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 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
70+ 4.39% |
$9.88K - $11.4K
|
1.66K
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
93+ 1.29% |
$13.1K - $15.1K
|
7.31K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-415- 2.86% |
$58.6K - $67.4K
|
14.1K
$2.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
536+ 0.4% |
$75.7K - $87.1K
|
134K
$21M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-184- 3.65% |
$26K - $29.9K
|
4.86K
$757K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.32K+ 4.47% |
$187K - $215K
|
30.9K
$4.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.69K+ 4.04% |
$380K - $437K
|
69.2K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-233- 0.92% |
$32.9K - $37.9K
|
25K
$3.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.22K+ 14.97% |
$1.02M - $1.17M
|
55.4K
$8.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.49KNew |
$352K - $405K
|
2.49K
$389K
|
|
|
Feb 04, 2025
Q4 2024
|
Hendley & CO Inc
|
SELL
|
- |
-5.53K- 8.27% |
$780K - $898K
|
61.3K
$9.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.15K- 14.0% |
$162K - $186K
|
7.04K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.74K- 0.61% |
$246K - $283K
|
283K
$44.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
69+ 3.41% |
$9.74K - $11.2K
|
2.09K
$326K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.51K+ 2.49% |
$354K - $407K
|
103K
$16M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.7KNew |
$241K - $277K
|
1.7K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.13K- 12.69% |
$160K - $184K
|
7.78K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
310+ 2.18% |
$43.8K - $50.4K
|
14.6K
$2.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-982- 3.69% |
$139K - $160K
|
25.6K
$3.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
139+ 20.84% |
$19.6K - $22.6K
|
806
$126K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
926+ 7.09% |
$131K - $151K
|
14K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.09K+ 21.55% |
$154K - $178K
|
6.16K
$961K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.54KNew |
$217K - $250K
|
1.54K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-11.3K- 23.04% |
$1.59M - $1.83M
|
37.6K
$5.86M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
700+ 28.34% |
$98.8K - $114K
|
3.17K
$494K
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.21K- 3.71% |
$171K - $197K
|
31.5K
$4.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-640- 4.23% |
$90.3K - $104K
|
14.5K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
7+ 0.04% |
$988 - $1.14K
|
19.9K
$3.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-6- 0.17% |
$847 - $975
|
3.55K
$553K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
31K+ 22.68% |
$4.38M - $5.04M
|
168K
$26.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-27.6K- 53.67% |
$3.9M - $4.49M
|
23.8K
$3.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.88K+ 7.71% |
$265K - $305K
|
26.2K
$4.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.8K+ 1.18% |
$536K - $617K
|
326K
$50.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-12.2K- 3.6% |
$1.72M - $1.98M
|
326K
$50.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
2.99KNew |
$421K - $485K
|
2.99K
$465K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-318- 7.91% |
$44.9K - $51.7K
|
3.7K
$577K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-14.1K- 11.56% |
$1.99M - $2.29M
|
108K
$16.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
77+ 0.88% |
$10.9K - $12.5K
|
8.8K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.28K+ 4.97% |
$181K - $208K
|
27.1K
$4.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
575+ 3.92% |
$81.2K - $93.5K
|
15.2K
$2.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-30- 1.31% |
$4.23K - $4.88K
|
2.26K
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1+ 0.3% |
$141 - $163
|
329
$51.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-500- 6.85% |
$70.6K - $81.3K
|
6.8K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-344- 1.86% |
$48.6K - $55.9K
|
18.2K
$2.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.2K+ 67.23% |
$1.44M - $1.66M
|
25.4K
$3.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-24.7K- 46.44% |
$3.49M - $4.02M
|
28.5K
$4.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
285+ 0.15% |
$40.2K - $46.3K
|
192K
$29.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.35K- 1.61% |
$331K - $381K
|
143K
$22.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 10.14% |
$289K - $333K
|
22.3K
$3.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
1.79KNew |
$252K - $290K
|
1.79K
$279K
|