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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-4.24K- 5.72% |
$646K - $797K
|
69.9K
$10.8M
|
|
|
Apr 18, 2023
Q1 2023
|
R.H. Dinel Investment Counsel, Inc.
|
BUY
|
- |
9.02K+ 35.8% |
$1.37M - $1.69M
|
34.2K
$5.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-100- 1.35% |
$15.2K - $18.8K
|
7.33K
$1.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
302+ 9.42% |
$46K - $56.7K
|
3.51K
$543K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-796- 6.1% |
$121K - $149K
|
12.3K
$1.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
16+ 0.9% |
$2.44K - $3K
|
1.8K
$278K
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.09K+ 296.88% |
$624K - $769K
|
5.47K
$848K
|
|
|
Apr 11, 2023
Q1 2023
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
11K+ 73.16% |
$1.67M - $2.06M
|
26K
$4.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
34+ 0.98% |
$5.18K - $6.38K
|
3.49K
$541K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.03K- 42.91% |
$157K - $193K
|
1.37K
$212K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
502+ 5.4% |
$76.5K - $94.3K
|
9.8K
$1.52M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-147- 9.06% |
$22.4K - $27.6K
|
1.48K
$229K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
326+ 1.53% |
$49.7K - $61.2K
|
21.6K
$3.35M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
30+ 0.95% |
$4.57K - $5.63K
|
3.19K
$494K
|
|
| Q4 2022 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.11K- 8.77% |
$168K - $209K
|
11.5K
$1.79M
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.4KNew |
$212K - $262K
|
1.4K
$216K
|
|
|
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
$480K
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
SELL
|
- |
-8.24K- 85.3% |
$1.25M - $1.55M
|
1.42K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1K- 33.21% |
$152K - $188K
|
2.01K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
30+ 9.35% |
$4.55K - $5.64K
|
351
$54.4K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.43K- 18.0% |
$216K - $268K
|
6.49K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-400- 4.23% |
$60.7K - $75.2K
|
9.05K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
1.2KNew |
$181K - $225K
|
1.2K
$185K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
4.13K+ 35.66% |
$627K - $777K
|
15.7K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-335- 19.57% |
$50.8K - $63K
|
1.38K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
31.5KNew |
$4.78M - $5.93M
|
31.5K
$4.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.9K- 10.21% |
$288K - $357K
|
16.7K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.8K+ 2.88% |
$273K - $339K
|
64.3K
$9.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-411- 38.81% |
$62.4K - $77.3K
|
648
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
Energy Opportunities Capital Management, LLC
Austin, TX |
SELL
|
- |
-410- 4.53% |
$62.2K - $77.1K
|
8.65K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.2K+ 153.56% |
$638K - $790K
|
6.94K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
30.4KNew |
$4.62M - $5.72M
|
30.4K
$4.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
600+ 17.65% |
$91K - $113K
|
4K
$620K
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
500+ 23.98% |
$75.9K - $94K
|
2.59K
$400K
|
|
|
Feb 14, 2023
Q4 2022
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
33New |
$5.01K - $6.21K
|
33
$5.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
537+ 10740.0% |
$81.5K - $101K
|
542
$84K
|
|
|
Feb 14, 2023
Q4 2022
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
- |
1.2KNew |
$182K - $226K
|
1.2K
$186K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
20KNew |
$3.03M - $3.76M
|
20K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
1.18KNew |
$179K - $222K
|
1.18K
$183K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.01K+ 36.87% |
$152K - $189K
|
3.73K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
82.7KNew |
$12.6M - $15.6M
|
82.7K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
139KNew |
$21.1M - $26.1M
|
139K
$21.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
4.41KNew |
$669K - $829K
|
4.41K
$683K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
692New |
$105K - $130K
|
692
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.53M- 99.44% |
$535M - $664M
|
19.8K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
SELL
|
PUT |
-5.6K- 69.14% |
$850K - $1.05M
|
2.5K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
66New |
$10K - $12.4K
|
66
$10.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
6.01K+ 1.11% |
$912K - $1.13M
|
548K
$84.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
251+ 115.67% |
$38.1K - $47.2K
|
468
$72.5K
|
|