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 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-109- 7.62% |
$16.6K - $18.1K
|
1.32K
$198K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-109- 0.28% |
$16.6K - $18.1K
|
39.2K
$5.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-109- 0.9% |
$16.6K - $18.1K
|
12.1K
$1.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-109- 1.54% |
$16.6K - $18.1K
|
6.99K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Edmp, Inc.
|
SELL
|
- |
-109- 0.71% |
$16.6K - $18.1K
|
15.3K
$2.28M
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-110- 0.18% |
$16.8K - $18.3K
|
62.5K
$9.35M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-110- 1.45% |
$16.8K - $18.3K
|
7.5K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-110- 4.13% |
$16.8K - $18.3K
|
2.55K
$382K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-110- 3.28% |
$16.8K - $18.3K
|
3.25K
$486K
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-111- 0.44% |
$16.9K - $18.5K
|
25.2K
$3.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-112- 9.26% |
$17.1K - $18.6K
|
1.1K
$164K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-112- 0.18% |
$17.1K - $18.6K
|
63K
$9.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-112- 0.72% |
$17.1K - $18.6K
|
15.3K
$2.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-112- 0.75% |
$17.1K - $18.6K
|
14.9K
$2.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-113- 5.07% |
$17.2K - $18.8K
|
2.12K
$317K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-113- 1.59% |
$17.2K - $18.8K
|
7K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-114- 1.56% |
$17.4K - $19K
|
7.2K
$1.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-114- 11.92% |
$17.4K - $19K
|
842
$126K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-114- 3.83% |
$17.4K - $19K
|
2.87K
$429K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-115- 1.26% |
$17.5K - $19.1K
|
9K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-115- 1.14% |
$17.5K - $19.1K
|
9.96K
$1.49M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-116- 1.09% |
$17.7K - $19.3K
|
10.5K
$1.57M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-117- 0.3% |
$17.9K - $19.5K
|
38.5K
$5.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-117- 0.34% |
$17.9K - $19.5K
|
33.8K
$5.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-118- 0.92% |
$18K - $19.6K
|
12.7K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-118- 0.21% |
$18K - $19.6K
|
55.2K
$8.25M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-120- 16.26% |
$18.3K - $20K
|
618
$92.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-120- 1.22% |
$18.3K - $20K
|
9.68K
$1.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-120- 2.0% |
$18.3K - $20K
|
5.87K
$877K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-120- 1.35% |
$18.3K - $20K
|
8.76K
$1.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-120- 2.86% |
$18.3K - $20K
|
4.08K
$609K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-120- 4.84% |
$18.3K - $20K
|
2.36K
$353K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-120- 0.25% |
$18.3K - $20K
|
48K
$7.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-121- 7.65% |
$18.5K - $20.1K
|
1.46K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-122- 2.24% |
$18.6K - $20.3K
|
5.33K
$798K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-123- 0.68% |
$18.8K - $20.5K
|
17.9K
$2.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Paradiem, LLC
|
SELL
|
- |
-123- 7.87% |
$18.8K - $20.5K
|
1.44K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-123- 1.79% |
$18.8K - $20.5K
|
6.74K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-124- 3.79% |
$18.9K - $20.6K
|
3.14K
$470K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-124- 1.94% |
$18.9K - $20.6K
|
6.28K
$939K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-125- 80.13% |
$19.1K - $20.8K
|
31
$4.64K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-125- 2.13% |
$19.1K - $20.8K
|
5.73K
$858K
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-125- 0.85% |
$19.1K - $20.8K
|
14.5K
$2.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-127- 0.6% |
$19.4K - $21.1K
|
20.9K
$3.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-127- 1.31% |
$19.4K - $21.1K
|
9.54K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-127- 1.18% |
$19.4K - $21.1K
|
10.7K
$1.6M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-128- 5.91% |
$19.5K - $21.3K
|
2.04K
$305K
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-128- 0.99% |
$19.5K - $21.3K
|
12.8K
$1.92M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-128- 1.24% |
$19.5K - $21.3K
|
10.2K
$1.52M
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-129- 17.15% |
$19.7K - $21.5K
|
623
$93.2K
|