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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2020
Q3 2020
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-2.29KClosed |
$164K - $209K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-300Closed |
$21.5K - $27.4K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
CALL |
15KNew |
$1.08M - $1.37M
|
15K
$2.24M
|
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-12.3KClosed |
$881K - $1.12M
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
2K+ 200.0% |
$144K - $183K
|
3K
$449K
|
|
|
Oct 27, 2020
Q3 2020
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-2.59KClosed |
$186K - $237K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
9.63KNew |
$691K - $880K
|
9.63K
$1.44M
|
|
|
Oct 20, 2020
Q3 2020
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-111- 2.31% |
$7.97K - $10.1K
|
4.7K
$703K
|
|
|
Oct 19, 2020
Q3 2020
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-980Closed |
$70.4K - $89.6K
|
0
$0
|
|
|
Oct 05, 2020
Q3 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-33.9KClosed |
$2.43M - $3.1M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.84K+ 27.62% |
$469K - $706K
|
31.6K
$4.72M
|
|
|
Aug 14, 2020
Q2 2020
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-4.6KClosed |
$315K - $475K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.8KClosed |
$124K - $186K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Sir Capital Management, L.P.
New York, NY |
SELL
|
- |
-243KClosed |
$16.7M - $25.1M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-750Closed |
$51.4K - $77.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-9.6KClosed |
$658K - $991K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Martin Currie LTD
Edinburgh, X0 |
SELL
|
- |
-92.3KClosed |
$6.33M - $9.53M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-24.4KClosed |
$1.67M - $2.52M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Boston Partners
Boston, MA |
SELL
|
- |
-22.1K- 39.02% |
$1.52M - $2.28M
|
34.6K
$5.17M
|
|
|
Aug 11, 2020
Q2 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-159KClosed |
$10.9M - $16.5M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Tredje Ap Fonden
|
SELL
|
- |
-76.5KClosed |
$5.25M - $7.9M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-2Closed |
$137 - $206
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-275Closed |
$18.9K - $28.4K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-11.4KClosed |
$780K - $1.17M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Oak Ridge Investments LLC
|
SELL
|
- |
-3.16KClosed |
$217K - $327K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-3.38KClosed |
$232K - $349K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Brooktree Capital Management
|
SELL
|
- |
-777Closed |
$53.3K - $80.2K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
CALL |
400New |
$27.4K - $41.3K
|
400
$59.8K
|
|
|
Jul 30, 2020
Q2 2020
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-35.7KClosed |
$2.45M - $3.68M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Prism Advisors, Inc.
|
SELL
|
- |
-31.2KClosed |
$2.14M - $3.22M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-28.3KClosed |
$1.94M - $2.92M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
C.V. Starr & Co., Inc. Trust
New York, NY |
SELL
|
- |
-30KClosed |
$2.06M - $3.1M
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-4.23KClosed |
$290K - $436K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Century Link Investment Management CO
|
SELL
|
- |
-17.2KClosed |
$1.18M - $1.77M
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-39.2KClosed |
$2.69M - $4.05M
|
0
$0
|
|
|
Jul 02, 2020
Q2 2020
|
Birch Capital Management, LLC
|
SELL
|
- |
-370Closed |
$25.4K - $38.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Oct 13, 2021
Q1 2020
|
Hixon Zuercher, LLC
|
SELL
|
- |
-20.3KClosed |
$1.1M - $2.47M
|
0
$0
|
|
|
Jul 31, 2020
Q1 2020
|
Milestone Advisory Partners
|
SELL
|
- |
-3.13KClosed |
$170K - $380K
|
0
$0
|
|
|
May 28, 2020
Q1 2020
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-11.8KClosed |
$638K - $1.43M
|
0
$0
|
|
|
May 27, 2020
Q1 2020
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-3.66KClosed |
$199K - $445K
|
0
$0
|
|
|
May 26, 2020
Q1 2020
|
Noked Capital LTD
Tel Aviv, L3 |
SELL
|
- |
-3.4KClosed |
$184K - $413K
|
0
$0
|
|
|
May 26, 2020
Q1 2020
|
Noked Israel LTD
Ramat Hasharon, L3 |
SELL
|
- |
-3.4KClosed |
$184K - $413K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.12KClosed |
$115K - $257K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-2.12KClosed |
$115K - $257K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Independent Family Office, LLC
|
SELL
|
- |
-1.8KClosed |
$97.6K - $219K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.72KClosed |
$93.3K - $209K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-2.06KClosed |
$112K - $250K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.12KClosed |
$115K - $257K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Orbis Allan Gray LTD
Hamilton, D0 |
SELL
|
- |
-15.5KClosed |
$841K - $1.88M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Old West Investment Management, LLC
Los Angeles, CA |
SELL
|
- |
-15.4KClosed |
$835K - $1.87M
|
0
$0
|
|