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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-74- 3.65% |
$11.3K - $12.3K
|
1.95K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
PUT |
19.1KNew |
$2.91M - $3.18M
|
19.1K
$2.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-132- 1.65% |
$20.1K - $22K
|
7.89K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.65K+ 8.86% |
$1.47M - $1.6M
|
119K
$18.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
945+ 36.99% |
$144K - $157K
|
3.5K
$541K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
267+ 11.24% |
$40.7K - $44.4K
|
2.64K
$408K
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.2KNew |
$183K - $200K
|
1.2K
$185K
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2KNew |
$305K - $333K
|
2K
$309K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.52K- 10.78% |
$384K - $419K
|
20.9K
$3.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
15+ 1.03% |
$2.29K - $2.49K
|
1.48K
$228K
|
|
|
Aug 09, 2024
Q2 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
3.9KNew |
$595K - $649K
|
3.9K
$602K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-4.79K- 12.77% |
$731K - $797K
|
32.7K
$5.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
8.25K+ 480.21% |
$1.26M - $1.37M
|
9.97K
$1.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-345- 0.84% |
$52.6K - $57.4K
|
40.5K
$6.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.8KNew |
$275K - $299K
|
1.8K
$278K
|
|
|
Aug 08, 2024
Q2 2024
|
Ruffer LLP
|
SELL
|
- |
-11K- 50.0% |
$1.68M - $1.83M
|
11K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.4K- 77.81% |
$2.05M - $2.24M
|
3.84K
$592K
|
|
|
Aug 07, 2024
Q2 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
1.22K+ 90.09% |
$186K - $203K
|
2.57K
$397K
|
|
|
Aug 07, 2024
Q2 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
1.55KNew |
$237K - $258K
|
1.55K
$240K
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.28KNew |
$195K - $213K
|
1.28K
$198K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8- 24.24% |
$1.22K - $1.33K
|
25
$3.86K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-6.11K- 12.84% |
$932K - $1.02M
|
41.4K
$6.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
103+ 7.74% |
$15.7K - $17.1K
|
1.43K
$221K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
95+ 7.06% |
$14.5K - $15.8K
|
1.44K
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-22- 0.86% |
$3.36K - $3.66K
|
2.53K
$390K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
485New |
$74K - $80.7K
|
485
$74.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Freemont Management S.A.
|
SELL
|
- |
-41.3K- 83.27% |
$6.3M - $6.87M
|
8.3K
$1.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-5.84K- 63.35% |
$891K - $972K
|
3.38K
$522K
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-344- 8.4% |
$52.5K - $57.2K
|
3.75K
$579K
|
|
|
Aug 05, 2024
Q2 2024
|
Foundry Partners, LLC
|
BUY
|
- |
16.1K+ 9.61% |
$2.46M - $2.69M
|
184K
$28.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.36KNew |
$207K - $226K
|
1.36K
$210K
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
SELL
|
- |
-47- 23.86% |
$7.17K - $7.82K
|
150
$23.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.46K+ 4.37% |
$223K - $243K
|
34.9K
$5.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.92K- 18.57% |
$293K - $320K
|
8.43K
$1.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Iat Reinsurance CO Ltd.
New York, NY |
SELL
|
- |
-16K- 50.0% |
$2.44M - $2.66M
|
16K
$2.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
24+ 1.7% |
$3.66K - $3.99K
|
1.44K
$222K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
58+ 0.47% |
$8.85K - $9.65K
|
12.4K
$1.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-270- 16.42% |
$41.2K - $44.9K
|
1.37K
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
167+ 1.13% |
$25.5K - $27.8K
|
14.9K
$2.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-73- 2.69% |
$11.1K - $12.1K
|
2.64K
$408K
|
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-900- 17.83% |
$137K - $150K
|
4.15K
$641K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
CALL |
-2.6K- 54.17% |
$397K - $432K
|
2.2K
$340K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-1.16K- 65.95% |
$177K - $193K
|
600
$92.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3New |
$458 - $499
|
3
$463
|
|
|
Jul 29, 2024
Q2 2024
|
Defender Capital, Llc.
|
BUY
|
- |
6.51K+ 162.85% |
$994K - $1.08M
|
10.5K
$1.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-336- 0.28% |
$51.3K - $55.9K
|
120K
$18.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
5.86K+ 99.93% |
$894K - $975K
|
11.7K
$1.81M
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-4.15K- 94.06% |
$633K - $690K
|
262
$40.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
5+ 0.37% |
$763 - $832
|
1.35K
$208K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-815- 14.8% |
$124K - $136K
|
4.69K
$724K
|