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 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-314- 0.56% |
$47.9K - $52.2K
|
56.1K
$8.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-318- 5.36% |
$48.5K - $52.9K
|
5.61K
$874K
|
|
|
Aug 13, 2024
Q2 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-319- 1.85% |
$48.7K - $53.1K
|
16.9K
$2.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-320- 0.8% |
$48.8K - $53.2K
|
39.7K
$6.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-320- 0.33% |
$48.8K - $53.2K
|
95.2K
$14.8M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-320- 1.62% |
$48.8K - $53.2K
|
19.4K
$3.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-326- 14.74% |
$49.7K - $54.2K
|
1.89K
$293K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-328- 7.23% |
$50K - $54.6K
|
4.21K
$656K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-328- 0.44% |
$50K - $54.6K
|
74.9K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-328- 2.52% |
$50K - $54.6K
|
12.7K
$1.97M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-329- 12.76% |
$50.2K - $54.7K
|
2.25K
$350K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-331- 5.31% |
$50.5K - $55.1K
|
5.9K
$919K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-333- 1.4% |
$50.8K - $55.4K
|
23.4K
$3.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-333- 19.53% |
$50.8K - $55.4K
|
1.37K
$214K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-334- 1.77% |
$51K - $55.6K
|
18.5K
$2.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-335- 1.73% |
$51.1K - $55.7K
|
19K
$2.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-335- 1.94% |
$51.1K - $55.7K
|
16.9K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-335- 0.96% |
$51.1K - $55.7K
|
34.5K
$5.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-335- 5.83% |
$51.1K - $55.7K
|
5.41K
$843K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-336- 0.28% |
$51.3K - $55.9K
|
120K
$18.7M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-339- 2.47% |
$51.7K - $56.4K
|
13.4K
$2.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-342- 7.08% |
$52.2K - $56.9K
|
4.49K
$698K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-343- 1.54% |
$52.3K - $57.1K
|
21.9K
$3.41M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-343- 16.07% |
$52.3K - $57.1K
|
1.79K
$279K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-343- 8.35% |
$52.3K - $57.1K
|
3.77K
$586K
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-344- 8.4% |
$52.5K - $57.2K
|
3.75K
$584K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-345- 0.84% |
$52.6K - $57.4K
|
40.5K
$6.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-346- 2.85% |
$52.8K - $57.6K
|
11.8K
$1.84M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-348- 5.59% |
$53.1K - $57.9K
|
5.88K
$915K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-349- 5.33% |
$53.2K - $58K
|
6.2K
$965K
|
|
|
Jul 22, 2024
Q2 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-350- 2.32% |
$53.4K - $58.2K
|
14.7K
$2.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-351- 10.62% |
$53.6K - $58.4K
|
2.95K
$460K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-355- 0.6% |
$54.2K - $59K
|
58.9K
$9.18M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-355- 0.26% |
$54.2K - $59K
|
135K
$20.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-356- 1.94% |
$54.3K - $59.2K
|
18K
$2.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-357- 1.47% |
$54.5K - $59.4K
|
23.9K
$3.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-361- 8.08% |
$55.1K - $60K
|
4.11K
$639K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-365- 5.62% |
$55.7K - $60.7K
|
6.13K
$954K
|
|
|
Aug 12, 2024
Q2 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-365- 2.58% |
$55.7K - $60.7K
|
13.8K
$2.15M
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-369- 2.03% |
$56.3K - $61.4K
|
17.8K
$2.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-369- 3.54% |
$56.3K - $61.4K
|
10.1K
$1.57M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-370- 0.29% |
$56.5K - $61.5K
|
129K
$20.1M
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-371- 2.67% |
$56.6K - $61.7K
|
13.5K
$2.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-372- 0.15% |
$56.8K - $61.9K
|
241K
$37.5M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-373- 0.83% |
$56.9K - $62K
|
44.7K
$6.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-374- 3.19% |
$57.1K - $62.2K
|
11.3K
$1.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-375- 9.08% |
$57.2K - $62.4K
|
3.76K
$585K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-379- 20.12% |
$57.8K - $63K
|
1.51K
$234K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-380- 6.56% |
$58K - $63.2K
|
5.41K
$842K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-381- 1.05% |
$58.1K - $63.4K
|
35.9K
$5.59M
|