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 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-12- 0.75% |
$1.83K - $2K
|
1.58K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-13- 0.37% |
$1.98K - $2.16K
|
3.52K
$527K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-13- 0.21% |
$1.98K - $2.16K
|
6.14K
$918K
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-13- 0.06% |
$1.98K - $2.16K
|
21.7K
$3.24M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-13- 1.82% |
$1.98K - $2.16K
|
702
$105K
|
|
|
Aug 06, 2024
Q2 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-13- 0.8% |
$1.98K - $2.16K
|
1.62K
$242K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 1.59% |
$1.98K - $2.16K
|
804
$120K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-13- 0.8% |
$1.98K - $2.16K
|
1.62K
$242K
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-14- 0.45% |
$2.14K - $2.33K
|
3.11K
$465K
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-14- 5.53% |
$2.14K - $2.33K
|
239
$35.7K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-14- 0.5% |
$2.14K - $2.33K
|
2.81K
$421K
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-15- 0.29% |
$2.29K - $2.49K
|
5.15K
$770K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
SELL
|
- |
-15- 0.2% |
$2.29K - $2.49K
|
7.32K
$1.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-15- 0.34% |
$2.29K - $2.49K
|
4.38K
$655K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-15- 0.36% |
$2.29K - $2.49K
|
4.12K
$616K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-15- 1.01% |
$2.29K - $2.49K
|
1.48K
$221K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
SELL
|
- |
-15- 0.29% |
$2.29K - $2.49K
|
5.15K
$771K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-15- 0.2% |
$2.29K - $2.49K
|
7.38K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-15- 2.26% |
$2.29K - $2.49K
|
650
$97.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-15- 0.25% |
$2.29K - $2.49K
|
5.94K
$889K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-16- 0.22% |
$2.44K - $2.66K
|
7.32K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-16- 1.04% |
$2.44K - $2.66K
|
1.52K
$227K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-17- 0.41% |
$2.59K - $2.83K
|
4.1K
$613K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-17- 0.46% |
$2.59K - $2.83K
|
3.67K
$549K
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-17- 0.14% |
$2.59K - $2.83K
|
12.4K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-17- 1.27% |
$2.59K - $2.83K
|
1.32K
$198K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-18- 3.87% |
$2.75K - $2.99K
|
447
$66.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-18- 0.71% |
$2.75K - $2.99K
|
2.51K
$375K
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
SELL
|
- |
-18- 0.93% |
$2.75K - $2.99K
|
1.92K
$287K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-18- 0.24% |
$2.75K - $2.99K
|
7.49K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-18- 0.23% |
$2.75K - $2.99K
|
7.8K
$1.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-18- 0.58% |
$2.75K - $2.99K
|
3.09K
$461K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-18- 1.05% |
$2.75K - $2.99K
|
1.7K
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-18- 0.68% |
$2.75K - $2.99K
|
2.63K
$393K
|
|
|
Feb 24, 2025
Q2 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-18- 0.14% |
$2.75K - $2.99K
|
13K
$1.94M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-19- 1.23% |
$2.9K - $3.16K
|
1.53K
$229K
|
|
|
Jul 24, 2024
Q2 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-19- 0.28% |
$2.9K - $3.16K
|
6.81K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-19- 1.35% |
$2.9K - $3.16K
|
1.39K
$208K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 0.06% |
$3.05K - $3.33K
|
32.7K
$4.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-20- 0.13% |
$3.05K - $3.33K
|
15.3K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-20- 1.86% |
$3.05K - $3.33K
|
1.05K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-20- 0.29% |
$3.05K - $3.33K
|
6.81K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-20- 1.08% |
$3.05K - $3.33K
|
1.82K
$273K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-21- 1.02% |
$3.2K - $3.49K
|
2.04K
$305K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-21- 1.32% |
$3.2K - $3.49K
|
1.57K
$235K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-21- 0.18% |
$3.2K - $3.49K
|
11.8K
$1.76M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-22- 1.14% |
$3.36K - $3.66K
|
1.91K
$285K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-22- 0.23% |
$3.36K - $3.66K
|
9.73K
$1.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-22- 0.86% |
$3.36K - $3.66K
|
2.53K
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-22- 0.11% |
$3.36K - $3.66K
|
19.4K
$2.91M
|