Latest Institutional Purchases of Chevron Corp (CVX)
This list provides information on the latest institutional transactions involving Chevron Corp (CVX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.29K+ 24.8% |
$605K - $697K
|
21.6K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
4.29KNew |
$605K - $697K
|
4.29K
$673K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.28K+ 43.2% |
$604K - $695K
|
14.2K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.27K+ 41.08% |
$603K - $695K
|
14.7K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.23K+ 2821.33% |
$597K - $688K
|
4.38K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
4.2KNew |
$593K - $683K
|
4.2K
$659K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.2K+ 118.74% |
$593K - $683K
|
7.74K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.16K+ 14.33% |
$588K - $677K
|
33.2K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.16K+ 12.84% |
$587K - $676K
|
36.6K
$5.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
4.11K+ 2.03% |
$580K - $667K
|
207K
$32.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
4.1KNew |
$579K - $667K
|
4.1K
$644K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
4.09K+ 8.44% |
$577K - $664K
|
52.5K
$8.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.05K+ 3.88% |
$571K - $657K
|
108K
$17M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
4.03KNew |
$569K - $655K
|
4.03K
$632K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
4.03KNew |
$568K - $654K
|
4.03K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.01KNew |
$566K - $652K
|
4.01K
$630K
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
3.99KNew |
$564K - $649K
|
3.99K
$627K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3.96K+ 5.83% |
$559K - $644K
|
71.9K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.96K+ 3.12% |
$558K - $643K
|
131K
$20.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.94KNew |
$557K - $641K
|
3.94K
$619K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.92K+ 21.43% |
$553K - $636K
|
22.2K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.9KNew |
$551K - $634K
|
3.9K
$612K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.86K+ 99.05% |
$545K - $628K
|
7.76K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
3.82K+ 3.3% |
$539K - $621K
|
120K
$18.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.81K+ 181.29% |
$537K - $619K
|
5.91K
$927K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
3.8KNew |
$537K - $618K
|
3.8K
$597K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.8K+ 1.18% |
$536K - $617K
|
326K
$51.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.76K+ 32.63% |
$531K - $611K
|
15.3K
$2.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.76KNew |
$530K - $610K
|
3.76K
$589K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.75KNew |
$529K - $609K
|
3.75K
$588K
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
3.73K+ 11.8% |
$527K - $607K
|
35.4K
$5.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.72K+ 2.53% |
$525K - $604K
|
151K
$23.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
3.7KNew |
$522K - $601K
|
3.7K
$580K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 46.83% |
$522K - $601K
|
11.6K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.69KNew |
$521K - $600K
|
3.69K
$579K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.56KNew |
$503K - $579K
|
3.56K
$559K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3.56K+ 35.53% |
$502K - $579K
|
13.6K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.54KNew |
$500K - $575K
|
3.54K
$555K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.52K+ 16.28% |
$497K - $572K
|
25.1K
$3.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.5K+ 5.92% |
$494K - $569K
|
62.6K
$9.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.49K+ 2.14% |
$493K - $568K
|
167K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.48K+ 3.76% |
$491K - $566K
|
96.2K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.48KNew |
$491K - $566K
|
3.48K
$546K
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
3.48K+ 3.16% |
$491K - $565K
|
114K
$17.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
3.47KNew |
$490K - $564K
|
3.47K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.44K+ 1976.44% |
$485K - $559K
|
3.61K
$567K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.42K+ 12.14% |
$483K - $556K
|
31.6K
$4.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
3.42KNew |
$482K - $555K
|
3.42K
$536K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.41K+ 8.96% |
$481K - $554K
|
41.4K
$6.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
3.4KNew |
$480K - $552K
|
3.4K
$533K
|