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 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.97KNew |
$843K - $970K
|
5.97K
$930K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
15+ 0.06% |
$2.12K - $2.44K
|
23.3K
$3.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-10- 0.44% |
$1.41K - $1.63K
|
2.28K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-171- 0.36% |
$24.1K - $27.8K
|
47K
$7.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-129- 1.19% |
$18.2K - $21K
|
10.7K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Reik & Co., LLC
|
SELL
|
- |
-80- 0.33% |
$11.3K - $13K
|
24K
$3.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
248+ 8.14% |
$35K - $40.3K
|
3.29K
$513K
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-2.63K- 45.87% |
$371K - $427K
|
3.1K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.24K+ 23.18% |
$316K - $364K
|
11.9K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.9K- 6.16% |
$833K - $959K
|
89.9K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
965+ 1.02% |
$136K - $157K
|
95.7K
$14.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-11.7K- 54.09% |
$1.65M - $1.9M
|
9.9K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
816+ 5.9% |
$115K - $133K
|
14.6K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
34+ 1.47% |
$4.8K - $5.53K
|
2.34K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-3.75K- 3.5% |
$529K - $609K
|
103K
$16.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-2.65K- 22.74% |
$373K - $430K
|
8.99K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.18K- 3.81% |
$308K - $355K
|
55K
$8.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
82+ 0.2% |
$11.6K - $13.3K
|
41.6K
$6.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
500+ 1.39% |
$70.6K - $81.3K
|
36.5K
$5.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.38K+ 6.87% |
$478K - $550K
|
52.6K
$8.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
83+ 3.18% |
$11.7K - $13.5K
|
2.69K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-6.49K- 49.76% |
$916K - $1.05M
|
6.55K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-150- 7.17% |
$21.2K - $24.4K
|
1.94K
$303K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-396- 4.8% |
$55.9K - $64.4K
|
7.86K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.86K- 62.37% |
$404K - $465K
|
1.73K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-20- 0.46% |
$2.82K - $3.25K
|
4.32K
$673K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
19.3KNew |
$2.72M - $3.13M
|
19.3K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
115+ 1.65% |
$16.2K - $18.7K
|
7.09K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-3.55K- 0.62% |
$502K - $577K
|
568K
$88.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
37+ 1.29% |
$5.22K - $6.01K
|
2.92K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-922- 5.36% |
$130K - $150K
|
16.3K
$2.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-60- 0.28% |
$8.47K - $9.75K
|
21K
$3.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
66+ 2.38% |
$9.32K - $10.7K
|
2.84K
$442K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.29K+ 9.04% |
$183K - $210K
|
15.6K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
155+ 4.34% |
$21.9K - $25.2K
|
3.73K
$581K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
116+ 2.07% |
$16.4K - $18.9K
|
5.73K
$892K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
40.3K+ 18.03% |
$5.69M - $6.55M
|
264K
$41.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5+ 0.25% |
$706 - $813
|
2.01K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
474+ 13.12% |
$66.9K - $77K
|
4.09K
$637K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
11+ 0.99% |
$1.55K - $1.79K
|
1.12K
$174K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
78.6K+ 12.28% |
$11.1M - $12.8M
|
719K
$112M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.28K- 4.33% |
$180K - $207K
|
28.2K
$4.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.86KNew |
$263K - $303K
|
1.86K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.53K- 5.69% |
$357K - $411K
|
41.9K
$6.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
273+ 18.71% |
$38.5K - $44.4K
|
1.73K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-221- 3.41% |
$31.2K - $35.9K
|
6.25K
$974K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
13+ 0.39% |
$1.83K - $2.11K
|
3.32K
$517K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1.35K+ 118.82% |
$190K - $219K
|
2.48K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-491- 5.62% |
$69.3K - $79.8K
|
8.24K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.4K- 5.2% |
$198K - $228K
|
25.6K
$3.99M
|