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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
750+ 8.79% |
$106K - $122K
|
9.28K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
26+ 1.69% |
$3.67K - $4.23K
|
1.57K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 0.03% |
$2.12K - $2.44K
|
56.6K
$8.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-10.2K- 60.72% |
$1.44M - $1.66M
|
6.59K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-20- 0.16% |
$2.82K - $3.25K
|
12.2K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
156K+ 65.24% |
$22M - $25.3M
|
395K
$60.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-519- 3.13% |
$73.3K - $84.4K
|
16.1K
$2.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-573- 10.15% |
$80.9K - $93.1K
|
5.07K
$774K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-3.36K- 19.74% |
$475K - $546K
|
13.7K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-17.7K- 55.76% |
$2.5M - $2.88M
|
14.1K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
687+ 3.81% |
$97K - $112K
|
18.7K
$2.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.45KNew |
$204K - $235K
|
1.45K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-7.88K- 7.77% |
$1.11M - $1.28M
|
93.6K
$14.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
262+ 16.33% |
$37K - $42.6K
|
1.87K
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.36K- 8.36% |
$615K - $708K
|
47.8K
$7.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-595- 1.58% |
$84K - $96.7K
|
36.9K
$5.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
150+ 1.3% |
$21.2K - $24.4K
|
11.7K
$1.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-794- 11.88% |
$112K - $129K
|
5.89K
$899K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-4- 0.01% |
$565 - $650
|
28.8K
$4.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
5.27K+ 2.76% |
$744K - $856K
|
196K
$30M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-719- 1.02% |
$101K - $117K
|
69.6K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2.82K+ 107.12% |
$397K - $458K
|
5.44K
$831K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.3K- 13.79% |
$184K - $212K
|
8.15K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
289+ 7.92% |
$40.8K - $47K
|
3.94K
$601K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
118K+ 862.7% |
$16.7M - $19.2M
|
132K
$20.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
149+ 3.6% |
$21K - $24.2K
|
4.29K
$655K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.76KNew |
$530K - $610K
|
3.76K
$573K
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
29.4KNew |
$4.15M - $4.78M
|
29.4K
$4.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 10.64% |
$706 - $813
|
42
$6.41K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-557- 0.07% |
$78.6K - $90.5K
|
780K
$119M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-2.03K- 7.58% |
$287K - $330K
|
24.8K
$3.78M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1K- 2.0% |
$141K - $163K
|
49K
$7.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-29.6K- 72.5% |
$4.18M - $4.81M
|
11.2K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.89K- 18.88% |
$548K - $631K
|
16.7K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
268+ 18.94% |
$37.8K - $43.6K
|
1.68K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
10KNew |
$1.42M - $1.63M
|
10K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-7.38K- 3.97% |
$1.04M - $1.2M
|
178K
$27.2M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
36+ 0.18% |
$5.08K - $5.85K
|
19.6K
$2.99M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
66+ 1.43% |
$9.32K - $10.7K
|
4.67K
$713K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.07K+ 23.01% |
$292K - $336K
|
11K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
97+ 2.27% |
$13.7K - $15.8K
|
4.38K
$668K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.81K+ 181.29% |
$537K - $619K
|
5.91K
$902K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1- 0.02% |
$141 - $163
|
5.71K
$871K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
8.96KNew |
$1.26M - $1.46M
|
8.96K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
58+ 2.36% |
$8.19K - $9.43K
|
2.52K
$384K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
81+ 0.52% |
$11.4K - $13.2K
|
15.8K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 2.74% |
$174K - $200K
|
43.7K
$6.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-10.2K- 47.24% |
$1.43M - $1.65M
|
11.3K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.64K+ 7.92% |
$373K - $429K
|
36K
$5.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-5.01K- 29.3% |
$707K - $814K
|
12.1K
$1.84M
|