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
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-193- 4.96% |
$29.4K - $32.1K
|
3.7K
$553K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-195- 2.21% |
$29.8K - $32.4K
|
8.65K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-195- 5.26% |
$29.8K - $32.4K
|
3.51K
$526K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-195- 31.25% |
$29.8K - $32.4K
|
429
$64.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-196- 7.59% |
$29.9K - $32.6K
|
2.39K
$357K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-197- 0.71% |
$30.1K - $32.8K
|
27.6K
$4.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-197- 3.68% |
$30.1K - $32.8K
|
5.15K
$770K
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-198- 0.42% |
$30.2K - $32.9K
|
47.2K
$7.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-198- 0.9% |
$30.2K - $32.9K
|
21.8K
$3.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-200- 2.62% |
$30.5K - $33.3K
|
7.44K
$1.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-200- 0.77% |
$30.5K - $33.3K
|
25.6K
$3.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-200- 1.12% |
$30.5K - $33.3K
|
17.7K
$2.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-200- 17.89% |
$30.5K - $33.3K
|
918
$137K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-200- 3.74% |
$30.5K - $33.3K
|
5.15K
$769K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-200- 2.27% |
$30.5K - $33.3K
|
8.61K
$1.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-201- 1.68% |
$30.7K - $33.4K
|
11.7K
$1.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-203- 2.36% |
$31K - $33.8K
|
8.39K
$1.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-204- 1.8% |
$31.1K - $33.9K
|
11.1K
$1.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-206- 1.1% |
$31.4K - $34.3K
|
18.6K
$2.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-207- 1.25% |
$31.6K - $34.4K
|
16.4K
$2.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-208- 4.99% |
$31.7K - $34.6K
|
3.96K
$593K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-209- 0.33% |
$31.9K - $34.8K
|
62.7K
$9.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-211- 7.41% |
$32.2K - $35.1K
|
2.64K
$394K
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-211- 1.15% |
$32.2K - $35.1K
|
18.1K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-211- 0.06% |
$32.2K - $35.1K
|
364K
$54.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-212- 6.78% |
$32.3K - $35.3K
|
2.91K
$436K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-213- 0.76% |
$32.5K - $35.4K
|
28K
$4.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-213- 1.38% |
$32.5K - $35.4K
|
15.3K
$2.28M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-214- 2.31% |
$32.6K - $35.6K
|
9.06K
$1.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-214- 2.73% |
$32.6K - $35.6K
|
7.63K
$1.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-215- 5.67% |
$32.8K - $35.8K
|
3.58K
$535K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-216- 0.96% |
$33K - $35.9K
|
22.3K
$3.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-216- 5.93% |
$33K - $35.9K
|
3.43K
$512K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-216- 4.5% |
$33K - $35.9K
|
4.59K
$686K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-220- 1.23% |
$33.6K - $36.6K
|
17.6K
$2.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-222- 5.27% |
$33.9K - $36.9K
|
3.99K
$597K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-222- 7.73% |
$33.9K - $36.9K
|
2.65K
$396K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-223- 1.22% |
$34K - $37.1K
|
18.1K
$2.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-223- 5.7% |
$34K - $37.1K
|
3.69K
$552K
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-223- 10.77% |
$34K - $37.1K
|
1.85K
$276K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-224- 5.02% |
$34.2K - $37.3K
|
4.24K
$634K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-224- 3.0% |
$34.2K - $37.3K
|
7.23K
$1.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-226- 1.06% |
$34.5K - $37.6K
|
21.1K
$3.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-227- 7.87% |
$34.6K - $37.8K
|
2.66K
$398K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-229- 0.7% |
$34.9K - $38.1K
|
32.7K
$4.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-231- 1.22% |
$35.2K - $38.4K
|
18.7K
$2.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-232- 1.0% |
$35.4K - $38.6K
|
22.9K
$3.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-233- 2.05% |
$35.5K - $38.8K
|
11.1K
$1.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-235- 3.86% |
$35.9K - $39.1K
|
5.86K
$876K
|
|
|
Aug 09, 2024
Q2 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-235- 2.61% |
$35.9K - $39.1K
|
8.76K
$1.31M
|