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 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
747+ 3.92% |
$105K - $121K
|
19.8K
$3.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-200- 0.96% |
$28.2K - $32.5K
|
20.6K
$3.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.06K- 6.08% |
$290K - $334K
|
31.7K
$4.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.39KNew |
$196K - $226K
|
1.39K
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-75- 3.48% |
$10.6K - $12.2K
|
2.08K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
16.7KNew |
$2.36M - $2.72M
|
16.7K
$2.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
27.8KNew |
$3.92M - $4.52M
|
27.8K
$4.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-16.5K- 56.64% |
$2.32M - $2.68M
|
12.6K
$1.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-200- 3.04% |
$28.2K - $32.5K
|
6.38K
$994K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
527+ 7.06% |
$74.4K - $85.7K
|
7.99K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
45+ 14.8% |
$6.35K - $7.31K
|
349
$54.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
28.9K+ 27.07% |
$4.08M - $4.7M
|
136K
$21.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
364+ 5.42% |
$51.4K - $59.2K
|
7.08K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.91K- 5.26% |
$270K - $311K
|
34.4K
$5.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2.2KNew |
$310K - $357K
|
2.2K
$342K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-553- 4.58% |
$78.1K - $89.9K
|
11.5K
$1.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
28+ 0.34% |
$3.95K - $4.55K
|
8.29K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-98- 2.11% |
$13.8K - $15.9K
|
4.56K
$710K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-160- 2.7% |
$22.6K - $26K
|
5.76K
$898K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
909+ 63.74% |
$128K - $148K
|
2.34K
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-332- 1.69% |
$46.9K - $54K
|
19.3K
$3.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
14.7K+ 10.53% |
$2.07M - $2.38M
|
154K
$24M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
50+ 0.89% |
$7.06K - $8.13K
|
5.68K
$885K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-457- 2.16% |
$64.5K - $74.3K
|
20.7K
$3.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.52K+ 16.28% |
$497K - $572K
|
25.1K
$3.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
205+ 4.59% |
$28.9K - $33.3K
|
4.67K
$727K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-380- 4.84% |
$53.6K - $61.8K
|
7.46K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-45.5K- 16.36% |
$6.42M - $7.4M
|
233K
$36.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
426+ 8.92% |
$60.1K - $69.2K
|
5.2K
$810K
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-839- 1.82% |
$118K - $136K
|
45.4K
$7.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
32+ 6.41% |
$4.52K - $5.2K
|
531
$82.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.51K- 27.6% |
$212K - $245K
|
3.95K
$615K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-15- 0.41% |
$2.12K - $2.44K
|
3.67K
$571K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
238+ 3.22% |
$33.6K - $38.7K
|
7.64K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
1.28K+ 8.26% |
$180K - $207K
|
16.7K
$2.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-7- 0.39% |
$988 - $1.14K
|
1.79K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
5.66KNew |
$799K - $920K
|
5.66K
$882K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-120- 1.53% |
$16.9K - $19.5K
|
7.73K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-315- 1.8% |
$44.5K - $51.2K
|
17.2K
$2.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.86K+ 5.73% |
$263K - $303K
|
34.4K
$5.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.34K- 3.85% |
$189K - $218K
|
33.4K
$5.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-173- 2.21% |
$24.4K - $28.1K
|
7.67K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
817+ 8.85% |
$115K - $133K
|
10K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.09KNew |
$294K - $339K
|
2.09K
$325K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
4.09K+ 8.44% |
$577K - $664K
|
52.5K
$8.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
4.03KNew |
$569K - $655K
|
4.03K
$627K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
2.73KNew |
$385K - $443K
|
2.73K
$424K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.89K+ 145.02% |
$973K - $1.12M
|
11.6K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
745+ 0.75% |
$105K - $121K
|
99.5K
$15.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
229+ 0.7% |
$32.3K - $37.2K
|
32.9K
$5.12M
|