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
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-637- 5.02% |
$97.2K - $106K
|
12K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Puzo Michael J
|
SELL
|
- |
-638- 1.26% |
$97.3K - $106K
|
49.8K
$7.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-643- 17.94% |
$98.1K - $107K
|
2.94K
$440K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-644- 4.89% |
$98.3K - $107K
|
12.5K
$1.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-647- 22.74% |
$98.7K - $108K
|
2.2K
$329K
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-648- 8.21% |
$98.9K - $108K
|
7.25K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-649- 4.63% |
$99K - $108K
|
13.4K
$2M
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-650- 4.37% |
$99.2K - $108K
|
14.2K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-650- 3.32% |
$99.2K - $108K
|
19K
$2.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-650- 0.89% |
$99.2K - $108K
|
72.4K
$10.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Hosking Partners LLP
|
SELL
|
- |
-652- 2.09% |
$99.5K - $108K
|
30.6K
$4.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-652- 0.2% |
$99.5K - $108K
|
329K
$49.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-653- 9.9% |
$99.6K - $109K
|
5.94K
$889K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-657- 2.66% |
$100K - $109K
|
24.1K
$3.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-662- 26.39% |
$101K - $110K
|
1.85K
$276K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-663- 17.97% |
$101K - $110K
|
3.03K
$453K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-663- 4.14% |
$101K - $110K
|
15.4K
$2.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-663- 22.98% |
$101K - $110K
|
2.22K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-664- 0.88% |
$101K - $110K
|
74.4K
$11.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-664- 22.91% |
$101K - $110K
|
2.23K
$334K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-664- 1.73% |
$101K - $110K
|
37.7K
$5.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-664- 2.03% |
$101K - $110K
|
32K
$4.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-666- 1.12% |
$102K - $111K
|
58.6K
$8.77M
|
|
|
Sep 12, 2024
Q2 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-673- 7.71% |
$103K - $112K
|
8.06K
$1.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-681- 5.78% |
$104K - $113K
|
11.1K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-684- 1.48% |
$104K - $114K
|
45.7K
$6.83M
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-687- 15.38% |
$105K - $114K
|
3.78K
$565K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-689- 3.02% |
$105K - $115K
|
22.1K
$3.31M
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-690- 10.51% |
$105K - $115K
|
5.88K
$879K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-695- 3.97% |
$106K - $116K
|
16.8K
$2.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-699- 0.67% |
$107K - $116K
|
104K
$15.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-700- 3.23% |
$107K - $116K
|
21K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-700- 22.8% |
$107K - $116K
|
2.37K
$354K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-702- 1.76% |
$107K - $117K
|
39.1K
$5.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-703- 8.73% |
$107K - $117K
|
7.35K
$1.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-705- 15.34% |
$108K - $117K
|
3.89K
$582K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-709- 14.14% |
$108K - $118K
|
4.31K
$644K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-715- 2.31% |
$109K - $119K
|
30.2K
$4.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-720- 3.97% |
$110K - $120K
|
17.4K
$2.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-721- 2.56% |
$110K - $120K
|
27.4K
$4.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-727- 13.91% |
$111K - $121K
|
4.5K
$673K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-739- 2.23% |
$113K - $123K
|
32.4K
$4.84M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-743- 6.29% |
$113K - $124K
|
11.1K
$1.66M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-750- 2.04% |
$114K - $125K
|
36.1K
$5.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-750- 1.11% |
$114K - $125K
|
66.8K
$9.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-750- 21.68% |
$114K - $125K
|
2.71K
$405K
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-752- 2.49% |
$115K - $125K
|
29.5K
$4.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-756- 13.83% |
$115K - $126K
|
4.71K
$704K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-757- 31.17% |
$115K - $126K
|
1.67K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-762- 2.55% |
$116K - $127K
|
29.1K
$4.36M
|