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 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-22- 0.57% |
$3.36K - $3.66K
|
3.86K
$577K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-22- 0.68% |
$3.36K - $3.66K
|
3.23K
$483K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-24- 0.22% |
$3.66K - $3.99K
|
10.9K
$1.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-25- 0.72% |
$3.81K - $4.16K
|
3.47K
$518K
|
|
|
Apr 04, 2025
Q2 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-25- 1.34% |
$3.81K - $4.16K
|
1.84K
$274K
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-26- 1.37% |
$3.97K - $4.32K
|
1.88K
$281K
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-26- 0.02% |
$3.97K - $4.32K
|
121K
$18.1M
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-26- 1.08% |
$3.97K - $4.32K
|
2.38K
$355K
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-27- 0.46% |
$4.12K - $4.49K
|
5.86K
$877K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-27- 0.23% |
$4.12K - $4.49K
|
11.5K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-27- 0.2% |
$4.12K - $4.49K
|
13.5K
$2.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-28- 2.01% |
$4.27K - $4.66K
|
1.36K
$204K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-28- 0.76% |
$4.27K - $4.66K
|
3.65K
$546K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-28- 0.32% |
$4.27K - $4.66K
|
8.66K
$1.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-29- 1.4% |
$4.42K - $4.82K
|
2.05K
$306K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-29- 0.68% |
$4.42K - $4.82K
|
4.25K
$635K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-29- 0.27% |
$4.42K - $4.82K
|
10.6K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-29- 0.04% |
$4.42K - $4.82K
|
71.9K
$10.8M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-29- 0.25% |
$4.42K - $4.82K
|
11.4K
$1.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-30- 1.36% |
$4.58K - $4.99K
|
2.18K
$325K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-30- 0.04% |
$4.58K - $4.99K
|
69.2K
$10.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-31- 0.82% |
$4.73K - $5.16K
|
3.75K
$560K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-31- 0.56% |
$4.73K - $5.16K
|
5.54K
$829K
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-31- 0.56% |
$4.73K - $5.16K
|
5.51K
$824K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-31- 0.58% |
$4.73K - $5.16K
|
5.29K
$791K
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-31- 0.8% |
$4.73K - $5.16K
|
3.86K
$577K
|
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-32- 1.87% |
$4.88K - $5.32K
|
1.68K
$251K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-33- 0.48% |
$5.03K - $5.49K
|
6.79K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-33- 0.62% |
$5.03K - $5.49K
|
5.28K
$790K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-34- 0.24% |
$5.19K - $5.66K
|
14.3K
$2.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-34- 0.8% |
$5.19K - $5.66K
|
4.22K
$631K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-35- 0.19% |
$5.34K - $5.82K
|
18.3K
$2.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-37- 0.22% |
$5.65K - $6.15K
|
16.9K
$2.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-37- 0.36% |
$5.65K - $6.15K
|
10.2K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37- 1.1% |
$5.65K - $6.15K
|
3.32K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-37- 0.9% |
$5.65K - $6.15K
|
4.09K
$612K
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-38- 0.27% |
$5.8K - $6.32K
|
14K
$2.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-38- 1.43% |
$5.8K - $6.32K
|
2.62K
$392K
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-39- 0.7% |
$5.95K - $6.49K
|
5.53K
$827K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-39- 0.2% |
$5.95K - $6.49K
|
19.8K
$2.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-40- 1.64% |
$6.1K - $6.65K
|
2.4K
$359K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-40- 24.84% |
$6.1K - $6.65K
|
121
$18.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-40- 0.23% |
$6.1K - $6.65K
|
17.1K
$2.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
SELL
|
- |
-41- 2.06% |
$6.26K - $6.82K
|
1.95K
$292K
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-41- 0.87% |
$6.26K - $6.82K
|
4.68K
$699K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-41- 0.43% |
$6.26K - $6.82K
|
9.45K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-41- 1.92% |
$6.26K - $6.82K
|
2.1K
$313K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-42- 1.45% |
$6.41K - $6.99K
|
2.85K
$426K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-42- 0.46% |
$6.41K - $6.99K
|
9.19K
$1.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-42- 0.98% |
$6.41K - $6.99K
|
4.26K
$636K
|