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 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-236- 4.99% |
$36K - $39.3K
|
4.5K
$673K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-237- 2.93% |
$36.2K - $39.4K
|
7.84K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-238- 4.12% |
$36.3K - $39.6K
|
5.54K
$828K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-238- 1.53% |
$36.3K - $39.6K
|
15.3K
$2.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-238- 0.9% |
$36.3K - $39.6K
|
26.1K
$3.91M
|
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-240- 0.7% |
$36.6K - $39.9K
|
34.2K
$5.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-243- 5.59% |
$37.1K - $40.4K
|
4.1K
$614K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-243- 1.36% |
$37.1K - $40.4K
|
17.6K
$2.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-243- 3.92% |
$37.1K - $40.4K
|
5.95K
$890K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-245- 1.35% |
$37.4K - $40.8K
|
17.9K
$2.68M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-246- 0.98% |
$37.5K - $40.9K
|
24.9K
$3.73M
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-248- 1.16% |
$37.8K - $41.2K
|
21.1K
$3.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-248- 8.69% |
$37.8K - $41.2K
|
2.61K
$390K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-248- 0.26% |
$37.8K - $41.2K
|
95.3K
$14.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-250- 5.34% |
$38.1K - $41.6K
|
4.43K
$663K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-250- 6.97% |
$38.1K - $41.6K
|
3.34K
$499K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-252- 0.79% |
$38.4K - $41.9K
|
31.5K
$4.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-252- 4.63% |
$38.4K - $41.9K
|
5.19K
$776K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-254- 3.34% |
$38.8K - $42.2K
|
7.36K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-255- 10.21% |
$38.9K - $42.4K
|
2.24K
$335K
|
|
|
Jul 19, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-257- 3.2% |
$39.2K - $42.7K
|
7.79K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-257- 0.74% |
$39.2K - $42.7K
|
34.7K
$5.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-258- 3.58% |
$39.4K - $42.9K
|
6.94K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-258- 2.88% |
$39.4K - $42.9K
|
8.71K
$1.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-259- 1.41% |
$39.5K - $43.1K
|
18.1K
$2.7M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-260- 0.55% |
$39.7K - $43.2K
|
46.9K
$7.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-260- 1.92% |
$39.7K - $43.2K
|
13.3K
$1.99M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-261- 3.54% |
$39.8K - $43.4K
|
7.12K
$1.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-262- 0.23% |
$40K - $43.6K
|
114K
$17M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-262- 0.25% |
$40K - $43.6K
|
104K
$15.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-264- 4.15% |
$40.3K - $43.9K
|
6.09K
$911K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-265- 2.98% |
$40.4K - $44.1K
|
8.62K
$1.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-266- 6.64% |
$40.6K - $44.2K
|
3.74K
$560K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-267- 1.77% |
$40.7K - $44.4K
|
14.8K
$2.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-268- 1.22% |
$40.9K - $44.6K
|
21.7K
$3.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-270- 1.71% |
$41.2K - $44.9K
|
15.5K
$2.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-270- 3.47% |
$41.2K - $44.9K
|
7.51K
$1.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-270- 16.42% |
$41.2K - $44.9K
|
1.37K
$205K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-271- 2.78% |
$41.3K - $45.1K
|
9.46K
$1.41M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-272- 1.5% |
$41.5K - $45.2K
|
17.8K
$2.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-272- 0.29% |
$41.5K - $45.2K
|
93.5K
$14M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-274- 1.33% |
$41.8K - $45.6K
|
20.3K
$3.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-277- 4.27% |
$42.3K - $46.1K
|
6.21K
$929K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-277- 5.62% |
$42.3K - $46.1K
|
4.65K
$696K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-278- 6.54% |
$42.4K - $46.2K
|
3.97K
$594K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-279- 1.24% |
$42.6K - $46.4K
|
22.3K
$3.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-281- 0.97% |
$42.9K - $46.7K
|
28.6K
$4.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-283- 0.76% |
$43.2K - $47.1K
|
37K
$5.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-283- 12.27% |
$43.2K - $47.1K
|
2.02K
$303K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-284- 3.74% |
$43.3K - $47.2K
|
7.31K
$1.09M
|