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 28, 2025
Q4 2024
|
Wilsey Asset Management Inc
|
BUY
|
- |
4.48K+ 2.29% |
$632K - $728K
|
200K
$31.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-594- 0.83% |
$83.8K - $96.5K
|
71K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
155+ 3.57% |
$21.9K - $25.2K
|
4.5K
$701K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
59+ 3.18% |
$8.33K - $9.59K
|
1.92K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
128+ 1.1% |
$18.1K - $20.8K
|
11.8K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
63+ 3.49% |
$8.89K - $10.2K
|
1.87K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.48KNew |
$491K - $566K
|
3.48K
$542K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
155+ 3.61% |
$21.9K - $25.2K
|
4.45K
$693K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-449- 0.83% |
$63.4K - $73K
|
53.8K
$8.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
118New |
$16.7K - $19.2K
|
118
$18.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
74+ 2.99% |
$10.4K - $12K
|
2.55K
$397K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.5KNew |
$635K - $732K
|
4.5K
$701K
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-50- 0.68% |
$7.06K - $8.13K
|
7.31K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 33.69% |
$145K - $167K
|
2.03K
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-76- 4.27% |
$10.7K - $12.4K
|
1.7K
$265K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.85K+ 23.18% |
$261K - $300K
|
9.82K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
521+ 8.34% |
$73.5K - $84.7K
|
6.77K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
119K+ 23.34% |
$16.7M - $19.3M
|
627K
$97.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.16K+ 1.23% |
$164K - $189K
|
95.2K
$14.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.47K- 23.52% |
$207K - $238K
|
4.77K
$742K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-67- 3.51% |
$9.46K - $10.9K
|
1.84K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
15.1K+ 43.43% |
$2.13M - $2.45M
|
49.8K
$7.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
287New |
$40.5K - $46.6K
|
287
$44.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
7.6KNew |
$1.07M - $1.24M
|
7.6K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-162- 3.9% |
$22.9K - $26.3K
|
3.99K
$621K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-703- 5.17% |
$99.2K - $114K
|
12.9K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
48+ 2.05% |
$6.78K - $7.8K
|
2.39K
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.64KNew |
$1.08M - $1.24M
|
7.64K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.23KNew |
$174K - $200K
|
1.23K
$192K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.5K+ 5.92% |
$494K - $569K
|
62.6K
$9.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-537- 3.57% |
$75.8K - $87.3K
|
14.5K
$2.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
201+ 3.67% |
$28.4K - $32.7K
|
5.67K
$884K
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.25K- 46.87% |
$459K - $529K
|
3.69K
$574K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
8.63K+ 44.46% |
$1.22M - $1.4M
|
28K
$4.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.72% |
$565 - $650
|
557
$86.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-389- 3.46% |
$54.9K - $63.2K
|
10.9K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-53- 1.97% |
$7.48K - $8.61K
|
2.64K
$411K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
583+ 19.85% |
$82.3K - $94.8K
|
3.52K
$548K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 8.14% |
$212K - $245K
|
17K
$2.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.95K+ 6.99% |
$699K - $804K
|
75.7K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.66K- 0.9% |
$375K - $432K
|
293K
$45.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
44.6K+ 5.31% |
$6.3M - $7.26M
|
885K
$138M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3K- 9.0% |
$424K - $488K
|
30.3K
$4.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
1.04K+ 23.39% |
$147K - $169K
|
5.49K
$855K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
87+ 0.58% |
$12.3K - $14.1K
|
15.2K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
3.13KNew |
$442K - $508K
|
3.13K
$487K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-7.1K- 8.81% |
$1M - $1.15M
|
73.5K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.79KNew |
$252K - $290K
|
1.79K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
411+ 4.62% |
$58K - $66.8K
|
9.32K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
92.8K+ 15.48% |
$13.1M - $15.1M
|
692K
$108M
|