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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.83KNew |
$260K - $289K
|
1.83K
$285K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.76KNew |
$249K - $277K
|
1.76K
$273K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.61KNew |
$229K - $254K
|
1.61K
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.52KNew |
$216K - $240K
|
1.52K
$237K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.46K+ 59.58% |
$207K - $230K
|
3.91K
$608K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.45KNew |
$206K - $229K
|
1.45K
$226K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.44KNew |
$204K - $227K
|
1.44K
$224K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.37KNew |
$194K - $216K
|
1.37K
$213K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.34KNew |
$190K - $212K
|
1.34K
$209K
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1.33KNew |
$189K - $210K
|
1.33K
$207K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.33KNew |
$188K - $209K
|
1.33K
$206K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.32KNew |
$187K - $208K
|
1.32K
$204K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.32KNew |
$186K - $207K
|
1.32K
$204K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.31K+ 18.09% |
$186K - $207K
|
8.57K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.31KNew |
$185K - $206K
|
1.31K
$203K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.31KNew |
$185K - $206K
|
1.31K
$203K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.3KNew |
$185K - $206K
|
1.3K
$202K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$185K - $205K
|
1.3K
$202K
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.3KNew |
$185K - $205K
|
1.3K
$202K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.3KNew |
$184K - $205K
|
1.3K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Disciplined Growth Investors Inc
Minneapolis, MN |
BUY
|
- |
1.3KNew |
$184K - $204K
|
1.3K
$201K
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.29KNew |
$183K - $203K
|
1.29K
$200K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.29KNew |
$182K - $203K
|
1.29K
$200K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.28KNew |
$181K - $201K
|
1.28K
$198K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.27KNew |
$180K - $201K
|
1.27K
$198K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.26K+ 20.99% |
$178K - $198K
|
7.23K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.24K+ 28.28% |
$176K - $195K
|
5.62K
$873K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
1.02KNew |
$145K - $162K
|
1.02K
$159K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
953+ 31.03% |
$135K - $150K
|
4.02K
$625K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
900New |
$128K - $142K
|
900
$140K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
715+ 25.01% |
$101K - $113K
|
3.57K
$555K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
643+ 21.86% |
$91.2K - $101K
|
3.59K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
624+ 31.82% |
$88.5K - $98.4K
|
2.59K
$402K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
564+ 29.15% |
$80K - $89K
|
2.5K
$388K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
487New |
$69.1K - $76.8K
|
487
$75.7K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
453New |
$64.2K - $71.5K
|
453
$70.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
401+ 0.41% |
$56.9K - $63.3K
|
99.2K
$15.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
365New |
$51.8K - $57.6K
|
365
$56.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
351New |
$49.8K - $55.4K
|
351
$54.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
BUY
|
- |
275+ 0.77% |
$39K - $43.4K
|
36.1K
$5.61M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
250+ 1.64% |
$35.5K - $39.4K
|
15.5K
$2.41M
|
|
|
May 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
240New |
$34K - $37.9K
|
240
$37.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
240+ 18.6% |
$34K - $37.9K
|
1.53K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
185+ 11.93% |
$26.2K - $29.2K
|
1.74K
$270K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
133+ 3.09% |
$18.9K - $21K
|
4.44K
$689K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
129New |
$18.3K - $20.3K
|
129
$20K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
97+ 2.55% |
$13.8K - $15.3K
|
3.9K
$606K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
80New |
$11.3K - $12.6K
|
80
$12.4K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
71+ 0.39% |
$10.1K - $11.2K
|
18.5K
$2.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
69+ 0.93% |
$9.79K - $10.9K
|
7.45K
$1.16M
|