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 |
---|---|---|---|---|---|---|---|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.15KNew |
$784K - $967K
|
5.15K
$849K
|
|
May 12, 2023
Q1 2023
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
5KNew |
$762K - $939K
|
5K
$825K
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
4.37K+ 150.07% |
$666K - $821K
|
7.28K
$1.2M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
4.23K+ 44.71% |
$645K - $795K
|
13.7K
$2.26M
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.09K+ 296.88% |
$624K - $769K
|
5.47K
$903K
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.52KNew |
$383K - $472K
|
2.52K
$415K
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.36K+ 6.82% |
$360K - $444K
|
37K
$6.11M
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
2KNew |
$305K - $376K
|
2K
$330K
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
1.75KNew |
$267K - $329K
|
1.75K
$289K
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.37KNew |
$209K - $257K
|
1.37K
$226K
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
1.2KNew |
$182K - $224K
|
1.2K
$197K
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
991+ 21.06% |
$151K - $186K
|
5.7K
$940K
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
502+ 5.4% |
$76.5K - $94.3K
|
9.8K
$1.62M
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
456+ 2.37% |
$69.5K - $85.6K
|
19.7K
$3.25M
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
402+ 5.55% |
$61.2K - $75.5K
|
7.64K
$1.26M
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
374+ 24.51% |
$57K - $70.2K
|
1.9K
$314K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
359New |
$54.7K - $67.4K
|
359
$59.2K
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
331+ 27.06% |
$50.4K - $62.2K
|
1.55K
$256K
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
326+ 12.21% |
$49.7K - $61.2K
|
3K
$494K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
326+ 1.53% |
$49.7K - $61.2K
|
21.6K
$3.56M
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
302+ 9.42% |
$46K - $56.7K
|
3.51K
$579K
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
100+ 8.84% |
$15.2K - $18.8K
|
1.23K
$203K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
48+ 1.73% |
$7.31K - $9.01K
|
2.83K
$466K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
34+ 0.98% |
$5.18K - $6.38K
|
3.49K
$577K
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
30+ 0.95% |
$4.57K - $5.63K
|
3.19K
$526K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
28+ 2.99% |
$4.27K - $5.26K
|
964
$159K
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
16+ 0.9% |
$2.44K - $3K
|
1.8K
$296K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
11+ 0.73% |
$1.68K - $2.07K
|
1.52K
$251K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
139KNew |
$21.1M - $26.1M
|
139K
$22.9M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
82.7KNew |
$12.6M - $15.6M
|
82.7K
$13.7M
|
|
Feb 13, 2023
Q4 2022
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
33.1K+ 338.73% |
$5.01M - $6.22M
|
42.8K
$7.06M
|
|
Feb 14, 2023
Q4 2022
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
31.5KNew |
$4.78M - $5.93M
|
31.5K
$5.2M
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
30.4KNew |
$4.62M - $5.72M
|
30.4K
$5.02M
|
|
Feb 14, 2023
Q4 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
20KNew |
$3.03M - $3.76M
|
20K
$3.3M
|
|
Feb 13, 2023
Q4 2022
|
Unigestion Holding Sa
|
BUY
|
- |
13.4KNew |
$2.03M - $2.52M
|
13.4K
$2.21M
|
|
Feb 01, 2023
Q4 2022
|
Canal Insurance CO
|
BUY
|
- |
10K+ 9.15% |
$1.52M - $1.88M
|
119K
$19.7M
|
|
Jan 20, 2023
Q4 2022
|
Sturgeon Ventures LLP
|
BUY
|
- |
7.87KNew |
$1.19M - $1.48M
|
7.87K
$1.3M
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.49KNew |
$985K - $1.22M
|
6.49K
$1.07M
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
6.07KNew |
$921K - $1.14M
|
6.07K
$1M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
6.01K+ 1.11% |
$912K - $1.13M
|
548K
$90.4M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
4.53K+ 5.32% |
$687K - $851K
|
89.7K
$14.8M
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
4.41KNew |
$669K - $829K
|
4.41K
$727K
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.2K+ 153.56% |
$638K - $790K
|
6.94K
$1.15M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
4.13K+ 35.66% |
$627K - $777K
|
15.7K
$2.59M
|
|
Feb 02, 2023
Q4 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
3.9KNew |
$592K - $733K
|
3.9K
$644K
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
3.17K+ 1743.41% |
$481K - $597K
|
3.36K
$554K
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
2.87KNew |
$435K - $540K
|
2.87K
$474K
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
2.7KNew |
$410K - $508K
|
2.7K
$446K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.62K+ 109.18% |
$397K - $492K
|
5.01K
$827K
|
|
Feb 10, 2023
Q4 2022
|
Gruss & Co., LLC
|
BUY
|
- |
2.5KNew |
$379K - $470K
|
2.5K
$413K
|