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 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
35+ 0.2% |
$4.94K - $5.69K
|
17.5K
$2.77M
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
34+ 0.05% |
$4.8K - $5.53K
|
63.9K
$10.1M
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
34+ 6.07% |
$4.8K - $5.53K
|
594
$94.3K
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
34+ 1.47% |
$4.8K - $5.53K
|
2.34K
$372K
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
34+ 0.22% |
$4.8K - $5.53K
|
15.2K
$2.41M
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
33+ 2.41% |
$4.66K - $5.36K
|
1.41K
$223K
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
33+ 2.23% |
$4.66K - $5.36K
|
1.52K
$241K
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
33+ 1.84% |
$4.66K - $5.36K
|
1.82K
$289K
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
33+ 0.63% |
$4.66K - $5.36K
|
5.26K
$835K
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
32+ 0.23% |
$4.52K - $5.2K
|
14.1K
$2.25M
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
32+ 0.39% |
$4.52K - $5.2K
|
8.31K
$1.32M
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
32+ 0.89% |
$4.52K - $5.2K
|
3.64K
$577K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
32+ 6.41% |
$4.52K - $5.2K
|
531
$84.3K
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
32+ 1.03% |
$4.52K - $5.2K
|
3.13K
$497K
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
31+ 0.54% |
$4.38K - $5.04K
|
5.74K
$911K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
31+ 3.15% |
$4.38K - $5.04K
|
1.02K
$161K
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
30+ 0.72% |
$4.23K - $4.88K
|
4.23K
$671K
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
30+ 0.35% |
$4.23K - $4.88K
|
8.71K
$1.38M
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
30+ 1.74% |
$4.23K - $4.88K
|
1.75K
$278K
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
29+ 0.14% |
$4.09K - $4.71K
|
20.4K
$3.23M
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
29+ 0.13% |
$4.09K - $4.71K
|
23K
$3.65M
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
29+ 0.22% |
$4.09K - $4.71K
|
13.1K
$2.08M
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
28+ 1.6% |
$3.95K - $4.55K
|
1.77K
$282K
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
28+ 0.34% |
$3.95K - $4.55K
|
8.29K
$1.32M
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
27+ 1.38% |
$3.81K - $4.39K
|
1.98K
$315K
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
27+ 0.14% |
$3.81K - $4.39K
|
19.6K
$3.11M
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
27New |
$3.81K - $4.39K
|
27
$4.29K
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
26+ 0.48% |
$3.67K - $4.23K
|
5.43K
$862K
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
26New |
$3.67K - $4.23K
|
26
$4.13K
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
26+ 1.2% |
$3.67K - $4.23K
|
2.19K
$348K
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
26+ 1.01% |
$3.67K - $4.23K
|
2.6K
$412K
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
26+ 1.69% |
$3.67K - $4.23K
|
1.57K
$249K
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
26+ 1.47% |
$3.67K - $4.23K
|
1.8K
$285K
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
26+ 0.58% |
$3.67K - $4.23K
|
4.49K
$713K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
26+ 0.3% |
$3.67K - $4.23K
|
8.69K
$1.38M
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 0.18% |
$3.53K - $4.06K
|
14.2K
$2.25M
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
25+ 0.31% |
$3.53K - $4.06K
|
8.18K
$1.3M
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.44% |
$3.53K - $4.06K
|
5.74K
$911K
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
25+ 0.49% |
$3.53K - $4.06K
|
5.1K
$810K
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
24+ 1.0% |
$3.39K - $3.9K
|
2.43K
$385K
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
24+ 0.21% |
$3.39K - $3.9K
|
11.3K
$1.79M
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
23+ 0.77% |
$3.25K - $3.74K
|
3.02K
$480K
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
23+ 0.74% |
$3.25K - $3.74K
|
3.11K
$494K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
23+ 1.48% |
$3.25K - $3.74K
|
1.58K
$250K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
22New |
$3.11K - $3.58K
|
22
$3.49K
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
22+ 0.79% |
$3.11K - $3.58K
|
2.82K
$448K
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
22+ 1.45% |
$3.11K - $3.58K
|
1.54K
$245K
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
22+ 1.27% |
$3.11K - $3.58K
|
1.76K
$279K
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
21+ 0.67% |
$2.96K - $3.41K
|
3.16K
$502K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
21New |
$2.96K - $3.41K
|
21
$3.33K
|