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 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
820+ 1.4% |
$125K - $136K
|
59.4K
$9.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
819+ 2.61% |
$125K - $136K
|
32.1K
$5.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
815+ 11.69% |
$124K - $136K
|
7.79K
$1.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
811+ 3.34% |
$124K - $135K
|
25.1K
$3.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
808+ 1.86% |
$123K - $134K
|
44.3K
$6.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
807+ 2.58% |
$123K - $134K
|
32K
$5.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
806+ 3.93% |
$123K - $134K
|
21.3K
$3.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
805+ 6.08% |
$123K - $134K
|
14K
$2.21M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
805+ 15.39% |
$123K - $134K
|
6.04K
$949K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
802+ 11.91% |
$122K - $133K
|
7.54K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
801+ 3.29% |
$122K - $133K
|
25.2K
$3.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
799+ 0.43% |
$122K - $133K
|
187K
$29.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
797+ 28.07% |
$122K - $133K
|
3.64K
$572K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
793+ 3.93% |
$121K - $132K
|
21K
$3.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
793+ 6.24% |
$121K - $132K
|
13.5K
$2.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
788+ 19.46% |
$120K - $131K
|
4.84K
$761K
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
786+ 0.74% |
$120K - $131K
|
107K
$16.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
785+ 2.74% |
$120K - $131K
|
29.4K
$4.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
780+ 20.89% |
$119K - $130K
|
4.51K
$710K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
779+ 14.4% |
$119K - $130K
|
6.19K
$973K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
779New |
$119K - $130K
|
779
$122K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
775+ 1.93% |
$118K - $129K
|
40.9K
$6.43M
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
769+ 4.61% |
$117K - $128K
|
17.4K
$2.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
767+ 0.83% |
$117K - $128K
|
93.1K
$14.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
766+ 3.65% |
$117K - $127K
|
21.8K
$3.42M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
761+ 23.02% |
$116K - $127K
|
4.07K
$639K
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
759+ 10.61% |
$116K - $126K
|
7.91K
$1.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
751+ 6.28% |
$115K - $125K
|
12.7K
$2M
|
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
751+ 5.48% |
$115K - $125K
|
14.5K
$2.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
750+ 1.19% |
$114K - $125K
|
63.6K
$9.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
750+ 10.87% |
$114K - $125K
|
7.65K
$1.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
747+ 1.57% |
$114K - $124K
|
48.3K
$7.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
742+ 10.22% |
$113K - $123K
|
8.01K
$1.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
740+ 7.28% |
$113K - $123K
|
10.9K
$1.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
739+ 17.91% |
$113K - $123K
|
4.87K
$765K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
739+ 11.04% |
$113K - $123K
|
7.43K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
737+ 1.62% |
$112K - $123K
|
46.3K
$7.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
730+ 1.2% |
$111K - $121K
|
61.4K
$9.66M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
730+ 1.2% |
$111K - $121K
|
61.4K
$9.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
729+ 0.09% |
$111K - $121K
|
805K
$127M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
728+ 2.66% |
$111K - $121K
|
28.1K
$4.42M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
726+ 9.31% |
$111K - $121K
|
8.52K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
723+ 8.86% |
$110K - $120K
|
8.88K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
710+ 32.93% |
$108K - $118K
|
2.87K
$451K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
707+ 6.64% |
$108K - $118K
|
11.3K
$1.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
702+ 1.19% |
$107K - $117K
|
59.5K
$9.36M
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
700+ 24.95% |
$107K - $116K
|
3.51K
$551K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
699+ 19.64% |
$107K - $116K
|
4.26K
$669K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
697+ 2.06% |
$106K - $116K
|
34.5K
$5.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
696+ 1.16% |
$106K - $116K
|
60.5K
$9.51M
|