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 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.52K+ 4.21% |
$233K - $253K
|
37.7K
$6.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$232K - $253K
|
1.52K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.52K+ 5.54% |
$232K - $253K
|
28.9K
$4.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.52K+ 11.32% |
$231K - $252K
|
14.9K
$2.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.5KNew |
$229K - $250K
|
1.5K
$243K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.5K+ 81.89% |
$229K - $250K
|
3.33K
$538K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.5KNew |
$229K - $249K
|
1.5K
$242K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$229K - $249K
|
1.5K
$242K
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.5KNew |
$228K - $249K
|
1.5K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.49K+ 14.49% |
$228K - $248K
|
11.8K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.49KNew |
$228K - $248K
|
1.49K
$241K
|
|
|
Jul 29, 2024
Q2 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
1.49KNew |
$227K - $247K
|
1.49K
$240K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.48K+ 16.87% |
$225K - $246K
|
10.2K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.47K+ 5.44% |
$224K - $245K
|
28.5K
$4.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.46K+ 4.37% |
$223K - $243K
|
34.9K
$5.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.44K+ 20.73% |
$219K - $239K
|
8.36K
$1.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.43K+ 7.57% |
$219K - $239K
|
20.4K
$3.29M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.43K+ 260.84% |
$218K - $238K
|
1.98K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.42K+ 5.31% |
$217K - $236K
|
28.2K
$4.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.42K+ 2.28% |
$217K - $236K
|
63.7K
$10.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.42KNew |
$217K - $236K
|
1.42K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.41KNew |
$216K - $235K
|
1.41K
$228K
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.41K+ 17.34% |
$215K - $235K
|
9.55K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
1.41K+ 12.86% |
$215K - $235K
|
12.4K
$2M
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.41K+ 18.8% |
$215K - $234K
|
8.88K
$1.43M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
1.4K+ 9.02% |
$214K - $233K
|
17K
$2.74M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.4KNew |
$214K - $233K
|
1.4K
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1.4K+ 6.93% |
$214K - $233K
|
21.6K
$3.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.4K+ 60.09% |
$213K - $233K
|
3.73K
$602K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.4K+ 4.34% |
$213K - $232K
|
33.6K
$5.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.4K+ 2.22% |
$213K - $232K
|
64.4K
$10.4M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.39K+ 10.52% |
$213K - $232K
|
14.6K
$2.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.39K+ 1.27% |
$212K - $232K
|
111K
$17.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.39K+ 5.71% |
$212K - $232K
|
25.8K
$4.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.38KNew |
$211K - $230K
|
1.38K
$223K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.38K+ 3.33% |
$211K - $230K
|
42.9K
$6.93M
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
1.37K+ 2.94% |
$210K - $229K
|
48.1K
$7.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.37K+ 1.92% |
$209K - $228K
|
72.8K
$11.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.37K+ 28.47% |
$209K - $227K
|
6.17K
$996K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
1.36K+ 43.83% |
$208K - $227K
|
4.47K
$722K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.36K+ 48.63% |
$208K - $227K
|
4.17K
$673K
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.36K+ 11.95% |
$208K - $226K
|
12.8K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.36K+ 1.95% |
$208K - $226K
|
71.3K
$11.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.36KNew |
$207K - $226K
|
1.36K
$219K
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.35K+ 5.29% |
$206K - $225K
|
26.9K
$4.35M
|
|
|
Jul 08, 2024
Q2 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
1.35K+ 8.08% |
$206K - $225K
|
18.1K
$2.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.35K+ 35.91% |
$206K - $225K
|
5.11K
$826K
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.35K+ 5.35% |
$206K - $224K
|
26.5K
$4.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.33K+ 5.89% |
$202K - $220K
|
23.8K
$3.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.32K+ 6.42% |
$201K - $220K
|
21.9K
$3.53M
|