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 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
80+ 0.71% |
$11.3K - $13K
|
11.4K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
80+ 1.23% |
$11.3K - $13K
|
6.59K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
79+ 5.68% |
$11.2K - $12.8K
|
1.47K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
79+ 1.08% |
$11.2K - $12.8K
|
7.38K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
78+ 0.36% |
$11K - $12.7K
|
21.6K
$3.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
77+ 0.88% |
$10.9K - $12.5K
|
8.8K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
77+ 0.98% |
$10.9K - $12.5K
|
7.95K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
74New |
$10.4K - $12K
|
74
$11.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
74+ 3.23% |
$10.4K - $12K
|
2.36K
$371K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
74+ 2.99% |
$10.4K - $12K
|
2.55K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
73+ 11.53% |
$10.3K - $11.9K
|
706
$111K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
73+ 1.33% |
$10.3K - $11.9K
|
5.56K
$872K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
73+ 304.17% |
$10.3K - $11.9K
|
97
$15.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
72New |
$10.2K - $11.7K
|
72
$11.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
72+ 1.7% |
$10.2K - $11.7K
|
4.32K
$678K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
71+ 0.25% |
$10K - $11.5K
|
28.2K
$4.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
71+ 1.66% |
$10K - $11.5K
|
4.34K
$681K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
71+ 1.64% |
$10K - $11.5K
|
4.41K
$692K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
70+ 4.39% |
$9.88K - $11.4K
|
1.66K
$261K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
70+ 3.37% |
$9.88K - $11.4K
|
2.15K
$337K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
70+ 1.54% |
$9.88K - $11.4K
|
4.6K
$722K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
70+ 22.88% |
$9.88K - $11.4K
|
376
$59K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
70+ 0.88% |
$9.88K - $11.4K
|
7.98K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
69+ 3.41% |
$9.74K - $11.2K
|
2.09K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
68+ 6.09% |
$9.6K - $11.1K
|
1.18K
$186K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
67+ 0.38% |
$9.46K - $10.9K
|
17.8K
$2.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
67+ 14.89% |
$9.46K - $10.9K
|
517
$81.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
67+ 0.5% |
$9.46K - $10.9K
|
13.4K
$2.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
66+ 0.43% |
$9.32K - $10.7K
|
15.2K
$2.39M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
66+ 1.43% |
$9.32K - $10.7K
|
4.67K
$733K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
66+ 2.38% |
$9.32K - $10.7K
|
2.84K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
64+ 67.37% |
$9.03K - $10.4K
|
159
$25K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
64New |
$9.03K - $10.4K
|
64
$10K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
63+ 1.19% |
$8.89K - $10.2K
|
5.35K
$839K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
63+ 3.49% |
$8.89K - $10.2K
|
1.87K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
62+ 0.05% |
$8.75K - $10.1K
|
127K
$19.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
62+ 2.55% |
$8.75K - $10.1K
|
2.49K
$391K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
62+ 1.94% |
$8.75K - $10.1K
|
3.25K
$511K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
61+ 0.86% |
$8.61K - $9.91K
|
7.17K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
61+ 0.02% |
$8.61K - $9.91K
|
260K
$40.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
60+ 0.86% |
$8.47K - $9.75K
|
7K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
59+ 3.09% |
$8.33K - $9.59K
|
1.97K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
59+ 3.18% |
$8.33K - $9.59K
|
1.92K
$301K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
59+ 0.6% |
$8.33K - $9.59K
|
9.92K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
58+ 2.36% |
$8.19K - $9.43K
|
2.52K
$395K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
58+ 1.8% |
$8.19K - $9.43K
|
3.27K
$514K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
57+ 2.63% |
$8.05K - $9.26K
|
2.23K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
55+ 1.01% |
$7.76K - $8.94K
|
5.5K
$864K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
55+ 1.91% |
$7.76K - $8.94K
|
2.94K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
54+ 2.27% |
$7.62K - $8.78K
|
2.44K
$383K
|