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 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.27K- 48.58% |
$191K - $219K
|
1.34K
$209K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
274+ 8.83% |
$41.3K - $47.2K
|
3.38K
$526K
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
1.2K+ 4.45% |
$181K - $208K
|
28.2K
$4.4M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1- 0.34% |
$151 - $172
|
296
$46.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
30+ 1.26% |
$4.52K - $5.17K
|
2.42K
$376K
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$151 - $172
|
1.36K
$212K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.32KNew |
$199K - $228K
|
1.32K
$206K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
47+ 2.47% |
$7.08K - $8.1K
|
1.95K
$304K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-31- 1.03% |
$4.67K - $5.35K
|
2.97K
$462K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
12+ 0.6% |
$1.81K - $2.07K
|
2K
$311K
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-19.6K- 62.71% |
$2.96M - $3.39M
|
11.7K
$1.82M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-395- 6.2% |
$59.5K - $68.1K
|
5.98K
$931K
|
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-2.5K- 60.17% |
$377K - $431K
|
1.66K
$258K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.61K- 84.28% |
$393K - $449K
|
486
$75.7K
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-140- 8.63% |
$21.1K - $24.1K
|
1.48K
$231K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
402+ 5.55% |
$61.2K - $75.5K
|
7.64K
$1.19M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
43.9K+ 6.9% |
$6.68M - $8.23M
|
680K
$106M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.15KNew |
$784K - $967K
|
5.15K
$802K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
331+ 27.06% |
$50.4K - $62.2K
|
1.55K
$242K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.72KClosed |
$414K - $510K
|
0
$0
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-238Closed |
$36.3K - $44.7K
|
0
$0
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-91- 90.1% |
$13.9K - $17.1K
|
10
$1.56K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
CALL |
-1.6KClosed |
$244K - $300K
|
0
$0
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-79- 4.27% |
$12K - $14.8K
|
1.77K
$276K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-79- 4.27% |
$12K - $14.8K
|
1.77K
$276K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.24KNew |
$189K - $233K
|
1.24K
$193K
|
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-833- 33.02% |
$127K - $156K
|
1.69K
$263K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
456+ 2.37% |
$69.5K - $85.6K
|
19.7K
$3.07M
|
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
9.68KNew |
$1.47M - $1.82M
|
9.68K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-496- 25.11% |
$75.6K - $93.1K
|
1.48K
$230K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-8.03K- 1.57% |
$1.22M - $1.51M
|
503K
$78.4M
|
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
100+ 8.84% |
$15.2K - $18.8K
|
1.23K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-4.9K- 24.81% |
$746K - $920K
|
14.9K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
6.59KNew |
$1M - $1.24M
|
6.59K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-130- 12.24% |
$19.8K - $24.4K
|
932
$145K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-127- 0.4% |
$19.3K - $23.8K
|
31.6K
$4.92M
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
326+ 12.21% |
$49.7K - $61.2K
|
3K
$467K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-6.77KClosed |
$1.03M - $1.27M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Solus Alternative Asset Management LP
New York, NY |
SELL
|
- |
-2.75K- 1.47% |
$419K - $516K
|
184K
$28.6M
|
|
|
May 12, 2023
Q1 2023
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
29.2K+ 3.56% |
$4.45M - $5.49M
|
851K
$133M
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
1.75KNew |
$267K - $329K
|
1.75K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
991+ 21.06% |
$151K - $186K
|
5.7K
$887K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.24K- 45.37% |
$340K - $420K
|
2.69K
$419K
|
|
|
May 12, 2023
Q1 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-2.66K- 58.59% |
$405K - $500K
|
1.88K
$293K
|
|
|
May 12, 2023
Q1 2023
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
5KNew |
$762K - $939K
|
5K
$779K
|
|
|
May 12, 2023
Q1 2023
|
Nwi Management LP
New York, NY |
BUY
|
- |
240KNew |
$36.6M - $45.1M
|
240K
$37.4M
|
|
|
May 11, 2023
Q1 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-1K- 48.95% |
$153K - $189K
|
1.05K
$163K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.36K+ 6.82% |
$360K - $444K
|
37K
$5.76M
|
|
|
May 11, 2023
Q1 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-11.4K- 55.79% |
$1.74M - $2.15M
|
9.07K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.56K- 66.33% |
$543K - $669K
|
1.81K
$282K
|
|