Purchases and Sales Made in Q2 2024 in Chevron Corp (CVX)

CVX Quotes by TradingView

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 15, 2024 Q2 2024
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
3.65K
New
$557K - $608K
3.65K $536K
Aug 14, 2024 Q2 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
3.61K
+ 23.47%
$550K - $600K
19K $2.78M
Aug 09, 2024 Q2 2024
Black Point Wealth Management

Naples, FL
BUY
 -
3.58K
New
$546K - $595K
3.58K $525K
Aug 02, 2024 Q2 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.58K
+ 8.41%
$546K - $595K
46.1K $6.77M
Jul 24, 2024 Q2 2024
Waypoint Wealth Partners Inc.

BUY
 -
3.53K
New
$538K - $586K
3.53K $517K
Jul 19, 2024 Q2 2024
First Citizens Bank & Trust CO

BUY
 -
3.51K
+ 3.2%
$536K - $584K
113K $16.6M
Aug 13, 2024 Q2 2024
Harbert Fund Advisors, Inc.

Birmingham, AL
BUY
 -
3.5K
New
$534K - $582K
3.5K $513K
Aug 14, 2024 Q2 2024
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
3.48K
+ 2.99%
$531K - $579K
120K $17.6M
Jul 25, 2024 Q2 2024
Callan Family Office, LLC

Radnor, PA
BUY
 -
3.48K
+ 155.59%
$531K - $579K
5.72K $838K
Aug 12, 2024 Q2 2024
Dempze Nancy E

BUY
 -
3.42K
+ 58.71%
$521K - $568K
9.23K $1.35M
Aug 05, 2024 Q2 2024
Columbia Asset Management

Ann Arbor, MI
BUY
 -
3.39K
+ 9.91%
$518K - $564K
37.6K $5.52M
Aug 05, 2024 Q2 2024
Central Trust CO

Jefferson City, MO
BUY
 -
3.36K
+ 1.96%
$513K - $560K
175K $25.6M
Jul 26, 2024 Q2 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
3.36K
+ 12.07%
$512K - $558K
31.2K $4.57M
Aug 05, 2024 Q2 2024
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
3.34K
+ 7.72%
$510K - $556K
46.6K $6.84M
Aug 07, 2024 Q2 2024
Coldstream Capital Management Inc

BUY
 -
3.34K
+ 6.06%
$509K - $555K
58.4K $8.57M
Aug 09, 2024 Q2 2024
Menard Financial Group LLC

Houston, TX
BUY
 -
3.3K
+ 36.14%
$504K - $550K
12.4K $1.83M
Jul 25, 2024 Q2 2024
Raymond James Trust N.A.

BUY
 -
3.27K
+ 1.73%
$499K - $544K
193K $28.3M
Jul 15, 2024 Q2 2024
Coastline Trust CO

BUY
 -
3.27K
+ 16.0%
$499K - $544K
23.7K $3.48M
Jul 09, 2024 Q2 2024
Trust CO Of Vermont

BUY
 -
3.21K
+ 3.07%
$490K - $535K
108K $15.8M
Aug 08, 2024 Q2 2024
Spirepoint Private Client, LLC

Vero Beach, FL
BUY
 -
3.2K
+ 7.88%
$488K - $532K
43.8K $6.43M
Jul 31, 2024 Q2 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
3.18K
+ 188.0%
$485K - $529K
4.87K $715K
Aug 01, 2024 Q2 2024
Convergence Investment Partners, LLC

BUY
 -
3.17K
+ 22.6%
$483K - $527K
17.2K $2.52M
Aug 12, 2024 Q2 2024
Oxford Wealth Group, LLC

Orlando, FL
BUY
 -
3.16K
+ 46.37%
$482K - $525K
9.97K $1.46M
Jul 17, 2024 Q2 2024
Welch Group, LLC

BUY
 -
3.14K
+ 0.84%
$478K - $522K
376K $55.2M
Aug 28, 2024 Q2 2024
Heritage Oak Wealth Advisors LLC

Santa Rosa Beach, FL
BUY
 -
3.14K
New
$478K - $522K
3.14K $460K
Aug 09, 2024 Q2 2024
Cerro Pacific Wealth Advisors LLC

BUY
 -
3.13K
+ 12.78%
$477K - $520K
27.6K $4.05M
Aug 07, 2024 Q2 2024
Advisor Shares Investments LLC

Bethesda, MD
BUY
 -
3.1K
New
$473K - $516K
3.1K $455K
Jul 12, 2024 Q2 2024
Country Trust Bank

BUY
 -
3.09K
+ 1.65%
$471K - $514K
190K $27.8M
Aug 13, 2024 Q2 2024
Greenline Partners, LLC

New York, NY
BUY
 -
3.08K
+ 13.09%
$469K - $511K
26.6K $3.9M
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
3.05K
+ 56.35%
$466K - $508K
8.47K $1.24M
Aug 14, 2024 Q2 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
3.04K
+ 9.27%
$463K - $505K
35.8K $5.25M
Aug 12, 2024 Q2 2024
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
3.02K
+ 82.08%
$460K - $502K
6.7K $982K
Aug 13, 2024 Q2 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
3.01K
+ 8.92%
$460K - $501K
36.8K $5.4M
Jul 23, 2024 Q2 2024
Eastern Bank

BUY
 -
2.98K
+ 2.16%
$455K - $496K
141K $20.7M
Jul 30, 2024 Q2 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
2.95K
+ 17.6%
$450K - $491K
19.7K $2.89M
Aug 13, 2024 Q2 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
2.93K
+ 1.27%
$447K - $488K
234K $34.3M
Aug 08, 2024 Q2 2024
Prevail Innovative Wealth Advisors, LLC

Leawood, KS
BUY
 -
2.92K
+ 19.53%
$445K - $485K
17.9K $2.62M
Jul 19, 2024 Q2 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
2.92K
+ 12.17%
$445K - $485K
26.9K $3.94M
Aug 09, 2024 Q2 2024
Avantax Planning Partners, Inc.

BUY
 -
2.89K
+ 4.25%
$441K - $481K
70.9K $10.4M
Jul 10, 2024 Q2 2024
Aprio Wealth Management, LLC

BUY
 -
2.87K
+ 104.47%
$438K - $478K
5.63K $825K
Aug 14, 2024 Q2 2024
Scientech Research LLC

Jersey City, NJ
BUY
 -
2.85K
+ 132.27%
$435K - $474K
5K $734K
Jul 25, 2024 Q2 2024
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
2.81K
+ 165.55%
$428K - $467K
4.5K $660K
Jul 18, 2024 Q2 2024
Private Capital Management LLC

BUY
 -
2.8K
+ 65.17%
$428K - $466K
7.1K $1.04M
Aug 14, 2024 Q2 2024
Lrt Capital Management, LLC

Austin, TX
BUY
 -
2.79K
New
$426K - $464K
2.79K $410K
Aug 05, 2024 Q2 2024
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
2.79K
+ 69.87%
$426K - $464K
6.78K $995K
Jul 25, 2024 Q2 2024
Independence Bank Of Kentucky

BUY
 -
2.79K
+ 8.53%
$425K - $463K
35.4K $5.2M
Aug 01, 2024 Q2 2024
Equitable Trust CO

BUY
 -
2.79K
+ 8.83%
$425K - $463K
34.3K $5.04M
Aug 13, 2024 Q2 2024
Hollow Brook Wealth Management LLC

BUY
 -
2.77K
+ 6.51%
$423K - $461K
45.4K $6.66M
Aug 14, 2024 Q2 2024
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
2.75K
+ 3.1%
$419K - $457K
91.3K $13.4M

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