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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
210+ 9.47% |
$29K - $34K
|
2.43K
$377K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-82- 4.04% |
$11.3K - $13.3K
|
1.95K
$303K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-400- 0.71% |
$55.2K - $64.8K
|
56K
$8.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-13.6K- 88.66% |
$1.88M - $2.2M
|
1.74K
$270K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
985+ 7.55% |
$136K - $160K
|
14K
$2.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
SELL
|
- |
-20- 0.65% |
$2.76K - $3.24K
|
3.07K
$477K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-6.77K- 1.86% |
$933K - $1.1M
|
357K
$55.4M
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
SELL
|
- |
-17- 0.35% |
$2.34K - $2.75K
|
4.8K
$746K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
2.57K+ 12.85% |
$354K - $416K
|
22.6K
$3.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
588+ 2.36% |
$81.1K - $95.2K
|
25.5K
$3.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.43K- 29.11% |
$197K - $231K
|
3.48K
$540K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-148- 6.0% |
$20.4K - $24K
|
2.32K
$360K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
318New |
$43.8K - $51.5K
|
318
$49.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.88K- 42.5% |
$1.36M - $1.6M
|
13.4K
$2.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1K+ 28.54% |
$138K - $162K
|
4.51K
$700K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.8K- 1.16% |
$6.58M - $7.73M
|
4.08M
$633M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.5K+ 2.04% |
$5.04M - $5.92M
|
1.83M
$284M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4K- 73.77% |
$552K - $648K
|
1.42K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-72- 54.96% |
$9.93K - $11.7K
|
59
$9.17K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-15- 0.95% |
$2.07K - $2.43K
|
1.56K
$243K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
833+ 17.12% |
$115K - $135K
|
5.7K
$885K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.41KNew |
$194K - $228K
|
1.41K
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-1K- 8.86% |
$138K - $162K
|
10.3K
$1.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-161- 8.99% |
$22.2K - $26.1K
|
1.63K
$253K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-130- 3.64% |
$17.9K - $21.1K
|
3.45K
$535K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-10- 0.08% |
$1.38K - $1.62K
|
12.3K
$1.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-32- 1.57% |
$4.41K - $5.18K
|
2K
$311K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
391+ 11.55% |
$53.9K - $63.3K
|
3.78K
$587K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-2.84K- 62.72% |
$392K - $460K
|
1.69K
$263K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-186- 9.16% |
$25.6K - $30.1K
|
1.85K
$287K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 1.34% |
$13.8K - $16.2K
|
7.34K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-60- 2.2% |
$8.27K - $9.72K
|
2.67K
$414K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37+ 2.07% |
$5.1K - $5.99K
|
1.82K
$283K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-27- 1.6% |
$3.72K - $4.37K
|
1.67K
$259K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5+ 1.01% |
$689 - $810
|
500
$77.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-139- 1.17% |
$19.2K - $22.5K
|
11.7K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-13- 0.26% |
$1.79K - $2.11K
|
4.95K
$769K
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1.4K+ 10.18% |
$193K - $227K
|
15.1K
$2.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-400- 19.2% |
$55.2K - $64.8K
|
1.68K
$261K
|
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-100- 3.35% |
$13.8K - $16.2K
|
2.89K
$448K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-36- 1.58% |
$4.96K - $5.83K
|
2.24K
$348K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-79- 2.44% |
$10.9K - $12.8K
|
3.15K
$490K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.23K- 19.83% |
$308K - $361K
|
9.02K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 0.23% |
$1.38K - $1.62K
|
4.37K
$679K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
153+ 4.13% |
$21.1K - $24.8K
|
3.86K
$600K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.63KNew |
$224K - $264K
|
1.63K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-3- 0.13% |
$414 - $486
|
2.24K
$347K
|
|
|
Oct 15, 2024
Q3 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
5.56K+ 7.44% |
$766K - $900K
|
80.3K
$12.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.73KNew |
$377K - $443K
|
2.73K
$424K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.36K- 19.55% |
$188K - $221K
|
5.61K
$871K
|