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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$138 - $162
|
1.6K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
11.8KNew |
$1.63M - $1.91M
|
11.8K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.09K+ 3.07% |
$150K - $176K
|
36.5K
$5.65M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
39.1K+ 110.54% |
$5.39M - $6.33M
|
74.4K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-125- 0.92% |
$17.2K - $20.2K
|
13.4K
$2.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
245+ 1.72% |
$33.8K - $39.7K
|
14.5K
$2.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-297- 7.94% |
$41K - $48.1K
|
3.45K
$533K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1+ 0.05% |
$138 - $162
|
2.17K
$336K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
200New |
$27.6K - $32.4K
|
200
$31K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.38KNew |
$191K - $224K
|
1.38K
$214K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.05K- 18.14% |
$144K - $170K
|
4.72K
$731K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-128- 0.15% |
$17.6K - $20.7K
|
83.2K
$12.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
CALL |
7KNew |
$965K - $1.13M
|
7K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-74.6K- 55.64% |
$10.3M - $12.1M
|
59.5K
$9.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
619New |
$85.3K - $100K
|
619
$95.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-567- 16.14% |
$78.2K - $91.8K
|
2.95K
$456K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
971New |
$134K - $157K
|
971
$150K
|
|
|
Nov 06, 2024
Q3 2024
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
CALL |
25KNew |
$3.45M - $4.05M
|
25K
$3.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
62+ 2.08% |
$8.55K - $10K
|
3.04K
$471K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
208New |
$28.7K - $33.7K
|
208
$32.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-19.3K- 70.41% |
$2.66M - $3.13M
|
8.11K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-19- 0.08% |
$2.62K - $3.08K
|
23.2K
$3.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-795- 96.36% |
$110K - $129K
|
30
$4.64K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1K+ 142.86% |
$138K - $162K
|
1.7K
$263K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-280- 14.34% |
$38.6K - $45.4K
|
1.67K
$259K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
10.5K+ 9.12% |
$1.44M - $1.69M
|
125K
$19.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-1.9K- 10.86% |
$262K - $308K
|
15.6K
$2.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-167- 7.74% |
$23K - $27K
|
1.99K
$308K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
82+ 2.9% |
$11.3K - $13.3K
|
2.91K
$450K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
87+ 2.61% |
$12K - $14.1K
|
3.42K
$530K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
197New |
$27.2K - $31.9K
|
197
$30.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.6KNew |
$221K - $259K
|
1.6K
$248K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
PUT |
200+ 20.0% |
$27.6K - $32.4K
|
1.2K
$186K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
260+ 7.62% |
$35.8K - $42.1K
|
3.67K
$569K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5.49K+ 4.51% |
$757K - $890K
|
127K
$19.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-18- 0.87% |
$2.48K - $2.92K
|
2.04K
$316K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-70- 3.73% |
$9.65K - $11.3K
|
1.81K
$280K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.58KNew |
$218K - $257K
|
1.58K
$245K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
434New |
$59.8K - $70.3K
|
434
$67.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
8+ 0.77% |
$1.1K - $1.3K
|
1.05K
$162K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-1.6K- 19.05% |
$221K - $259K
|
6.8K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.04% |
$138 - $162
|
2.75K
$425K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.87K- 3.78% |
$258K - $303K
|
47.6K
$7.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
329New |
$45.4K - $53.3K
|
329
$50.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-20- 4.08% |
$2.76K - $3.24K
|
470
$72.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-50- 0.18% |
$6.89K - $8.1K
|
27.1K
$4.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
3.23K+ 7.32% |
$445K - $523K
|
47.3K
$7.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-12- 0.2% |
$1.65K - $1.94K
|
5.87K
$908K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-25- 1.78% |
$3.45K - $4.05K
|
1.38K
$214K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
49+ 2.22% |
$6.76K - $7.94K
|
2.26K
$349K
|
|