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 06, 2023
Q4 2022
|
Settian Capital LP
|
BUY
|
- |
600+ 4.62% |
$91K - $113K
|
13.6K
$2.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.09K- 2.81% |
$469K - $582K
|
107K
$17.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
33New |
$5.01K - $6.21K
|
33
$5.31K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
25New |
$3.79K - $4.7K
|
25
$4.02K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
250New |
$37.9K - $47K
|
250
$40.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
3.9KNew |
$592K - $733K
|
3.9K
$627K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
945+ 10.71% |
$143K - $178K
|
9.77K
$1.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
338New |
$51.3K - $63.6K
|
338
$54.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Canal Insurance CO
|
BUY
|
- |
10K+ 9.15% |
$1.52M - $1.88M
|
119K
$19.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-83- 52.53% |
$12.6K - $15.6K
|
75
$12.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.2KNew |
$181K - $225K
|
1.2K
$192K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1.97K- 78.83% |
$298K - $370K
|
528
$84.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
22+ 0.7% |
$3.34K - $4.14K
|
3.16K
$508K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
4.53K+ 5.32% |
$687K - $851K
|
89.7K
$14.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
716+ 5.6% |
$109K - $135K
|
13.5K
$2.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Cortland Associates Inc
|
SELL
|
- |
-340- 16.76% |
$51.6K - $63.9K
|
1.69K
$272K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
42+ 4.03% |
$6.37K - $7.9K
|
1.09K
$174K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.3KNew |
$197K - $244K
|
1.3K
$209K
|
|
|
Jan 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-2.99K- 24.78% |
$454K - $563K
|
9.08K
$1.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.1K- 36.21% |
$319K - $395K
|
3.7K
$595K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-815- 19.05% |
$124K - $153K
|
3.46K
$557K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
6.07KNew |
$921K - $1.14M
|
6.07K
$976K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
100+ 0.56% |
$15.2K - $18.8K
|
18K
$2.89M
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-175- 2.25% |
$26.6K - $32.9K
|
7.59K
$1.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.22KNew |
$186K - $230K
|
1.22K
$197K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
496+ 1.51% |
$75.3K - $93.3K
|
33.4K
$5.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
35+ 1.38% |
$5.31K - $6.58K
|
2.57K
$413K
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
2.87KNew |
$435K - $540K
|
2.87K
$462K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-200- 11.33% |
$30.3K - $37.6K
|
1.57K
$252K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
455+ 5.68% |
$69K - $85.6K
|
8.47K
$1.36M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
2.03KNew |
$307K - $381K
|
2.03K
$326K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-84- 0.11% |
$12.7K - $15.8K
|
74.8K
$12M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-230- 38.33% |
$34.9K - $43.3K
|
370
$59.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-675- 0.49% |
$102K - $127K
|
137K
$22M
|
|
|
Jan 20, 2023
Q4 2022
|
Sturgeon Ventures LLP
|
BUY
|
- |
7.87KNew |
$1.19M - $1.48M
|
7.87K
$1.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-426- 15.74% |
$64.6K - $80.1K
|
2.28K
$367K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-250- 4.8% |
$37.9K - $47K
|
4.95K
$796K
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.19KNew |
$180K - $223K
|
1.19K
$191K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-385- 9.04% |
$58.4K - $72.4K
|
3.88K
$623K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
718+ 17.76% |
$109K - $135K
|
4.76K
$766K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.1KNew |
$167K - $207K
|
1.1K
$177K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
125New |
$19K - $23.5K
|
125
$20.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
400New |
$60.7K - $75.2K
|
400
$64.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
22+ 19.13% |
$3.34K - $4.14K
|
137
$22K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-974- 0.31% |
$148K - $183K
|
308K
$49.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-400- 20.88% |
$60.7K - $75.2K
|
1.52K
$244K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.5K+ 11.39% |
$227K - $282K
|
14.7K
$2.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-150- 0.82% |
$22.8K - $28.2K
|
18.1K
$2.91M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$169K - $210K
|
1.12K
$180K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
646New |
$98K - $121K
|
646
$104K
|