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 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-463- 17.62% |
$65.4K - $75.3K
|
2.16K
$341K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15+ 0.11% |
$2.12K - $2.44K
|
13.5K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-337- 2.45% |
$47.6K - $54.8K
|
13.4K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
2.05K+ 6.21% |
$290K - $334K
|
35.1K
$5.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
BUY
|
- |
650+ 3.21% |
$91.7K - $106K
|
20.9K
$3.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-437- 4.35% |
$61.7K - $71K
|
9.6K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.96K+ 21.84% |
$277K - $319K
|
10.9K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-464- 21.03% |
$65.5K - $75.4K
|
1.74K
$274K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.23K- 2.62% |
$174K - $201K
|
45.8K
$7.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.81% |
$988 - $1.14K
|
874
$138K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-579- 3.63% |
$81.7K - $94.1K
|
15.4K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
53+ 1.97% |
$7.48K - $8.61K
|
2.75K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.28K- 18.75% |
$1.03M - $1.18M
|
31.5K
$4.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10.3K+ 51.18% |
$1.46M - $1.68M
|
30.5K
$4.8M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.29KNew |
$747K - $860K
|
5.29K
$833K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
112+ 0.72% |
$15.8K - $18.2K
|
15.6K
$2.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-931- 0.24% |
$131K - $151K
|
380K
$59.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
649+ 5.58% |
$91.6K - $105K
|
12.3K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.07K- 24.65% |
$151K - $174K
|
3.27K
$515K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
423+ 19.34% |
$59.7K - $68.8K
|
2.61K
$411K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11.8K- 3.69% |
$1.66M - $1.91M
|
307K
$48.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-149- 3.77% |
$21K - $24.2K
|
3.8K
$599K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
4.7K+ 113.04% |
$663K - $764K
|
8.85K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5.3K- 57.61% |
$748K - $861K
|
3.9K
$614K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-17.8K- 13.28% |
$2.52M - $2.9M
|
117K
$18.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
293+ 9.2% |
$41.4K - $47.6K
|
3.48K
$547K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.77K- 7.69% |
$250K - $288K
|
21.3K
$3.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
425+ 7.66% |
$60K - $69.1K
|
5.97K
$940K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-3.69K- 5.23% |
$521K - $600K
|
66.9K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-9- 0.23% |
$1.27K - $1.46K
|
3.9K
$615K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-470- 6.47% |
$66.3K - $76.4K
|
6.79K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
221+ 0.39% |
$31.2K - $35.9K
|
56.3K
$8.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-191- 5.65% |
$27K - $31K
|
3.19K
$502K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-734- 20.38% |
$104K - $119K
|
2.87K
$451K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
95+ 1.82% |
$13.4K - $15.4K
|
5.32K
$837K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
144+ 0.8% |
$20.3K - $23.4K
|
18.2K
$2.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-279- 5.71% |
$39.4K - $45.3K
|
4.61K
$726K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
399+ 8.19% |
$56.3K - $64.8K
|
5.27K
$830K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.59KNew |
$224K - $258K
|
1.59K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.74K+ 11.98% |
$246K - $283K
|
16.3K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.02K+ 24.09% |
$144K - $166K
|
5.27K
$829K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-430- 1.61% |
$60.7K - $69.9K
|
26.3K
$4.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-22- 1.43% |
$3.11K - $3.58K
|
1.51K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-40- 0.35% |
$5.65K - $6.5K
|
11.4K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-802- 25.49% |
$113K - $130K
|
2.34K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
16+ 0.33% |
$2.26K - $2.6K
|
4.92K
$774K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
4.48K+ 7.77% |
$632K - $727K
|
62.1K
$9.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
4.5K+ 1.96% |
$635K - $731K
|
234K
$36.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.45K+ 3.4% |
$345K - $398K
|
74.3K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
130+ 7.89% |
$18.3K - $21.1K
|
1.78K
$280K
|