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 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-115- 1.26% |
$17.5K - $19.1K
|
9K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-115- 1.14% |
$17.5K - $19.1K
|
9.96K
$1.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-116- 1.09% |
$17.7K - $19.3K
|
10.5K
$1.64M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-117- 0.3% |
$17.9K - $19.5K
|
38.5K
$5.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-117- 0.34% |
$17.9K - $19.5K
|
33.8K
$5.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-118- 0.92% |
$18K - $19.6K
|
12.7K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-118- 0.21% |
$18K - $19.6K
|
55.2K
$8.59M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-120- 16.26% |
$18.3K - $20K
|
618
$96.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-120- 1.22% |
$18.3K - $20K
|
9.68K
$1.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-120- 2.0% |
$18.3K - $20K
|
5.87K
$913K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-120- 1.35% |
$18.3K - $20K
|
8.76K
$1.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-120- 2.86% |
$18.3K - $20K
|
4.08K
$634K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-120- 4.84% |
$18.3K - $20K
|
2.36K
$367K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-120- 0.25% |
$18.3K - $20K
|
48K
$7.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-121- 7.65% |
$18.5K - $20.1K
|
1.46K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-122- 2.24% |
$18.6K - $20.3K
|
5.33K
$830K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-123- 0.68% |
$18.8K - $20.5K
|
17.9K
$2.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Paradiem, LLC
|
SELL
|
- |
-123- 7.87% |
$18.8K - $20.5K
|
1.44K
$224K
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-123- 1.79% |
$18.8K - $20.5K
|
6.74K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-124- 3.79% |
$18.9K - $20.6K
|
3.14K
$489K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-124- 1.94% |
$18.9K - $20.6K
|
6.28K
$977K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-125- 80.13% |
$19.1K - $20.8K
|
31
$4.83K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-125- 2.13% |
$19.1K - $20.8K
|
5.73K
$893K
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-125- 0.85% |
$19.1K - $20.8K
|
14.5K
$2.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-127- 0.6% |
$19.4K - $21.1K
|
20.9K
$3.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-127- 1.31% |
$19.4K - $21.1K
|
9.54K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-127- 1.18% |
$19.4K - $21.1K
|
10.7K
$1.66M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-128- 5.91% |
$19.5K - $21.3K
|
2.04K
$317K
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-128- 0.99% |
$19.5K - $21.3K
|
12.8K
$2M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-128- 1.24% |
$19.5K - $21.3K
|
10.2K
$1.59M
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-129- 17.15% |
$19.7K - $21.5K
|
623
$97K
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-129- 1.57% |
$19.7K - $21.5K
|
8.07K
$1.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-130- 3.29% |
$19.8K - $21.6K
|
3.82K
$595K
|
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-131- 0.78% |
$20K - $21.8K
|
16.6K
$2.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-131- 7.77% |
$20K - $21.8K
|
1.55K
$242K
|
|
|
Jul 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-132- 1.7% |
$20.1K - $22K
|
7.64K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-132- 1.65% |
$20.1K - $22K
|
7.89K
$1.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-133- 1.69% |
$20.3K - $22.1K
|
7.75K
$1.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-134- 2.68% |
$20.4K - $22.3K
|
4.87K
$758K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-134- 0.52% |
$20.4K - $22.3K
|
25.7K
$4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-134- 0.55% |
$20.4K - $22.3K
|
24.3K
$3.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-135- 3.34% |
$20.6K - $22.5K
|
3.91K
$608K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-135- 0.81% |
$20.6K - $22.5K
|
16.6K
$2.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-136- 3.04% |
$20.7K - $22.6K
|
4.34K
$676K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-136- 1.15% |
$20.7K - $22.6K
|
11.7K
$1.82M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-136- 0.25% |
$20.7K - $22.6K
|
54.6K
$8.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-136- 2.01% |
$20.7K - $22.6K
|
6.65K
$1.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-136- 6.55% |
$20.7K - $22.6K
|
1.94K
$302K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-137- 1.01% |
$20.9K - $22.8K
|
13.4K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-137- 1.47% |
$20.9K - $22.8K
|
9.21K
$1.43M
|