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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Freemont Management S.A.
|
SELL
|
- |
-41.3K- 83.27% |
$6.3M - $6.87M
|
8.3K
$1.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-5.84K- 63.35% |
$891K - $972K
|
3.38K
$527K
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-344- 8.4% |
$52.5K - $57.2K
|
3.75K
$584K
|
|
|
Aug 05, 2024
Q2 2024
|
Foundry Partners, LLC
|
BUY
|
- |
16.1K+ 9.61% |
$2.46M - $2.69M
|
184K
$28.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.36KNew |
$207K - $226K
|
1.36K
$212K
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
SELL
|
- |
-3.56K- 53.98% |
$543K - $591K
|
3.03K
$473K
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
SELL
|
- |
-47- 23.86% |
$7.17K - $7.82K
|
150
$23.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-55- 1.16% |
$8.39K - $9.15K
|
4.67K
$728K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.15K- 5.64% |
$328K - $358K
|
36K
$5.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-750- 21.68% |
$114K - $125K
|
2.71K
$422K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-552- 29.18% |
$84.2K - $91.8K
|
1.34K
$209K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.46K+ 4.37% |
$223K - $243K
|
34.9K
$5.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.92K- 18.57% |
$293K - $320K
|
8.43K
$1.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.31KNew |
$200K - $218K
|
1.31K
$205K
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-100- 7.19% |
$15.3K - $16.6K
|
1.29K
$201K
|
|
|
Aug 01, 2024
Q2 2024
|
Iat Reinsurance CO Ltd.
New York, NY |
SELL
|
- |
-16K- 50.0% |
$2.44M - $2.66M
|
16K
$2.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
24+ 1.7% |
$3.66K - $3.99K
|
1.44K
$224K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
58+ 0.47% |
$8.85K - $9.65K
|
12.4K
$1.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-270- 16.42% |
$41.2K - $44.9K
|
1.37K
$214K
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
48+ 1.0% |
$7.32K - $7.98K
|
4.83K
$753K
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.1K+ 6.83% |
$168K - $183K
|
17.2K
$2.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
167+ 1.13% |
$25.5K - $27.8K
|
14.9K
$2.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-73- 2.69% |
$11.1K - $12.1K
|
2.64K
$412K
|
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-900- 17.83% |
$137K - $150K
|
4.15K
$647K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
CALL |
-2.6K- 54.17% |
$397K - $432K
|
2.2K
$343K
|
|
|
Jul 30, 2024
Q2 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
195+ 5.61% |
$29.8K - $32.4K
|
3.67K
$572K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-1.16K- 65.95% |
$177K - $193K
|
600
$93.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3New |
$458 - $499
|
3
$468
|
|
|
Jul 29, 2024
Q2 2024
|
Defender Capital, Llc.
|
BUY
|
- |
6.51K+ 162.85% |
$994K - $1.08M
|
10.5K
$1.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-336- 0.28% |
$51.3K - $55.9K
|
120K
$18.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
5.86K+ 99.93% |
$894K - $975K
|
11.7K
$1.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-4.15K- 94.06% |
$633K - $690K
|
262
$40.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
5+ 0.37% |
$763 - $832
|
1.35K
$210K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-26.7K- 96.39% |
$4.07M - $4.44M
|
1K
$156K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-815- 14.8% |
$124K - $136K
|
4.69K
$731K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
15+ 1.13% |
$2.29K - $2.49K
|
1.34K
$210K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8+ 6.45% |
$1.22K - $1.33K
|
132
$20.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.29KNew |
$197K - $215K
|
1.29K
$201K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-379- 20.12% |
$57.8K - $63K
|
1.51K
$235K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
125New |
$19.1K - $20.8K
|
125
$19.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
302+ 12.76% |
$46.1K - $50.2K
|
2.67K
$416K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-278- 6.54% |
$42.4K - $46.2K
|
3.97K
$619K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.05% |
$458 - $499
|
6.34K
$988K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
105+ 0.08% |
$16K - $17.5K
|
137K
$21.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
100+ 1.3% |
$15.3K - $16.6K
|
7.81K
$1.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
274+ 2.16% |
$41.8K - $45.6K
|
13K
$2.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
154+ 11.38% |
$23.5K - $25.6K
|
1.51K
$235K
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-175- 10.12% |
$26.7K - $29.1K
|
1.56K
$242K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1+ 0.06% |
$153 - $166
|
1.63K
$253K
|
|
|
Jul 23, 2024
Q2 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-11.8K- 1.85% |
$1.8M - $1.96M
|
625K
$97.5M
|