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 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-559- 2.92% |
$85.3K - $93K
|
18.6K
$2.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-562- 5.04% |
$85.7K - $93.5K
|
10.6K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-563- 10.12% |
$85.9K - $93.6K
|
5K
$781K
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-565- 17.92% |
$86.2K - $94K
|
2.59K
$404K
|
|
|
Jul 29, 2024
Q2 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-572- 2.25% |
$87.3K - $95.1K
|
24.9K
$3.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-573- 2.78% |
$87.4K - $95.3K
|
20K
$3.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-574- 2.75% |
$87.6K - $95.5K
|
20.3K
$3.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-576- 0.66% |
$87.9K - $95.8K
|
86.5K
$13.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-578- 2.93% |
$88.2K - $96.1K
|
19.2K
$3M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-590- 4.05% |
$90K - $98.1K
|
14K
$2.18M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-595- 2.61% |
$90.8K - $99K
|
22.2K
$3.47M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-595- 10.66% |
$90.8K - $99K
|
4.99K
$779K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-597- 2.5% |
$91.1K - $99.3K
|
23.3K
$3.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-602- 0.21% |
$91.8K - $100K
|
283K
$44.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-602- 3.32% |
$91.8K - $100K
|
17.5K
$2.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-603- 10.47% |
$92K - $100K
|
5.15K
$805K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-603- 21.07% |
$92K - $100K
|
2.26K
$353K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-606- 0.92% |
$92.5K - $101K
|
65.3K
$10.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-607- 6.43% |
$92.6K - $101K
|
8.83K
$1.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-608- 0.65% |
$92.8K - $101K
|
92.8K
$14.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-615- 3.98% |
$93.8K - $102K
|
14.8K
$2.32M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-615- 11.19% |
$93.8K - $102K
|
4.88K
$763K
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-618- 0.21% |
$94.3K - $103K
|
298K
$46.5M
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-619- 15.62% |
$94.4K - $103K
|
3.34K
$522K
|
|
|
Jul 30, 2024
Q2 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-620- 1.86% |
$94.6K - $103K
|
32.7K
$5.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-626- 8.54% |
$95.5K - $104K
|
6.71K
$1.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-628- 2.42% |
$95.8K - $104K
|
25.4K
$3.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-629- 0.63% |
$96K - $105K
|
98.8K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-632- 5.17% |
$96.4K - $105K
|
11.6K
$1.81M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-635- 1.62% |
$96.9K - $106K
|
38.5K
$6.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-637- 5.02% |
$97.2K - $106K
|
12K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Puzo Michael J
|
SELL
|
- |
-638- 1.26% |
$97.3K - $106K
|
49.8K
$7.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-643- 17.94% |
$98.1K - $107K
|
2.94K
$460K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-644- 4.89% |
$98.3K - $107K
|
12.5K
$1.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-647- 22.74% |
$98.7K - $108K
|
2.2K
$343K
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-648- 8.21% |
$98.9K - $108K
|
7.25K
$1.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-649- 4.63% |
$99K - $108K
|
13.4K
$2.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-650- 4.37% |
$99.2K - $108K
|
14.2K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-650- 3.32% |
$99.2K - $108K
|
19K
$2.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-650- 0.89% |
$99.2K - $108K
|
72.4K
$11.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Hosking Partners LLP
|
SELL
|
- |
-652- 2.09% |
$99.5K - $108K
|
30.6K
$4.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-652- 0.2% |
$99.5K - $108K
|
329K
$51.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-653- 9.9% |
$99.6K - $109K
|
5.94K
$928K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-657- 2.66% |
$100K - $109K
|
24.1K
$3.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-662- 26.39% |
$101K - $110K
|
1.85K
$289K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-663- 17.97% |
$101K - $110K
|
3.03K
$473K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-663- 4.14% |
$101K - $110K
|
15.4K
$2.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-663- 22.98% |
$101K - $110K
|
2.22K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-664- 0.88% |
$101K - $110K
|
74.4K
$11.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-664- 22.91% |
$101K - $110K
|
2.23K
$349K
|