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 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-138- 2.0% |
$21.1K - $23K
|
6.76K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-138- 3.87% |
$21.1K - $23K
|
3.43K
$533K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-139- 0.95% |
$21.2K - $23.1K
|
14.4K
$2.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-139- 0.59% |
$21.2K - $23.1K
|
23.6K
$3.67M
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-140- 6.31% |
$21.4K - $23.3K
|
2.08K
$324K
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-141- 5.89% |
$21.5K - $23.5K
|
2.25K
$351K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-142- 0.62% |
$21.7K - $23.6K
|
22.7K
$3.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-142- 0.69% |
$21.7K - $23.6K
|
20.3K
$3.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-143- 1.59% |
$21.8K - $23.8K
|
8.87K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-143- 4.38% |
$21.8K - $23.8K
|
3.12K
$486K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-143- 2.03% |
$21.8K - $23.8K
|
6.9K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-145- 0.48% |
$22.1K - $24.1K
|
29.9K
$4.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-145- 8.87% |
$22.1K - $24.1K
|
1.49K
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-145- 1.4% |
$22.1K - $24.1K
|
10.2K
$1.59M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-147- 4.48% |
$22.4K - $24.5K
|
3.14K
$488K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-148- 5.31% |
$22.6K - $24.6K
|
2.64K
$411K
|
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-149- 0.58% |
$22.7K - $24.8K
|
25.4K
$3.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-149- 5.81% |
$22.7K - $24.8K
|
2.42K
$376K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-150- 1.24% |
$22.9K - $24.9K
|
12K
$1.87M
|
|
|
Jul 29, 2024
Q2 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-150- 6.39% |
$22.9K - $24.9K
|
2.2K
$342K
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-150- 0.78% |
$22.9K - $24.9K
|
19K
$2.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-150- 0.84% |
$22.9K - $24.9K
|
17.7K
$2.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-151- 1.1% |
$23K - $25.1K
|
13.6K
$2.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-152- 3.09% |
$23.2K - $25.3K
|
4.76K
$742K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-153- 0.19% |
$23.3K - $25.4K
|
82.4K
$12.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-153- 6.37% |
$23.3K - $25.4K
|
2.25K
$350K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-155- 10.4% |
$23.6K - $25.8K
|
1.34K
$208K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-155- 6.79% |
$23.6K - $25.8K
|
2.13K
$331K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-157- 2.56% |
$24K - $26.1K
|
5.96K
$929K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-157- 0.68% |
$24K - $26.1K
|
22.8K
$3.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-159- 5.43% |
$24.3K - $26.4K
|
2.77K
$431K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-160- 16.15% |
$24.4K - $26.6K
|
831
$129K
|
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-162- 3.17% |
$24.7K - $26.9K
|
4.95K
$771K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-162- 1.06% |
$24.7K - $26.9K
|
15.1K
$2.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-163- 0.28% |
$24.9K - $27.1K
|
58.7K
$9.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-163- 7.3% |
$24.9K - $27.1K
|
2.07K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-163- 11.23% |
$24.9K - $27.1K
|
1.29K
$201K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-164- 23.36% |
$25K - $27.3K
|
538
$83.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-164- 1.67% |
$25K - $27.3K
|
9.65K
$1.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-167- 0.16% |
$25.5K - $27.8K
|
105K
$16.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-167- 8.23% |
$25.5K - $27.8K
|
1.86K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-167- 0.42% |
$25.5K - $27.8K
|
39.6K
$6.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-168- 2.89% |
$25.6K - $27.9K
|
5.65K
$880K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-168- 5.33% |
$25.6K - $27.9K
|
2.98K
$464K
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-168- 1.22% |
$25.6K - $27.9K
|
13.6K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-168- 0.3% |
$25.6K - $27.9K
|
55K
$8.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-168- 1.1% |
$25.6K - $27.9K
|
15.1K
$2.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-169- 7.58% |
$25.8K - $28.1K
|
2.06K
$321K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-170- 2.56% |
$25.9K - $28.3K
|
6.48K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-172- 1.05% |
$26.2K - $28.6K
|
16.3K
$2.53M
|