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 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-81- 2.9% |
$12.4K - $13.5K
|
2.71K
$406K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-81- 1.52% |
$12.4K - $13.5K
|
5.25K
$785K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-82- 1.82% |
$12.5K - $13.6K
|
4.41K
$660K
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-83- 2.58% |
$12.7K - $13.8K
|
3.13K
$468K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-85- 6.15% |
$13K - $14.1K
|
1.3K
$194K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-85- 0.57% |
$13K - $14.1K
|
14.8K
$2.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-85- 4.52% |
$13K - $14.1K
|
1.8K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-85- 0.49% |
$13K - $14.1K
|
17.4K
$2.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-87- 0.34% |
$13.3K - $14.5K
|
25.2K
$3.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-88- 0.66% |
$13.4K - $14.6K
|
13.2K
$1.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-88- 4.92% |
$13.4K - $14.6K
|
1.7K
$255K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-89- 2.58% |
$13.6K - $14.8K
|
3.37K
$504K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-89- 0.95% |
$13.6K - $14.8K
|
9.32K
$1.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-89- 2.11% |
$13.6K - $14.8K
|
4.13K
$617K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-90- 0.12% |
$13.7K - $15K
|
75.9K
$11.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-91- 0.4% |
$13.9K - $15.1K
|
22.7K
$3.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-92- 6.34% |
$14K - $15.3K
|
1.36K
$203K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-92- 2.13% |
$14K - $15.3K
|
4.22K
$632K
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-93- 0.23% |
$14.2K - $15.5K
|
40.6K
$6.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-93- 0.31% |
$14.2K - $15.5K
|
30.2K
$4.52M
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-94- 3.73% |
$14.3K - $15.6K
|
2.43K
$363K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-95- 5.14% |
$14.5K - $15.8K
|
1.75K
$262K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-96- 0.91% |
$14.6K - $16K
|
10.5K
$1.57M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-96- 0.56% |
$14.6K - $16K
|
17K
$2.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-98- 7.04% |
$15K - $16.3K
|
1.29K
$194K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-98- 0.5% |
$15K - $16.3K
|
19.6K
$2.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-98- 0.74% |
$15K - $16.3K
|
13.1K
$1.96M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 2.0% |
$15.3K - $16.6K
|
4.9K
$733K
|
|
|
Jul 18, 2024
Q2 2024
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.22% |
$15.3K - $16.6K
|
46.3K
$6.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-100- 1.08% |
$15.3K - $16.6K
|
9.16K
$1.37M
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-100- 7.19% |
$15.3K - $16.6K
|
1.29K
$193K
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-100- 0.23% |
$15.3K - $16.6K
|
42.5K
$6.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Denali Advisors LLC
|
SELL
|
- |
-100- 1.64% |
$15.3K - $16.6K
|
6K
$897K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-100- 2.17% |
$15.3K - $16.6K
|
4.52K
$676K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-100- 0.89% |
$15.3K - $16.6K
|
11.2K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-100- 1.9% |
$15.3K - $16.6K
|
5.15K
$770K
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.91% |
$15.3K - $16.6K
|
10.9K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-100- 5.34% |
$15.3K - $16.6K
|
1.77K
$265K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-101- 2.33% |
$15.4K - $16.8K
|
4.23K
$633K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-102- 2.86% |
$15.6K - $17K
|
3.47K
$519K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-103- 0.23% |
$15.7K - $17.1K
|
45.2K
$6.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-103- 1.61% |
$15.7K - $17.1K
|
6.31K
$944K
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-105- 2.89% |
$16K - $17.5K
|
3.52K
$527K
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-105- 5.63% |
$16K - $17.5K
|
1.76K
$263K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-105- 1.36% |
$16K - $17.5K
|
7.64K
$1.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-106- 0.94% |
$16.2K - $17.6K
|
11.1K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-106- 0.49% |
$16.2K - $17.6K
|
21.5K
$3.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-108- 0.87% |
$16.5K - $18K
|
12.3K
$1.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-108- 1.19% |
$16.5K - $18K
|
8.97K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-108- 0.23% |
$16.5K - $18K
|
46.7K
$6.99M
|