Latest Institutional Purchases of Chevron Corp (CVX)

CVX Quotes by TradingView

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
Aug 14, 2023 Q2 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
118
+ 2.45%
$17.8K - $20.3K
4.93K $761K
Jul 25, 2023 Q2 2023
Canal Insurance CO

BUY
 CALL
100
New
$15.1K - $17.2K
100 $15.4K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
96
+ 0.52%
$14.5K - $16.6K
18.7K $2.89M
Aug 08, 2023 Q2 2023
Harvest Volatility Management LLC

BUY
 -
78
+ 1.29%
$11.7K - $13.5K
6.11K $943K
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
51
+ 0.67%
$7.68K - $8.79K
7.68K $1.19M
Jul 14, 2023 Q2 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
47
+ 2.47%
$7.08K - $8.1K
1.95K $301K
Jul 19, 2023 Q2 2023
Tap Consulting, LLC

BUY
 -
30
+ 1.26%
$4.52K - $5.17K
2.42K $373K
Aug 03, 2023 Q2 2023
Paladin Advisory Group, LLC

BUY
 -
17
+ 0.97%
$2.56K - $2.93K
1.77K $274K
Jul 24, 2023 Q2 2023
Briggs Advisory Group, Inc.

BUY
 -
16
+ 1.16%
$2.41K - $2.76K
1.4K $215K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
15
+ 0.99%
$2.26K - $2.59K
1.53K $236K
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

BUY
 -
9
+ 0.7%
$1.36K - $1.55K
1.3K $201K
Jul 25, 2023 Q2 2023
Fenimore Asset Management Inc

BUY
 -
1
+ 0.07%
$151 - $172
1.36K $209K
Jul 18, 2023 Q2 2023
Arcus Capital Partners, LLC

BUY
 -
1
+ 0.07%
$151 - $172
1.36K $211K
Q1 2023
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
17.6M
New
$2.68B - $3.3B
17.6M $2.71B
May 12, 2023 Q1 2023
Nwi Management LP

New York, NY
BUY
 -
240K
New
$36.6M - $45.1M
240K $37.1M
Apr 28, 2023 Q1 2023
Ninety One Sa (Pty) LTD

Cape Town, T3
BUY
 -
102K
New
$15.6M - $19.2M
102K $15.8M
May 12, 2023 Q1 2023
Smead Capital Management, Inc.

Phoenix, AZ
BUY
 -
29.2K
+ 3.56%
$4.45M - $5.49M
851K $131M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 PUT
19.9K
+ 13413.51%
$3.02M - $3.73M
20K $3.09M
Apr 11, 2023 Q1 2023
Lee Johnson Capital Management, LLC

BUY
 -
11K
+ 73.16%
$1.67M - $2.06M
26K $4.02M
May 15, 2023 Q1 2023
Magnetar Financial LLC

Evanston, IL
BUY
 -
9.68K
New
$1.47M - $1.82M
9.68K $1.49M
Apr 18, 2023 Q1 2023
R.H. Dinel Investment Counsel, Inc.

BUY
 -
9.02K
+ 35.8%
$1.37M - $1.69M
34.2K $5.28M
Apr 21, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
6.67K
New
$1.02M - $1.25M
6.67K $1.03M
May 15, 2023 Q1 2023
Kula Investments, LLC

Chicago, IL
BUY
 -
6.59K
New
$1M - $1.24M
6.59K $1.02M
Dec 19, 2024 Q1 2023
Pearl River Capital, LLC

Niles, MI
BUY
 -
5.15K
New
$784K - $967K
5.15K $795K
May 12, 2023 Q1 2023
Lumina Fund Management LLC

New York, NY
BUY
 -
5K
New
$762K - $939K
5K $772K
May 10, 2023 Q1 2023
Exos Tfp Holdings LLC

New York, NY
BUY
 -
4.37K
+ 150.07%
$666K - $821K
7.28K $1.12M
May 04, 2023 Q1 2023
Andesa Financial Management Inc.

