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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
376New |
$57.4K - $62.5K
|
376
$58.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
361+ 2.61% |
$55.1K - $60K
|
14.2K
$2.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
348+ 24.46% |
$53.1K - $57.9K
|
1.77K
$275K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
309+ 5.18% |
$47.1K - $51.4K
|
6.28K
$975K
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
302+ 12.76% |
$46.1K - $50.2K
|
2.67K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
297+ 52.75% |
$45.3K - $49.4K
|
860
$134K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
274+ 2.16% |
$41.8K - $45.6K
|
13K
$2.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
267+ 11.24% |
$40.7K - $44.4K
|
2.64K
$410K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
247+ 4.81% |
$37.7K - $41.1K
|
5.38K
$836K
|
|
|
Jul 16, 2024
Q2 2024
|
Independent Investors Inc
|
BUY
|
- |
240+ 4.03% |
$36.6K - $39.9K
|
6.19K
$962K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
237+ 16.76% |
$36.2K - $39.4K
|
1.65K
$256K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
201+ 97.57% |
$30.7K - $33.4K
|
407
$63.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
200+ 1.79% |
$30.5K - $33.3K
|
11.4K
$1.77M
|
|
|
Jul 30, 2024
Q2 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
195+ 5.61% |
$29.8K - $32.4K
|
3.67K
$570K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
193New |
$29.4K - $32.1K
|
193
$30K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
167+ 1.13% |
$25.5K - $27.8K
|
14.9K
$2.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
154+ 11.38% |
$23.5K - $25.6K
|
1.51K
$234K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
140+ 2.14% |
$21.4K - $23.3K
|
6.68K
$1.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
134+ 8.82% |
$20.4K - $22.3K
|
1.65K
$257K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
127+ 4.43% |
$19.4K - $21.1K
|
3K
$465K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
125New |
$19.1K - $20.8K
|
125
$19.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
105+ 0.08% |
$16K - $17.5K
|
137K
$21.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
105+ 3.06% |
$16K - $17.5K
|
3.54K
$549K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
103+ 7.74% |
$15.7K - $17.1K
|
1.43K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$15.3K - $16.6K
|
100
$15.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
100+ 1.3% |
$15.3K - $16.6K
|
7.81K
$1.21M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
100+ 6.84% |
$15.3K - $16.6K
|
1.56K
$243K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
95+ 7.06% |
$14.5K - $15.8K
|
1.44K
$224K
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
89+ 7.48% |
$13.6K - $14.8K
|
1.28K
$199K
|
|
|
Aug 28, 2024
Q2 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
76+ 0.68% |
$11.6K - $12.6K
|
11.2K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
76+ 4.0% |
$11.6K - $12.6K
|
1.98K
$307K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
68+ 400.0% |
$10.4K - $11.3K
|
85
$13.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
58+ 0.47% |
$8.85K - $9.65K
|
12.4K
$1.93M
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
52+ 0.12% |
$7.93K - $8.65K
|
41.7K
$6.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
48+ 1.0% |
$7.32K - $7.98K
|
4.83K
$750K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
45+ 6.43% |
$6.87K - $7.48K
|
745
$116K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
24+ 1.7% |
$3.66K - $3.99K
|
1.44K
$223K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
20+ 0.23% |
$3.05K - $3.33K
|
8.66K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
17+ 0.08% |
$2.59K - $2.83K
|
21.2K
$3.29M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 0.37% |
$2.59K - $2.83K
|
4.61K
$716K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
15New |
$2.29K - $2.49K
|
15
$2.33K
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
15+ 1.03% |
$2.29K - $2.49K
|
1.48K
$230K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
15+ 1.13% |
$2.29K - $2.49K
|
1.34K
$209K
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
12+ 0.93% |
$1.83K - $2K
|
1.31K
$203K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9+ 0.57% |
$1.37K - $1.5K
|
1.58K
$246K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8+ 6.45% |
$1.22K - $1.33K
|
132
$20.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
8+ 0.15% |
$1.22K - $1.33K
|
5.35K
$832K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
7+ 0.26% |
$1.07K - $1.16K
|
2.71K
$421K
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
6+ 0.43% |
$915 - $998
|
1.4K
$217K
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
5+ 0.37% |
$763 - $832
|
1.35K
$209K
|