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 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
97+ 0.72% |
$14.8K - $16.1K
|
13.5K
$2.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
96+ 0.85% |
$14.6K - $16K
|
11.4K
$1.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
96+ 1.18% |
$14.6K - $16K
|
8.27K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
96+ 2.94% |
$14.6K - $16K
|
3.36K
$527K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
95+ 4.99% |
$14.5K - $15.8K
|
2K
$313K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
95+ 0.13% |
$14.5K - $15.8K
|
73.9K
$11.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
95+ 1.57% |
$14.5K - $15.8K
|
6.16K
$966K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
95+ 2.71% |
$14.5K - $15.8K
|
3.6K
$564K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
95New |
$14.5K - $15.8K
|
95
$14.9K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
95+ 7.06% |
$14.5K - $15.8K
|
1.44K
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
95+ 20.47% |
$14.5K - $15.8K
|
559
$87.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
94+ 0.2% |
$14.3K - $15.6K
|
46K
$7.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
94+ 21.41% |
$14.3K - $15.6K
|
533
$83.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
94+ 0.61% |
$14.3K - $15.6K
|
15.4K
$2.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
93+ 0.77% |
$14.2K - $15.5K
|
12.2K
$1.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
93+ 2.76% |
$14.2K - $15.5K
|
3.46K
$542K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
93+ 1.27% |
$14.2K - $15.5K
|
7.43K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
93+ 1.78% |
$14.2K - $15.5K
|
5.33K
$836K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
93New |
$14.2K - $15.5K
|
93
$14.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
92+ 1.27% |
$14K - $15.3K
|
7.31K
$1.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
92+ 0.51% |
$14K - $15.3K
|
18.3K
$2.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
92+ 2.55% |
$14K - $15.3K
|
3.7K
$580K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
91+ 0.32% |
$13.9K - $15.1K
|
28.4K
$4.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
90+ 2.1% |
$13.7K - $15K
|
4.38K
$688K
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
90+ 5.14% |
$13.7K - $15K
|
1.84K
$289K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
89+ 0.83% |
$13.6K - $14.8K
|
10.9K
$1.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
89+ 5.36% |
$13.6K - $14.8K
|
1.75K
$274K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
89+ 1.28% |
$13.6K - $14.8K
|
7.06K
$1.11M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
89+ 7.48% |
$13.6K - $14.8K
|
1.28K
$201K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
88+ 1.03% |
$13.4K - $14.6K
|
8.59K
$1.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
87+ 0.71% |
$13.3K - $14.5K
|
12.3K
$1.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
86+ 6.02% |
$13.1K - $14.3K
|
1.51K
$238K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
85+ 0.33% |
$13K - $14.1K
|
25.5K
$4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
85+ 3.66% |
$13K - $14.1K
|
2.41K
$377K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
84+ 1.0% |
$12.8K - $14K
|
8.47K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
84+ 4.91% |
$12.8K - $14K
|
1.79K
$282K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
83+ 0.45% |
$12.7K - $13.8K
|
18.7K
$2.93M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
82+ 2.0% |
$12.5K - $13.6K
|
4.19K
$658K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
80+ 2.29% |
$12.2K - $13.3K
|
3.58K
$562K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
80+ 4.47% |
$12.2K - $13.3K
|
1.87K
$294K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
79+ 2.42% |
$12.1K - $13.1K
|
3.35K
$525K
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
79+ 2.92% |
$12.1K - $13.1K
|
2.78K
$436K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
78+ 1.81% |
$11.9K - $13K
|
4.39K
$688K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
78+ 6.1% |
$11.9K - $13K
|
1.36K
$213K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
77+ 0.82% |
$11.7K - $12.8K
|
9.44K
$1.48M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
77+ 0.97% |
$11.7K - $12.8K
|
7.99K
$1.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
77+ 1.06% |
$11.7K - $12.8K
|
7.31K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
77+ 0.31% |
$11.7K - $12.8K
|
25.1K
$3.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
76+ 3.52% |
$11.6K - $12.6K
|
2.24K
$351K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
76+ 0.09% |
$11.6K - $12.6K
|
82.2K
$12.9M
|