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 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.55K- 11.55% |
$694K - $756K
|
34.8K
$5.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.55K- 72.81% |
$695K - $757K
|
1.7K
$261K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.56K- 5.57% |
$696K - $758K
|
77.3K
$11.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.58K- 60.57% |
$698K - $761K
|
2.98K
$458K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.61K- 1.83% |
$703K - $766K
|
247K
$38M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.65K- 7.14% |
$709K - $773K
|
60.5K
$9.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.65K- 7.79% |
$710K - $774K
|
55.1K
$8.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-4.68KClosed |
$714K - $779K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-4.71K- 12.05% |
$718K - $783K
|
34.4K
$5.28M
|
|
|
Aug 15, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-4.72K- 66.37% |
$719K - $784K
|
2.39K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-4.79K- 89.48% |
$731K - $797K
|
563
$86.6K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-4.79K- 12.77% |
$731K - $797K
|
32.7K
$5.04M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-4.8K- 38.56% |
$732K - $798K
|
7.65K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.86K- 0.7% |
$742K - $809K
|
687K
$106M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.87K- 1.33% |
$743K - $810K
|
362K
$55.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-5.05K- 50.65% |
$771K - $840K
|
4.92K
$757K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.11K- 1.01% |
$780K - $850K
|
502K
$77.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-5.13K- 7.22% |
$782K - $853K
|
65.9K
$10.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.13K- 7.44% |
$782K - $853K
|
63.8K
$9.81M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-5.43K- 3.06% |
$828K - $903K
|
172K
$26.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-5.48K- 8.37% |
$836K - $911K
|
60K
$9.22M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-5.58K- 65.9% |
$852K - $929K
|
2.89K
$444K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.6K- 0.48% |
$854K - $931K
|
1.17M
$179M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-5.62K- 19.97% |
$857K - $934K
|
22.5K
$3.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-5.65K- 53.9% |
$862K - $940K
|
4.83K
$743K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.67K- 1.12% |
$865K - $943K
|
500K
$76.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.72K- 1.83% |
$873K - $952K
|
307K
$47.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-5.78K- 45.5% |
$882K - $961K
|
6.92K
$1.06M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-5.8K- 1.22% |
$885K - $965K
|
469K
$72.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-5.84K- 63.35% |
$891K - $972K
|
3.38K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-5.96K- 1.65% |
$909K - $991K
|
356K
$54.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-5.99K- 16.85% |
$913K - $996K
|
29.5K
$4.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.99K- 16.04% |
$913K - $996K
|
31.3K
$4.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.99K- 8.45% |
$915K - $997K
|
65K
$9.99M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.08K- 55.24% |
$928K - $1.01M
|
4.93K
$758K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-6.11K- 12.84% |
$932K - $1.02M
|
41.4K
$6.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6.15K- 4.07% |
$938K - $1.02M
|
145K
$22.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-6.16K- 7.88% |
$940K - $1.02M
|
72K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-6.23K- 37.78% |
$951K - $1.04M
|
10.3K
$1.58M
|
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-6.25K- 60.57% |
$954K - $1.04M
|
4.07K
$626K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.27K- 11.99% |
$956K - $1.04M
|
46K
$7.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-6.33K- 8.86% |
$966K - $1.05M
|
65.1K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-6.47K- 2.7% |
$987K - $1.08M
|
234K
$35.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-6.55K- 1.66% |
$1M - $1.09M
|
388K
$59.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.57K- 63.5% |
$1M - $1.09M
|
3.77K
$580K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-6.69K- 52.15% |
$1.02M - $1.11M
|
6.14K
$945K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-6.7K- 53.8% |
$1.02M - $1.11M
|
5.75K
$885K
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-6.75K- 3.58% |
$1.03M - $1.12M
|
181K
$27.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-6.8K- 36.33% |
$1.04M - $1.13M
|
11.9K
$1.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.81K- 0.77% |
$1.04M - $1.13M
|
883K
$136M
|