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 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.52K- 25.58% |
$214K - $247K
|
4.42K
$689K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
463+ 5.85% |
$65.4K - $75.3K
|
8.38K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-60- 0.81% |
$8.47K - $9.75K
|
7.39K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-3.5K- 8.88% |
$494K - $569K
|
35.9K
$5.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
50+ 2.33% |
$7.06K - $8.13K
|
2.2K
$342K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-232- 2.29% |
$32.7K - $37.7K
|
9.92K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-50- 2.79% |
$7.06K - $8.13K
|
1.74K
$272K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
315+ 6.71% |
$44.5K - $51.2K
|
5.01K
$780K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.44K- 4.05% |
$204K - $234K
|
34.2K
$5.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
52+ 0.9% |
$7.34K - $8.45K
|
5.81K
$906K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-90- 0.31% |
$12.7K - $14.6K
|
29.4K
$4.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.61K- 1.36% |
$227K - $262K
|
117K
$18.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
559+ 10.1% |
$78.9K - $90.9K
|
6.09K
$950K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-29- 0.98% |
$4.09K - $4.71K
|
2.93K
$456K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.09% |
$706 - $813
|
5.47K
$853K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
174+ 4.42% |
$24.6K - $28.3K
|
4.11K
$641K
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
35+ 1.18% |
$4.94K - $5.69K
|
3.01K
$469K
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
138+ 5.19% |
$19.5K - $22.4K
|
2.8K
$436K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
139+ 0.8% |
$19.6K - $22.6K
|
17.4K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
81.5K+ 18.28% |
$11.5M - $13.2M
|
527K
$82.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
51.6K+ 90.37% |
$7.28M - $8.39M
|
109K
$16.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
765+ 4.26% |
$108K - $124K
|
18.7K
$2.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
763+ 4.04% |
$108K - $124K
|
19.6K
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.26KNew |
$178K - $205K
|
1.26K
$196K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.54K- 10.09% |
$500K - $576K
|
31.5K
$4.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-649- 4.37% |
$91.6K - $105K
|
14.2K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-409- 11.04% |
$57.7K - $66.5K
|
3.3K
$514K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-250- 1.35% |
$35.3K - $40.6K
|
18.3K
$2.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-847- 0.26% |
$120K - $138K
|
329K
$51.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
316+ 2.08% |
$44.6K - $51.4K
|
15.5K
$2.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-373- 0.97% |
$52.6K - $60.6K
|
37.9K
$5.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
285+ 11.19% |
$40.2K - $46.3K
|
2.83K
$441K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
38New |
$5.36K - $6.18K
|
38
$5.92K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.87K- 25.85% |
$263K - $303K
|
5.35K
$834K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-1.61K- 6.1% |
$228K - $262K
|
24.9K
$3.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-105- 0.73% |
$14.8K - $17.1K
|
14.2K
$2.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.26KNew |
$319K - $368K
|
2.26K
$353K
|
|
|
Feb 03, 2025
Q4 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-200- 3.68% |
$28.2K - $32.5K
|
5.24K
$816K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-545- 10.39% |
$76.9K - $88.6K
|
4.7K
$732K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
111+ 5.55% |
$15.7K - $18K
|
2.11K
$329K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.61K+ 2.94% |
$227K - $262K
|
56.3K
$8.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
290+ 2.85% |
$40.9K - $47.1K
|
10.4K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.41KNew |
$199K - $229K
|
1.41K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-491- 9.21% |
$69.3K - $79.8K
|
4.84K
$754K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
32+ 0.39% |
$4.52K - $5.2K
|
8.31K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-63- 0.33% |
$8.89K - $10.2K
|
18.9K
$2.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-65- 2.75% |
$9.17K - $10.6K
|
2.3K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
7.66K+ 16.95% |
$1.08M - $1.25M
|
52.9K
$8.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
176+ 0.43% |
$24.8K - $28.6K
|
41.4K
$6.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
271+ 8.13% |
$38.3K - $44K
|
3.6K
$562K
|