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 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-440- 3.74% |
$62.1K - $71.5K
|
11.3K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
371+ 2.58% |
$52.4K - $60.3K
|
14.8K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.07K+ 3.52% |
$150K - $173K
|
31.3K
$4.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
13.4K+ 19.7% |
$1.9M - $2.18M
|
81.7K
$12.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-259- 4.71% |
$36.6K - $42.1K
|
5.24K
$825K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
26+ 0.58% |
$3.67K - $4.23K
|
4.49K
$707K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
159+ 4.77% |
$22.4K - $25.8K
|
3.49K
$549K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-54- 4.64% |
$7.62K - $8.78K
|
1.11K
$175K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-98- 6.38% |
$13.8K - $15.9K
|
1.44K
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.51K+ 13.19% |
$355K - $408K
|
21.6K
$3.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-440- 11.97% |
$62.1K - $71.5K
|
3.24K
$510K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.2K+ 118.74% |
$593K - $683K
|
7.74K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
982+ 2.06% |
$139K - $160K
|
48.7K
$7.66M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-59- 0.23% |
$8.33K - $9.59K
|
25.4K
$4M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 46.83% |
$522K - $601K
|
11.6K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-27- 1.96% |
$3.81K - $4.39K
|
1.35K
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-169- 1.03% |
$23.9K - $27.5K
|
16.2K
$2.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$141 - $163
|
1
$157
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.94K- 14.69% |
$274K - $315K
|
11.3K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-184- 1.89% |
$26K - $29.9K
|
9.53K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-5.58K- 42.24% |
$788K - $907K
|
7.63K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.45K+ 3.1% |
$345K - $397K
|
81.4K
$12.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.02K+ 30.15% |
$144K - $166K
|
4.41K
$695K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-790- 2.13% |
$112K - $128K
|
36.3K
$5.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-4.02K- 66.56% |
$568K - $654K
|
2.02K
$318K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
12.6K+ 7.13% |
$1.78M - $2.05M
|
190K
$29.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
3.73K+ 11.8% |
$527K - $607K
|
35.4K
$5.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
9.78K+ 6.01% |
$1.38M - $1.59M
|
173K
$27.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.68K+ 9.56% |
$379K - $436K
|
30.7K
$4.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.42K+ 23.91% |
$341K - $393K
|
12.5K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.54KNew |
$218K - $251K
|
1.54K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.6K+ 8.95% |
$1.78M - $2.05M
|
154K
$24.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-6.39K- 5.68% |
$902K - $1.04M
|
106K
$16.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
59+ 0.6% |
$8.33K - $9.59K
|
9.92K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-186- 0.52% |
$26.3K - $30.2K
|
35.9K
$5.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-200- 8.58% |
$28.2K - $32.5K
|
2.13K
$336K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-397- 17.05% |
$56K - $64.5K
|
1.93K
$304K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.13K+ 8.07% |
$442K - $509K
|
41.9K
$6.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
7+ 0.43% |
$988 - $1.14K
|
1.63K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-381- 2.29% |
$53.8K - $61.9K
|
16.2K
$2.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.08K+ 16.71% |
$152K - $175K
|
7.51K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-992- 6.45% |
$140K - $161K
|
14.4K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 1.89% |
$287K - $330K
|
110K
$17.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-3.03K- 20.9% |
$427K - $492K
|
11.5K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-270- 7.24% |
$38.1K - $43.9K
|
3.46K
$544K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-278- 1.29% |
$39.2K - $45.2K
|
21.3K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-121- 2.06% |
$17.1K - $19.7K
|
5.75K
$906K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-140- 0.97% |
$19.8K - $22.8K
|
14.2K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.61K+ 22.19% |
$227K - $262K
|
8.86K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
132+ 3.55% |
$18.6K - $21.5K
|
3.85K
$606K
|