BUY
 -
4.23K
+ 44.71%
$645K - $795K
13.7K $2.12M
Apr 26, 2023 Q1 2023
Tru Independence Asset Management 2, LLC

BUY
 -
2.52K
New
$383K - $472K
2.52K $388K
May 11, 2023 Q1 2023
Seaview Investment Managers LLC

BUY
 -
2.36K
+ 6.82%
$360K - $444K
37K $5.71M
May 09, 2023 Q1 2023
Colony Family Offices, LLC

BUY
 -
2K
New
$305K - $376K
2K $309K
May 12, 2023 Q1 2023
Penn Capital Management Company, LLC

Philadelphia, PA
BUY
 -
1.75K
New
$267K - $329K
1.75K $271K
May 05, 2023 Q1 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
1.37K
New
$209K - $257K
1.37K $211K
May 04, 2023 Q1 2023
Affinia Financial Group, LLC

Burlington, MA
BUY
 -
1.2K
New
$182K - $224K
1.2K $185K
May 12, 2023 Q1 2023
Security Asset Management

BUY
 -
991
+ 21.06%
$151K - $186K
5.7K $880K
Apr 10, 2023 Q1 2023
Focus Wealth Advisors, LLC

BUY
 -
502
+ 5.4%
$76.5K - $94.3K
9.8K $1.51M
May 18, 2023 Q1 2023
Hnp Capital LLC

BUY
 -
456
+ 2.37%
$69.5K - $85.6K
19.7K $3.04M
May 02, 2023 Q1 2023
True Capital Management

San Francisco, CA
BUY
 -
374
+ 24.51%
$57K - $70.2K
1.9K $293K
May 10, 2023 Q1 2023
Graham Capital Wealth Management, LLC

Washington D.C., DC
BUY
 -
359
New
$54.7K - $67.4K
359 $55.4K
Sep 04, 2024 Q1 2023
Mas Advisors LLC

Miami, FL
BUY
 -
331
+ 27.06%
$50.4K - $62.2K
1.55K $240K
May 15, 2023 Q1 2023
Ashford Capital Management Inc

Wilmington, DE
BUY
 -
326
+ 12.21%
$49.7K - $61.2K
3K $463K
Apr 06, 2023 Q1 2023
Parsec Financial Management, Inc.

BUY
 -
326
+ 1.53%
$49.7K - $61.2K
21.6K $3.34M
Apr 17, 2023 Q1 2023
Financial Consulate, Inc

BUY
 -
302
+ 9.42%
$46K - $56.7K
3.51K $542K
May 15, 2023 Q1 2023
Grand Jean Capital Management Inc

San Francisco, CA
BUY
 -
100
+ 8.84%
$15.2K - $18.8K
1.23K $190K
May 03, 2023 Q1 2023
Le Jeune Puetz Investment Counsel LLC

BUY
 -
48
+ 1.73%
$7.31K - $9.01K
2.83K $436K
Apr 11, 2023 Q1 2023
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
34
+ 0.98%
$5.18K - $6.38K
3.49K $540K
Apr 05, 2023 Q1 2023
Stillwater Investment Management, LLC

BUY
 -
30
+ 0.95%
$4.57K - $5.63K
3.19K $492K
Apr 13, 2023 Q1 2023
Transparent Wealth Partners LLC

Little Rock, AR
BUY
 -
16
+ 0.9%
$2.44K - $3K
1.8K $277K
May 04, 2023 Q1 2023
Barber Financial Group, Inc.

BUY
 -
11
+ 0.73%
$1.68K - $2.07K
1.52K $235K
Q4 2022
Feb 14, 2023 Q4 2022
Capital Group Investment Management Pte. Ltd.

Raffles Quay, U0
BUY
 -
139K
New
$21.1M - $26.1M
139K $21.4M

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