Latest Institutional Transactions on Chevron Corp (CVX)
This table provides information on the latest institutional transactions involving Chevron Corp (CVX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.4K- 6.2% |
$762K - $877K
|
81.6K
$13.4M
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-105- 0.49% |
$14.8K - $17.1K
|
21.4K
$3.51M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.05K+ 233.14% |
$290K - $334K
|
2.94K
$481K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.37K+ 22.29% |
$193K - $222K
|
7.49K
$1.23M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
10.9KNew |
$1.54M - $1.78M
|
10.9K
$1.79M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
42.4K+ 64.28% |
$5.98M - $6.88M
|
108K
$17.8M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
84+ 0.65% |
$11.9K - $13.7K
|
13.1K
$2.15M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.71KNew |
$382K - $440K
|
2.71K
$444K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
318+ 14.23% |
$44.9K - $51.7K
|
2.55K
$419K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
8.34KNew |
$1.18M - $1.36M
|
8.34K
$1.37M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-1.18K- 6.67% |
$166K - $192K
|
16.5K
$2.7M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.6K+ 235.24% |
$226K - $260K
|
2.28K
$375K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.33KNew |
$329K - $379K
|
2.33K
$382K
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
35.7KNew |
$5.03M - $5.79M
|
35.7K
$5.85M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
6+ 0.13% |
$847 - $975
|
4.53K
$743K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
2.64KNew |
$373K - $430K
|
2.64K
$434K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-175- 4.13% |
$24.7K - $28.4K
|
4.07K
$667K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-65- 1.53% |
$9.17K - $10.6K
|
4.17K
$685K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.66K+ 5.55% |
$234K - $270K
|
31.6K
$5.18M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
19.6KNew |
$2.76M - $3.18M
|
19.6K
$3.21M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
10.9KNew |
$1.54M - $1.77M
|
10.9K
$1.79M
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-25- 0.21% |
$3.53K - $4.06K
|
12K
$1.96M
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
15.6KNew |
$2.21M - $2.54M
|
15.6K
$2.57M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-53- 0.27% |
$7.48K - $8.61K
|
19.8K
$3.25M
|
|
|
Feb 19, 2025
Q4 2024
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
5.15K+ 25.21% |
$726K - $836K
|
25.6K
$4.19M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.78KNew |
$252K - $290K
|
1.78K
$293K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1.14K+ 9.64% |
$161K - $185K
|
13K
$2.13M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.51K- 5.61% |
$213K - $246K
|
25.4K
$4.17M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
3.7KNew |
$522K - $601K
|
3.7K
$607K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-706- 2.68% |
$99.7K - $115K
|
25.7K
$4.21M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1K- 33.6% |
$141K - $163K
|
1.98K
$324K
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
14.6KNew |
$2.07M - $2.38M
|
14.6K
$2.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
18.6KNew |
$2.62M - $3.02M
|
18.6K
$3.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.1K+ 27.91% |
$156K - $179K
|
5.06K
$830K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 0.07% |
$1.41K - $1.63K
|
15.1K
$2.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.33K+ 6.55% |
$470K - $542K
|
54.2K
$8.89M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-441- 5.49% |
$62.2K - $71.7K
|
7.59K
$1.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-314- 10.96% |
$44.3K - $51K
|
2.55K
$419K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
210+ 0.83% |
$29.6K - $34.1K
|
25.4K
$4.17M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.28K+ 4.02% |
$180K - $208K
|
33K
$5.41M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.93K- 37.77% |
$414K - $476K
|
4.83K
$792K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
401+ 26.66% |
$56.6K - $65.2K
|
1.91K
$313K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
277New |
$39.1K - $45K
|
277
$45.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$141 - $163
|
2.97K
$488K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.69K+ 58.51% |
$1.37M - $1.58M
|
26.3K
$4.31M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
11+ 0.25% |
$1.55K - $1.79K
|
4.48K
$736K
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.88KNew |
$265K - $305K
|
1.88K
$308K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-883- 2.42% |
$125K - $144K
|
35.6K
$5.85M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-254- 8.66% |
$35.9K - $41.3K
|
2.68K
$440K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-27.3K- 60.76% |
$3.85M - $4.43M
|
17.6K
$2.89M
|