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
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
37+ 0.31% |
$5.65K - $6.15K
|
11.9K
$1.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
36+ 0.15% |
$5.49K - $5.99K
|
24.8K
$3.77M
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
35+ 1.41% |
$5.34K - $5.82K
|
2.51K
$382K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
35+ 1.01% |
$5.34K - $5.82K
|
3.51K
$533K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 3.48% |
$5.34K - $5.82K
|
1.04K
$158K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
35+ 0.94% |
$5.34K - $5.82K
|
3.74K
$568K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
35+ 30.17% |
$5.34K - $5.82K
|
151
$22.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
35+ 2.1% |
$5.34K - $5.82K
|
1.7K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
35+ 0.57% |
$5.34K - $5.82K
|
6.15K
$934K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
34+ 0.92% |
$5.19K - $5.66K
|
3.71K
$564K
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
34+ 1.33% |
$5.19K - $5.66K
|
2.59K
$394K
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
33+ 1.05% |
$5.03K - $5.49K
|
3.17K
$482K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
32+ 0.97% |
$4.88K - $5.32K
|
3.34K
$507K
|
|
|
Jul 15, 2024
Q2 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
32+ 1.06% |
$4.88K - $5.32K
|
3.06K
$465K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
32+ 0.48% |
$4.88K - $5.32K
|
6.69K
$1.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
32+ 0.76% |
$4.88K - $5.32K
|
4.24K
$645K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
32+ 0.45% |
$4.88K - $5.32K
|
7.19K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
32+ 0.22% |
$4.88K - $5.32K
|
14.9K
$2.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
32+ 0.66% |
$4.88K - $5.32K
|
4.91K
$745K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
31+ 1.02% |
$4.73K - $5.16K
|
3.08K
$468K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
31+ 620.0% |
$4.73K - $5.16K
|
36
$5.47K
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
31+ 0.75% |
$4.73K - $5.16K
|
4.18K
$635K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
31+ 0.82% |
$4.73K - $5.16K
|
3.8K
$577K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
30+ 0.43% |
$4.58K - $4.99K
|
7.03K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
30+ 1.75% |
$4.58K - $4.99K
|
1.74K
$264K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
30+ 0.19% |
$4.58K - $4.99K
|
15.5K
$2.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
29+ 0.24% |
$4.42K - $4.82K
|
12.2K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
29+ 0.56% |
$4.42K - $4.82K
|
5.17K
$785K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
29+ 1.85% |
$4.42K - $4.82K
|
1.6K
$242K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
28+ 0.71% |
$4.27K - $4.66K
|
3.96K
$602K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
28+ 1.54% |
$4.27K - $4.66K
|
1.85K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
28+ 0.52% |
$4.27K - $4.66K
|
5.39K
$818K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
27+ 1.62% |
$4.12K - $4.49K
|
1.69K
$257K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
27+ 50.94% |
$4.12K - $4.49K
|
80
$12.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
27+ 0.04% |
$4.12K - $4.49K
|
66K
$10M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
27+ 1.03% |
$4.12K - $4.49K
|
2.64K
$401K
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
26+ 0.34% |
$3.97K - $4.32K
|
7.79K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
26+ 1.02% |
$3.97K - $4.32K
|
2.58K
$392K
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
25+ 1.14% |
$3.81K - $4.16K
|
2.22K
$337K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
25+ 0.68% |
$3.81K - $4.16K
|
3.68K
$559K
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
25+ 0.42% |
$3.81K - $4.16K
|
5.97K
$906K
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
24+ 1.51% |
$3.66K - $3.99K
|
1.61K
$245K
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
24+ 0.09% |
$3.66K - $3.99K
|
27.3K
$4.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
24+ 1.7% |
$3.66K - $3.99K
|
1.44K
$218K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
24+ 1.03% |
$3.66K - $3.99K
|
2.34K
$356K
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
23+ 0.22% |
$3.51K - $3.83K
|
10.5K
$1.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 1.45% |
$3.51K - $3.83K
|
1.61K
$245K
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
23+ 0.64% |
$3.51K - $3.83K
|
3.61K
$549K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
22+ 1.25% |
$3.36K - $3.66K
|
1.79K
$271K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
22+ 0.54% |
$3.36K - $3.66K
|
4.11K
$624K
|