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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-126- 2.01% |
$18.5K - $21.2K
|
6.14K
$949K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-53.7K- 94.62% |
$7.88M - $9.02M
|
3.05K
$472K
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-640- 46.65% |
$93.9K - $108K
|
732
$113K
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.24KNew |
$182K - $208K
|
1.24K
$192K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-70- 4.4% |
$10.3K - $11.8K
|
1.52K
$235K
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
146+ 85.88% |
$21.4K - $24.5K
|
316
$48.8K
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
85+ 4.02% |
$12.5K - $14.3K
|
2.2K
$340K
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
2.66KNew |
$390K - $446K
|
2.66K
$411K
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
200+ 2.31% |
$29.3K - $33.6K
|
8.86K
$1.37M
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-205- 7.87% |
$30.1K - $34.4K
|
2.4K
$371K
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
292+ 20.69% |
$42.8K - $49K
|
1.7K
$263K
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
SELL
|
- |
-57- 3.93% |
$8.36K - $9.57K
|
1.39K
$215K
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
600+ 2.22% |
$88K - $101K
|
27.6K
$4.26M
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-2- 0.13% |
$293 - $336
|
1.54K
$238K
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-185- 1.27% |
$27.1K - $31.1K
|
14.3K
$2.22M
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-4- 0.58% |
$587 - $672
|
680
$105K
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-1.19K- 31.17% |
$174K - $199K
|
2.62K
$404K
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
14+ 0.77% |
$2.05K - $2.35K
|
1.83K
$283K
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.2KNew |
$176K - $201K
|
1.2K
$185K
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-10- 1.55% |
$1.47K - $1.68K
|
634
$97.9K
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-584- 50.87% |
$85.7K - $98.1K
|
564
$87.1K
|
|
May 07, 2025
Q1 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.32KNew |
$193K - $221K
|
1.32K
$203K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-782- 2.32% |
$115K - $131K
|
32.9K
$5.08M
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.22KNew |
$178K - $204K
|
1.22K
$188K
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
1.78KNew |
$261K - $299K
|
1.78K
$275K
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.83K- 99.4% |
$268K - $307K
|
11
$1.7K
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
286+ 6.94% |
$42K - $48K
|
4.41K
$681K
|
|
May 07, 2025
Q1 2025
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-170- 8.41% |
$24.9K - $28.6K
|
1.85K
$286K
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
1.4KNew |
$206K - $235K
|
1.4K
$216K
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-38- 0.39% |
$5.57K - $6.38K
|
9.69K
$1.5M
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
275+ 17.94% |
$40.3K - $46.2K
|
1.81K
$279K
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-408- 80.95% |
$59.9K - $68.5K
|
96
$14.8K
|
|
May 07, 2025
Q1 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-538- 14.19% |
$78.9K - $90.4K
|
3.25K
$502K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
318+ 15.3% |
$46.7K - $53.4K
|
2.4K
$370K
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-81- 0.91% |
$11.9K - $13.6K
|
8.81K
$1.36M
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.6KNew |
$968K - $1.11M
|
6.6K
$1.02M
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-912- 42.92% |
$134K - $153K
|
1.21K
$187K
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
5K+ 26.18% |
$734K - $840K
|
24.1K
$3.72M
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
2+ 0.61% |
$293 - $336
|
331
$51.1K
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.29KNew |
$190K - $217K
|
1.29K
$200K
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.3KNew |
$191K - $219K
|
1.3K
$201K
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
1KNew |
$147K - $168K
|
1K
$154K
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.35KNew |
$197K - $226K
|
1.35K
$208K
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
SELL
|
- |
-14.2K- 9.03% |
$2.08M - $2.38M
|
143K
$22.1M
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
934+ 6.7% |
$137K - $157K
|
14.9K
$2.3M
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-93.6K- 32.9% |
$13.7M - $15.7M
|
191K
$29.5M
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-4.16K- 55.58% |
$610K - $698K
|
3.32K
$513K
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
296+ 7.47% |
$43.4K - $49.7K
|
4.26K
$657K
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.22% |
$147 - $168
|
83
$12.8K
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
1.33KNew |
$195K - $224K
|
1.33K
$206K
|