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 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
4.03KNew |
$569K - $655K
|
4.03K
$627K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
2.73KNew |
$385K - $443K
|
2.73K
$424K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.89K+ 145.02% |
$973K - $1.12M
|
11.6K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
745+ 0.75% |
$105K - $121K
|
99.5K
$15.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
229+ 0.7% |
$32.3K - $37.2K
|
32.9K
$5.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
185+ 1.69% |
$26.1K - $30.1K
|
11.2K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
43.4K+ 12.3% |
$6.12M - $7.05M
|
396K
$61.7M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-576- 7.57% |
$81.3K - $93.6K
|
7.03K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 36.44% |
$319K - $367K
|
3.94K
$614K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-54- 5.74% |
$7.62K - $8.78K
|
887
$138K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8+ 0.13% |
$1.13K - $1.3K
|
6.01K
$936K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.11K+ 74.05% |
$862K - $992K
|
14.4K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17+ 0.32% |
$2.4K - $2.76K
|
5.35K
$834K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1.41KNew |
$199K - $229K
|
1.41K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.4K+ 1.55% |
$197K - $227K
|
91.2K
$14.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.07K+ 7.8% |
$433K - $498K
|
42.4K
$6.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-426- 2.77% |
$60.1K - $69.2K
|
15K
$2.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
1.14K+ 11.22% |
$161K - $186K
|
11.3K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.13K+ 1.08% |
$301K - $347K
|
200K
$31.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-45- 0.42% |
$6.35K - $7.31K
|
10.7K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-389- 3.63% |
$54.9K - $63.2K
|
10.3K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.3K+ 1.83% |
$183K - $210K
|
72.1K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-910- 1.81% |
$128K - $148K
|
49.3K
$7.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.94K+ 6.77% |
$274K - $315K
|
30.6K
$4.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-569- 4.19% |
$80.3K - $92.5K
|
13K
$2.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-132- 1.76% |
$18.6K - $21.5K
|
7.35K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
38.6K+ 3.51% |
$5.44M - $6.27M
|
1.14M
$177M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
115+ 4.21% |
$16.2K - $18.7K
|
2.84K
$443K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-148- 6.03% |
$20.9K - $24.1K
|
2.31K
$360K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
4.55KNew |
$643K - $740K
|
4.55K
$709K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-90- 1.57% |
$12.7K - $14.6K
|
5.64K
$879K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
11.4K+ 37.85% |
$1.62M - $1.86M
|
41.7K
$6.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
80+ 0.71% |
$11.3K - $13K
|
11.4K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
6+ 0.36% |
$847 - $975
|
1.66K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
545+ 10.13% |
$76.9K - $88.6K
|
5.92K
$923K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.87K+ 12.04% |
$264K - $304K
|
17.4K
$2.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
3.42KNew |
$482K - $555K
|
3.42K
$532K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-116- 5.46% |
$16.4K - $18.9K
|
2.01K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-293- 5.63% |
$41.4K - $47.6K
|
4.91K
$765K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-490- 3.23% |
$69.2K - $79.6K
|
14.7K
$2.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
106+ 2.45% |
$15K - $17.2K
|
4.43K
$690K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-99- 1.19% |
$14K - $16.1K
|
8.22K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
123+ 1.61% |
$17.4K - $20K
|
7.78K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.3K+ 476.34% |
$2.16M - $2.48M
|
18.5K
$2.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-60- 2.3% |
$8.47K - $9.75K
|
2.55K
$396K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-290- 15.44% |
$40.9K - $47.1K
|
1.59K
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.4K- 0.78% |
$197K - $227K
|
178K
$27.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
625+ 1.04% |
$88.2K - $102K
|
60.9K
$9.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
55+ 1.01% |
$7.76K - $8.94K
|
5.5K
$857K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-28- 1.09% |
$3.95K - $4.55K
|
2.53K
$394K
|