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, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.84KClosed |
$219K - $314K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.59KClosed |
$666K - $955K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
SELL
|
- |
-64- 18.29% |
$7.63K - $10.9K
|
286
$43.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
4K+ 15.93% |
$477K - $684K
|
29.1K
$4.44M
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
370New |
$44.1K - $63.2K
|
370
$56.5K
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-3.51KClosed |
$419K - $600K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-26.5KClosed |
$3.16M - $4.53M
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
69+ 30.67% |
$8.23K - $11.8K
|
294
$44.9K
|
|
| Q4 2021 | |||||||
|
Dec 06, 2024
Q4 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
53+ 2.53% |
$5.53K - $6.3K
|
2.15K
$328K
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
1.99KNew |
$208K - $237K
|
1.99K
$304K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
718New |
$74.9K - $85.3K
|
718
$110K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
557New |
$58.1K - $66.2K
|
557
$85K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
CALL |
200New |
$20.9K - $23.8K
|
200
$30.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.6KNew |
$271K - $309K
|
2.6K
$397K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
4KNew |
$417K - $475K
|
4K
$610K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
41.4K+ 142.76% |
$4.32M - $4.92M
|
70.4K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-442Closed |
$46.1K - $52.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rokos Capital Management LLP
London, X0 |
SELL
|
CALL |
-836KClosed |
$87.2M - $99.3M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-462KClosed |
$48.2M - $54.9M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Water Life Science Advisors, LP
Larkspur, CA |
SELL
|
- |
-4.42KClosed |
$461K - $525K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.8KNew |
$188K - $214K
|
1.8K
$275K
|
|
|
Feb 11, 2022
Q4 2021
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-25KClosed |
$2.61M - $2.97M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-117KClosed |
$12.3M - $14M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-58Closed |
$6.05K - $6.89K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
PUT |
226KNew |
$23.5M - $26.8M
|
226K
$34.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.22KNew |
$232K - $264K
|
2.22K
$339K
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
20.6KNew |
$2.14M - $2.44M
|
20.6K
$3.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-152KClosed |
$15.9M - $18.1M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1.82KNew |
$190K - $216K
|
1.82K
$278K
|
|
|
Feb 03, 2022
Q4 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
55K+ 44.0% |
$5.74M - $6.53M
|
180K
$27.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-24.5KClosed |
$2.56M - $2.91M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2KClosed |
$209K - $238K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.86KNew |
$402K - $458K
|
3.86K
$589K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-645Closed |
$67.3K - $76.6K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-4.61KClosed |
$481K - $548K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-603Closed |
$62.9K - $71.6K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-250Closed |
$26.1K - $29.7K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-2.94KClosed |
$307K - $349K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
530New |
$55.3K - $63K
|
530
$80.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-11Closed |
$1.15K - $1.31K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-3.53KClosed |
$368K - $419K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-2KClosed |
$209K - $238K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
CALL |
-1.3K- 65.0% |
$136K - $154K
|
700
$107K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1- 0.42% |
$104 - $119
|
239
$36.5K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-40- 6.34% |
$4.17K - $4.75K
|
591
$90.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1.31K- 2.95% |
$136K - $155K
|
43K
$6.56M
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
1.77KNew |
$184K - $210K
|
1.77K
$270K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.77KNew |
$498K - $567K
|
4.77K
$729K
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
400New |
$41.7K - $47.5K
|
400
$61K
|
|
| Q3 2021 | |||||||
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-15Closed |
$1.41K - $1.59K
|
0
$0
|
|