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 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
54+ 3.02% |
$7.62K - $8.78K
|
1.84K
$289K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
53+ 1.97% |
$7.48K - $8.61K
|
2.75K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
52+ 0.13% |
$7.34K - $8.45K
|
40.3K
$6.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
52+ 1.22% |
$7.34K - $8.45K
|
4.32K
$679K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
52+ 0.9% |
$7.34K - $8.45K
|
5.81K
$912K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
51+ 0.08% |
$7.2K - $8.29K
|
63.7K
$10M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
51+ 0.6% |
$7.2K - $8.29K
|
8.62K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
50New |
$7.06K - $8.13K
|
50
$7.85K
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
50+ 2.33% |
$7.06K - $8.13K
|
2.2K
$345K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
50+ 73.53% |
$7.06K - $8.13K
|
118
$18.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
50+ 0.89% |
$7.06K - $8.13K
|
5.68K
$892K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
50+ 2.56% |
$7.06K - $8.13K
|
2K
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
50+ 1.23% |
$7.06K - $8.13K
|
4.1K
$644K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
50+ 0.46% |
$7.06K - $8.13K
|
10.9K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
49+ 0.48% |
$6.92K - $7.96K
|
10.3K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
48+ 0.59% |
$6.78K - $7.8K
|
8.24K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
48+ 0.62% |
$6.78K - $7.8K
|
7.76K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
48+ 2.05% |
$6.78K - $7.8K
|
2.39K
$374K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
47+ 2.55% |
$6.63K - $7.64K
|
1.89K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
46+ 0.58% |
$6.49K - $7.48K
|
7.97K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
46+ 1.21% |
$6.49K - $7.48K
|
3.86K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
45+ 1.39% |
$6.35K - $7.31K
|
3.28K
$515K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
45+ 14.8% |
$6.35K - $7.31K
|
349
$54.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
44+ 1.23% |
$6.21K - $7.15K
|
3.61K
$566K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
43+ 0.19% |
$6.07K - $6.99K
|
22.6K
$3.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
43+ 1.01% |
$6.07K - $6.99K
|
4.31K
$677K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
43+ 0.59% |
$6.07K - $6.99K
|
7.36K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
43New |
$6.07K - $6.99K
|
43
$6.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
42+ 1.41% |
$5.93K - $6.83K
|
3.02K
$474K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
42+ 33.07% |
$5.93K - $6.83K
|
169
$26.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
42+ 0.72% |
$5.93K - $6.83K
|
5.91K
$927K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
42+ 2.92% |
$5.93K - $6.83K
|
1.48K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
41New |
$5.79K - $6.66K
|
41
$6.43K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
41+ 2.81% |
$5.79K - $6.66K
|
1.5K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
41+ 1.63% |
$5.79K - $6.66K
|
2.55K
$401K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
41+ 0.16% |
$5.79K - $6.66K
|
26.2K
$4.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
40New |
$5.65K - $6.5K
|
40
$6.28K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
40+ 0.67% |
$5.65K - $6.5K
|
6.02K
$945K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
39+ 2.52% |
$5.5K - $6.34K
|
1.59K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
39+ 2.55% |
$5.5K - $6.34K
|
1.57K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
39+ 1.72% |
$5.5K - $6.34K
|
2.31K
$362K
|
|
|
Feb 12, 2025
Q4 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
38+ 0.61% |
$5.36K - $6.18K
|
6.27K
$984K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
38New |
$5.36K - $6.18K
|
38
$5.96K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
38+ 0.24% |
$5.36K - $6.18K
|
16.2K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
38+ 2.78% |
$5.36K - $6.18K
|
1.4K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
37+ 1.29% |
$5.22K - $6.01K
|
2.92K
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
37+ 0.21% |
$5.22K - $6.01K
|
17.3K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
36+ 0.18% |
$5.08K - $5.85K
|
19.6K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
36+ 1.37% |
$5.08K - $5.85K
|
2.67K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
36+ 2.04% |
$5.08K - $5.85K
|
1.8K
$283K
|