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 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.75K+ 6.73% |
$1.49M - $1.62M
|
155K
$24.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
9.75K+ 14.3% |
$1.49M - $1.62M
|
77.9K
$12.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
9.73K+ 8.68% |
$1.48M - $1.62M
|
122K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
9.72K+ 3.37% |
$1.48M - $1.62M
|
298K
$46.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.69K+ 17.06% |
$1.48M - $1.61M
|
66.5K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
9.69K+ 11.89% |
$1.48M - $1.61M
|
91.1K
$14.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.65K+ 8.86% |
$1.47M - $1.6M
|
119K
$18.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.6K+ 29.3% |
$1.46M - $1.6M
|
42.4K
$6.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
9.6K+ 97.98% |
$1.46M - $1.6M
|
19.4K
$3.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
9.5KNew |
$1.45M - $1.58M
|
9.5K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
9.42K+ 137.12% |
$1.44M - $1.57M
|
16.3K
$2.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
9.39K+ 13.93% |
$1.43M - $1.56M
|
76.8K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
9.26KNew |
$1.41M - $1.54M
|
9.26K
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
9.18KNew |
$1.4M - $1.53M
|
9.18K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
9.08K+ 10.97% |
$1.39M - $1.51M
|
91.9K
$14.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
BUY
|
- |
9K+ 688.0% |
$1.37M - $1.5M
|
10.3K
$1.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
8.97K+ 6.29% |
$1.37M - $1.49M
|
152K
$23.6M
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
8.9K+ 58.49% |
$1.36M - $1.48M
|
24.1K
$3.75M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
8.89KNew |
$1.36M - $1.48M
|
8.89K
$1.38M
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
8.85KNew |
$1.35M - $1.47M
|
8.85K
$1.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
8.8K+ 21.83% |
$1.34M - $1.46M
|
49.1K
$7.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
8.71K+ 11.55% |
$1.33M - $1.45M
|
84.1K
$13.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
8.69K+ 2.32% |
$1.33M - $1.44M
|
383K
$59.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.68K+ 47.78% |
$1.32M - $1.44M
|
26.8K
$4.18M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.63K+ 18.13% |
$1.32M - $1.44M
|
56.2K
$8.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
8.58K+ 28.51% |
$1.31M - $1.43M
|
38.7K
$6.02M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
8.57KNew |
$1.31M - $1.43M
|
8.57K
$1.33M
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
8.55K+ 33.17% |
$1.3M - $1.42M
|
34.3K
$5.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
8.53KNew |
$1.3M - $1.42M
|
8.53K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
8.52K+ 9.02% |
$1.3M - $1.42M
|
103K
$16M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
8.48KNew |
$1.29M - $1.41M
|
8.48K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.43K+ 6.35% |
$1.29M - $1.4M
|
141K
$22M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8.3K+ 1.55% |
$1.27M - $1.38M
|
544K
$84.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.29K+ 36.02% |
$1.26M - $1.38M
|
31.3K
$4.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
8.25K+ 480.21% |
$1.26M - $1.37M
|
9.97K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.2K+ 79.96% |
$1.25M - $1.36M
|
18.4K
$2.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.18K+ 28.86% |
$1.25M - $1.36M
|
36.5K
$5.68M
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
8.17K+ 622.24% |
$1.25M - $1.36M
|
9.48K
$1.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
8.17K+ 17.44% |
$1.25M - $1.36M
|
55K
$8.56M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
8.17KNew |
$1.25M - $1.36M
|
8.17K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
8.15K+ 7.47% |
$1.24M - $1.36M
|
117K
$18.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
8.09KNew |
$1.23M - $1.35M
|
8.09K
$1.26M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.09K+ 58.97% |
$1.23M - $1.35M
|
21.8K
$3.39M
|
|
|
Jul 22, 2024
Q2 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
8.05K+ 6.76% |
$1.23M - $1.34M
|
127K
$19.8M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.97K+ 7.73% |
$1.22M - $1.33M
|
111K
$17.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.89K+ 1.06% |
$1.2M - $1.31M
|
749K
$117M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7.82K+ 23.65% |
$1.19M - $1.3M
|
40.9K
$6.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
7.81K+ 23.98% |
$1.19M - $1.3M
|
40.4K
$6.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.78K+ 7.1% |
$1.19M - $1.29M
|
117K
$18.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
7.78K+ 3.84% |
$1.19M - $1.29M
|
210K
$32.7M
|