Latest Institutional Purchases of Chevron Corp (CVX)
This list provides information on the latest institutional transactions involving Chevron Corp (CVX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
2.02KNew |
$285K - $328K
|
2.02K
$312K
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.93K+ 662.33% |
$273K - $314K
|
2.23K
$344K
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.93KNew |
$272K - $314K
|
1.93K
$298K
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.87K+ 4.91% |
$264K - $303K
|
39.9K
$6.16M
|
|
Feb 12, 2025
Q4 2024
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
1.82KNew |
$257K - $295K
|
1.82K
$281K
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.78KNew |
$251K - $288K
|
1.78K
$274K
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
1.75KNew |
$247K - $284K
|
1.75K
$270K
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
1.72KNew |
$243K - $280K
|
1.72K
$266K
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
1.72K+ 68.59% |
$243K - $280K
|
4.23K
$653K
|
|
Feb 11, 2025
Q4 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
1.7KNew |
$240K - $276K
|
1.7K
$263K
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.69KNew |
$238K - $274K
|
1.69K
$260K
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.68KNew |
$236K - $272K
|
1.68K
$259K
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
1.66KNew |
$234K - $269K
|
1.66K
$256K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.61KNew |
$227K - $262K
|
1.61K
$248K
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.57KNew |
$222K - $256K
|
1.57K
$243K
|
|
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
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$212K - $244K
|
1.5K
$232K
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.47KNew |
$208K - $239K
|
1.47K
$227K
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.45KNew |
$204K - $235K
|
1.45K
$223K
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.39KNew |
$195K - $225K
|
1.39K
$214K
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.28K+ 4.97% |
$181K - $208K
|
27.1K
$4.18M
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.06K+ 11.43% |
$150K - $173K
|
10.4K
$1.6M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.04K+ 6.33% |
$147K - $169K
|
17.5K
$2.7M
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$141K - $163K
|
1K
$154K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
1KNew |
$141K - $163K
|
1K
$154K
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
989+ 10.04% |
$140K - $161K
|
10.8K
$1.67M
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
687+ 3.81% |
$97K - $112K
|
18.7K
$2.89M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
541New |
$76.4K - $87.9K
|
541
$83.6K
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
507New |
$71.6K - $82.4K
|
507
$78.3K
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
CALL |
500New |
$70.6K - $81.3K
|
500
$77.2K
|
|
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
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
440New |
$62.1K - $71.5K
|
440
$68K
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
425+ 7.66% |
$60K - $69.1K
|
5.97K
$922K
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
423+ 19.34% |
$59.7K - $68.8K
|
2.61K
$403K
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
418+ 9.2% |
$59K - $67.9K
|
4.96K
$766K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
400New |
$56.5K - $65K
|
400
$61.8K
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
400New |
$56.5K - $65K
|
400
$61.8K
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
315+ 1.95% |
$44.5K - $51.2K
|
16.5K
$2.54M
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
308New |
$43.5K - $50.1K
|
308
$47.6K
|
|
Feb 14, 2025
Q4 2024
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
300+ 4.5% |
$42.3K - $48.8K
|
6.97K
$1.08M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
289+ 7.92% |
$40.8K - $47K
|
3.94K
$608K
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
287New |
$40.5K - $46.6K
|
287
$44.3K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
266New |
$37.5K - $43.2K
|
266
$41.1K
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
234New |
$33K - $38K
|
234
$36.1K
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
206+ 6.55% |
$29.1K - $33.5K
|
3.35K
$517K
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
200New |
$28.2K - $32.5K
|
200
$30.9K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
169New |
$23.9K - $27.5K
|
169
$26.1K
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
152+ 2.32% |
$21.5K - $24.7K
|
6.72K
$1.04M
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
144New |
$20.3K - $23.4K
|
144
$22.2K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
139+ 20.84% |
$19.6K - $22.6K
|
806
$124K
|