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 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.23K+ 2.98% |
$339K - $370K
|
77K
$12.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.22K+ 1.8% |
$339K - $370K
|
126K
$20.3M
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
2.21K+ 14.6% |
$337K - $368K
|
17.4K
$2.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.21K+ 0.71% |
$337K - $367K
|
315K
$50.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.2K+ 5.22% |
$336K - $366K
|
44.4K
$7.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.2K+ 16.46% |
$336K - $366K
|
15.6K
$2.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.19KNew |
$334K - $364K
|
2.19K
$354K
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
2.19K+ 10.2% |
$334K - $364K
|
23.7K
$3.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.18K+ 12.62% |
$333K - $363K
|
19.5K
$3.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.16K+ 9.77% |
$329K - $359K
|
24.2K
$3.91M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.14K+ 8.09% |
$327K - $356K
|
28.6K
$4.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.14K+ 89.35% |
$326K - $356K
|
4.53K
$732K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.13KNew |
$325K - $354K
|
2.13K
$343K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.11K+ 40.6% |
$322K - $351K
|
7.31K
$1.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
2.1K+ 138.89% |
$320K - $349K
|
3.61K
$583K
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
2.08KNew |
$318K - $346K
|
2.08K
$336K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.08KNew |
$317K - $346K
|
2.08K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.06K+ 120.22% |
$315K - $343K
|
3.78K
$610K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.05K+ 2.72% |
$313K - $341K
|
77.4K
$12.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.04KNew |
$310K - $338K
|
2.04K
$329K
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.02K+ 3.13% |
$308K - $336K
|
66.6K
$10.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.02K+ 17.06% |
$308K - $335K
|
13.8K
$2.24M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.01K+ 3.55% |
$307K - $335K
|
58.7K
$9.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2.01K+ 46.67% |
$306K - $333K
|
6.3K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2K+ 80.78% |
$305K - $333K
|
4.48K
$723K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
2K+ 1418.44% |
$305K - $333K
|
2.14K
$346K
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2KNew |
$305K - $333K
|
2K
$323K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.99K+ 11.1% |
$304K - $332K
|
20K
$3.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.99K+ 3.68% |
$303K - $331K
|
56K
$9.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.98K+ 35.63% |
$302K - $330K
|
7.54K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.98K+ 6.63% |
$302K - $329K
|
31.9K
$5.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
1.98KNew |
$302K - $329K
|
1.98K
$319K
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1.95K+ 1.87% |
$297K - $324K
|
106K
$17.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.94K+ 14.84% |
$296K - $323K
|
15K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.93K+ 4.64% |
$295K - $321K
|
43.6K
$7.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.93K+ 4.04% |
$294K - $321K
|
49.7K
$8.02M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.93K+ 28.44% |
$294K - $321K
|
8.71K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.92KNew |
$293K - $320K
|
1.92K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.92K+ 2.51% |
$293K - $320K
|
78.4K
$12.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.92KNew |
$293K - $319K
|
1.92K
$310K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.92K+ 5.32% |
$292K - $319K
|
37.9K
$6.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
1.9K+ 1.44% |
$290K - $317K
|
134K
$21.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.89K+ 0.7% |
$289K - $315K
|
273K
$44.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.89K+ 7.31% |
$288K - $314K
|
27.7K
$4.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.87KNew |
$286K - $312K
|
1.87K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
1.87KNew |
$285K - $311K
|
1.87K
$302K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.86K+ 84.39% |
$283K - $309K
|
4.05K
$654K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.86K+ 7.45% |
$283K - $309K
|
26.8K
$4.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.85K+ 4.48% |
$283K - $308K
|
43.3K
$6.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 24.62% |
$280K - $305K
|
9.29K
$1.5M
|