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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2021
Q1 2021
|
Value Partners Investments Inc.
|
SELL
|
- |
-30KClosed |
$2.54M - $3.35M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-7.55KClosed |
$639K - $842K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Santori & Peters, Inc.
|
SELL
|
- |
-3.49KClosed |
$295K - $389K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-2.97KClosed |
$252K - $332K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-724Closed |
$61.3K - $80.8K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-20.2K- 21.82% |
$1.35M - $1.93M
|
72.2K
$10.8M
|
|
|
Mar 24, 2021
Q4 2020
|
Iron Bridge Private Wealth, LLC
|
BUY
|
CALL |
1KNew |
$66.9K - $95.6K
|
1K
$150K
|
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
PUT |
2.6K+ 130.0% |
$174K - $249K
|
4.6K
$688K
|
|
|
Feb 16, 2021
Q4 2020
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.42KClosed |
$94.8K - $136K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-3.63KClosed |
$243K - $347K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-7.21KClosed |
$482K - $690K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
CALL |
-100- 3.13% |
$6.69K - $9.56K
|
3.1K
$464K
|
|
|
Feb 12, 2021
Q4 2020
|
Fjarde Ap Fonden
|
SELL
|
- |
-560KClosed |
$37.5M - $53.6M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-49.4KClosed |
$3.3M - $4.72M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
100KNew |
$6.69M - $9.56M
|
100K
$15M
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
10New |
$669 - $956
|
10
$1.5K
|
|
|
Feb 09, 2021
Q4 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-75- 30.24% |
$5.02K - $7.17K
|
173
$25.9K
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-145Closed |
$9.7K - $13.9K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Cowen And Company, LLC
|
SELL
|
PUT |
-450KClosed |
$30.1M - $43M
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-9.75KClosed |
$652K - $932K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
CALL |
100New |
$6.69K - $9.56K
|
100
$15K
|
|
|
Feb 02, 2021
Q4 2020
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-139- 3.48% |
$9.3K - $13.3K
|
3.86K
$577K
|
|
|
Jan 29, 2021
Q4 2020
|
Asset Management Corp
|
SELL
|
- |
-2.94KClosed |
$197K - $281K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Nkcfo LLC
|
SELL
|
- |
-20.5KClosed |
$1.37M - $1.96M
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-929KClosed |
$62.1M - $88.8M
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Evanson Asset Management, LLC
|
BUY
|
PUT |
10KNew |
$669K - $956K
|
10K
$1.5M
|
|
|
Jan 22, 2021
Q4 2020
|
Divergent Wealth Advisors
|
SELL
|
- |
-9.41KClosed |
$629K - $900K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Ota Financial Group L.P.
|
SELL
|
- |
-27.7KClosed |
$1.85M - $2.65M
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-45Closed |
$3.01K - $4.3K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.82KClosed |
$189K - $270K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Insight Wealth Partners, LLC
|
SELL
|
CALL |
-30KClosed |
$2.01M - $2.87M
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.97KClosed |
$199K - $284K
|
0
$0
|
|
|
Jan 04, 2021
Q4 2020
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-113KClosed |
$7.56M - $10.8M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-3.97KClosed |
$285K - $363K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-15.6KClosed |
$1.12M - $1.43M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-5.14KClosed |
$369K - $469K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-23.2KClosed |
$1.66M - $2.12M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-3.49KClosed |
$251K - $319K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Ovata Capital Management LTD
|
SELL
|
- |
-2.7KClosed |
$194K - $246K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
267New |
$19.2K - $24.4K
|
267
$39.9K
|
|
|
Nov 12, 2020
Q3 2020
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-52KClosed |
$3.73M - $4.75M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-17.5KClosed |
$1.25M - $1.6M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-8.85KClosed |
$635K - $808K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-2.67KClosed |
$192K - $244K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-29Closed |
$2.08K - $2.65K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-50- 0.49% |
$3.59K - $4.57K
|
10.2K
$1.53M
|
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.4KClosed |
$101K - $128K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-3.6KClosed |
$258K - $329K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-101KClosed |
$7.23M - $9.2M
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Provident Trust CO
|
SELL
|
- |
-2.7KClosed |
$194K - $247K
|
0
$0
|
|