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 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-804- 10.18% |
$123K - $134K
|
7.09K
$1.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-805- 6.12% |
$123K - $134K
|
12.3K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-813- 2.59% |
$124K - $135K
|
30.6K
$5.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-815- 14.8% |
$124K - $136K
|
4.69K
$773K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-823- 2.34% |
$126K - $137K
|
34.3K
$5.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-826- 0.36% |
$126K - $137K
|
227K
$37.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-829- 3.29% |
$126K - $138K
|
24.4K
$4.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-836- 2.63% |
$128K - $139K
|
30.9K
$5.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-844- 4.05% |
$129K - $140K
|
20K
$3.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-850- 10.37% |
$130K - $141K
|
7.35K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-855- 5.13% |
$130K - $142K
|
15.8K
$2.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-861- 8.88% |
$131K - $143K
|
8.83K
$1.46M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-861- 16.32% |
$131K - $143K
|
4.42K
$728K
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-872- 24.29% |
$133K - $145K
|
2.72K
$448K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-873- 19.83% |
$133K - $145K
|
3.53K
$582K
|
|
|
Aug 13, 2024
Q2 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-885- 0.48% |
$135K - $147K
|
184K
$30.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-885- 4.09% |
$135K - $147K
|
20.8K
$3.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-895- 3.71% |
$137K - $149K
|
23.2K
$3.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-900- 17.83% |
$137K - $150K
|
4.15K
$683K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-900- 33.27% |
$137K - $150K
|
1.81K
$297K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-901- 9.57% |
$137K - $150K
|
8.51K
$1.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-904- 3.62% |
$138K - $150K
|
24.1K
$3.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-918- 11.94% |
$140K - $153K
|
6.77K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-927- 17.78% |
$141K - $154K
|
4.29K
$706K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-930- 21.96% |
$142K - $155K
|
3.31K
$545K
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-938- 2.61% |
$143K - $156K
|
35.1K
$5.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-944- 1.64% |
$144K - $157K
|
56.7K
$9.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-949- 5.68% |
$145K - $158K
|
15.7K
$2.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-950- 3.28% |
$145K - $158K
|
28.1K
$4.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Guardian Investment Management
|
SELL
|
- |
-950- 4.48% |
$145K - $158K
|
20.3K
$3.34M
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-952- 4.42% |
$145K - $158K
|
20.6K
$3.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-955- 2.39% |
$146K - $159K
|
39K
$6.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-956- 19.17% |
$146K - $159K
|
4.03K
$664K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-963- 3.32% |
$147K - $160K
|
28K
$4.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-965- 21.83% |
$147K - $161K
|
3.46K
$569K
|
|
|
Aug 13, 2024
Q2 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-966- 2.41% |
$147K - $161K
|
39.1K
$6.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-980- 10.43% |
$150K - $163K
|
8.41K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-982- 1.94% |
$150K - $163K
|
49.7K
$8.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-983- 11.44% |
$150K - $164K
|
7.61K
$1.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-989- 6.83% |
$151K - $165K
|
13.5K
$2.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-991- 0.93% |
$151K - $165K
|
106K
$17.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-992- 4.49% |
$151K - $165K
|
21.1K
$3.47M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-993- 10.66% |
$152K - $165K
|
8.32K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1K- 23.84% |
$153K - $166K
|
3.2K
$526K
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1K- 72.31% |
$153K - $166K
|
383
$63.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.03K- 0.7% |
$157K - $171K
|
147K
$24.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.03K- 2.61% |
$158K - $172K
|
38.5K
$6.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-1.04K- 1.21% |
$159K - $173K
|
85K
$14M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.05K- 1.71% |
$160K - $174K
|
60.2K
$9.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.05K- 11.67% |
$160K - $175K
|
7.96K
$1.31M
|