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 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-1.68K- 17.32% |
$231K - $271K
|
8K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
83+ 2.79% |
$11.4K - $13.4K
|
3.06K
$475K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-607- 4.48% |
$83.7K - $98.3K
|
13K
$2.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-433- 10.28% |
$59.7K - $70.1K
|
3.78K
$587K
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
55.4K+ 14.41% |
$7.63M - $8.97M
|
439K
$68.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-134- 0.19% |
$18.5K - $21.7K
|
71.6K
$11.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.43K+ 21.74% |
$335K - $393K
|
13.6K
$2.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-75- 4.95% |
$10.3K - $12.1K
|
1.44K
$224K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
9.33KNew |
$1.29M - $1.51M
|
9.33K
$1.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
96+ 1.55% |
$13.2K - $15.5K
|
6.29K
$976K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-25- 0.63% |
$3.45K - $4.05K
|
3.94K
$612K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-1.07K- 19.81% |
$148K - $173K
|
4.33K
$673K
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-78.6K- 35.22% |
$10.8M - $12.7M
|
145K
$22.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-103- 1.12% |
$14.2K - $16.7K
|
9.08K
$1.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
33+ 0.74% |
$4.55K - $5.35K
|
4.47K
$695K
|
|
|
Oct 09, 2024
Q3 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-400- 5.59% |
$55.2K - $64.8K
|
6.76K
$1.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
404+ 44.89% |
$55.7K - $65.4K
|
1.3K
$203K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.68KNew |
$231K - $271K
|
1.68K
$260K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-8.85K- 8.89% |
$1.22M - $1.43M
|
90.7K
$14.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
32+ 0.97% |
$4.41K - $5.18K
|
3.34K
$518K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
379+ 10.87% |
$52.3K - $61.4K
|
3.87K
$600K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-158- 0.62% |
$21.8K - $25.6K
|
25.3K
$3.92M
|
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.72K+ 12.78% |
$237K - $279K
|
15.2K
$2.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
638+ 42.59% |
$88K - $103K
|
2.14K
$332K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-25- 0.67% |
$3.45K - $4.05K
|
3.73K
$580K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.89K+ 50.74% |
$261K - $307K
|
5.62K
$874K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
942+ 3.19% |
$130K - $153K
|
30.5K
$4.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
5.75K+ 2.78% |
$792K - $931K
|
212K
$33M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.49K+ 4.93% |
$206K - $241K
|
31.8K
$4.93M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.22K- 45.71% |
$168K - $197K
|
1.44K
$224K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
320+ 19.46% |
$44.1K - $51.8K
|
1.96K
$305K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
14+ 0.64% |
$1.93K - $2.27K
|
2.2K
$341K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.04% |
$138 - $162
|
2.34K
$363K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
60+ 0.59% |
$8.27K - $9.72K
|
10.2K
$1.59M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-10- 0.49% |
$1.38K - $1.62K
|
2.03K
$315K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-57- 2.39% |
$7.86K - $9.23K
|
2.32K
$361K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-440- 6.19% |
$60.7K - $71.3K
|
6.67K
$1.04M
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
3.11K+ 12.29% |
$429K - $504K
|
28.4K
$4.41M
|
|
|
Oct 02, 2024
Q3 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-100- 5.96% |
$13.8K - $16.2K
|
1.58K
$245K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-55- 17.74% |
$7.58K - $8.91K
|
255
$39.6K
|
|
| Q2 2024 | |||||||
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-14KClosed |
$2.14M - $2.33M
|
0
$0
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
140+ 2.14% |
$21.4K - $23.3K
|
6.68K
$1.04M
|
|
|
Feb 07, 2025
Q2 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
SELL
|
- |
-40KClosed |
$6.1M - $6.65M
|
0
$0
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-55- 3.34% |
$8.39K - $9.15K
|
1.59K
$248K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.34K- 26.96% |
$205K - $223K
|
3.64K
$565K
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
52+ 0.12% |
$7.93K - $8.65K
|
41.7K
$6.47M
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-1.32KClosed |
$202K - $220K
|
0
$0
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
193New |
$29.4K - $32.1K
|
193
$30K
|
|
|
Sep 10, 2024
Q2 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
30.3K+ 122.33% |
$4.62M - $5.03M
|
55K
$8.54M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
8.89KNew |
$1.36M - $1.48M
|
8.89K
$1.38M
|
|