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 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
805+ 33.35% |
$114K - $131K
|
3.22K
$501K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-3.87M- 99.31% |
$547M - $630M
|
27K
$4.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.06K- 48.89% |
$150K - $172K
|
1.11K
$173K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.39K+ 0.25% |
$197K - $227K
|
570K
$88.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14.3K- 0.34% |
$2.02M - $2.33M
|
4.23M
$659M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-190- 0.2% |
$26.8K - $30.9K
|
96.6K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-430- 9.14% |
$60.7K - $69.9K
|
4.28K
$666K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
6.48KNew |
$915K - $1.05M
|
6.48K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-608- 0.91% |
$85.8K - $98.8K
|
66.4K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.01% |
$141 - $163
|
11.5K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-314- 5.81% |
$44.3K - $51K
|
5.09K
$793K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-697- 2.67% |
$98.4K - $113K
|
25.4K
$3.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
737+ 27.09% |
$104K - $120K
|
3.46K
$539K
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-150- 1.33% |
$21.2K - $24.4K
|
11.2K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-255- 2.61% |
$36K - $41.4K
|
9.52K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.77K+ 30.34% |
$250K - $287K
|
7.6K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
58+ 1.8% |
$8.19K - $9.43K
|
3.27K
$510K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 0.08% |
$706 - $813
|
6.01K
$935K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
29+ 0.13% |
$4.09K - $4.71K
|
23K
$3.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.75K- 43.03% |
$247K - $285K
|
2.32K
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 5.19% |
$216K - $248K
|
27.9K
$4.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
488+ 3.27% |
$68.9K - $79.3K
|
15.4K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.62K- 1.27% |
$228K - $263K
|
126K
$19.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$141 - $163
|
4.04K
$630K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
225K+ 1881.28% |
$31.7M - $36.5M
|
236K
$36.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
41+ 1.63% |
$5.79K - $6.66K
|
2.55K
$398K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-14K- 31.21% |
$1.97M - $2.27M
|
30.8K
$4.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
38+ 2.78% |
$5.36K - $6.18K
|
1.4K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
829+ 3.67% |
$117K - $135K
|
23.4K
$3.65M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
381+ 7.16% |
$53.8K - $61.9K
|
5.7K
$888K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
71+ 1.64% |
$10K - $11.5K
|
4.41K
$687K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.1K- 8.77% |
$1.43M - $1.64M
|
105K
$16.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
42+ 0.72% |
$5.93K - $6.83K
|
5.91K
$920K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-421- 8.93% |
$59.4K - $68.4K
|
4.3K
$669K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
101+ 1.57% |
$14.3K - $16.4K
|
6.53K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
97+ 0.46% |
$13.7K - $15.8K
|
21.1K
$3.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
32+ 0.89% |
$4.52K - $5.2K
|
3.64K
$566K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.8K+ 23.73% |
$2.23M - $2.56M
|
82.2K
$12.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
58.3K+ 17.22% |
$8.23M - $9.47M
|
397K
$61.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
322+ 4.97% |
$45.5K - $52.3K
|
6.8K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
155+ 5.82% |
$21.9K - $25.2K
|
2.82K
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
49+ 0.48% |
$6.92K - $7.96K
|
10.3K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.17K+ 14.03% |
$447K - $515K
|
25.8K
$4.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-279- 4.24% |
$39.4K - $45.3K
|
6.3K
$981K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-2- 0.03% |
$282 - $325
|
6.15K
$958K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-50- 0.39% |
$7.06K - $8.13K
|
12.6K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-563- 0.47% |
$79.5K - $91.5K
|
119K
$18.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-150- 2.91% |
$21.2K - $24.4K
|
5K
$779K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.11K+ 1.36% |
$298K - $343K
|
157K
$24.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-20- 0.34% |
$2.82K - $3.25K
|
5.83K
$908K
|