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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
975+ 0.29% |
$138K - $154K
|
338K
$52.9M
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
464+ 18.59% |
$65.8K - $73.2K
|
2.96K
$463K
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-596- 21.56% |
$84.5K - $94K
|
2.17K
$339K
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
6.18K+ 26.9% |
$877K - $975K
|
29.2K
$4.56M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-184K- 82.45% |
$26.1M - $29M
|
39.2K
$6.13M
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
21KNew |
$2.98M - $3.31M
|
21K
$3.28M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.98K+ 5.54% |
$281K - $313K
|
37.8K
$5.91M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.4K+ 2.62% |
$5.59M - $6.22M
|
1.55M
$242M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.71K- 10.5% |
$668K - $742K
|
40.1K
$6.28M
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-4.47K- 1.91% |
$634K - $705K
|
230K
$36M
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
19.3K+ 5.6% |
$2.74M - $3.05M
|
364K
$57M
|
|
May 15, 2024
Q1 2024
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
33.9KNew |
$4.81M - $5.35M
|
33.9K
$5.3M
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
75.7KNew |
$10.7M - $11.9M
|
75.7K
$11.8M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
32.8K+ 12.0% |
$4.65M - $5.17M
|
306K
$47.8M
|
|
May 15, 2024
Q1 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-1.88K- 0.97% |
$267K - $297K
|
191K
$29.9M
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
9.44K+ 10.5% |
$1.34M - $1.49M
|
99.3K
$15.5M
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-223- 0.91% |
$31.6K - $35.2K
|
24.4K
$3.81M
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.48M- 1.18% |
$209M - $233M
|
123M
$19.2B
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-29.3K- 7.55% |
$4.16M - $4.63M
|
359K
$56.2M
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
17.3K+ 10.35% |
$2.45M - $2.73M
|
184K
$28.8M
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.9% |
$14.2K - $15.8K
|
11K
$1.72M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-54- 0.82% |
$7.66K - $8.52K
|
6.55K
$1.02M
|
|
May 15, 2024
Q1 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-31.5K- 1.52% |
$4.46M - $4.96M
|
2.04M
$319M
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-9- 0.05% |
$1.28K - $1.42K
|
19.3K
$3.02M
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
835+ 21.84% |
$118K - $132K
|
4.66K
$729K
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-93- 1.75% |
$13.2K - $14.7K
|
5.21K
$815K
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-20- 3.43% |
$2.84K - $3.15K
|
563
$88.1K
|
|
May 15, 2024
Q1 2024
|
Marketfield Asset Management LLC
|
SELL
|
- |
-1.98K- 7.53% |
$280K - $312K
|
24.2K
$3.79M
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-47- 0.54% |
$6.67K - $7.41K
|
8.6K
$1.34M
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
65+ 2.5% |
$9.22K - $10.3K
|
2.67K
$417K
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
690+ 2.02% |
$97.9K - $109K
|
34.9K
$5.45M
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
1.02KNew |
$145K - $162K
|
1.02K
$160K
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
50+ 0.94% |
$7.09K - $7.89K
|
5.35K
$837K
|
|
May 15, 2024
Q1 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-74.5K- 41.06% |
$10.6M - $11.7M
|
107K
$16.7M
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 0.98% |
$284 - $315
|
207
$32.4K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-197K- 35.83% |
$28M - $31.1M
|
353K
$55.3M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2.45K+ 1.47% |
$347K - $386K
|
170K
$26.5M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-492- 1.19% |
$69.8K - $77.6K
|
40.7K
$6.36M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-533- 0.96% |
$75.6K - $84.1K
|
55K
$8.61M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.71K- 1.48% |
$1.23M - $1.37M
|
579K
$90.5M
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.77K- 25.12% |
$251K - $279K
|
5.28K
$825K
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-1.86K- 22.07% |
$264K - $294K
|
6.57K
$1.03M
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-992- 9.26% |
$141K - $156K
|
9.72K
$1.52M
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
330+ 0.4% |
$46.8K - $52.1K
|
82.8K
$13M
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
875+ 2.89% |
$124K - $138K
|
31.2K
$4.88M
|
|
May 15, 2024
Q1 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
35.3KNew |
$5M - $5.56M
|
35.3K
$5.52M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
76.4K+ 16.6% |
$10.8M - $12.1M
|
537K
$84M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.3K- 17.12% |
$185K - $205K
|
6.3K
$986K
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
295+ 1.36% |
$41.8K - $46.5K
|
22K
$3.45M
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
5.71K+ 32.83% |
$810K - $900K
|
23.1K
$3.61M
|