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 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-61- 0.36% |
$9.31K - $10.1K
|
16.7K
$2.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-61- 0.06% |
$9.31K - $10.1K
|
101K
$15.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-61- 3.44% |
$9.31K - $10.1K
|
1.71K
$256K
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-61- 1.8% |
$9.31K - $10.1K
|
3.33K
$498K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-61- 0.13% |
$9.31K - $10.1K
|
47.8K
$7.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-62- 1.47% |
$9.46K - $10.3K
|
4.16K
$622K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-62- 0.22% |
$9.46K - $10.3K
|
28.5K
$4.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-62- 3.06% |
$9.46K - $10.3K
|
1.97K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-62- 0.19% |
$9.46K - $10.3K
|
32.6K
$4.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-63- 0.41% |
$9.61K - $10.5K
|
15.4K
$2.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-63- 3.08% |
$9.61K - $10.5K
|
1.98K
$297K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-64- 3.28% |
$9.76K - $10.6K
|
1.89K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-64- 0.58% |
$9.76K - $10.6K
|
11K
$1.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-65- 0.25% |
$9.92K - $10.8K
|
25.9K
$3.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-65- 43.92% |
$9.92K - $10.8K
|
83
$12.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-66- 1.29% |
$10.1K - $11K
|
5.06K
$757K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-66- 0.29% |
$10.1K - $11K
|
22.6K
$3.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-66- 2.04% |
$10.1K - $11K
|
3.17K
$473K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-66- 1.64% |
$10.1K - $11K
|
3.97K
$593K
|
|
|
Mar 21, 2025
Q2 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-66- 0.6% |
$10.1K - $11K
|
11K
$1.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-67- 0.59% |
$10.2K - $11.1K
|
11.3K
$1.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-70- 15.25% |
$10.7K - $11.6K
|
389
$58.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-71- 54.2% |
$10.8K - $11.8K
|
60
$8.97K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-71- 0.71% |
$10.8K - $11.8K
|
9.89K
$1.48M
|
|
|
Jul 10, 2024
Q2 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-72- 1.73% |
$11K - $12K
|
4.1K
$613K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-72- 2.19% |
$11K - $12K
|
3.22K
$481K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-73- 2.69% |
$11.1K - $12.1K
|
2.64K
$395K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-74- 1.76% |
$11.3K - $12.3K
|
4.14K
$619K
|
|
|
Aug 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-74- 3.65% |
$11.3K - $12.3K
|
1.95K
$292K
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-74- 3.71% |
$11.3K - $12.3K
|
1.92K
$287K
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-75- 5.4% |
$11.4K - $12.5K
|
1.31K
$196K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
SELL
|
- |
-75- 1.65% |
$11.4K - $12.5K
|
4.46K
$667K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-75- 0.81% |
$11.4K - $12.5K
|
9.21K
$1.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-75- 3.16% |
$11.4K - $12.5K
|
2.3K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-75- 1.51% |
$11.4K - $12.5K
|
4.91K
$734K
|
|
|
Aug 14, 2024
Q2 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-75- 1.07% |
$11.4K - $12.5K
|
6.96K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-76- 3.86% |
$11.6K - $12.6K
|
1.89K
$283K
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-76- 0.42% |
$11.6K - $12.6K
|
18K
$2.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-76- 2.26% |
$11.6K - $12.6K
|
3.29K
$493K
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-76- 3.12% |
$11.6K - $12.6K
|
2.36K
$353K
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-76- 0.52% |
$11.6K - $12.6K
|
14.5K
$2.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-76- 3.25% |
$11.6K - $12.6K
|
2.27K
$339K
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-77- 0.3% |
$11.7K - $12.8K
|
25.8K
$3.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-78- 1.59% |
$11.9K - $13K
|
4.82K
$721K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-78- 4.13% |
$11.9K - $13K
|
1.81K
$271K
|
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-78- 0.14% |
$11.9K - $13K
|
56.6K
$8.46M
|
|
|
Jul 16, 2024
Q2 2024
|
James Hambro & Partners
|
SELL
|
- |
-79- 1.61% |
$12.1K - $13.1K
|
4.82K
$720K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-79- 1.94% |
$12.1K - $13.1K
|
3.99K
$597K
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-80- 3.98% |
$12.2K - $13.3K
|
1.93K
$289K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-80- 0.85% |
$12.2K - $13.3K
|
9.35K
$1.4M
|