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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-67- 0.29% |
$9.46K - $10.9K
|
23.2K
$3.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
10.9KNew |
$1.54M - $1.77M
|
10.9K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.85K- 4.8% |
$260K - $300K
|
36.6K
$5.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-528- 12.51% |
$74.5K - $85.8K
|
3.69K
$551K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
163K+ 179.36% |
$22.9M - $26.4M
|
253K
$37.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.88MNew |
$406M - $467M
|
2.88M
$429M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.44K- 0.53% |
$485K - $559K
|
644K
$96M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
203+ 1.17% |
$28.7K - $33K
|
17.5K
$2.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
104+ 4.18% |
$14.7K - $16.9K
|
2.6K
$387K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
224+ 0.83% |
$31.6K - $36.4K
|
27.2K
$4.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-663- 3.98% |
$93.6K - $108K
|
16K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-25.8K- 6.54% |
$3.64M - $4.2M
|
369K
$55M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-809- 1.2% |
$114K - $131K
|
66.4K
$9.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.29K+ 8.84% |
$323K - $372K
|
28.1K
$4.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-338- 15.02% |
$47.7K - $54.9K
|
1.91K
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-35- 1.62% |
$4.94K - $5.69K
|
2.12K
$316K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-111- 0.24% |
$15.7K - $18K
|
46.7K
$6.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
24+ 0.21% |
$3.39K - $3.9K
|
11.3K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-22- 0.09% |
$3.11K - $3.58K
|
24.9K
$3.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-25- 2.73% |
$3.53K - $4.06K
|
890
$133K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-87- 0.38% |
$12.3K - $14.1K
|
22.5K
$3.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-54.3K- 73.38% |
$7.67M - $8.83M
|
19.7K
$2.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
36.2K+ 2.25% |
$5.11M - $5.88M
|
1.65M
$246M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-35- 2.14% |
$4.94K - $5.69K
|
1.6K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-802- 0.13% |
$113K - $130K
|
623K
$92.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-532- 4.19% |
$75.1K - $86.5K
|
12.2K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
139+ 1.58% |
$19.6K - $22.6K
|
8.92K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
990+ 12.64% |
$140K - $161K
|
8.82K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
27K+ 3.88% |
$3.81M - $4.38M
|
723K
$108M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-629- 10.93% |
$88.8K - $102K
|
5.13K
$765K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
19.1K+ 5.18% |
$2.7M - $3.11M
|
388K
$57.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.8K+ 42.67% |
$395K - $454K
|
9.35K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.3K+ 7.81% |
$1.73M - $2M
|
170K
$25.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-240- 15.57% |
$33.9K - $39K
|
1.3K
$194K
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
9.01KNew |
$1.27M - $1.46M
|
9.01K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-807- 9.5% |
$114K - $131K
|
7.68K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.23K- 0.49% |
$315K - $363K
|
455K
$67.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.16K+ 14.33% |
$588K - $677K
|
33.2K
$4.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
512+ 3.97% |
$72.3K - $83.2K
|
13.4K
$2M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
50+ 73.53% |
$7.06K - $8.13K
|
118
$17.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.95K- 3.51% |
$698K - $804K
|
136K
$20.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.26K+ 6.78% |
$319K - $367K
|
35.6K
$5.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-137- 15.99% |
$19.3K - $22.3K
|
720
$107K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.79KNew |
$677K - $779K
|
4.79K
$715K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
26+ 1.01% |
$3.67K - $4.23K
|
2.6K
$387K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-569- 84.05% |
$80.3K - $92.5K
|
108
$16.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-25.5K- 10.36% |
$3.6M - $4.15M
|
221K
$32.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-79- 0.3% |
$11.2K - $12.8K
|
26K
$3.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-970- 4.27% |
$137K - $158K
|
21.8K
$3.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2+ 0.07% |
$282 - $325
|
2.72K
$405K
|