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 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
100+ 0.86% |
$14.1K - $16.3K
|
11.7K
$1.84M
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
100+ 0.23% |
$14.1K - $16.3K
|
43.9K
$6.88M
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
99+ 0.13% |
$14K - $16.1K
|
75.1K
$11.8M
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
99+ 0.93% |
$14K - $16.1K
|
10.8K
$1.69M
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
98+ 0.36% |
$13.8K - $15.9K
|
27.7K
$4.34M
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
97+ 2.27% |
$13.7K - $15.8K
|
4.38K
$687K
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
97+ 0.46% |
$13.7K - $15.8K
|
21.1K
$3.31M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
97+ 0.88% |
$13.7K - $15.8K
|
11.1K
$1.74M
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
95+ 29.23% |
$13.4K - $15.4K
|
420
$65.9K
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
95+ 0.55% |
$13.4K - $15.4K
|
17.3K
$2.71M
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
95+ 1.82% |
$13.4K - $15.4K
|
5.32K
$834K
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
94+ 5.69% |
$13.3K - $15.3K
|
1.75K
$274K
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
94+ 0.37% |
$13.3K - $15.3K
|
25.8K
$4.04M
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
93+ 1.29% |
$13.1K - $15.1K
|
7.31K
$1.15M
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
92+ 5.21% |
$13K - $15K
|
1.86K
$292K
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
92+ 0.17% |
$13K - $15K
|
54.8K
$8.59M
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
92+ 0.71% |
$13K - $15K
|
13K
$2.04M
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
91+ 36.4% |
$12.8K - $14.8K
|
341
$53.5K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
91+ 7.2% |
$12.8K - $14.8K
|
1.36K
$213K
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
90+ 0.44% |
$12.7K - $14.6K
|
20.7K
$3.25M
|
|
Feb 12, 2025
Q4 2024
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
90+ 0.31% |
$12.7K - $14.6K
|
28.9K
$4.54M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
90New |
$12.7K - $14.6K
|
90
$14.1K
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
90+ 5.94% |
$12.7K - $14.6K
|
1.6K
$252K
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
90+ 3.36% |
$12.7K - $14.6K
|
2.77K
$434K
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
90+ 2.35% |
$12.7K - $14.6K
|
3.92K
$616K
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
89+ 0.34% |
$12.6K - $14.5K
|
26.7K
$4.18M
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
89+ 0.63% |
$12.6K - $14.5K
|
14.2K
$2.23M
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
89+ 0.12% |
$12.6K - $14.5K
|
75.3K
$11.8M
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
88+ 1.18% |
$12.4K - $14.3K
|
7.57K
$1.19M
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
88+ 75.86% |
$12.4K - $14.3K
|
204
$32K
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
87New |
$12.3K - $14.1K
|
87
$13.7K
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
87+ 0.58% |
$12.3K - $14.1K
|
15.2K
$2.38M
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
85+ 1.72% |
$12K - $13.8K
|
5.03K
$789K
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
85+ 0.18% |
$12K - $13.8K
|
47.5K
$7.45M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
85+ 0.39% |
$12K - $13.8K
|
22.1K
$3.47M
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
84+ 1.08% |
$11.9K - $13.7K
|
7.89K
$1.24M
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
84+ 1.1% |
$11.9K - $13.7K
|
7.73K
$1.21M
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
84+ 15.03% |
$11.9K - $13.7K
|
643
$101K
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
83+ 2.74% |
$11.7K - $13.5K
|
3.12K
$489K
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
83+ 3.18% |
$11.7K - $13.5K
|
2.69K
$422K
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
82+ 2.42% |
$11.6K - $13.3K
|
3.46K
$544K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
82+ 0.2% |
$11.6K - $13.3K
|
41.6K
$6.52M
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
82+ 3.72% |
$11.6K - $13.3K
|
2.29K
$359K
|
|
Feb 14, 2025
Q4 2024
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
81New |
$11.4K - $13.2K
|
81
$12.7K
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
81+ 0.52% |
$11.4K - $13.2K
|
15.8K
$2.48M
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
81+ 0.9% |
$11.4K - $13.2K
|
9.11K
$1.43M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
81+ 6.57% |
$11.4K - $13.2K
|
1.31K
$206K
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
80+ 0.99% |
$11.3K - $13K
|
8.19K
$1.29M
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
80New |
$11.3K - $13K
|
80
$12.6K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
80+ 1.88% |
$11.3K - $13K
|
4.34K
$681K
|