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
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
328+ 2.02% |
$46.3K - $53.3K
|
16.6K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.73K+ 13.71% |
$385K - $443K
|
22.6K
$3.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
46+ 0.58% |
$6.49K - $7.48K
|
7.97K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-151- 8.95% |
$21.3K - $24.5K
|
1.54K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
8.34KNew |
$1.18M - $1.36M
|
8.34K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
SELL
|
- |
-190- 0.92% |
$26.8K - $30.9K
|
20.4K
$3.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
10+ 0.14% |
$1.41K - $1.63K
|
7.22K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.61K- 1.16% |
$228K - $262K
|
137K
$21.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-6.27K- 6.32% |
$884K - $1.02M
|
92.9K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
190+ 3.2% |
$26.8K - $30.9K
|
6.12K
$948K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-9.96K- 4.23% |
$1.41M - $1.62M
|
225K
$34.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-316- 0.53% |
$44.6K - $51.4K
|
58.9K
$9.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-226- 1.44% |
$31.9K - $36.7K
|
15.4K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-14.8K- 20.38% |
$2.09M - $2.41M
|
57.9K
$8.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.74K- 37.97% |
$387K - $445K
|
4.47K
$693K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
277+ 1.43% |
$39.1K - $45K
|
19.6K
$3.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
730+ 14.11% |
$103K - $119K
|
5.9K
$914K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.23K+ 64.41% |
$315K - $362K
|
5.69K
$882K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.92K+ 7.35% |
$836K - $963K
|
86.5K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
104+ 2.61% |
$14.7K - $16.9K
|
4.09K
$633K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-149- 7.1% |
$21K - $24.2K
|
1.95K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.58KNew |
$222K - $256K
|
1.58K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
5.29KNew |
$747K - $860K
|
5.29K
$820K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.75KNew |
$247K - $285K
|
1.75K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.8K- 4.58% |
$254K - $293K
|
37.5K
$5.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
25K+ 16.67% |
$3.53M - $4.06M
|
175K
$27.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
49.7K+ 10.64% |
$7.02M - $8.08M
|
517K
$80M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-14.5K- 12.07% |
$2.05M - $2.36M
|
106K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-54.5K- 1.39% |
$7.7M - $8.86M
|
3.86M
$598M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
36.3KNew |
$5.13M - $5.9M
|
36.3K
$5.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-364- 0.8% |
$51.4K - $59.2K
|
44.9K
$6.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$141 - $163
|
4.04K
$625K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.06K+ 36.97% |
$855K - $984K
|
22.4K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8.36K+ 3.81% |
$1.18M - $1.36M
|
228K
$35.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.47K+ 29.37% |
$631K - $726K
|
19.7K
$3.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.91K- 2.23% |
$270K - $311K
|
84.1K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-387- 4.73% |
$54.6K - $62.9K
|
7.8K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-945- 1.17% |
$133K - $154K
|
79.7K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-70- 0.36% |
$9.88K - $11.4K
|
19.3K
$2.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
920+ 58.23% |
$130K - $150K
|
2.5K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.91M+ 27.7% |
$270M - $310M
|
8.81M
$1.36B
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.06K- 33.47% |
$150K - $172K
|
2.11K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 0.6% |
$28.2K - $32.5K
|
33.2K
$5.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
2.75KNew |
$388K - $447K
|
2.75K
$426K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.05KNew |
$431K - $496K
|
3.05K
$473K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
521+ 3.07% |
$73.5K - $84.7K
|
17.5K
$2.71M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
505+ 2.24% |
$71.3K - $82.1K
|
23.1K
$3.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-151- 3.5% |
$21.3K - $24.5K
|
4.16K
$644K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$282 - $325
|
13.1K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
330+ 18.46% |
$46.6K - $53.6K
|
2.12K
$328K
|