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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.29KNew |
$197K - $215K
|
1.29K
$200K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.29K+ 75.46% |
$196K - $214K
|
2.99K
$461K
|
|
|
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
|
Tiff Advisory Services Inc
|
BUY
|
- |
1.22K+ 90.09% |
$186K - $203K
|
2.57K
$397K
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.2KNew |
$183K - $200K
|
1.2K
$185K
|
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
945+ 36.99% |
$144K - $157K
|
3.5K
$541K
|
|
|
Jul 11, 2024
Q2 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
577+ 2.85% |
$88K - $96K
|
20.8K
$3.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
521New |
$79.5K - $86.7K
|
521
$80.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
485New |
$74K - $80.7K
|
485
$74.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
412New |
$62.9K - $68.5K
|
412
$63.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
376New |
$57.4K - $62.5K
|
376
$58.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
361+ 2.61% |
$55.1K - $60K
|
14.2K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
348+ 24.46% |
$53.1K - $57.9K
|
1.77K
$274K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
309+ 5.18% |
$47.1K - $51.4K
|
6.28K
$969K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
274+ 2.16% |
$41.8K - $45.6K
|
13K
$2.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
267+ 11.24% |
$40.7K - $44.4K
|
2.64K
$408K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
200+ 1.79% |
$30.5K - $33.3K
|
11.4K
$1.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
167+ 1.13% |
$25.5K - $27.8K
|
14.9K
$2.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
134+ 8.82% |
$20.4K - $22.3K
|
1.65K
$255K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
105+ 0.08% |
$16K - $17.5K
|
137K
$21.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
105+ 3.06% |
$16K - $17.5K
|
3.54K
$546K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
103+ 7.74% |
$15.7K - $17.1K
|
1.43K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$15.3K - $16.6K
|
100
$15.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
100+ 1.3% |
$15.3K - $16.6K
|
7.81K
$1.21M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
100+ 6.84% |
$15.3K - $16.6K
|
1.56K
$241K
|
|
|
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
|
|
|
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
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
24+ 1.7% |
$3.66K - $3.99K
|
1.44K
$222K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 0.37% |
$2.59K - $2.83K
|
4.61K
$712K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
15New |
$2.29K - $2.49K
|
15
$2.32K
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
15+ 1.03% |
$2.29K - $2.49K
|
1.48K
$228K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
15+ 1.13% |
$2.29K - $2.49K
|
1.34K
$208K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
8+ 0.15% |
$1.22K - $1.33K
|
5.35K
$827K
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
5+ 0.37% |
$763 - $832
|
1.35K
$208K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3New |
$458 - $499
|
3
$463
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1+ 0.06% |
$153 - $166
|
1.63K
$251K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
120K+ 64.26% |
$17M - $18.9M
|
307K
$47.4M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
66.2KNew |
$9.39M - $10.4M
|
66.2K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
58.2K+ 27.48% |
$8.26M - $9.18M
|
270K
$41.7M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
44.2KNew |
$6.27M - $6.98M
|
44.2K
$6.83M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
29.4K+ 600.2% |
$4.17M - $4.64M
|
34.3K
$5.3M
|
|
|
May 07, 2024
Q1 2024
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
28.3KNew |
$4.01M - $4.46M
|
28.3K
$4.37M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
24.5K+ 267.91% |
$3.47M - $3.86M
|
33.6K
$5.19M
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
22.4KNew |
$3.18M - $3.54M
|
22.4K
$3.46M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
21KNew |
$2.98M - $3.31M
|
21K
$3.24M
|
|
|
May 10, 2024
Q1 2024
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
20KNew |
$2.84M - $3.15M
|
20K
$3.09M
|
|
|
Apr 12, 2024
Q1 2024
|
P&S Credit Management, L.P.
New York, NY |
BUY
|
- |
20KNew |
$2.84M - $3.15M
|
20K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
12.8K+ 165.25% |
$1.81M - $2.01M
|
20.5K
$3.16M
|
|
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
11.3KNew |
$1.61M - $1.79M
|
11.3K
$1.75M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 57.7% |
$1.53M - $1.7M
|
29.5K
$4.56M
|
|