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 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-991- 0.93% |
$151K - $165K
|
106K
$15.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-992- 4.49% |
$151K - $165K
|
21.1K
$3.15M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-993- 10.66% |
$152K - $165K
|
8.32K
$1.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1K- 23.84% |
$153K - $166K
|
3.2K
$478K
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1K- 72.31% |
$153K - $166K
|
383
$57.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.03K- 0.7% |
$157K - $171K
|
147K
$22M
|
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.03K- 2.61% |
$158K - $172K
|
38.5K
$5.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-1.04K- 1.21% |
$159K - $173K
|
85K
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.05K- 1.71% |
$160K - $174K
|
60.2K
$9M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.05K- 11.67% |
$160K - $175K
|
7.96K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.06K- 1.19% |
$161K - $175K
|
87.5K
$13.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.06K- 2.69% |
$162K - $176K
|
38.3K
$5.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.06K- 25.55% |
$162K - $176K
|
3.09K
$462K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.06K- 2.21% |
$162K - $177K
|
47K
$7.03M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-1.07K- 3.66% |
$163K - $177K
|
28.1K
$4.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.07K- 1.91% |
$163K - $178K
|
55.1K
$8.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.07K- 16.78% |
$163K - $178K
|
5.31K
$794K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.11K- 2.86% |
$169K - $184K
|
37.7K
$5.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 6.7% |
$169K - $184K
|
15.5K
$2.31M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.12K- 13.49% |
$171K - $187K
|
7.2K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.13K- 35.66% |
$172K - $187K
|
2.03K
$304K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.13K- 6.54% |
$173K - $189K
|
16.2K
$2.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.14K- 14.41% |
$173K - $189K
|
6.74K
$1.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.14K- 4.25% |
$174K - $190K
|
25.7K
$3.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1.15K- 4.24% |
$175K - $191K
|
25.9K
$3.88M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-1.16K- 6.06% |
$177K - $192K
|
17.9K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 1.92% |
$177K - $192K
|
59K
$8.82M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-1.16K- 65.95% |
$177K - $193K
|
600
$89.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-1.17K- 1.75% |
$178K - $194K
|
65.3K
$9.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Coerente Capital Management
|
SELL
|
- |
-1.18K- 5.39% |
$179K - $195K
|
20.6K
$3.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.19K- 65.36% |
$181K - $197K
|
628
$93.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1.2K- 17.72% |
$183K - $200K
|
5.57K
$833K
|
|
|
Jul 19, 2024
Q2 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-1.2K- 9.3% |
$183K - $200K
|
11.7K
$1.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.2K- 0.61% |
$183K - $200K
|
196K
$29.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.2K- 4.88% |
$183K - $200K
|
23.4K
$3.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.21K- 7.21% |
$185K - $202K
|
15.6K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.24K- 12.71% |
$188K - $205K
|
8.48K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.24K- 0.34% |
$189K - $206K
|
363K
$54.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.24K- 17.45% |
$189K - $206K
|
5.86K
$876K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.24K- 15.82% |
$189K - $206K
|
6.6K
$988K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.25K- 1.83% |
$190K - $207K
|
66.9K
$10M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.26K- 2.28% |
$193K - $210K
|
54.1K
$8.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.27K- 22.89% |
$194K - $211K
|
4.28K
$640K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-1.29K- 2.28% |
$196K - $214K
|
55.2K
$8.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.31K- 1.1% |
$200K - $219K
|
118K
$17.7M
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-1.32KClosed |
$202K - $220K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.34K- 3.77% |
$204K - $223K
|
34.2K
$5.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.34K- 38.27% |
$205K - $223K
|
2.16K
$323K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.34K- 26.96% |
$205K - $223K
|
3.64K
$544K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.34K- 0.84% |
$205K - $224K
|
158K
$23.7M
|