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 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-168- 1.1% |
$25.6K - $27.9K
|
15.1K
$2.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-169- 7.58% |
$25.8K - $28.1K
|
2.06K
$324K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-170- 2.56% |
$25.9K - $28.3K
|
6.48K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-172- 1.05% |
$26.2K - $28.6K
|
16.3K
$2.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-172- 2.85% |
$26.2K - $28.6K
|
5.87K
$921K
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-172- 3.84% |
$26.2K - $28.6K
|
4.3K
$675K
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-174- 0.61% |
$26.5K - $28.9K
|
28.3K
$4.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-175- 10.12% |
$26.7K - $29.1K
|
1.56K
$244K
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-175- 1.37% |
$26.7K - $29.1K
|
12.6K
$1.97M
|
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-175- 1.94% |
$26.7K - $29.1K
|
8.85K
$1.39M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-178- 1.34% |
$27.2K - $29.6K
|
13.1K
$2.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-178- 3.89% |
$27.2K - $29.6K
|
4.39K
$689K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-179- 2.96% |
$27.3K - $29.8K
|
5.87K
$921K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-179- 2.3% |
$27.3K - $29.8K
|
7.61K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-179- 3.76% |
$27.3K - $29.8K
|
4.58K
$718K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-180- 0.07% |
$27.5K - $29.9K
|
250K
$39.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-181- 0.99% |
$27.6K - $30.1K
|
18.2K
$2.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-182- 0.15% |
$27.8K - $30.3K
|
120K
$18.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-182- 2.66% |
$27.8K - $30.3K
|
6.67K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-182- 4.34% |
$27.8K - $30.3K
|
4.01K
$629K
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-182- 11.62% |
$27.8K - $30.3K
|
1.38K
$217K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-183- 3.83% |
$27.9K - $30.4K
|
4.59K
$721K
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-183- 0.56% |
$27.9K - $30.4K
|
32.6K
$5.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-184- 2.98% |
$28.1K - $30.6K
|
5.99K
$940K
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-185- 7.24% |
$28.2K - $30.8K
|
2.37K
$372K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-186- 3.32% |
$28.4K - $30.9K
|
5.42K
$850K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
SELL
|
- |
-186- 2.6% |
$28.4K - $30.9K
|
6.96K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-188- 10.76% |
$28.7K - $31.3K
|
1.56K
$245K
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-189- 0.33% |
$28.8K - $31.4K
|
57.1K
$8.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-189- 9.18% |
$28.8K - $31.4K
|
1.87K
$293K
|
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-190- 6.56% |
$29K - $31.6K
|
2.71K
$424K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-191- 0.28% |
$29.1K - $31.8K
|
67.9K
$10.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-191- 0.87% |
$29.1K - $31.8K
|
21.7K
$3.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-192- 10.78% |
$29.3K - $31.9K
|
1.59K
$249K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-193- 2.57% |
$29.4K - $32.1K
|
7.31K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-193- 4.96% |
$29.4K - $32.1K
|
3.7K
$581K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-195- 2.21% |
$29.8K - $32.4K
|
8.65K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-195- 5.26% |
$29.8K - $32.4K
|
3.51K
$551K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-196- 7.59% |
$29.9K - $32.6K
|
2.39K
$375K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-197- 0.71% |
$30.1K - $32.8K
|
27.6K
$4.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-197- 3.68% |
$30.1K - $32.8K
|
5.15K
$808K
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-198- 0.42% |
$30.2K - $32.9K
|
47.2K
$7.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-198- 0.9% |
$30.2K - $32.9K
|
21.8K
$3.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-200- 2.62% |
$30.5K - $33.3K
|
7.44K
$1.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-200- 0.77% |
$30.5K - $33.3K
|
25.6K
$4.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-200- 1.12% |
$30.5K - $33.3K
|
17.7K
$2.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-200- 17.89% |
$30.5K - $33.3K
|
918
$144K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-200- 3.74% |
$30.5K - $33.3K
|
5.15K
$807K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-200- 2.27% |
$30.5K - $33.3K
|
8.61K
$1.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-201- 1.68% |
$30.7K - $33.4K
|
11.7K
$1.84M
|