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 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
148+ 4.07% |
$20.9K - $24.1K
|
3.78K
$589K
|
|
|
Jan 23, 2025
Q4 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-487- 2.5% |
$68.7K - $79.2K
|
19K
$2.96M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-315- 4.94% |
$44.5K - $51.2K
|
6.07K
$945K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.07K- 4.81% |
$151K - $174K
|
21.2K
$3.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-11.9K- 17.72% |
$1.69M - $1.94M
|
55.5K
$8.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
3KNew |
$423K - $488K
|
3K
$467K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
230+ 3.34% |
$32.5K - $37.4K
|
7.11K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
105+ 0.57% |
$14.8K - $17.1K
|
18.4K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.16% |
$141 - $163
|
631
$98.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
116+ 4.71% |
$16.4K - $18.9K
|
2.58K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-175- 5.35% |
$24.7K - $28.4K
|
3.1K
$483K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.05K- 23.26% |
$148K - $171K
|
3.46K
$540K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13KNew |
$1.84M - $2.12M
|
13K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-678- 7.14% |
$95.7K - $110K
|
8.81K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
28.7K+ 15.64% |
$4.06M - $4.67M
|
212K
$33.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-369- 9.24% |
$52.1K - $60K
|
3.63K
$565K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-692- 1.82% |
$97.7K - $112K
|
37.2K
$5.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-14.3K- 73.09% |
$2.02M - $2.33M
|
5.27K
$821K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
947+ 4.57% |
$134K - $154K
|
21.7K
$3.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
9+ 0.29% |
$1.27K - $1.46K
|
3.09K
$481K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
379+ 11.49% |
$53.5K - $61.6K
|
3.68K
$573K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-18.4K- 22.49% |
$2.6M - $2.99M
|
63.4K
$9.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-285- 4.35% |
$40.2K - $46.3K
|
6.27K
$976K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-396- 6.59% |
$55.9K - $64.4K
|
5.61K
$874K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-728- 6.93% |
$103K - $118K
|
9.77K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.61KNew |
$227K - $262K
|
1.61K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-127K- 22.6% |
$17.9M - $20.6M
|
434K
$67.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.15K+ 7.99% |
$869K - $1M
|
83.1K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
280+ 4.52% |
$39.5K - $45.5K
|
6.48K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
50+ 2.56% |
$7.06K - $8.13K
|
2K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
18+ 1.03% |
$2.54K - $2.93K
|
1.77K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
10K+ 5.48% |
$1.41M - $1.63M
|
193K
$30M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.77KNew |
$250K - $288K
|
1.77K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
1.21K+ 7.79% |
$171K - $197K
|
16.7K
$2.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
33+ 0.63% |
$4.66K - $5.36K
|
5.26K
$819K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.63K- 65.36% |
$512K - $589K
|
1.92K
$299K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-656- 14.43% |
$92.6K - $107K
|
3.89K
$606K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-10- 0.3% |
$1.41K - $1.63K
|
3.33K
$519K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-248- 3.93% |
$35K - $40.3K
|
6.07K
$945K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-15- 0.27% |
$2.12K - $2.44K
|
5.6K
$873K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.98K- 45.38% |
$280K - $322K
|
2.39K
$372K
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
82.8KNew |
$11.7M - $13.4M
|
82.8K
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-137- 3.66% |
$19.3K - $22.3K
|
3.6K
$561K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-103- 0.36% |
$14.5K - $16.7K
|
28.7K
$4.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
30+ 1.74% |
$4.23K - $4.88K
|
1.75K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-175- 1.27% |
$24.7K - $28.4K
|
13.6K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
266New |
$37.5K - $43.2K
|
266
$41.4K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-200- 8.68% |
$28.2K - $32.5K
|
2.1K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.58K+ 2.6% |
$223K - $257K
|
62.5K
$9.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.53K+ 4.06% |
$358K - $412K
|
64.9K
$10.1M
|