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 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 3.7% |
$141 - $163
|
26
$4.05K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
43+ 1.01% |
$6.07K - $6.99K
|
4.31K
$672K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-190- 17.98% |
$26.8K - $30.9K
|
867
$135K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-870- 1.42% |
$123K - $141K
|
60.2K
$9.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
8.76K+ 1.34% |
$1.24M - $1.42M
|
663K
$103M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
877+ 2.16% |
$124K - $143K
|
41.5K
$6.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
16.1K+ 146.46% |
$2.28M - $2.62M
|
27.1K
$4.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-82- 0.54% |
$11.6K - $13.3K
|
15.2K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
142+ 0.52% |
$20K - $23.1K
|
27.5K
$4.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
826+ 0.82% |
$117K - $134K
|
102K
$15.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-4.64K- 4.04% |
$655K - $754K
|
110K
$17.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
37+ 0.21% |
$5.22K - $6.01K
|
17.3K
$2.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-4.73K- 52.29% |
$667K - $768K
|
4.31K
$672K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.61K+ 3.98% |
$368K - $424K
|
68.1K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-86- 3.7% |
$12.1K - $14K
|
2.24K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
38.6K+ 18.28% |
$5.45M - $6.28M
|
250K
$38.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
62+ 2.55% |
$8.75K - $10.1K
|
2.49K
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
212+ 10.0% |
$29.9K - $34.5K
|
2.33K
$363K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-24K- 14.39% |
$3.39M - $3.91M
|
143K
$22.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-110- 2.8% |
$15.5K - $17.9K
|
3.82K
$595K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.36K- 3.14% |
$192K - $221K
|
41.9K
$6.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
298+ 11.46% |
$42.1K - $48.4K
|
2.9K
$451K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-83- 4.92% |
$11.7K - $13.5K
|
1.61K
$250K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.3K+ 12.54% |
$2.59M - $2.98M
|
164K
$25.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wilsey Asset Management Inc
|
BUY
|
- |
4.48K+ 2.29% |
$632K - $728K
|
200K
$31.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-594- 0.83% |
$83.8K - $96.5K
|
71K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
155+ 3.57% |
$21.9K - $25.2K
|
4.5K
$701K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
59+ 3.18% |
$8.33K - $9.59K
|
1.92K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
128+ 1.1% |
$18.1K - $20.8K
|
11.8K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
63+ 3.49% |
$8.89K - $10.2K
|
1.87K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.48KNew |
$491K - $566K
|
3.48K
$542K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
155+ 3.61% |
$21.9K - $25.2K
|
4.45K
$693K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-449- 0.83% |
$63.4K - $73K
|
53.8K
$8.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
118New |
$16.7K - $19.2K
|
118
$18.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
74+ 2.99% |
$10.4K - $12K
|
2.55K
$397K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.5KNew |
$635K - $732K
|
4.5K
$701K
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-50- 0.68% |
$7.06K - $8.13K
|
7.31K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 33.69% |
$145K - $167K
|
2.03K
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-76- 4.27% |
$10.7K - $12.4K
|
1.7K
$265K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.85K+ 23.18% |
$261K - $300K
|
9.82K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
521+ 8.34% |
$73.5K - $84.7K
|
6.77K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
119K+ 23.34% |
$16.7M - $19.3M
|
627K
$97.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.16K+ 1.23% |
$164K - $189K
|
95.2K
$14.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.47K- 23.52% |
$207K - $238K
|
4.77K
$742K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-67- 3.51% |
$9.46K - $10.9K
|
1.84K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
15.1K+ 43.43% |
$2.13M - $2.45M
|
49.8K
$7.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
287New |
$40.5K - $46.6K
|
287
$44.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
7.6KNew |
$1.07M - $1.24M
|
7.6K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-162- 3.9% |
$22.9K - $26.3K
|
3.99K
$621K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-703- 5.17% |
$99.2K - $114K
|
12.9K
$2.01M
|