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 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.39KNew |
$337K - $388K
|
2.39K
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.38KNew |
$335K - $386K
|
2.38K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.37K+ 7.6% |
$335K - $386K
|
33.6K
$5.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.35K+ 2.08% |
$332K - $382K
|
116K
$18.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
2.34K+ 6.44% |
$330K - $380K
|
38.7K
$6.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.34K+ 14.24% |
$330K - $380K
|
18.7K
$2.94M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.33KNew |
$329K - $379K
|
2.33K
$366K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.33K+ 11.12% |
$329K - $379K
|
23.3K
$3.65M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.33KNew |
$329K - $379K
|
2.33K
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.31K+ 36.74% |
$326K - $376K
|
8.6K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.3K+ 7.27% |
$324K - $373K
|
33.9K
$5.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.29K+ 8.84% |
$323K - $372K
|
28.1K
$4.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.27K+ 8.95% |
$320K - $368K
|
27.6K
$4.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.26KNew |
$319K - $368K
|
2.26K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.26K+ 6.78% |
$319K - $367K
|
35.6K
$5.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.26KNew |
$318K - $367K
|
2.26K
$354K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.25KNew |
$318K - $366K
|
2.25K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.25K+ 39.23% |
$317K - $366K
|
7.98K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.25K+ 6.0% |
$317K - $366K
|
39.7K
$6.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2.25KNew |
$317K - $365K
|
2.25K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
2.25KNew |
$317K - $365K
|
2.25K
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.24K+ 23.18% |
$316K - $364K
|
11.9K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.24K+ 6.62% |
$316K - $364K
|
36K
$5.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.23K+ 64.41% |
$315K - $362K
|
5.69K
$893K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.22K+ 53.22% |
$313K - $360K
|
6.38K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
2.21K+ 10.97% |
$312K - $360K
|
22.4K
$3.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
2.21KNew |
$312K - $360K
|
2.21K
$347K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.21KNew |
$312K - $360K
|
2.21K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.21K+ 47.29% |
$312K - $359K
|
6.88K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
2.2K+ 3.64% |
$311K - $358K
|
62.8K
$9.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2.2KNew |
$310K - $357K
|
2.2K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.19KNew |
$310K - $357K
|
2.19K
$344K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.19K+ 46.74% |
$309K - $356K
|
6.88K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.18KNew |
$308K - $354K
|
2.18K
$342K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.18K+ 13.64% |
$308K - $354K
|
18.2K
$2.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.17K+ 5.94% |
$307K - $353K
|
38.7K
$6.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.16K+ 16.82% |
$305K - $351K
|
15K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
2.15KNew |
$304K - $350K
|
2.15K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.15KNew |
$303K - $349K
|
2.15K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.14K+ 1.34% |
$302K - $348K
|
162K
$25.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.13K+ 1.08% |
$301K - $347K
|
200K
$31.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.13K+ 23.75% |
$300K - $346K
|
11.1K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.12KNew |
$300K - $345K
|
2.12K
$333K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.12KNew |
$299K - $345K
|
2.12K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.11K+ 4.57% |
$298K - $343K
|
48.3K
$7.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.11K+ 1.36% |
$298K - $343K
|
157K
$24.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.11KNew |
$297K - $342K
|
2.11K
$330K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.1K+ 369.89% |
$297K - $341K
|
2.67K
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 9.27% |
$296K - $341K
|
24.7K
$3.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.09K+ 390.3% |
$295K - $340K
|
2.63K
$412K
|