Latest Institutional Transactions on Chevron Corp (CVX)
This table provides information on the latest institutional transactions involving Chevron Corp (CVX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
585+ 21.0% |
$82.6K - $95.1K
|
3.37K
$522K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
18+ 0.66% |
$2.54K - $2.93K
|
2.73K
$422K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-49- 1.02% |
$6.92K - $7.96K
|
4.75K
$736K
|
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
5.88KNew |
$829K - $955K
|
5.88K
$910K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-855- 3.2% |
$121K - $139K
|
25.9K
$4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-666- 2.54% |
$94K - $108K
|
25.6K
$3.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1- 0.07% |
$141 - $163
|
1.49K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.2K+ 0.76% |
$2.7M - $3.11M
|
2.53M
$391M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
61+ 0.02% |
$8.61K - $9.91K
|
260K
$40.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
14.6KNew |
$2.06M - $2.37M
|
14.6K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
41.8KNew |
$5.89M - $6.79M
|
41.8K
$6.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
3.28K+ 4.27% |
$463K - $533K
|
80K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7.57K+ 53.46% |
$1.07M - $1.23M
|
21.7K
$3.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.45K+ 2.52% |
$346K - $398K
|
99.8K
$15.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.3K- 9.84% |
$183K - $211K
|
11.9K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-727- 1.61% |
$103K - $118K
|
44.3K
$6.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5.1K- 19.4% |
$720K - $829K
|
21.2K
$3.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
174New |
$24.6K - $28.3K
|
174
$27K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.76K+ 7.07% |
$248K - $286K
|
26.6K
$4.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
206+ 6.55% |
$29.1K - $33.5K
|
3.35K
$519K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.43K+ 5.89% |
$343K - $395K
|
43.7K
$6.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-7.43K- 3.63% |
$1.05M - $1.21M
|
197K
$30.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1K+ 2.73% |
$141K - $163K
|
37.7K
$5.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-27.1K- 16.2% |
$3.82M - $4.4M
|
140K
$21.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
81.3KNew |
$11.5M - $13.2M
|
81.3K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
1.72K+ 68.59% |
$243K - $280K
|
4.23K
$655K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-1.9K- 1.98% |
$268K - $309K
|
94.3K
$14.6M
|
|
|
Feb 10, 2025
Q4 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-12.8K- 82.77% |
$1.8M - $2.07M
|
2.65K
$411K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
498K+ 247.71% |
$70.3M - $80.9M
|
699K
$108M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.13% |
$423 - $488
|
2.32K
$360K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-82.9K- 16.89% |
$11.7M - $13.5M
|
408K
$63.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.69KNew |
$238K - $274K
|
1.69K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
691+ 24.34% |
$97.5K - $112K
|
3.53K
$547K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
148+ 0.13% |
$20.9K - $24.1K
|
110K
$17.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-112- 1.93% |
$15.8K - $18.2K
|
5.69K
$882K
|
|
|
Feb 10, 2025
Q4 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-4.73K- 18.97% |
$668K - $769K
|
20.2K
$3.13M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-155- 0.35% |
$21.9K - $25.2K
|
43.6K
$6.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-147- 0.74% |
$20.7K - $23.9K
|
19.6K
$3.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-89- 1.6% |
$12.6K - $14.5K
|
5.47K
$848K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
542+ 6.2% |
$76.5K - $88.1K
|
9.28K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.15K- 1.74% |
$163K - $188K
|
65.2K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
63+ 1.19% |
$8.89K - $10.2K
|
5.35K
$828K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-10- 0.02% |
$1.41K - $1.63K
|
49K
$7.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-792- 0.35% |
$112K - $129K
|
227K
$35.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
48+ 0.59% |
$6.78K - $7.8K
|
8.24K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-5.25K- 12.23% |
$741K - $853K
|
37.7K
$5.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
7.4KNew |
$1.04M - $1.2M
|
7.4K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
868+ 9.93% |
$123K - $141K
|
9.61K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.91K+ 59.78% |
$270K - $311K
|
5.11K
$792K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 5.11% |
$157K - $181K
|
22.9K
$3.54M
|