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 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.01K+ 11.93% |
$154K - $168K
|
9.49K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.01K+ 2.63% |
$154K - $168K
|
39.5K
$6.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.01K+ 18.65% |
$154K - $168K
|
6.43K
$1M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1K+ 8.37% |
$153K - $167K
|
13K
$2.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
998+ 2.96% |
$152K - $166K
|
34.8K
$5.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
997+ 3.8% |
$152K - $166K
|
27.3K
$4.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
995+ 7.74% |
$152K - $165K
|
13.8K
$2.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
991+ 3.75% |
$151K - $165K
|
27.4K
$4.28M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
990+ 9.73% |
$151K - $165K
|
11.2K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
990+ 21.47% |
$151K - $165K
|
5.6K
$875K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
989New |
$151K - $165K
|
989
$154K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
988+ 1.14% |
$151K - $164K
|
87.5K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
985+ 6.07% |
$150K - $164K
|
17.2K
$2.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
977+ 21.89% |
$149K - $163K
|
5.44K
$850K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
971+ 4.87% |
$148K - $162K
|
20.9K
$3.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
955+ 3.92% |
$146K - $159K
|
25.3K
$3.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Hendley & CO Inc
|
BUY
|
- |
955+ 1.43% |
$146K - $159K
|
67.6K
$10.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
948+ 49.07% |
$145K - $158K
|
2.88K
$450K
|
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
945+ 36.99% |
$144K - $157K
|
3.5K
$547K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
936+ 4.34% |
$143K - $156K
|
22.5K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
934+ 11.03% |
$143K - $155K
|
9.4K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
932+ 21.79% |
$142K - $155K
|
5.21K
$813K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
920+ 52.36% |
$140K - $153K
|
2.68K
$418K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
910+ 7.09% |
$139K - $151K
|
13.7K
$2.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
908+ 6.5% |
$139K - $151K
|
14.9K
$2.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
908+ 7.43% |
$139K - $151K
|
13.1K
$2.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
905+ 21.2% |
$138K - $151K
|
5.17K
$808K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
900+ 42.04% |
$137K - $150K
|
3.04K
$475K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
899+ 43.58% |
$137K - $150K
|
2.96K
$463K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
899+ 4.73% |
$137K - $150K
|
19.9K
$3.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
896New |
$137K - $149K
|
896
$140K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
896+ 32.49% |
$137K - $149K
|
3.65K
$571K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
894+ 6.65% |
$136K - $149K
|
14.3K
$2.24M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
892+ 19.25% |
$136K - $148K
|
5.53K
$863K
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
888+ 1.76% |
$135K - $148K
|
51.4K
$8.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
885+ 3.78% |
$135K - $147K
|
24.3K
$3.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
882+ 48.22% |
$135K - $147K
|
2.71K
$423K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
880+ 615.38% |
$134K - $146K
|
1.02K
$160K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
879+ 41.07% |
$134K - $146K
|
3.02K
$471K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
878+ 8.76% |
$134K - $146K
|
10.9K
$1.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
868+ 5.19% |
$132K - $144K
|
17.6K
$2.75M
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
866+ 7.13% |
$132K - $144K
|
13K
$2.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
862+ 0.1% |
$132K - $143K
|
844K
$132M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
858+ 5.19% |
$131K - $143K
|
17.4K
$2.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
853+ 8.0% |
$130K - $142K
|
11.5K
$1.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
850+ 3.3% |
$130K - $141K
|
26.6K
$4.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
849+ 15.48% |
$130K - $141K
|
6.34K
$989K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
841+ 48.61% |
$128K - $140K
|
2.57K
$401K
|
|
|
Jul 11, 2024
Q2 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
828+ 25.18% |
$126K - $138K
|
4.12K
$643K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
824+ 3.23% |
$126K - $137K
|
26.3K
$4.11M
|