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 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
54+ 0.36% |
$8.24K - $8.98K
|
15.2K
$2.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
54+ 2.51% |
$8.24K - $8.98K
|
2.21K
$345K
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
52+ 1.42% |
$7.93K - $8.65K
|
3.72K
$582K
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
52+ 0.34% |
$7.93K - $8.65K
|
15.5K
$2.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
52+ 2.07% |
$7.93K - $8.65K
|
2.56K
$401K
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
52+ 0.12% |
$7.93K - $8.65K
|
41.7K
$6.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
51+ 0.49% |
$7.78K - $8.48K
|
10.4K
$1.63M
|
|
|
Aug 16, 2024
Q2 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
51+ 0.26% |
$7.78K - $8.48K
|
19.3K
$3.02M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
50+ 1.93% |
$7.63K - $8.32K
|
2.64K
$413K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
50+ 0.36% |
$7.63K - $8.32K
|
14K
$2.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
50+ 0.68% |
$7.63K - $8.32K
|
7.36K
$1.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
50+ 1.89% |
$7.63K - $8.32K
|
2.7K
$422K
|
|
|
Aug 07, 2024
Q2 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
50+ 0.29% |
$7.63K - $8.32K
|
17.2K
$2.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
50+ 1.24% |
$7.63K - $8.32K
|
4.08K
$637K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
49+ 0.3% |
$7.48K - $8.15K
|
16.5K
$2.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
49+ 0.15% |
$7.48K - $8.15K
|
31.7K
$4.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
49+ 1.87% |
$7.48K - $8.15K
|
2.67K
$417K
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
49+ 0.45% |
$7.48K - $8.15K
|
10.9K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
49+ 0.74% |
$7.48K - $8.15K
|
6.72K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
48+ 1.0% |
$7.32K - $7.98K
|
4.83K
$755K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
48+ 3.18% |
$7.32K - $7.98K
|
1.56K
$243K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
47+ 0.14% |
$7.17K - $7.82K
|
34.8K
$5.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
46+ 1.06% |
$7.02K - $7.65K
|
4.38K
$685K
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
45+ 0.66% |
$6.87K - $7.48K
|
6.9K
$1.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
45+ 0.32% |
$6.87K - $7.48K
|
14.1K
$2.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
45+ 1.29% |
$6.87K - $7.48K
|
3.55K
$554K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
45+ 6.43% |
$6.87K - $7.48K
|
745
$116K
|
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
45+ 0.14% |
$6.87K - $7.48K
|
32.5K
$5.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
45+ 0.23% |
$6.87K - $7.48K
|
19.3K
$3.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
44+ 0.31% |
$6.71K - $7.32K
|
14.2K
$2.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
43+ 0.4% |
$6.56K - $7.15K
|
10.9K
$1.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
42+ 0.81% |
$6.41K - $6.99K
|
5.25K
$821K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
42+ 1.47% |
$6.41K - $6.99K
|
2.91K
$454K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
41+ 0.68% |
$6.26K - $6.82K
|
6.11K
$955K
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
BUY
|
- |
40+ 0.36% |
$6.1K - $6.65K
|
11.1K
$1.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
40+ 1.65% |
$6.1K - $6.65K
|
2.46K
$385K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
40+ 0.48% |
$6.1K - $6.65K
|
8.34K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
40+ 0.28% |
$6.1K - $6.65K
|
14.2K
$2.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
40+ 12.31% |
$6.1K - $6.65K
|
365
$57.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
39+ 0.71% |
$5.95K - $6.49K
|
5.5K
$859K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.14% |
$5.95K - $6.49K
|
28.1K
$4.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
39+ 1.23% |
$5.95K - $6.49K
|
3.2K
$501K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
39+ 0.35% |
$5.95K - $6.49K
|
11.2K
$1.76M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
38+ 0.97% |
$5.8K - $6.32K
|
3.95K
$618K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
38+ 1.7% |
$5.8K - $6.32K
|
2.28K
$356K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
38+ 5.51% |
$5.8K - $6.32K
|
728
$114K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
38+ 1.72% |
$5.8K - $6.32K
|
2.25K
$352K
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
38+ 2.62% |
$5.8K - $6.32K
|
1.49K
$233K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
37+ 0.47% |
$5.65K - $6.15K
|
7.91K
$1.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
37+ 2.67% |
$5.65K - $6.15K
|
1.42K
$222K
|