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 22, 2024
Q2 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-350- 2.32% |
$53.4K - $58.2K
|
14.7K
$2.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-351- 10.62% |
$53.6K - $58.4K
|
2.95K
$442K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-355- 0.6% |
$54.2K - $59K
|
58.9K
$8.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-355- 0.26% |
$54.2K - $59K
|
135K
$20.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-356- 1.94% |
$54.3K - $59.2K
|
18K
$2.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-357- 1.47% |
$54.5K - $59.4K
|
23.9K
$3.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-361- 8.08% |
$55.1K - $60K
|
4.11K
$614K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-365- 5.62% |
$55.7K - $60.7K
|
6.13K
$916K
|
|
|
Aug 12, 2024
Q2 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-365- 2.58% |
$55.7K - $60.7K
|
13.8K
$2.06M
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-369- 2.03% |
$56.3K - $61.4K
|
17.8K
$2.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-369- 3.54% |
$56.3K - $61.4K
|
10.1K
$1.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-370- 0.29% |
$56.5K - $61.5K
|
129K
$19.3M
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-371- 2.67% |
$56.6K - $61.7K
|
13.5K
$2.03M
|
|
|
Jul 10, 2024
Q2 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-372- 0.15% |
$56.8K - $61.9K
|
241K
$36M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-373- 0.83% |
$56.9K - $62K
|
44.7K
$6.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-374- 3.19% |
$57.1K - $62.2K
|
11.3K
$1.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-375- 9.08% |
$57.2K - $62.4K
|
3.76K
$562K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-379- 20.12% |
$57.8K - $63K
|
1.51K
$225K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-380- 6.56% |
$58K - $63.2K
|
5.41K
$809K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-381- 1.05% |
$58.1K - $63.4K
|
35.9K
$5.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-381- 9.23% |
$58.1K - $63.4K
|
3.75K
$561K
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-383- 3.02% |
$58.4K - $63.7K
|
12.3K
$1.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-385- 0.34% |
$58.7K - $64K
|
112K
$16.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-390- 23.45% |
$59.5K - $64.9K
|
1.27K
$190K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-392- 1.67% |
$59.8K - $65.2K
|
23.1K
$3.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-392- 8.57% |
$59.8K - $65.2K
|
4.18K
$625K
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-395- 9.69% |
$60.3K - $65.7K
|
3.68K
$550K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-396- 34.98% |
$60.4K - $65.9K
|
736
$110K
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-397- 0.83% |
$60.6K - $66K
|
47.5K
$7.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
SELL
|
- |
-397- 2.0% |
$60.6K - $66K
|
19.4K
$2.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-397- 1.05% |
$60.6K - $66K
|
37.4K
$5.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-398- 2.94% |
$60.7K - $66.2K
|
13.1K
$1.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-399- 0.57% |
$60.9K - $66.4K
|
69.5K
$10.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-400- 0.5% |
$61K - $66.5K
|
80.1K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-400- 3.27% |
$61K - $66.5K
|
11.8K
$1.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-400- 0.51% |
$61K - $66.5K
|
78.3K
$11.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-401- 4.1% |
$61.2K - $66.7K
|
9.37K
$1.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-401- 11.95% |
$61.2K - $66.7K
|
2.96K
$442K
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-407- 0.75% |
$62.1K - $67.7K
|
53.9K
$8.06M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-412- 20.21% |
$62.9K - $68.5K
|
1.63K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-412- 3.88% |
$62.9K - $68.5K
|
10.2K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-412- 4.01% |
$62.9K - $68.5K
|
9.87K
$1.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-413- 0.83% |
$63K - $68.7K
|
49.3K
$7.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-415- 1.45% |
$63.3K - $69K
|
28.3K
$4.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-415- 0.85% |
$63.3K - $69K
|
48.4K
$7.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-417- 3.18% |
$63.6K - $69.4K
|
12.7K
$1.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-421- 1.39% |
$64.2K - $70K
|
29.9K
$4.47M
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-422- 7.58% |
$64.4K - $70.2K
|
5.15K
$770K
|
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-422- 12.76% |
$64.4K - $70.2K
|
2.89K
$431K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-425- 3.47% |
$64.8K - $70.7K
|
11.8K
$1.77M
|