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 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
22+ 4.05% |
$3.36K - $3.66K
|
565
$85.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
22+ 0.13% |
$3.36K - $3.66K
|
17.1K
$2.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
21+ 0.81% |
$3.2K - $3.49K
|
2.6K
$395K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
20+ 0.58% |
$3.05K - $3.33K
|
3.48K
$529K
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
BUY
|
- |
20+ 0.65% |
$3.05K - $3.33K
|
3.09K
$469K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
20+ 0.94% |
$3.05K - $3.33K
|
2.14K
$325K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
20+ 0.88% |
$3.05K - $3.33K
|
2.3K
$349K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
20+ 0.23% |
$3.05K - $3.33K
|
8.66K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
19+ 0.12% |
$2.9K - $3.16K
|
15.9K
$2.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
19+ 1.18% |
$2.9K - $3.16K
|
1.64K
$249K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
19+ 1.5% |
$2.9K - $3.16K
|
1.28K
$195K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
18+ 0.09% |
$2.75K - $2.99K
|
20.5K
$3.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
18+ 0.56% |
$2.75K - $2.99K
|
3.21K
$488K
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.75% |
$2.75K - $2.99K
|
2.42K
$368K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
18+ 0.88% |
$2.75K - $2.99K
|
2.07K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
18+ 0.88% |
$2.75K - $2.99K
|
2.06K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
18+ 0.04% |
$2.75K - $2.99K
|
50.1K
$7.61M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 0.37% |
$2.59K - $2.83K
|
4.61K
$700K
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
17+ 0.45% |
$2.59K - $2.83K
|
3.76K
$571K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
17+ 0.83% |
$2.59K - $2.83K
|
2.06K
$313K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
17+ 0.08% |
$2.59K - $2.83K
|
21.2K
$3.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
17+ 0.02% |
$2.59K - $2.83K
|
98.6K
$15M
|
|
|
Aug 15, 2024
Q2 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
17+ 0.49% |
$2.59K - $2.83K
|
3.51K
$533K
|
|
|
Oct 24, 2024
Q2 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
17+ 0.99% |
$2.59K - $2.83K
|
1.74K
$264K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
16+ 1.08% |
$2.44K - $2.66K
|
1.5K
$228K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
16+ 1.06% |
$2.44K - $2.66K
|
1.53K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Front Street Capital Management, Inc.
|
BUY
|
- |
16+ 0.17% |
$2.44K - $2.66K
|
9.45K
$1.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
15+ 1.13% |
$2.29K - $2.49K
|
1.34K
$204K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
15+ 0.1% |
$2.29K - $2.49K
|
14.3K
$2.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
15+ 1.03% |
$2.29K - $2.49K
|
1.48K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
15+ 0.32% |
$2.29K - $2.49K
|
4.65K
$706K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
15New |
$2.29K - $2.49K
|
15
$2.28K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
15+ 6.47% |
$2.29K - $2.49K
|
247
$37.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
15+ 0.37% |
$2.29K - $2.49K
|
4.09K
$622K
|
|
|
Jul 10, 2024
Q2 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
14+ 0.99% |
$2.14K - $2.33K
|
1.43K
$217K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
14+ 0.72% |
$2.14K - $2.33K
|
1.96K
$297K
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
BUY
|
- |
14+ 0.0% |
$2.14K - $2.33K
|
402K
$61.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
13+ 0.08% |
$1.98K - $2.16K
|
16.6K
$2.52M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
12+ 0.55% |
$1.83K - $2K
|
2.18K
$331K
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
12+ 0.93% |
$1.83K - $2K
|
1.31K
$199K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
12+ 1.5% |
$1.83K - $2K
|
811
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
12+ 0.52% |
$1.83K - $2K
|
2.32K
$353K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
11+ 0.46% |
$1.68K - $1.83K
|
2.4K
$364K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
11+ 0.35% |
$1.68K - $1.83K
|
3.15K
$479K
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
11+ 110.0% |
$1.68K - $1.83K
|
21
$3.19K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
11+ 0.23% |
$1.68K - $1.83K
|
4.7K
$714K
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
11+ 0.28% |
$1.68K - $1.83K
|
3.92K
$595K
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
11+ 0.83% |
$1.68K - $1.83K
|
1.33K
$202K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
10+ 0.47% |
$1.53K - $1.66K
|
2.12K
$322K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 0.56% |
$1.53K - $1.66K
|
1.78K
$271K
|