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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
19.9K+ 13413.51% |
$3.02M - $3.73M
|
20K
$3.12M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
4.37K+ 150.07% |
$666K - $821K
|
7.28K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
359New |
$54.7K - $67.4K
|
359
$55.9K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-79- 4.27% |
$12K - $14.8K
|
1.77K
$276K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.6MNew |
$2.68B - $3.3B
|
17.6M
$2.74B
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
2KNew |
$305K - $376K
|
2K
$312K
|
|
|
May 08, 2023
Q1 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
720+ 28.8% |
$110K - $135K
|
3.22K
$502K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.37KNew |
$209K - $257K
|
1.37K
$213K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3- 3.75% |
$457 - $563
|
77
$12K
|
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-82- 7.58% |
$12.5K - $15.4K
|
1K
$156K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-403- 24.31% |
$61.4K - $75.7K
|
1.26K
$195K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
11+ 0.73% |
$1.68K - $2.07K
|
1.52K
$237K
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-21- 1.63% |
$3.2K - $3.94K
|
1.27K
$198K
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
1.2KNew |
$182K - $224K
|
1.2K
$186K
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-430- 6.7% |
$65.5K - $80.7K
|
5.99K
$933K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
4.23K+ 44.71% |
$645K - $795K
|
13.7K
$2.13M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-1.59K- 71.26% |
$243K - $299K
|
643
$100K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
48+ 1.73% |
$7.31K - $9.01K
|
2.83K
$440K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
28+ 2.99% |
$4.27K - $5.26K
|
964
$150K
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-25.9K- 61.84% |
$3.95M - $4.87M
|
16K
$2.49M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-473- 5.79% |
$72.1K - $88.8K
|
7.7K
$1.2M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
374+ 24.51% |
$57K - $70.2K
|
1.9K
$296K
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
102KNew |
$15.6M - $19.2M
|
102K
$15.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-116- 8.44% |
$17.7K - $21.8K
|
1.26K
$196K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-70- 0.21% |
$10.7K - $13.1K
|
32.6K
$5.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.52KNew |
$383K - $472K
|
2.52K
$392K
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-18- 1.4% |
$2.74K - $3.38K
|
1.27K
$198K
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-37- 2.79% |
$5.64K - $6.95K
|
1.29K
$201K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
6.67KNew |
$1.02M - $1.25M
|
6.67K
$1.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.16K- 7.59% |
$328K - $405K
|
26.2K
$4.09M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-4.24K- 5.72% |
$646K - $797K
|
69.9K
$10.9M
|
|
|
Apr 18, 2023
Q1 2023
|
R.H. Dinel Investment Counsel, Inc.
|
BUY
|
- |
9.02K+ 35.8% |
$1.37M - $1.69M
|
34.2K
$5.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-100- 1.35% |
$15.2K - $18.8K
|
7.33K
$1.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
302+ 9.42% |
$46K - $56.7K
|
3.51K
$546K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-796- 6.1% |
$121K - $149K
|
12.3K
$1.91M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
16+ 0.9% |
$2.44K - $3K
|
1.8K
$280K
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.09K+ 296.88% |
$624K - $769K
|
5.47K
$853K
|
|
|
Apr 11, 2023
Q1 2023
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
11K+ 73.16% |
$1.67M - $2.06M
|
26K
$4.05M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
34+ 0.98% |
$5.18K - $6.38K
|
3.49K
$544K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.03K- 42.91% |
$157K - $193K
|
1.37K
$213K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
502+ 5.4% |
$76.5K - $94.3K
|
9.8K
$1.53M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-147- 9.06% |
$22.4K - $27.6K
|
1.48K
$230K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
326+ 1.53% |
$49.7K - $61.2K
|
21.6K
$3.36M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
30+ 0.95% |
$4.57K - $5.63K
|
3.19K
$497K
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.4KNew |
$212K - $262K
|
1.4K
$217K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
749+ 41.77% |
$114K - $141K
|
2.54K
$396K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.49KNew |
$985K - $1.22M
|
6.49K
$1.01M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
340+ 12.32% |
$51.6K - $63.9K
|
3.1K
$483K
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
SELL
|
- |
-8.24K- 85.3% |
$1.25M - $1.55M
|
1.42K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1K- 33.21% |
$152K - $188K
|
2.01K
$313K
|
|