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, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.8K+ 2.88% |
$273K - $339K
|
64.3K
$10.6M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.5K+ 11.39% |
$227K - $282K
|
14.7K
$2.41M
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.4KNew |
$212K - $262K
|
1.4K
$230K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
1.39K+ 19.07% |
$211K - $261K
|
8.67K
$1.43M
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
1.34KNew |
$203K - $252K
|
1.34K
$220K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.31KNew |
$198K - $246K
|
1.31K
$215K
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.3KNew |
$197K - $244K
|
1.3K
$214K
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
1.25KNew |
$189K - $235K
|
1.25K
$206K
|
|
Jan 25, 2023
Q4 2022
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.22KNew |
$186K - $230K
|
1.22K
$201K
|
|
Feb 14, 2023
Q4 2022
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
- |
1.2KNew |
$182K - $226K
|
1.2K
$198K
|
|
Feb 09, 2023
Q4 2022
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.2KNew |
$182K - $226K
|
1.2K
$198K
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
1.2KNew |
$182K - $225K
|
1.2K
$197K
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.2KNew |
$181K - $225K
|
1.2K
$197K
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
1.2KNew |
$181K - $225K
|
1.2K
$197K
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.19KNew |
$180K - $223K
|
1.19K
$195K
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
1.18KNew |
$179K - $222K
|
1.18K
$194K
|
|
Feb 08, 2023
Q4 2022
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
1.13KNew |
$172K - $213K
|
1.13K
$187K
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$169K - $210K
|
1.12K
$184K
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.1KNew |
$167K - $207K
|
1.1K
$181K
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.01K+ 36.87% |
$152K - $189K
|
3.73K
$615K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
945+ 10.71% |
$143K - $178K
|
9.77K
$1.61M
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
803New |
$122K - $151K
|
803
$132K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
739New |
$112K - $139K
|
739
$122K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
718+ 17.76% |
$109K - $135K
|
4.76K
$784K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
716+ 5.6% |
$109K - $135K
|
13.5K
$2.22M
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
692New |
$105K - $130K
|
692
$114K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
646New |
$98K - $121K
|
646
$106K
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
600+ 17.65% |
$91K - $113K
|
4K
$659K
|
|
Feb 06, 2023
Q4 2022
|
Settian Capital LP
|
BUY
|
- |
600+ 4.62% |
$91K - $113K
|
13.6K
$2.24M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
537+ 10740.0% |
$81.5K - $101K
|
542
$89.3K
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
500+ 23.98% |
$75.9K - $94K
|
2.59K
$426K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
496+ 1.51% |
$75.3K - $93.3K
|
33.4K
$5.5M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
455+ 5.68% |
$69K - $85.6K
|
8.47K
$1.4M
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
400New |
$60.7K - $75.2K
|
400
$65.9K
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
340+ 12.32% |
$51.6K - $63.9K
|
3.1K
$511K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
338New |
$51.3K - $63.6K
|
338
$55.7K
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
251+ 115.67% |
$38.1K - $47.2K
|
468
$77.1K
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
250New |
$37.9K - $47K
|
250
$41.2K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
243+ 2.65% |
$36.9K - $45.7K
|
9.43K
$1.55M
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
125New |
$19K - $23.5K
|
125
$20.6K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
120+ 2.38% |
$18.2K - $22.6K
|
5.16K
$851K
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
100+ 0.56% |
$15.2K - $18.8K
|
18K
$2.96M
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
66New |
$10K - $12.4K
|
66
$10.9K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
42+ 4.03% |
$6.37K - $7.9K
|
1.09K
$179K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
38New |
$5.77K - $7.15K
|
38
$6.26K
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
35+ 1.38% |
$5.31K - $6.58K
|
2.57K
$423K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
33New |
$5.01K - $6.21K
|
33
$5.44K
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
30+ 9.35% |
$4.55K - $5.64K
|
351
$57.8K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
25New |
$3.79K - $4.7K
|
25
$4.12K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
22+ 0.7% |
$3.34K - $4.14K
|
3.16K
$521K
|