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 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-208- 4.99% |
$31.7K - $34.6K
|
3.96K
$617K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-209- 0.33% |
$31.9K - $34.8K
|
62.7K
$9.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-211- 7.41% |
$32.2K - $35.1K
|
2.64K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-211- 1.15% |
$32.2K - $35.1K
|
18.1K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-211- 0.06% |
$32.2K - $35.1K
|
364K
$56.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-212- 6.78% |
$32.3K - $35.3K
|
2.91K
$454K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-213- 0.76% |
$32.5K - $35.4K
|
28K
$4.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-213- 1.38% |
$32.5K - $35.4K
|
15.3K
$2.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-214- 2.31% |
$32.6K - $35.6K
|
9.06K
$1.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-214- 2.73% |
$32.6K - $35.6K
|
7.63K
$1.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-215- 5.67% |
$32.8K - $35.8K
|
3.58K
$557K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-216- 0.96% |
$33K - $35.9K
|
22.3K
$3.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-216- 5.93% |
$33K - $35.9K
|
3.43K
$533K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-216- 4.5% |
$33K - $35.9K
|
4.59K
$714K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-220- 1.23% |
$33.6K - $36.6K
|
17.6K
$2.75M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-222- 5.27% |
$33.9K - $36.9K
|
3.99K
$622K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-222- 7.73% |
$33.9K - $36.9K
|
2.65K
$413K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-223- 1.22% |
$34K - $37.1K
|
18.1K
$2.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-223- 5.7% |
$34K - $37.1K
|
3.69K
$574K
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-223- 10.77% |
$34K - $37.1K
|
1.85K
$288K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-224- 5.02% |
$34.2K - $37.3K
|
4.24K
$660K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-224- 3.0% |
$34.2K - $37.3K
|
7.23K
$1.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-226- 1.06% |
$34.5K - $37.6K
|
21.1K
$3.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-227- 7.87% |
$34.6K - $37.8K
|
2.66K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-229- 0.7% |
$34.9K - $38.1K
|
32.7K
$5.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-231- 1.22% |
$35.2K - $38.4K
|
18.7K
$2.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-232- 1.0% |
$35.4K - $38.6K
|
22.9K
$3.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-233- 2.05% |
$35.5K - $38.8K
|
11.1K
$1.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-235- 3.86% |
$35.9K - $39.1K
|
5.86K
$912K
|
|
|
Aug 09, 2024
Q2 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-235- 2.61% |
$35.9K - $39.1K
|
8.76K
$1.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-236- 4.99% |
$36K - $39.3K
|
4.5K
$700K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-237- 2.93% |
$36.2K - $39.4K
|
7.84K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-238- 4.12% |
$36.3K - $39.6K
|
5.54K
$862K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-238- 1.53% |
$36.3K - $39.6K
|
15.3K
$2.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-238- 0.9% |
$36.3K - $39.6K
|
26.1K
$4.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-240- 0.7% |
$36.6K - $39.9K
|
34.2K
$5.33M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-243- 5.59% |
$37.1K - $40.4K
|
4.1K
$639K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-243- 1.36% |
$37.1K - $40.4K
|
17.6K
$2.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-243- 3.92% |
$37.1K - $40.4K
|
5.95K
$927K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-245- 1.35% |
$37.4K - $40.8K
|
17.9K
$2.79M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-246- 0.98% |
$37.5K - $40.9K
|
24.9K
$3.88M
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-248- 1.16% |
$37.8K - $41.2K
|
21.1K
$3.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-248- 8.69% |
$37.8K - $41.2K
|
2.61K
$406K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-248- 0.26% |
$37.8K - $41.2K
|
95.3K
$14.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-250- 5.34% |
$38.1K - $41.6K
|
4.43K
$690K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-250- 6.97% |
$38.1K - $41.6K
|
3.34K
$519K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-252- 0.79% |
$38.4K - $41.9K
|
31.5K
$4.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-252- 4.63% |
$38.4K - $41.9K
|
5.19K
$807K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-254- 3.34% |
$38.8K - $42.2K
|
7.36K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-255- 10.21% |
$38.9K - $42.4K
|
2.24K
$349K
|