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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
824+ 1.88% |
$116K - $134K
|
44.8K
$7.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
819+ 1.06% |
$116K - $133K
|
77.8K
$12.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
818+ 9.65% |
$115K - $133K
|
9.29K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
817+ 8.85% |
$115K - $133K
|
10K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
817+ 47.81% |
$115K - $133K
|
2.53K
$396K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
816+ 5.9% |
$115K - $133K
|
14.6K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
815+ 40.89% |
$115K - $132K
|
2.81K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
809+ 1.53% |
$114K - $131K
|
53.7K
$8.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
807+ 44.15% |
$114K - $131K
|
2.64K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
805+ 33.35% |
$114K - $131K
|
3.22K
$505K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
804+ 0.55% |
$113K - $131K
|
148K
$23.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
800+ 3.86% |
$113K - $130K
|
21.5K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
798+ 2.3% |
$113K - $130K
|
35.5K
$5.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
798+ 2.18% |
$113K - $130K
|
37.5K
$5.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
791+ 6.57% |
$112K - $129K
|
12.8K
$2.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
785+ 0.59% |
$111K - $128K
|
133K
$20.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
783+ 4.1% |
$111K - $127K
|
19.9K
$3.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
782+ 5.52% |
$110K - $127K
|
14.9K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
780+ 0.31% |
$110K - $127K
|
251K
$39.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
780+ 9.59% |
$110K - $127K
|
8.92K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
779+ 14.24% |
$110K - $127K
|
6.25K
$981K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
776+ 8.25% |
$110K - $126K
|
10.2K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
775+ 7.13% |
$109K - $126K
|
11.6K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
769+ 18.31% |
$109K - $125K
|
4.97K
$780K
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
768+ 1.5% |
$108K - $125K
|
51.8K
$8.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
765+ 4.26% |
$108K - $124K
|
18.7K
$2.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
764New |
$108K - $124K
|
764
$120K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
764+ 1.47% |
$108K - $124K
|
52.8K
$8.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
763+ 4.04% |
$108K - $124K
|
19.6K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
754+ 2.0% |
$106K - $123K
|
38.4K
$6.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
754+ 17.97% |
$106K - $123K
|
4.95K
$777K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
750+ 8.79% |
$106K - $122K
|
9.28K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
747+ 3.92% |
$105K - $121K
|
19.8K
$3.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
745+ 0.75% |
$105K - $121K
|
99.5K
$15.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
743+ 7.7% |
$105K - $121K
|
10.4K
$1.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
739+ 13.82% |
$104K - $120K
|
6.09K
$955K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
737+ 27.09% |
$104K - $120K
|
3.46K
$543K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
730+ 14.11% |
$103K - $119K
|
5.9K
$926K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
728+ 46.52% |
$103K - $118K
|
2.29K
$360K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
726+ 1.41% |
$102K - $118K
|
52.3K
$8.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
724+ 49.25% |
$102K - $118K
|
2.19K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
715+ 10.21% |
$101K - $116K
|
7.72K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
709+ 30.53% |
$100K - $115K
|
3.03K
$476K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
707+ 4.87% |
$99.8K - $115K
|
15.2K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
704+ 21.67% |
$99.4K - $114K
|
3.95K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.25% |
$98.8K - $114K
|
286K
$44.9M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
700+ 28.34% |
$98.8K - $114K
|
3.17K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
698+ 13.57% |
$98.5K - $113K
|
5.84K
$917K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
696+ 7.96% |
$98.2K - $113K
|
9.44K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
691+ 24.34% |
$97.5K - $112K
|
3.53K
$554K
|