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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
225+ 7.76% |
$31.8K - $36.6K
|
3.12K
$477K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
8+ 0.06% |
$1.13K - $1.3K
|
12.4K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.57K+ 3.62% |
$222K - $255K
|
44.9K
$6.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-2.49K- 2.91% |
$352K - $405K
|
83.1K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.55K+ 0.97% |
$219K - $252K
|
162K
$24.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
945+ 23.5% |
$133K - $154K
|
4.97K
$758K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-663- 18.81% |
$93.6K - $108K
|
2.86K
$437K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
44+ 1.23% |
$6.21K - $7.15K
|
3.61K
$551K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
2+ 0.09% |
$282 - $325
|
2.28K
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.78% |
$1.41K - $1.63K
|
1.27K
$194K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.81K- 4.29% |
$397K - $457K
|
62.8K
$9.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
62.4K+ 318.45% |
$8.81M - $10.1M
|
82K
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.15K+ 2.05% |
$163K - $187K
|
57.3K
$8.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3.56K+ 35.53% |
$502K - $579K
|
13.6K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-188- 0.11% |
$26.5K - $30.6K
|
173K
$26.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.8K- 1.84% |
$1.81M - $2.08M
|
685K
$105M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
148+ 0.68% |
$20.9K - $24.1K
|
21.9K
$3.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.24K- 17.59% |
$176K - $202K
|
5.83K
$890K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-301- 1.4% |
$42.5K - $48.9K
|
21.3K
$3.25M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.11K- 0.93% |
$298K - $343K
|
225K
$34.3M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-45.3K- 1.36% |
$6.39M - $7.36M
|
3.29M
$502M
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-80- 0.55% |
$11.3K - $13K
|
14.4K
$2.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
540+ 4.42% |
$76.2K - $87.8K
|
12.8K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
652+ 6.71% |
$92K - $106K
|
10.4K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
6.15KNew |
$867K - $999K
|
6.15K
$938K
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
12.4KNew |
$1.75M - $2.01M
|
12.4K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.05KNew |
$289K - $333K
|
2.05K
$313K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.88K- 8.58% |
$1.11M - $1.28M
|
84K
$12.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-80- 1.36% |
$11.3K - $13K
|
5.82K
$888K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.94K+ 2.85% |
$274K - $316K
|
70K
$10.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
5.29KNew |
$747K - $860K
|
5.29K
$808K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
70+ 3.37% |
$9.88K - $11.4K
|
2.15K
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-245- 13.01% |
$34.6K - $39.8K
|
1.64K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.39K- 6.81% |
$195K - $225K
|
19K
$2.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
518+ 16.3% |
$73.1K - $84.2K
|
3.7K
$564K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
4+ 0.03% |
$565 - $650
|
12.8K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.75KNew |
$529K - $609K
|
3.75K
$572K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
4.5K+ 30.89% |
$635K - $731K
|
19.1K
$2.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-532- 8.86% |
$75.1K - $86.5K
|
5.48K
$836K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-198- 0.38% |
$27.9K - $32.2K
|
51.4K
$7.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-718- 6.31% |
$101K - $117K
|
10.7K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
196K+ 3942.6% |
$27.7M - $31.9M
|
201K
$30.7M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.38K- 4.89% |
$195K - $225K
|
26.9K
$4.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.55K- 6.27% |
$360K - $414K
|
38.1K
$5.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
177+ 3.61% |
$25K - $28.8K
|
5.08K
$776K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-2- 0.01% |
$282 - $325
|
15.3K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.76K+ 32.63% |
$531K - $611K
|
15.3K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.2K+ 2.31% |
$170K - $196K
|
53.4K
$8.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3+ 0.3% |
$423 - $488
|
1.02K
$155K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.52K- 25.58% |
$214K - $247K
|
4.42K
$674K
|