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
|
Falcon Wealth Planning
|
BUY
|
- |
75+ 3.68% |
$11.4K - $12.5K
|
2.11K
$321K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
75+ 4.73% |
$11.4K - $12.5K
|
1.66K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
75+ 0.38% |
$11.4K - $12.5K
|
19.6K
$2.98M
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
75+ 1.68% |
$11.4K - $12.5K
|
4.54K
$689K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
74+ 8.97% |
$11.3K - $12.3K
|
899
$137K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
74+ 2.68% |
$11.3K - $12.3K
|
2.84K
$431K
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
74+ 4.7% |
$11.3K - $12.3K
|
1.65K
$250K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
74+ 0.32% |
$11.3K - $12.3K
|
23.1K
$3.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
74+ 3.32% |
$11.3K - $12.3K
|
2.31K
$350K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
74+ 4.22% |
$11.3K - $12.3K
|
1.83K
$278K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
73+ 0.72% |
$11.1K - $12.1K
|
10.3K
$1.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
72+ 5.46% |
$11K - $12K
|
1.39K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
71+ 1.13% |
$10.8K - $11.8K
|
6.37K
$967K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
70+ 2.13% |
$10.7K - $11.6K
|
3.36K
$511K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
70+ 0.24% |
$10.7K - $11.6K
|
28.7K
$4.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
68+ 1.19% |
$10.4K - $11.3K
|
5.78K
$878K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
68+ 2.01% |
$10.4K - $11.3K
|
3.45K
$525K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
68+ 400.0% |
$10.4K - $11.3K
|
85
$12.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
67+ 2.02% |
$10.2K - $11.1K
|
3.39K
$514K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
67+ 0.95% |
$10.2K - $11.1K
|
7.11K
$1.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
66+ 5.15% |
$10.1K - $11K
|
1.35K
$205K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
66+ 4.27% |
$10.1K - $11K
|
1.61K
$245K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
66+ 2.25% |
$10.1K - $11K
|
3K
$456K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
65+ 3.26% |
$9.92K - $10.8K
|
2.06K
$313K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
65+ 2.92% |
$9.92K - $10.8K
|
2.29K
$348K
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
65+ 0.21% |
$9.92K - $10.8K
|
31.3K
$4.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
64+ 0.68% |
$9.76K - $10.6K
|
9.49K
$1.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
63+ 2.19% |
$9.61K - $10.5K
|
2.94K
$447K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
63+ 9.45% |
$9.61K - $10.5K
|
730
$111K
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
62+ 2.45% |
$9.46K - $10.3K
|
2.59K
$393K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
62+ 2.94% |
$9.46K - $10.3K
|
2.17K
$329K
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
61+ 0.92% |
$9.31K - $10.1K
|
6.66K
$1.01M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
61+ 1.21% |
$9.31K - $10.1K
|
5.1K
$775K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
60+ 0.26% |
$9.15K - $9.98K
|
22.8K
$3.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
59+ 1.84% |
$9K - $9.81K
|
3.26K
$496K
|
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
59+ 2.03% |
$9K - $9.81K
|
2.96K
$450K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
58+ 0.53% |
$8.85K - $9.65K
|
11K
$1.66M
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
58+ 0.61% |
$8.85K - $9.65K
|
9.62K
$1.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
58+ 0.47% |
$8.85K - $9.65K
|
12.4K
$1.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
58+ 1.24% |
$8.85K - $9.65K
|
4.74K
$721K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
58+ 0.22% |
$8.85K - $9.65K
|
26K
$3.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
57+ 1.13% |
$8.7K - $9.48K
|
5.1K
$775K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
56+ 1.69% |
$8.54K - $9.31K
|
3.38K
$513K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
56+ 2.29% |
$8.54K - $9.31K
|
2.5K
$380K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
55+ 343.75% |
$8.39K - $9.15K
|
71
$10.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
55+ 1.03% |
$8.39K - $9.15K
|
5.39K
$818K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
55+ 0.85% |
$8.39K - $9.15K
|
6.5K
$988K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
55+ 1.35% |
$8.39K - $9.15K
|
4.12K
$626K
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
55+ 3.25% |
$8.39K - $9.15K
|
1.75K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
55+ 0.29% |
$8.39K - $9.15K
|
18.7K
$2.85M
|