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 15, 2024
Q2 2024
|
First Community Trust Na
|
SELL
|
- |
-15- 0.2% |
$2.29K - $2.49K
|
7.32K
$1.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-15- 0.34% |
$2.29K - $2.49K
|
4.38K
$688K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-15- 0.36% |
$2.29K - $2.49K
|
4.12K
$646K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-15- 1.01% |
$2.29K - $2.49K
|
1.48K
$232K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
SELL
|
- |
-15- 0.29% |
$2.29K - $2.49K
|
5.15K
$809K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-15- 0.2% |
$2.29K - $2.49K
|
7.38K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-15- 2.26% |
$2.29K - $2.49K
|
650
$102K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-15- 0.25% |
$2.29K - $2.49K
|
5.94K
$933K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-16- 0.22% |
$2.44K - $2.66K
|
7.32K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-16- 1.04% |
$2.44K - $2.66K
|
1.52K
$238K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-17- 0.41% |
$2.59K - $2.83K
|
4.1K
$643K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-17- 0.46% |
$2.59K - $2.83K
|
3.67K
$576K
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-17- 0.14% |
$2.59K - $2.83K
|
12.4K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-17- 1.27% |
$2.59K - $2.83K
|
1.32K
$207K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-18- 3.87% |
$2.75K - $2.99K
|
447
$70.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-18- 0.71% |
$2.75K - $2.99K
|
2.51K
$394K
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
SELL
|
- |
-18- 0.93% |
$2.75K - $2.99K
|
1.92K
$301K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-18- 0.24% |
$2.75K - $2.99K
|
7.49K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-18- 0.23% |
$2.75K - $2.99K
|
7.8K
$1.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-18- 0.58% |
$2.75K - $2.99K
|
3.09K
$484K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-18- 1.05% |
$2.75K - $2.99K
|
1.7K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-18- 0.68% |
$2.75K - $2.99K
|
2.63K
$412K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-19- 1.23% |
$2.9K - $3.16K
|
1.53K
$240K
|
|
|
Jul 24, 2024
Q2 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-19- 0.28% |
$2.9K - $3.16K
|
6.81K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-19- 1.35% |
$2.9K - $3.16K
|
1.39K
$218K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 0.06% |
$3.05K - $3.33K
|
32.7K
$5.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-20- 0.13% |
$3.05K - $3.33K
|
15.3K
$2.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-20- 1.86% |
$3.05K - $3.33K
|
1.05K
$165K
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-20- 0.29% |
$3.05K - $3.33K
|
6.81K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-20- 1.08% |
$3.05K - $3.33K
|
1.82K
$286K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-21- 1.02% |
$3.2K - $3.49K
|
2.04K
$320K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-21- 1.32% |
$3.2K - $3.49K
|
1.57K
$247K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-21- 0.18% |
$3.2K - $3.49K
|
11.8K
$1.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-22- 1.14% |
$3.36K - $3.66K
|
1.91K
$299K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-22- 0.23% |
$3.36K - $3.66K
|
9.73K
$1.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-22- 0.86% |
$3.36K - $3.66K
|
2.53K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-22- 0.11% |
$3.36K - $3.66K
|
19.4K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-22- 0.57% |
$3.36K - $3.66K
|
3.86K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-22- 0.68% |
$3.36K - $3.66K
|
3.23K
$507K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-24- 0.22% |
$3.66K - $3.99K
|
10.9K
$1.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-25- 0.72% |
$3.81K - $4.16K
|
3.47K
$544K
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-26- 1.37% |
$3.97K - $4.32K
|
1.88K
$295K
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-26- 0.02% |
$3.97K - $4.32K
|
121K
$18.9M
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-26- 1.08% |
$3.97K - $4.32K
|
2.38K
$373K
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-27- 0.46% |
$4.12K - $4.49K
|
5.86K
$920K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-27- 0.23% |
$4.12K - $4.49K
|
11.5K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-27- 0.2% |
$4.12K - $4.49K
|
13.5K
$2.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-28- 2.01% |
$4.27K - $4.66K
|
1.36K
$214K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-28- 0.76% |
$4.27K - $4.66K
|
3.65K
$573K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-28- 0.32% |
$4.27K - $4.66K
|
8.66K
$1.36M
|