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
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-129- 1.57% |
$19.7K - $21.5K
|
8.07K
$1.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-130- 3.29% |
$19.8K - $21.6K
|
3.82K
$572K
|
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-131- 0.78% |
$20K - $21.8K
|
16.6K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-131- 7.77% |
$20K - $21.8K
|
1.55K
$232K
|
|
|
Jul 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-132- 1.7% |
$20.1K - $22K
|
7.64K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-132- 1.65% |
$20.1K - $22K
|
7.89K
$1.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-133- 1.69% |
$20.3K - $22.1K
|
7.75K
$1.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-134- 2.68% |
$20.4K - $22.3K
|
4.87K
$728K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-134- 0.52% |
$20.4K - $22.3K
|
25.7K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-134- 0.55% |
$20.4K - $22.3K
|
24.3K
$3.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-135- 3.34% |
$20.6K - $22.5K
|
3.91K
$584K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-135- 0.81% |
$20.6K - $22.5K
|
16.6K
$2.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-136- 3.04% |
$20.7K - $22.6K
|
4.34K
$649K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-136- 1.15% |
$20.7K - $22.6K
|
11.7K
$1.75M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-136- 0.25% |
$20.7K - $22.6K
|
54.6K
$8.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-136- 2.01% |
$20.7K - $22.6K
|
6.65K
$994K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-136- 6.55% |
$20.7K - $22.6K
|
1.94K
$290K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-137- 1.01% |
$20.9K - $22.8K
|
13.4K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-137- 1.47% |
$20.9K - $22.8K
|
9.21K
$1.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-138- 2.0% |
$21.1K - $23K
|
6.76K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-138- 3.87% |
$21.1K - $23K
|
3.43K
$512K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-139- 0.95% |
$21.2K - $23.1K
|
14.4K
$2.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-139- 0.59% |
$21.2K - $23.1K
|
23.6K
$3.53M
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-140- 6.31% |
$21.4K - $23.3K
|
2.08K
$311K
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-141- 5.89% |
$21.5K - $23.5K
|
2.25K
$337K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-142- 0.62% |
$21.7K - $23.6K
|
22.7K
$3.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-142- 0.69% |
$21.7K - $23.6K
|
20.3K
$3.04M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-143- 1.59% |
$21.8K - $23.8K
|
8.87K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-143- 4.38% |
$21.8K - $23.8K
|
3.12K
$467K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-143- 2.03% |
$21.8K - $23.8K
|
6.9K
$1.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-145- 0.48% |
$22.1K - $24.1K
|
29.9K
$4.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-145- 8.87% |
$22.1K - $24.1K
|
1.49K
$223K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-145- 1.4% |
$22.1K - $24.1K
|
10.2K
$1.53M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-147- 4.48% |
$22.4K - $24.5K
|
3.14K
$469K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-148- 5.31% |
$22.6K - $24.6K
|
2.64K
$395K
|
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-149- 0.58% |
$22.7K - $24.8K
|
25.4K
$3.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-149- 5.81% |
$22.7K - $24.8K
|
2.42K
$361K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-150- 1.24% |
$22.9K - $24.9K
|
12K
$1.79M
|
|
|
Jul 29, 2024
Q2 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-150- 6.39% |
$22.9K - $24.9K
|
2.2K
$328K
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-150- 0.78% |
$22.9K - $24.9K
|
19K
$2.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-150- 0.84% |
$22.9K - $24.9K
|
17.7K
$2.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-151- 1.1% |
$23K - $25.1K
|
13.6K
$2.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-152- 3.09% |
$23.2K - $25.3K
|
4.76K
$712K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-153- 0.19% |
$23.3K - $25.4K
|
82.4K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-153- 6.37% |
$23.3K - $25.4K
|
2.25K
$336K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-155- 10.4% |
$23.6K - $25.8K
|
1.34K
$200K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-155- 6.79% |
$23.6K - $25.8K
|
2.13K
$318K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-157- 2.56% |
$24K - $26.1K
|
5.96K
$892K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-157- 0.68% |
$24K - $26.1K
|
22.8K
$3.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-159- 5.43% |
$24.3K - $26.4K
|
2.77K
$414K
|