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 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-514- 3.22% |
$78.4K - $85.5K
|
15.4K
$2.31M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-518- 1.72% |
$79K - $86.2K
|
29.6K
$4.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-523- 4.47% |
$79.8K - $87K
|
11.2K
$1.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-525- 1.1% |
$80.1K - $87.3K
|
47K
$7.03M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-534- 11.89% |
$81.5K - $88.8K
|
3.96K
$592K
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-540- 2.99% |
$82.4K - $89.8K
|
17.5K
$2.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-541- 1.96% |
$82.5K - $90K
|
27K
$4.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-545- 3.93% |
$83.2K - $90.6K
|
13.3K
$1.99M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-546- 64.08% |
$83.3K - $90.8K
|
306
$45.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-547- 10.57% |
$83.5K - $91K
|
4.63K
$692K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-549- 0.34% |
$83.8K - $91.3K
|
161K
$24M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-550- 6.41% |
$83.9K - $91.5K
|
8.03K
$1.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-550- 10.24% |
$83.9K - $91.5K
|
4.82K
$721K
|
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-550- 15.16% |
$83.9K - $91.5K
|
3.08K
$460K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-552- 29.18% |
$84.2K - $91.8K
|
1.34K
$200K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-552- 6.32% |
$84.2K - $91.8K
|
8.19K
$1.22M
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-554- 1.63% |
$84.5K - $92.1K
|
33.5K
$5.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-555- 2.54% |
$84.7K - $92.3K
|
21.3K
$3.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-556- 3.35% |
$84.8K - $92.5K
|
16K
$2.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-558- 18.72% |
$85.1K - $92.8K
|
2.42K
$362K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-559- 2.92% |
$85.3K - $93K
|
18.6K
$2.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-562- 5.04% |
$85.7K - $93.5K
|
10.6K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-563- 10.12% |
$85.9K - $93.6K
|
5K
$747K
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-565- 17.92% |
$86.2K - $94K
|
2.59K
$387K
|
|
|
Jul 29, 2024
Q2 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-572- 2.25% |
$87.3K - $95.1K
|
24.9K
$3.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-573- 2.78% |
$87.4K - $95.3K
|
20K
$3M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-574- 2.75% |
$87.6K - $95.5K
|
20.3K
$3.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-576- 0.66% |
$87.9K - $95.8K
|
86.5K
$12.9M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-578- 2.93% |
$88.2K - $96.1K
|
19.2K
$2.87M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-590- 4.05% |
$90K - $98.1K
|
14K
$2.09M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-595- 2.61% |
$90.8K - $99K
|
22.2K
$3.32M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-595- 10.66% |
$90.8K - $99K
|
4.99K
$746K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-597- 2.5% |
$91.1K - $99.3K
|
23.3K
$3.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-602- 0.21% |
$91.8K - $100K
|
283K
$42.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-602- 3.32% |
$91.8K - $100K
|
17.5K
$2.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-603- 10.47% |
$92K - $100K
|
5.15K
$771K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-603- 21.07% |
$92K - $100K
|
2.26K
$338K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-606- 0.92% |
$92.5K - $101K
|
65.3K
$9.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-607- 6.43% |
$92.6K - $101K
|
8.83K
$1.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-608- 0.65% |
$92.8K - $101K
|
92.8K
$13.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-615- 3.98% |
$93.8K - $102K
|
14.8K
$2.22M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-615- 11.19% |
$93.8K - $102K
|
4.88K
$730K
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-618- 0.21% |
$94.3K - $103K
|
298K
$44.5M
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-619- 15.62% |
$94.4K - $103K
|
3.34K
$500K
|
|
|
Jul 30, 2024
Q2 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-620- 1.86% |
$94.6K - $103K
|
32.7K
$4.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-626- 8.54% |
$95.5K - $104K
|
6.71K
$1M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-628- 2.42% |
$95.8K - $104K
|
25.4K
$3.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-629- 0.63% |
$96K - $105K
|
98.8K
$14.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-632- 5.17% |
$96.4K - $105K
|
11.6K
$1.73M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-635- 1.62% |
$96.9K - $106K
|
38.5K
$5.76M
|