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 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
39+ 2.55% |
$5.5K - $6.34K
|
1.57K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
22+ 1.27% |
$3.11K - $3.58K
|
1.76K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
85+ 0.39% |
$12K - $13.8K
|
22.1K
$3.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
2+ 0.12% |
$282 - $325
|
1.7K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-14.5K- 15.77% |
$2.05M - $2.36M
|
77.6K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-685- 3.12% |
$96.7K - $111K
|
21.3K
$3.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.01K- 1.56% |
$424K - $489K
|
190K
$29.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
36+ 2.04% |
$5.08K - $5.85K
|
1.8K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
239+ 3.89% |
$33.7K - $38.8K
|
6.38K
$995K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-192- 1.84% |
$27.1K - $31.2K
|
10.3K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
80+ 1.23% |
$11.3K - $13K
|
6.59K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
662+ 8.64% |
$93.4K - $108K
|
8.32K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
593+ 19.23% |
$83.7K - $96.4K
|
3.68K
$573K
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
BUY
|
- |
37K+ 52.86% |
$5.22M - $6.01M
|
107K
$16.7M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.51K+ 18.48% |
$213K - $246K
|
9.69K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.59KNew |
$225K - $259K
|
1.59K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
783+ 4.1% |
$111K - $127K
|
19.9K
$3.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.66K- 20.92% |
$235K - $270K
|
6.28K
$980K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.04K- 15.01% |
$146K - $168K
|
5.87K
$914K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-314- 9.22% |
$44.3K - $51K
|
3.09K
$482K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-531- 9.37% |
$75K - $86.3K
|
5.14K
$801K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
585+ 8.07% |
$82.6K - $95.1K
|
7.83K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.44K- 2.05% |
$344K - $396K
|
116K
$18.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.5K+ 1.65% |
$2.75M - $3.17M
|
1.2M
$188M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.38K- 1.36% |
$1.04M - $1.2M
|
534K
$83.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
168+ 2.34% |
$23.7K - $27.3K
|
7.34K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
150+ 2.14% |
$21.2K - $24.4K
|
7.17K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-101K- 91.97% |
$14.3M - $16.5M
|
8.83K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
242+ 0.7% |
$34.2K - $39.3K
|
34.6K
$5.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.72K+ 6.08% |
$243K - $280K
|
30K
$4.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.31K+ 24.64% |
$609K - $701K
|
21.8K
$3.4M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
4.66K+ 62.18% |
$657K - $757K
|
12.1K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.03% |
$141 - $163
|
3.49K
$544K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.63K+ 3.77% |
$1.22M - $1.4M
|
237K
$37M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
100+ 0.23% |
$14.1K - $16.3K
|
43.9K
$6.84M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-811- 10.81% |
$114K - $132K
|
6.69K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-56- 0.36% |
$7.9K - $9.1K
|
15.3K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
583+ 10.02% |
$82.3K - $94.8K
|
6.4K
$998K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.96K- 4.47% |
$559K - $644K
|
84.6K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.28K+ 43.2% |
$604K - $695K
|
14.2K
$2.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
293+ 14.48% |
$41.4K - $47.6K
|
2.32K
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-8.65K- 13.75% |
$1.22M - $1.41M
|
54.3K
$8.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.47K+ 9.96% |
$913K - $1.05M
|
71.4K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
18+ 0.14% |
$2.54K - $2.93K
|
12.9K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
2.59K+ 34.02% |
$365K - $421K
|
10.2K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4.91K- 15.32% |
$693K - $798K
|
27.1K
$4.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-102- 3.29% |
$14.4K - $16.6K
|
3K
$468K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-51- 0.15% |
$7.2K - $8.29K
|
33.6K
$5.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.35K- 6.82% |
$472K - $544K
|
45.7K
$7.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-210- 6.43% |
$29.6K - $34.1K
|
3.05K
$476K
|