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 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-302- 12.46% |
$42.6K - $49.1K
|
2.12K
$328K
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
3.47KNew |
$490K - $564K
|
3.47K
$536K
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
74New |
$10.4K - $12K
|
74
$11.4K
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
1.72KNew |
$243K - $280K
|
1.72K
$266K
|
|
Feb 13, 2025
Q4 2024
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
12.9KNew |
$1.82M - $2.1M
|
12.9K
$1.99M
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$1.75M - $2.01M
|
12.4K
$1.91M
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-500- 50.0% |
$70.6K - $81.3K
|
500
$77.2K
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-273- 16.56% |
$38.5K - $44.4K
|
1.38K
$213K
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
37.5K+ 253.58% |
$5.3M - $6.1M
|
52.3K
$8.08M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-142- 77.6% |
$20K - $23.1K
|
41
$6.33K
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-153- 9.93% |
$21.6K - $24.9K
|
1.39K
$214K
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-889- 6.03% |
$125K - $144K
|
13.9K
$2.14M
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.82K- 8.11% |
$539K - $621K
|
43.3K
$6.68M
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-380- 79.17% |
$53.6K - $61.8K
|
100
$15.4K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-713- 16.88% |
$101K - $116K
|
3.51K
$542K
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
95+ 29.23% |
$13.4K - $15.4K
|
420
$64.9K
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-30- 1.23% |
$4.23K - $4.88K
|
2.4K
$371K
|
|
Feb 12, 2025
Q4 2024
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
1.82KNew |
$257K - $295K
|
1.82K
$281K
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
308New |
$43.5K - $50.1K
|
308
$47.6K
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
5.88KNew |
$830K - $955K
|
5.88K
$908K
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
150KNew |
$21.2M - $24.4M
|
150K
$23.2M
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
30.2KNew |
$4.26M - $4.9M
|
30.2K
$4.66M
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$212K - $244K
|
1.5K
$232K
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1.52KNew |
$215K - $247K
|
1.52K
$235K
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
72New |
$10.2K - $11.7K
|
72
$11.1K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.04K+ 6.33% |
$147K - $169K
|
17.5K
$2.7M
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
500+ 13.89% |
$70.6K - $81.3K
|
4.1K
$633K
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-110- 6.83% |
$15.5K - $17.9K
|
1.5K
$232K
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
8.15KNew |
$1.15M - $1.33M
|
8.15K
$1.26M
|
|
Feb 11, 2025
Q4 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
1.7KNew |
$240K - $276K
|
1.7K
$263K
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
91+ 36.4% |
$12.8K - $14.8K
|
341
$52.7K
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
21KNew |
$2.96M - $3.41M
|
21K
$3.24M
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
144New |
$20.3K - $23.4K
|
144
$22.2K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
14.1K+ 25.08% |
$1.99M - $2.29M
|
70.3K
$10.8M
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.06K+ 75.89% |
$291K - $335K
|
4.78K
$738K
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
418+ 9.2% |
$59K - $67.9K
|
4.96K
$766K
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-500- 1.77% |
$70.6K - $81.3K
|
27.7K
$4.28M
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-293- 4.28% |
$41.4K - $47.6K
|
6.56K
$1.01M
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-358- 0.14% |
$50.5K - $58.2K
|
265K
$40.9M
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
22.2K+ 48.98% |
$3.13M - $3.61M
|
67.5K
$10.4M
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-282K- 5.42% |
$39.8M - $45.8M
|
4.92M
$759M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-176- 15.64% |
$24.8K - $28.6K
|
949
$147K
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
136KNew |
$19.2M - $22.1M
|
136K
$21M
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-56- 2.78% |
$7.9K - $9.1K
|
1.96K
$302K
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-233- 4.02% |
$32.9K - $37.9K
|
5.56K
$858K
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
206+ 6.55% |
$29.1K - $33.5K
|
3.35K
$517K
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
1.72K+ 68.59% |
$243K - $280K
|
4.23K
$653K
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.69KNew |
$238K - $274K
|
1.69K
$260K
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-112- 1.93% |
$15.8K - $18.2K
|
5.69K
$879K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
63+ 1.19% |
$8.89K - $10.2K
|
5.35K
$825K
|