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 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
216+ 3.93% |
$30.5K - $35.1K
|
5.71K
$887K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-211- 2.23% |
$29.8K - $34.3K
|
9.27K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.41K- 12.82% |
$623K - $717K
|
30K
$4.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
631+ 1.61% |
$89.1K - $103K
|
39.8K
$6.19M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-260- 14.67% |
$36.7K - $42.3K
|
1.51K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-633- 1.81% |
$89.3K - $103K
|
34.4K
$5.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.06K- 2.0% |
$149K - $172K
|
51.8K
$8.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-338- 5.11% |
$47.7K - $54.9K
|
6.28K
$976K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
70.8K+ 16.27% |
$10M - $11.5M
|
506K
$78.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 47.2% |
$376K - $432K
|
8.3K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
362+ 15.33% |
$51.1K - $58.8K
|
2.72K
$423K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-73- 0.61% |
$10.3K - $11.9K
|
11.9K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.58K- 11.47% |
$223K - $256K
|
12.2K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
848+ 11.89% |
$120K - $138K
|
7.98K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-53- 1.14% |
$7.48K - $8.61K
|
4.59K
$713K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.3K+ 20.23% |
$183K - $211K
|
7.7K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-6- 0.06% |
$847 - $975
|
9.37K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.82KNew |
$256K - $295K
|
1.82K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
1.56K+ 3.96% |
$220K - $254K
|
41K
$6.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.21K+ 14.99% |
$171K - $197K
|
9.3K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.75K- 4.47% |
$247K - $284K
|
37.4K
$5.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
791+ 6.57% |
$112K - $129K
|
12.8K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
255+ 0.56% |
$36K - $41.4K
|
45.4K
$7.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.94K+ 1.06% |
$697K - $802K
|
472K
$73.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
329+ 6.17% |
$46.4K - $53.5K
|
5.66K
$879K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
599+ 96.93% |
$84.5K - $97.4K
|
1.22K
$189K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-102- 1.62% |
$14.4K - $16.6K
|
6.21K
$964K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
39+ 2.55% |
$5.5K - $6.34K
|
1.57K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
22+ 1.27% |
$3.11K - $3.58K
|
1.76K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
85+ 0.39% |
$12K - $13.8K
|
22.1K
$3.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
2+ 0.12% |
$282 - $325
|
1.7K
$263K
|
|
|
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
$3.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.01K- 1.56% |
$424K - $489K
|
190K
$29.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
36+ 2.04% |
$5.08K - $5.85K
|
1.8K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
239+ 3.89% |
$33.7K - $38.8K
|
6.38K
$991K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-192- 1.84% |
$27.1K - $31.2K
|
10.3K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
80+ 1.23% |
$11.3K - $13K
|
6.59K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
662+ 8.64% |
$93.4K - $108K
|
8.32K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
593+ 19.23% |
$83.7K - $96.4K
|
3.68K
$571K
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
BUY
|
- |
37K+ 52.86% |
$5.22M - $6.01M
|
107K
$16.6M
|
|
|
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
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
783+ 4.1% |
$111K - $127K
|
19.9K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.66K- 20.92% |
$235K - $270K
|
6.28K
$976K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.04K- 15.01% |
$146K - $168K
|
5.87K
$911K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-314- 9.22% |
$44.3K - $51K
|
3.09K
$480K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-531- 9.37% |
$75K - $86.3K
|
5.14K
$798K
|
|
|
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
|