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 23, 2024
Q2 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.41% |
$7.63K - $8.32K
|
3.49K
$544K
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-50- 2.47% |
$7.63K - $8.32K
|
1.98K
$308K
|
|
|
Aug 08, 2024
Q2 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-50- 0.4% |
$7.63K - $8.32K
|
12.3K
$1.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-50- 1.48% |
$7.63K - $8.32K
|
3.33K
$519K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-50- 14.29% |
$7.63K - $8.32K
|
300
$46.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-50- 2.75% |
$7.63K - $8.32K
|
1.77K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-50- 0.36% |
$7.63K - $8.32K
|
14K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 0.91% |
$7.63K - $8.32K
|
5.47K
$852K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-51- 1.62% |
$7.78K - $8.48K
|
3.1K
$482K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-52- 0.77% |
$7.93K - $8.65K
|
6.74K
$1.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-53- 0.43% |
$8.09K - $8.82K
|
12.2K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-53- 1.69% |
$8.09K - $8.82K
|
3.09K
$481K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-54- 0.68% |
$8.24K - $8.98K
|
7.91K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-54- 4.98% |
$8.24K - $8.98K
|
1.03K
$161K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-54- 0.35% |
$8.24K - $8.98K
|
15.4K
$2.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-55- 0.75% |
$8.39K - $9.15K
|
7.25K
$1.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-55- 1.16% |
$8.39K - $9.15K
|
4.67K
$727K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-55- 3.34% |
$8.39K - $9.15K
|
1.59K
$248K
|
|
|
Jul 03, 2024
Q2 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-56- 2.87% |
$8.54K - $9.31K
|
1.89K
$295K
|
|
|
Jul 16, 2024
Q2 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-56- 0.73% |
$8.54K - $9.31K
|
7.58K
$1.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-56- 0.37% |
$8.54K - $9.31K
|
14.9K
$2.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-56- 0.53% |
$8.54K - $9.31K
|
10.5K
$1.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-56- 1.57% |
$8.54K - $9.31K
|
3.51K
$546K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-57- 0.32% |
$8.7K - $9.48K
|
18K
$2.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-57- 6.48% |
$8.7K - $9.48K
|
823
$128K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-58- 0.16% |
$8.85K - $9.65K
|
36.1K
$5.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-58- 0.56% |
$8.85K - $9.65K
|
10.2K
$1.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-59- 0.72% |
$9K - $9.81K
|
8.09K
$1.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
SELL
|
- |
-59- 0.29% |
$9K - $9.81K
|
20K
$3.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-59- 2.49% |
$9K - $9.81K
|
2.31K
$359K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-60- 0.57% |
$9.15K - $9.98K
|
10.4K
$1.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-60- 1.57% |
$9.15K - $9.98K
|
3.76K
$586K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-61- 0.88% |
$9.31K - $10.1K
|
6.89K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-61- 0.36% |
$9.31K - $10.1K
|
16.7K
$2.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-61- 0.06% |
$9.31K - $10.1K
|
101K
$15.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-61- 3.44% |
$9.31K - $10.1K
|
1.71K
$267K
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-61- 1.8% |
$9.31K - $10.1K
|
3.33K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-61- 0.13% |
$9.31K - $10.1K
|
47.8K
$7.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-62- 1.47% |
$9.46K - $10.3K
|
4.16K
$648K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-62- 0.22% |
$9.46K - $10.3K
|
28.5K
$4.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-62- 3.06% |
$9.46K - $10.3K
|
1.97K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-62- 0.19% |
$9.46K - $10.3K
|
32.6K
$5.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-63- 0.41% |
$9.61K - $10.5K
|
15.4K
$2.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-63- 3.08% |
$9.61K - $10.5K
|
1.98K
$309K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-64- 3.28% |
$9.76K - $10.6K
|
1.89K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-64- 0.58% |
$9.76K - $10.6K
|
11K
$1.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-65- 0.25% |
$9.92K - $10.8K
|
25.9K
$4.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-65- 43.92% |
$9.92K - $10.8K
|
83
$12.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-66- 1.29% |
$10.1K - $11K
|
5.06K
$788K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-66- 0.29% |
$10.1K - $11K
|
22.6K
$3.51M
|