.3K
|
19.2K
$2.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
180+ 8.13% |
$27.5K - $29.9K
|
2.4K
$364K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
179+ 0.23% |
$27.3K - $29.8K
|
76.9K
$11.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
178+ 4.13% |
$27.2K - $29.6K
|
4.49K
$682K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
177+ 9.51% |
$27K - $29.4K
|
2.04K
$310K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
176+ 5.03% |
$26.9K - $29.3K
|
3.67K
$558K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
176+ 0.73% |
$26.9K - $29.3K
|
24.5K
$3.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
BUY
|
- |
175+ 9.41% |
$26.7K - $29.1K
|
2.04K
$309K
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
175+ 0.38% |
$26.7K - $29.1K
|
46.7K
$7.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
175+ 1.12% |
$26.7K - $29.1K
|
15.8K
$2.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
174+ 9.29% |
$26.5K - $28.9K
|
2.05K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
172+ 63.24% |
$26.2K - $28.6K
|
444
$67.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
171+ 3.98% |
$26.1K - $28.4K
|
4.47K
$679K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
170+ 4.54% |
$25.9K - $28.3K
|
3.92K
$595K
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
170+ 1.45% |
$25.9K - $28.3K
|
11.9K
$1.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
169+ 0.74% |
$25.8K - $28.1K
|
22.9K
$3.48M
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
167+ 1.17% |
$25.5K - $27.8K
|
14.4K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
167+ 1.13% |
$25.5K - $27.8K
|
14.9K
$2.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
166+ 0.27% |
$25.3K - $27.6K
|
61.3K
$9.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
166+ 0.18% |
$25.3K - $27.6K
|
91.1K
$13.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
166+ 4.76% |
$25.3K - $27.6K
|
3.66K
$555K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
165+ 0.77% |
$25.2K - $27.4K
|
21.7K
$3.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
164+ 5.34% |
$25K - $27.3K
|
3.24K
$492K
|
|
|
Aug 02, 2024
Q2 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
164+ 2.72% |
$25K - $27.3K
|
6.19K
$940K
|
|
|
Aug 09, 2024
Q2 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
164+ 8.73% |
$25K - $27.3K
|
2.04K
$310K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
163+ 6.97% |
$24.9K - $27.1K
|
2.5K
$380K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
160+ 3.28% |
$24.4K - $26.6K
|
5.04K
$765K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
159+ 10.91% |
$24.3K - $26.4K
|
1.62K
$246K
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
159+ 3.31% |
$24.3K - $26.4K
|
4.97K
$754K
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
158+ 1.21% |
$24.1K - $26.3K
|
13.2K
$2M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
156+ 1.43% |
$23.8K - $25.9K
|
11.1K
$1.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
156+ 0.5% |
$23.8K - $25.9K
|
31.4K
$4.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
155+ 0.45% |
$23.6K - $25.8K
|
34.6K
$5.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
155+ 0.25% |
$23.6K - $25.8K
|
61.8K
$9.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
154+ 11.38% |
$23.5K - $25.6K
|
1.51K
$229K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
152+ 3.88% |
$23.2K - $25.3K
|
4.07K
$618K
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
152+ 3800.0% |
$23.2K - $25.3K
|
156
$23.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
152+ 0.36% |
$23.2K - $25.3K
|
42.3K
$6.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
152+ 1.38% |
$23.2K - $25.3K
|
11.2K
$1.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
150+ 1.24% |
$22.9K - $24.9K
|
12.3K
$1.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
149+ 3.7% |
$22.7K - $24.8K
|
4.18K
$634K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
149+ 0.54% |
$22.7K - $24.8K
|
27.7K
$4.21M
|