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 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-663- 22.98% |
$101K - $110K
|
2.22K
$347K
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-664- 0.88% |
$101K - $110K
|
74.4K
$11.6M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-664- 22.91% |
$101K - $110K
|
2.23K
$349K
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-664- 1.73% |
$101K - $110K
|
37.7K
$5.88M
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-664- 2.03% |
$101K - $110K
|
32K
$4.99M
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-666- 1.12% |
$102K - $111K
|
58.6K
$9.15M
|
|
Sep 12, 2024
Q2 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-673- 7.71% |
$103K - $112K
|
8.06K
$1.26M
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-681- 5.78% |
$104K - $113K
|
11.1K
$1.73M
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-684- 1.48% |
$104K - $114K
|
45.7K
$7.13M
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-687- 15.38% |
$105K - $114K
|
3.78K
$590K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-689- 3.02% |
$105K - $115K
|
22.1K
$3.46M
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-690- 10.51% |
$105K - $115K
|
5.88K
$918K
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-695- 3.97% |
$106K - $116K
|
16.8K
$2.62M
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-699- 0.67% |
$107K - $116K
|
104K
$16.2M
|
|
Aug 13, 2024
Q2 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-700- 3.23% |
$107K - $116K
|
21K
$3.28M
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-700- 22.8% |
$107K - $116K
|
2.37K
$370K
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-702- 1.76% |
$107K - $117K
|
39.1K
$6.1M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-703- 8.73% |
$107K - $117K
|
7.35K
$1.15M
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-705- 15.34% |
$108K - $117K
|
3.89K
$607K
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-709- 14.14% |
$108K - $118K
|
4.31K
$672K
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-715- 2.31% |
$109K - $119K
|
30.2K
$4.72M
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-720- 3.97% |
$110K - $120K
|
17.4K
$2.72M
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-721- 2.56% |
$110K - $120K
|
27.4K
$4.28M
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-727- 13.91% |
$111K - $121K
|
4.5K
$703K
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-739- 2.23% |
$113K - $123K
|
32.4K
$5.06M
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-743- 6.29% |
$113K - $124K
|
11.1K
$1.73M
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-750- 2.04% |
$114K - $125K
|
36.1K
$5.63M
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-750- 1.11% |
$114K - $125K
|
66.8K
$10.4M
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-750- 21.68% |
$114K - $125K
|
2.71K
$423K
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-752- 2.49% |
$115K - $125K
|
29.5K
$4.6M
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-756- 13.83% |
$115K - $126K
|
4.71K
$735K
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-757- 31.17% |
$115K - $126K
|
1.67K
$261K
|
|
Aug 13, 2024
Q2 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-762- 2.55% |
$116K - $127K
|
29.1K
$4.55M
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-763- 0.65% |
$116K - $127K
|
117K
$18.2M
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-765- 1.11% |
$117K - $127K
|
68.2K
$10.7M
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-767- 24.65% |
$117K - $128K
|
2.35K
$366K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-775- 5.65% |
$118K - $129K
|
12.9K
$2.02M
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-778- 8.8% |
$119K - $129K
|
8.06K
$1.26M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-783- 0.92% |
$119K - $130K
|
84.7K
$13.2M
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-784- 21.04% |
$120K - $130K
|
2.94K
$460K
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-798- 0.86% |
$122K - $133K
|
91.7K
$14.3M
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-800- 2.46% |
$122K - $133K
|
31.8K
$4.96M
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-803- 2.15% |
$123K - $134K
|
36.5K
$5.7M
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-804- 10.18% |
$123K - $134K
|
7.09K
$1.11M
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-805- 6.12% |
$123K - $134K
|
12.3K
$1.93M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-813- 2.59% |
$124K - $135K
|
30.6K
$4.78M
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-815- 14.8% |
$124K - $136K
|
4.69K
$732K
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-823- 2.34% |
$126K - $137K
|
34.3K
$5.36M
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-826- 0.36% |
$126K - $137K
|
227K
$35.4M
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-829- 3.29% |
$126K - $138K
|
24.4K
$3.8M
|