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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.6KNew |
$245K - $267K
|
1.6K
$263K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
237+ 16.76% |
$36.2K - $39.4K
|
1.65K
$271K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
8+ 0.15% |
$1.22K - $1.33K
|
5.35K
$878K
|
|
|
Jul 11, 2024
Q2 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
577+ 2.85% |
$88K - $96K
|
20.8K
$3.42M
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
12+ 0.93% |
$1.83K - $2K
|
1.31K
$215K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
201+ 97.57% |
$30.7K - $33.4K
|
407
$66.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-72- 1.73% |
$11K - $12K
|
4.1K
$673K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-214- 2.31% |
$32.6K - $35.6K
|
9.06K
$1.49M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-1.16K- 6.06% |
$177K - $192K
|
17.9K
$2.94M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-109- 7.62% |
$16.6K - $18.1K
|
1.32K
$217K
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-75- 5.4% |
$11.4K - $12.5K
|
1.31K
$215K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-412- 20.21% |
$62.9K - $68.5K
|
1.63K
$267K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.29K+ 75.46% |
$196K - $214K
|
2.99K
$490K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-129- 17.15% |
$19.7K - $21.5K
|
623
$102K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-71- 54.2% |
$10.8K - $11.8K
|
60
$9.84K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-19- 1.23% |
$2.9K - $3.16K
|
1.53K
$251K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-518- 1.72% |
$79K - $86.2K
|
29.6K
$4.85M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 0.37% |
$2.59K - $2.83K
|
4.61K
$756K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-85- 6.15% |
$13K - $14.1K
|
1.3K
$213K
|
|
| Q1 2024 | |||||||
|
Feb 05, 2025
Q1 2024
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
SELL
|
- |
-23.1KClosed |
$3.28M - $3.65M
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.26K+ 136.84% |
$604K - $671K
|
7.37K
$1.21M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
71+ 0.39% |
$10.1K - $11.2K
|
18.5K
$3.03M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-143K- 98.89% |
$20.3M - $22.5M
|
1.61K
$264K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-500- 55.56% |
$70.9K - $78.9K
|
400
$65.6K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
643+ 21.86% |
$91.2K - $101K
|
3.59K
$588K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.3KNew |
$185K - $206K
|
1.3K
$214K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 57.7% |
$1.53M - $1.7M
|
29.5K
$4.84M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.37KNew |
$194K - $216K
|
1.37K
$225K
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
5.25KNew |
$744K - $828K
|
5.25K
$861K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
453New |
$64.2K - $71.5K
|
453
$74.3K
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
9+ 0.19% |
$1.28K - $1.42K
|
4.84K
$795K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 47.33% |
$163K - $181K
|
1.28K
$210K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.01K- 3.45% |
$569K - $633K
|
112K
$18.4M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
5.52K+ 42.25% |
$783K - $871K
|
18.6K
$3.05M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-14- 4.76% |
$1.99K - $2.21K
|
280
$45.9K
|
|
|
May 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
240New |
$34K - $37.9K
|
240
$39.4K
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-4.04K- 96.95% |
$573K - $637K
|
127
$20.8K
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.83K- 6.06% |
$259K - $288K
|
28.3K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
6.18K+ 26.9% |
$877K - $975K
|
29.2K
$4.79M
|
|
|
May 15, 2024
Q1 2024
|
Marketfield Asset Management LLC
|
SELL
|
- |
-1.98K- 7.53% |
$280K - $312K
|
24.2K
$3.98M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
1.02KNew |
$145K - $162K
|
1.02K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.46KNew |
$349K - $388K
|
2.46K
$403K
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
353KNew |
$50.1M - $55.7M
|
353K
$57.9M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-10.6K- 10.66% |
$1.51M - $1.68M
|
89K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
52.2KNew |
$7.4M - $8.23M
|
52.2K
$8.56M
|
|
|
May 15, 2024
Q1 2024
|
Arosa Capital Management LP
Ny, NY |
BUY
|
- |
4KNew |
$567K - $631K
|
4K
$656K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
12.8K+ 165.25% |
$1.81M - $2.01M
|
20.5K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
2.86KNew |
$405K - $451K
|
2.86K
$469K
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.88KNew |
$409K - $455K
|
2.88K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
CALL |
5KNew |
$709K - $789K
|
5K
$820K
|
|