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 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-226- 0.19% |
$31.2K - $36.6K
|
119K
$19.3M
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
1.44KNew |
$198K - $233K
|
1.44K
$233K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.1K- 8.92% |
$2.22M - $2.6M
|
164K
$26.6M
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 450.7% |
$266K - $312K
|
2.36K
$383K
|
|
Nov 15, 2024
Q3 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
1.03K+ 6.7% |
$143K - $167K
|
16.5K
$2.67M
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
195+ 53.42% |
$26.9K - $31.6K
|
560
$90.9K
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.58K+ 5.24% |
$218K - $256K
|
31.7K
$5.15M
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
18+ 0.02% |
$2.48K - $2.92K
|
78.3K
$12.7M
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
194+ 1.82% |
$26.7K - $31.4K
|
10.8K
$1.76M
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
6.14K+ 10.6% |
$846K - $994K
|
64K
$10.4M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
183New |
$25.2K - $29.6K
|
183
$29.7K
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
94+ 1.39% |
$13K - $15.2K
|
6.87K
$1.11M
|
|
Nov 15, 2024
Q3 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
280+ 2.39% |
$38.6K - $45.4K
|
12K
$1.95M
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.44K- 2.12% |
$337K - $396K
|
113K
$18.3M
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-5.53K- 41.96% |
$762K - $896K
|
7.65K
$1.24M
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.25K+ 4.57% |
$172K - $202K
|
28.5K
$4.63M
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.04K- 26.58% |
$144K - $169K
|
2.88K
$467K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.34K+ 12.57% |
$1.01M - $1.19M
|
65.8K
$10.7M
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
116+ 46.96% |
$16K - $18.8K
|
363
$58.9K
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.94K- 52.36% |
$267K - $314K
|
1.76K
$286K
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
3.24KNew |
$446K - $524K
|
3.24K
$526K
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.82K- 12.25% |
$251K - $295K
|
13.1K
$2.12M
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-779- 6.26% |
$107K - $126K
|
11.7K
$1.89M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
160K+ 437.57% |
$22M - $25.9M
|
196K
$31.8M
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
247K+ 186.93% |
$34M - $40M
|
379K
$61.5M
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
298+ 2.82% |
$41.1K - $48.3K
|
10.9K
$1.76M
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-2.41K- 36.34% |
$332K - $390K
|
4.21K
$684K
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
23.9K+ 2.36% |
$3.29M - $3.87M
|
1.03M
$168M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-17.8K- 9.58% |
$2.45M - $2.88M
|
168K
$27.2M
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-621K- 11.86% |
$85.7M - $101M
|
4.62M
$749M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
138K+ 1.81% |
$19.1M - $22.4M
|
7.79M
$1.26B
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.51K- 0.51% |
$209K - $245K
|
297K
$48.2M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
98.1K+ 109.21% |
$13.5M - $15.9M
|
188K
$30.5M
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
548+ 11.55% |
$75.6K - $88.8K
|
5.29K
$859K
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-94.9K- 8.53% |
$13.1M - $15.4M
|
1.02M
$165M
|
|
Nov 14, 2024
Q3 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-2.43K- 40.58% |
$335K - $393K
|
3.56K
$577K
|
|
Nov 14, 2024
Q3 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.48K- 1.32% |
$342K - $402K
|
186K
$30.3M
|
|
Nov 14, 2024
Q3 2024
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.19K- 42.62% |
$164K - $193K
|
1.6K
$260K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
209K+ 59.11% |
$28.9M - $33.9M
|
563K
$91.5M
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
27+ 0.3% |
$3.72K - $4.37K
|
9.07K
$1.47M
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-108- 4.08% |
$14.9K - $17.5K
|
2.54K
$413K
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-488- 1.9% |
$67.3K - $79K
|
25.1K
$4.08M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-450- 2.58% |
$62K - $72.9K
|
17K
$2.76M
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
231+ 1.16% |
$31.9K - $37.4K
|
20.2K
$3.28M
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
32.8K+ 0.58% |
$4.53M - $5.32M
|
5.67M
$920M
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.21K+ 0.98% |
$305K - $358K
|
228K
$37.1M
|
|
Nov 14, 2024
Q3 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
6.28KNew |
$866K - $1.02M
|
6.28K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-16.1K- 4.42% |
$2.22M - $2.61M
|
348K
$56.5M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.91K- 2.67% |
$1.37M - $1.6M
|
361K
$58.6M
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-9.23K- 18.41% |
$1.27M - $1.49M
|
40.9K
$6.64M
|