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 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-462- 24.43% |
$70.5K - $76.8K
|
1.43K
$223K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-464- 14.97% |
$70.8K - $77.2K
|
2.64K
$412K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-465- 0.75% |
$70.9K - $77.3K
|
61.2K
$9.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-465- 7.05% |
$70.9K - $77.3K
|
6.13K
$958K
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-466- 0.27% |
$71.1K - $77.5K
|
172K
$26.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
SELL
|
- |
-473- 3.81% |
$72.2K - $78.7K
|
11.9K
$1.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-476- 7.01% |
$72.6K - $79.2K
|
6.32K
$987K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-476- 8.62% |
$72.6K - $79.2K
|
5.05K
$788K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-479- 7.74% |
$73.1K - $79.7K
|
5.71K
$892K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-480- 2.71% |
$73.2K - $79.8K
|
17.2K
$2.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-485- 2.68% |
$74K - $80.7K
|
17.6K
$2.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-486- 5.07% |
$74.1K - $80.8K
|
9.1K
$1.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-487- 27.03% |
$74.3K - $81K
|
1.32K
$205K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-492- 0.89% |
$75.1K - $81.8K
|
54.5K
$8.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-494- 1.88% |
$75.4K - $82.2K
|
25.8K
$4.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-495- 1.68% |
$75.5K - $82.3K
|
28.9K
$4.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-496- 5.79% |
$75.7K - $82.5K
|
8.07K
$1.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-497- 26.45% |
$75.8K - $82.7K
|
1.38K
$216K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-499- 5.8% |
$76.1K - $83K
|
8.1K
$1.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-499- 18.6% |
$76.1K - $83K
|
2.18K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-500- 11.24% |
$76.3K - $83.2K
|
3.95K
$617K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-500- 8.45% |
$76.3K - $83.2K
|
5.42K
$847K
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-501- 0.37% |
$76.4K - $83.3K
|
134K
$21M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-501- 1.08% |
$76.4K - $83.3K
|
46K
$7.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-502- 5.03% |
$76.6K - $83.5K
|
9.48K
$1.48M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-502- 14.07% |
$76.6K - $83.5K
|
3.07K
$479K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-504- 2.67% |
$76.9K - $83.8K
|
18.4K
$2.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-504- 0.05% |
$76.9K - $83.8K
|
1.11M
$174M
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-505- 11.23% |
$77K - $84K
|
3.99K
$624K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-513- 6.24% |
$78.3K - $85.3K
|
7.7K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-514- 3.22% |
$78.4K - $85.5K
|
15.4K
$2.41M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-518- 1.72% |
$79K - $86.2K
|
29.6K
$4.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-523- 4.47% |
$79.8K - $87K
|
11.2K
$1.75M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-525- 1.1% |
$80.1K - $87.3K
|
47K
$7.34M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-534- 11.89% |
$81.5K - $88.8K
|
3.96K
$618K
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-540- 2.99% |
$82.4K - $89.8K
|
17.5K
$2.74M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-541- 1.96% |
$82.5K - $90K
|
27K
$4.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-545- 3.93% |
$83.2K - $90.6K
|
13.3K
$2.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-546- 64.08% |
$83.3K - $90.8K
|
306
$47.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-547- 10.57% |
$83.5K - $91K
|
4.63K
$723K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-549- 0.34% |
$83.8K - $91.3K
|
161K
$25.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-550- 6.41% |
$83.9K - $91.5K
|
8.03K
$1.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-550- 10.24% |
$83.9K - $91.5K
|
4.82K
$753K
|
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-550- 15.16% |
$83.9K - $91.5K
|
3.08K
$481K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-552- 29.18% |
$84.2K - $91.8K
|
1.34K
$209K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-552- 6.32% |
$84.2K - $91.8K
|
8.19K
$1.28M
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-554- 1.63% |
$84.5K - $92.1K
|
33.5K
$5.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-555- 2.54% |
$84.7K - $92.3K
|
21.3K
$3.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-556- 3.35% |
$84.8K - $92.5K
|
16K
$2.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-558- 18.72% |
$85.1K - $92.8K
|
2.42K
$378K
|