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 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
10+ 0.34% |
$1.53K - $1.66K
|
2.99K
$467K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
10+ 0.31% |
$1.53K - $1.66K
|
3.22K
$503K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
10+ 0.24% |
$1.53K - $1.66K
|
4.13K
$645K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
10+ 0.48% |
$1.53K - $1.66K
|
2.1K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
10+ 0.23% |
$1.53K - $1.66K
|
4.38K
$685K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
10+ 0.19% |
$1.53K - $1.66K
|
5.36K
$838K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9+ 0.57% |
$1.37K - $1.5K
|
1.58K
$247K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
9+ 0.24% |
$1.37K - $1.5K
|
3.73K
$584K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
9+ 0.37% |
$1.37K - $1.5K
|
2.42K
$378K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9+ 0.04% |
$1.37K - $1.5K
|
21.2K
$3.31M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9+ 0.2% |
$1.37K - $1.5K
|
4.43K
$692K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9+ 0.58% |
$1.37K - $1.5K
|
1.56K
$244K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
8+ 0.5% |
$1.22K - $1.33K
|
1.61K
$252K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
8+ 0.15% |
$1.22K - $1.33K
|
5.35K
$837K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
8+ 0.49% |
$1.22K - $1.33K
|
1.66K
$259K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8+ 6.45% |
$1.22K - $1.33K
|
132
$20.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
8+ 0.98% |
$1.22K - $1.33K
|
825
$129K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.33% |
$1.22K - $1.33K
|
2.45K
$384K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7+ 0.16% |
$1.07K - $1.16K
|
4.48K
$701K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
7+ 0.2% |
$1.07K - $1.16K
|
3.45K
$539K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
7+ 0.26% |
$1.07K - $1.16K
|
2.71K
$423K
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
7+ 0.09% |
$1.07K - $1.16K
|
7.47K
$1.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
7+ 0.12% |
$1.07K - $1.16K
|
5.8K
$907K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7+ 0.23% |
$1.07K - $1.16K
|
3.02K
$473K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7+ 0.37% |
$1.07K - $1.16K
|
1.9K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
7+ 0.05% |
$1.07K - $1.16K
|
12.9K
$2.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.07% |
$915 - $998
|
8.78K
$1.37M
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
6+ 0.43% |
$915 - $998
|
1.4K
$218K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.7% |
$915 - $998
|
861
$135K
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
6+ 0.14% |
$915 - $998
|
4.44K
$694K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
6+ 0.1% |
$915 - $998
|
6.17K
$965K
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
6+ 0.39% |
$915 - $998
|
1.54K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
6+ 0.04% |
$915 - $998
|
15.4K
$2.41M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
5+ 0.08% |
$763 - $832
|
6K
$938K
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
5+ 0.34% |
$763 - $832
|
1.48K
$232K
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
5+ 0.23% |
$763 - $832
|
2.21K
$345K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5+ 4.13% |
$763 - $832
|
126
$19.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
5+ 0.37% |
$763 - $832
|
1.35K
$211K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.4% |
$763 - $832
|
1.25K
$196K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.09% |
$763 - $832
|
5.46K
$853K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4+ 0.87% |
$610 - $665
|
463
$72.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
4+ 0.06% |
$610 - $665
|
7.13K
$1.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
4+ 0.0% |
$610 - $665
|
139K
$21.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4+ 0.24% |
$610 - $665
|
1.65K
$258K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4+ 1.22% |
$610 - $665
|
331
$51.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
4+ 0.05% |
$610 - $665
|
8.43K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 1.18% |
$610 - $665
|
342
$53.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.97% |
$458 - $499
|
313
$48.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3+ 0.14% |
$458 - $499
|
2.21K
$345K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.05% |
$458 - $499
|
6.34K
$991K
|