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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-443- 21.13% |
$60.2K - $72.9K
|
1.65K
$254K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
13.2KNew |
$1.79M - $2.17M
|
13.2K
$2.02M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-1.09K- 0.71% |
$149K - $180K
|
152K
$23.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.09KNew |
$285K - $345K
|
2.09K
$321K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
114+ 7.02% |
$15.5K - $18.8K
|
1.74K
$267K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
6.17K+ 14.93% |
$839K - $1.02M
|
47.5K
$7.29M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.15K- 12.75% |
$157K - $190K
|
7.89K
$1.21M
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-150- 50.0% |
$20.4K - $24.7K
|
150
$23K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-1.66K- 50.0% |
$225K - $273K
|
1.66K
$254K
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
219+ 12.0% |
$29.8K - $36.1K
|
2.04K
$314K
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-24- 0.53% |
$3.26K - $3.95K
|
4.5K
$691K
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
12.6KNew |
$1.71M - $2.07M
|
12.6K
$1.93M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
2.94K+ 4.27% |
$399K - $483K
|
71.7K
$11M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
1.08KNew |
$147K - $178K
|
1.08K
$166K
|
|
|
Oct 18, 2022
Q3 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
61.8K+ 31.57% |
$8.4M - $10.2M
|
258K
$39.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
CALL |
-200- 66.67% |
$27.2K - $32.9K
|
100
$15.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
139+ 2.92% |
$18.9K - $22.9K
|
4.9K
$753K
|
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
125New |
$17K - $20.6K
|
125
$19.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.75K+ 4.45% |
$238K - $288K
|
41K
$6.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
392+ 0.31% |
$53.3K - $64.5K
|
126K
$19.4M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-250- 0.4% |
$34K - $41.2K
|
62.6K
$9.62M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
194+ 0.69% |
$26.4K - $31.9K
|
28.5K
$4.38M
|
|
| Q2 2022 | |||||||
|
Sep 24, 2025
Q2 2022
|
Burrus Financial Services, Inc.
Salt Lake City, UT |
SELL
|
- |
-1.62KClosed |
$230K - $293K
|
0
$0
|
|
|
May 09, 2023
Q2 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-77Closed |
$11K - $13.9K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-969- 7.83% |
$138K - $176K
|
11.4K
$1.75M
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
221New |
$31.5K - $40K
|
221
$33.9K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-179Closed |
$25.5K - $32.4K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-100- 4.08% |
$14.2K - $18.1K
|
2.35K
$361K
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.68KNew |
$240K - $305K
|
1.68K
$259K
|
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2KClosed |
$285K - $362K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Islet Management, LP
New York, NY |
BUY
|
CALL |
50KNew |
$7.12M - $9.06M
|
50K
$7.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
CALL |
100New |
$14.2K - $18.1K
|
100
$15.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
29.4KNew |
$4.19M - $5.33M
|
29.4K
$4.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-9.87KClosed |
$1.41M - $1.79M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-3.2KClosed |
$455K - $579K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
248+ 19.51% |
$35.3K - $44.9K
|
1.52K
$233K
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
143New |
$20.4K - $25.9K
|
143
$22K
|
|
|
Aug 15, 2022
Q2 2022
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
71.2KNew |
$10.1M - $12.9M
|
71.2K
$10.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-10K- 66.67% |
$1.42M - $1.81M
|
5K
$768K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4.37K+ 8.42% |
$623K - $792K
|
56.3K
$8.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-1.93KClosed |
$275K - $350K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
23.6KNew |
$3.36M - $4.27M
|
23.6K
$3.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
BUY
|
- |
158K+ 101.54% |
$22.5M - $28.7M
|
314K
$48.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
15+ 0.91% |
$2.14K - $2.72K
|
1.67K
$256K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
470+ 19.76% |
$66.9K - $85.1K
|
2.85K
$437K
|
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-100- 10.27% |
$14.2K - $18.1K
|
874
$134K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
11.3KNew |
$1.61M - $2.05M
|
11.3K
$1.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
CALL |
-14.1K- 30.99% |
$2.01M - $2.55M
|
31.4K
$4.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.36KClosed |
$194K - $247K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-1.23KClosed |
$174K - $222K
|
0
$0
|
|