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 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
20New |
$2.82K - $3.25K
|
20
$3.18K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
20+ 3.01% |
$2.82K - $3.25K
|
684
$109K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
20+ 3.24% |
$2.82K - $3.25K
|
638
$101K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
19+ 0.12% |
$2.68K - $3.09K
|
15.3K
$2.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
19+ 0.93% |
$2.68K - $3.09K
|
2.07K
$329K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
18+ 0.66% |
$2.54K - $2.93K
|
2.73K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
18+ 0.77% |
$2.54K - $2.93K
|
2.37K
$376K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
18+ 0.59% |
$2.54K - $2.93K
|
3.07K
$487K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
18+ 0.58% |
$2.54K - $2.93K
|
3.13K
$497K
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
18+ 1.03% |
$2.54K - $2.93K
|
1.77K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
18+ 0.14% |
$2.54K - $2.93K
|
12.9K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
18+ 0.31% |
$2.54K - $2.93K
|
5.91K
$938K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
18+ 0.4% |
$2.54K - $2.93K
|
4.54K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
17+ 0.8% |
$2.4K - $2.76K
|
2.14K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
17+ 0.82% |
$2.4K - $2.76K
|
2.09K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
17+ 0.48% |
$2.4K - $2.76K
|
3.54K
$563K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
17+ 0.82% |
$2.4K - $2.76K
|
2.1K
$333K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17+ 0.32% |
$2.4K - $2.76K
|
5.35K
$850K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
17+ 0.19% |
$2.4K - $2.76K
|
8.8K
$1.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
17+ 0.27% |
$2.4K - $2.76K
|
6.2K
$985K
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
16+ 8.29% |
$2.26K - $2.6K
|
209
$33.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
16+ 0.36% |
$2.26K - $2.6K
|
4.47K
$709K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
16+ 0.31% |
$2.26K - $2.6K
|
5.14K
$816K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
16+ 0.87% |
$2.26K - $2.6K
|
1.85K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
16+ 0.33% |
$2.26K - $2.6K
|
4.92K
$781K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
15+ 0.46% |
$2.12K - $2.44K
|
3.26K
$518K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
15+ 0.06% |
$2.12K - $2.44K
|
23.3K
$3.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
15+ 0.24% |
$2.12K - $2.44K
|
6.19K
$983K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
15+ 0.74% |
$2.12K - $2.44K
|
2.05K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
15+ 0.11% |
$2.12K - $2.44K
|
13.5K
$2.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
14+ 0.88% |
$1.98K - $2.28K
|
1.61K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
14+ 0.49% |
$1.98K - $2.28K
|
2.9K
$460K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
14+ 0.44% |
$1.98K - $2.28K
|
3.18K
$504K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
14+ 0.29% |
$1.98K - $2.28K
|
4.84K
$768K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
13+ 0.29% |
$1.83K - $2.11K
|
4.46K
$708K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
13+ 0.3% |
$1.83K - $2.11K
|
4.3K
$682K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
13+ 0.39% |
$1.83K - $2.11K
|
3.32K
$527K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13+ 3.98% |
$1.83K - $2.11K
|
340
$54K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
13+ 0.37% |
$1.83K - $2.11K
|
3.53K
$561K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
12+ 0.02% |
$1.69K - $1.95K
|
56.9K
$9.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
12+ 0.59% |
$1.69K - $1.95K
|
2.06K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
12+ 0.48% |
$1.69K - $1.95K
|
2.52K
$400K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
11+ 0.25% |
$1.55K - $1.79K
|
4.48K
$712K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
11+ 0.3% |
$1.55K - $1.79K
|
3.7K
$588K
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
11+ 0.77% |
$1.55K - $1.79K
|
1.44K
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
11+ 0.53% |
$1.55K - $1.79K
|
2.07K
$329K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11+ 0.02% |
$1.55K - $1.79K
|
58.6K
$9.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
11+ 0.34% |
$1.55K - $1.79K
|
3.26K
$517K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
11+ 0.99% |
$1.55K - $1.79K
|
1.12K
$178K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
11+ 0.32% |
$1.55K - $1.79K
|
3.42K
$543K
|