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 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
12.2KNew |
$1.72M - $1.99M
|
12.2K
$1.86M
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
12.2KNew |
$1.72M - $1.98M
|
12.2K
$1.86M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
12K+ 4.0% |
$1.69M - $1.95M
|
312K
$47.6M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11.5K+ 462.19% |
$1.63M - $1.88M
|
14K
$2.14M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
11.4K+ 37.85% |
$1.62M - $1.86M
|
41.7K
$6.36M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
11.2K+ 24.2% |
$1.58M - $1.82M
|
57.4K
$8.75M
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
10.9KNew |
$1.54M - $1.77M
|
10.9K
$1.66M
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10.8K+ 3.7% |
$1.52M - $1.75M
|
302K
$46.1M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
10.7KNew |
$1.51M - $1.74M
|
10.7K
$1.63M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 94.75% |
$1.47M - $1.7M
|
21.5K
$3.28M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10.3K+ 51.18% |
$1.46M - $1.68M
|
30.5K
$4.65M
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
10.3KNew |
$1.45M - $1.67M
|
10.3K
$1.57M
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
10.3K+ 42.58% |
$1.45M - $1.67M
|
34.5K
$5.26M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.2K+ 67.23% |
$1.44M - $1.66M
|
25.4K
$3.87M
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
BUY
|
- |
10.1K+ 34.49% |
$1.42M - $1.63M
|
39.2K
$5.98M
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
10KNew |
$1.42M - $1.63M
|
10K
$1.53M
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
10K+ 5.48% |
$1.41M - $1.63M
|
193K
$29.4M
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
9.97K+ 13.75% |
$1.41M - $1.62M
|
82.5K
$12.6M
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
9.78K+ 6.01% |
$1.38M - $1.59M
|
173K
$26.3M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
9.6K+ 32.12% |
$1.36M - $1.56M
|
39.5K
$6.03M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.41K+ 7.77% |
$1.33M - $1.53M
|
131K
$19.9M
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
9.34K+ 23.91% |
$1.32M - $1.52M
|
48.4K
$7.39M
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
9.08KNew |
$1.28M - $1.47M
|
9.08K
$1.39M
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
9.03KNew |
$1.27M - $1.47M
|
9.03K
$1.38M
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
9.01KNew |
$1.27M - $1.46M
|
9.01K
$1.37M
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
8.96KNew |
$1.26M - $1.46M
|
8.96K
$1.37M
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
8.81KNew |
$1.24M - $1.43M
|
8.81K
$1.34M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
8.76K+ 1.34% |
$1.24M - $1.42M
|
663K
$101M
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8.74K+ 12.36% |
$1.23M - $1.42M
|
79.5K
$12.1M
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
8.63K+ 44.46% |
$1.22M - $1.4M
|
28K
$4.28M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.63K+ 3.77% |
$1.22M - $1.4M
|
237K
$36.2M
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8.36K+ 3.81% |
$1.18M - $1.36M
|
228K
$34.8M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.16K+ 3.43% |
$1.15M - $1.33M
|
246K
$37.5M
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
7.66K+ 16.95% |
$1.08M - $1.25M
|
52.9K
$8.07M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.64KNew |
$1.08M - $1.24M
|
7.64K
$1.17M
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
7.63K+ 1.97% |
$1.08M - $1.24M
|
394K
$60.2M
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
7.6KNew |
$1.07M - $1.24M
|
7.6K
$1.16M
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
7.58KNew |
$1.07M - $1.23M
|
7.58K
$1.16M
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
7.56KNew |
$1.07M - $1.23M
|
7.56K
$1.15M
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
7.53K+ 92.56% |
$1.06M - $1.22M
|
15.7K
$2.39M
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.48KNew |
$1.06M - $1.22M
|
7.48K
$1.14M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.34K+ 18.18% |
$1.04M - $1.19M
|
47.7K
$7.28M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.22K+ 14.97% |
$1.02M - $1.17M
|
55.4K
$8.46M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.22KNew |
$1.02M - $1.17M
|
7.22K
$1.1M
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
7.12K+ 61.45% |
$1M - $1.16M
|
18.7K
$2.85M
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
7.02K+ 40.54% |
$991K - $1.14M
|
24.3K
$3.71M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.89K+ 145.02% |
$973K - $1.12M
|
11.6K
$1.78M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
6.84KNew |
$965K - $1.11M
|
6.84K
$1.04M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.82K+ 49.49% |
$963K - $1.11M
|
20.6K
$3.15M
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
6.77K+ 6.52% |
$956K - $1.1M
|
111K
$16.9M
|