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, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.84K+ 7.77% |
$405K - $514K
|
39.4K
$6.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.79K+ 2.49% |
$254K - $323K
|
73.6K
$11.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.68KNew |
$240K - $305K
|
1.68K
$261K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.67K+ 9.95% |
$238K - $302K
|
18.5K
$2.86M
|
|
|
Aug 09, 2022
Q2 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.64KNew |
$233K - $296K
|
1.64K
$253K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
PUT |
800New |
$114K - $145K
|
800
$124K
|
|
|
Aug 03, 2022
Q2 2022
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
550+ 6.76% |
$78.3K - $99.6K
|
8.69K
$1.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
470+ 19.76% |
$66.9K - $85.1K
|
2.85K
$441K
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
364+ 1.75% |
$51.8K - $65.9K
|
21.2K
$3.28M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
328+ 0.65% |
$46.7K - $59.4K
|
50.8K
$7.86M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
BUY
|
- |
260+ 14.64% |
$37K - $47.1K
|
2.04K
$315K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
256+ 6.31% |
$36.5K - $46.4K
|
4.31K
$668K
|
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
248+ 19.51% |
$35.3K - $44.9K
|
1.52K
$235K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
221New |
$31.5K - $40K
|
221
$34.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
159+ 8.07% |
$22.6K - $28.8K
|
2.13K
$330K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
150+ 80.65% |
$21.4K - $27.2K
|
336
$52K
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
143New |
$20.4K - $25.9K
|
143
$22.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
CALL |
100New |
$14.2K - $18.1K
|
100
$15.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
96New |
$13.7K - $17.4K
|
96
$14.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
90New |
$12.8K - $16.3K
|
90
$13.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
20+ 6.67% |
$2.85K - $3.62K
|
320
$49.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
15+ 0.91% |
$2.14K - $2.72K
|
1.67K
$258K
|
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
13+ 0.93% |
$1.85K - $2.35K
|
1.42K
$219K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
5+ 0.24% |
$712 - $906
|
2.06K
$320K
|
|
| Q1 2022 | |||||||
|
Nov 10, 2022
Q1 2022
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
CALL |
34.7KNew |
$4.14M - $5.93M
|
34.7K
$5.38M
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
20.8KNew |
$2.48M - $3.56M
|
20.8K
$3.23M
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
PUT |
20KNew |
$2.39M - $3.42M
|
20K
$3.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
17.5KNew |
$2.09M - $3M
|
17.5K
$2.72M
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
CALL |
12.5KNew |
$1.49M - $2.14M
|
12.5K
$1.94M
|
|
|
Apr 14, 2022
Q1 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
4K+ 15.93% |
$477K - $684K
|
29.1K
$4.51M
|
|
|
May 16, 2022
Q1 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
1.65KNew |
$197K - $282K
|
1.65K
$256K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
370New |
$44.1K - $63.2K
|
370
$57.3K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
344New |
$41K - $58.8K
|
344
$53.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
343New |
$40.9K - $58.6K
|
343
$53.1K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
241+ 4.6% |
$28.7K - $41.2K
|
5.48K
$849K
|
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
151New |
$18K - $25.8K
|
151
$23.4K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
115New |
$13.7K - $19.7K
|
115
$17.8K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
100New |
$11.9K - $17.1K
|
100
$15.5K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
100+ 2.03% |
$11.9K - $17.1K
|
5.02K
$777K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
69+ 30.67% |
$8.23K - $11.8K
|
294
$45.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
21New |
$2.5K - $3.59K
|
21
$3.25K
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
18+ 1.53% |
$2.15K - $3.08K
|
1.2K
$185K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
10+ 6.41% |
$1.19K - $1.71K
|
166
$25.7K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
PUT |
226KNew |
$23.5M - $26.8M
|
226K
$34.9M
|
|
|
Feb 03, 2022
Q4 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
55K+ 44.0% |
$5.74M - $6.53M
|
180K
$27.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
41.4K+ 142.76% |
$4.32M - $4.92M
|
70.4K
$10.9M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.77KNew |
$498K - $567K
|
4.77K
$739K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
4KNew |
$417K - $475K
|
4K
$620K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.86KNew |
$402K - $458K
|
3.86K
$597K
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.6KNew |
$271K - $309K
|
2.6K
$403K
|
|