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 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-3- 0.16% |
$458 - $499
|
1.84K
$289K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-3- 1.08% |
$458 - $499
|
275
$43.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3- 0.17% |
$458 - $499
|
1.79K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-3- 0.07% |
$458 - $499
|
4.19K
$657K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-4- 0.03% |
$610 - $665
|
15.5K
$2.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-4- 0.03% |
$610 - $665
|
13.9K
$2.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-4- 0.15% |
$610 - $665
|
2.6K
$408K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-4- 0.07% |
$610 - $665
|
5.84K
$917K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4- 0.01% |
$610 - $665
|
37.1K
$5.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-4- 0.07% |
$610 - $665
|
6.05K
$949K
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-5- 0.02% |
$763 - $832
|
23.5K
$3.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-5- 1.16% |
$763 - $832
|
425
$66.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-6- 0.46% |
$915 - $998
|
1.3K
$205K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-6- 0.53% |
$915 - $998
|
1.12K
$175K
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-6- 0.02% |
$915 - $998
|
36K
$5.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-6- 0.46% |
$915 - $998
|
1.31K
$205K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-6- 0.14% |
$915 - $998
|
4.34K
$682K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-7- 0.41% |
$1.07K - $1.16K
|
1.69K
$265K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-7- 0.02% |
$1.07K - $1.16K
|
29.4K
$4.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-8- 1.18% |
$1.22K - $1.33K
|
670
$105K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-8- 2.36% |
$1.22K - $1.33K
|
331
$51.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-8- 0.05% |
$1.22K - $1.33K
|
16.1K
$2.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-8- 0.35% |
$1.22K - $1.33K
|
2.26K
$354K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-8- 0.18% |
$1.22K - $1.33K
|
4.53K
$710K
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-8- 0.3% |
$1.22K - $1.33K
|
2.62K
$411K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8- 24.24% |
$1.22K - $1.33K
|
25
$3.92K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-9- 0.44% |
$1.37K - $1.5K
|
2.04K
$320K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-9- 0.09% |
$1.37K - $1.5K
|
10.5K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-9- 0.06% |
$1.37K - $1.5K
|
15.6K
$2.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-10- 0.55% |
$1.53K - $1.66K
|
1.82K
$286K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-10Closed |
$1.53K - $1.66K
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-10- 0.43% |
$1.53K - $1.66K
|
2.31K
$362K
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-10- 0.15% |
$1.53K - $1.66K
|
6.71K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-10- 0.17% |
$1.53K - $1.66K
|
5.8K
$910K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-10- 0.14% |
$1.53K - $1.66K
|
6.93K
$1.09M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-10- 0.47% |
$1.53K - $1.66K
|
2.1K
$330K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-11- 0.19% |
$1.68K - $1.83K
|
5.93K
$931K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-11- 0.24% |
$1.68K - $1.83K
|
4.64K
$728K
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-12- 0.75% |
$1.83K - $2K
|
1.58K
$248K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-13- 0.37% |
$1.98K - $2.16K
|
3.52K
$553K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-13- 0.21% |
$1.98K - $2.16K
|
6.14K
$963K
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-13- 0.06% |
$1.98K - $2.16K
|
21.7K
$3.4M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-13- 1.82% |
$1.98K - $2.16K
|
702
$110K
|
|
|
Aug 06, 2024
Q2 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-13- 0.8% |
$1.98K - $2.16K
|
1.62K
$253K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 1.59% |
$1.98K - $2.16K
|
804
$126K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-13- 0.8% |
$1.98K - $2.16K
|
1.62K
$254K
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-14- 0.45% |
$2.14K - $2.33K
|
3.11K
$488K
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-14- 5.53% |
$2.14K - $2.33K
|
239
$37.5K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-14- 0.5% |
$2.14K - $2.33K
|
2.81K
$441K
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-15- 0.29% |
$2.29K - $2.49K
|
5.15K
$808K
|