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 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-51- 0.15% |
$7.2K - $8.29K
|
33.6K
$5.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.35K- 6.82% |
$472K - $544K
|
45.7K
$7.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-210- 6.43% |
$29.6K - $34.1K
|
3.05K
$481K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
433+ 15.57% |
$61.1K - $70.4K
|
3.21K
$506K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
98+ 0.36% |
$13.8K - $15.9K
|
27.7K
$4.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-555- 2.05% |
$78.3K - $90.2K
|
26.6K
$4.18M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-8.61K- 32.53% |
$1.21M - $1.4M
|
17.8K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
494New |
$69.7K - $80.3K
|
494
$77.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
265+ 5.81% |
$37.4K - $43.1K
|
4.83K
$760K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-129- 3.83% |
$18.2K - $21K
|
3.24K
$510K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
193+ 8.67% |
$27.2K - $31.4K
|
2.42K
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.66K+ 18.64% |
$376K - $433K
|
16.9K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
433+ 5.42% |
$61.1K - $70.4K
|
8.42K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
BUY
|
- |
388+ 2.94% |
$54.8K - $63.1K
|
13.6K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.26K- 24.65% |
$178K - $205K
|
3.86K
$607K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-80- 3.71% |
$11.3K - $13K
|
2.08K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
916+ 3.05% |
$129K - $149K
|
30.9K
$4.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
3+ 0.03% |
$423 - $488
|
8.63K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-195- 0.62% |
$27.5K - $31.7K
|
31.2K
$4.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
459+ 9.66% |
$64.8K - $74.6K
|
5.21K
$820K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.27K- 4.32% |
$179K - $206K
|
28K
$4.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-847- 3.57% |
$120K - $138K
|
22.9K
$3.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.69K- 28.03% |
$238K - $274K
|
4.33K
$682K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-5.48K- 16.27% |
$774K - $891K
|
28.2K
$4.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.01K+ 5.19% |
$142K - $164K
|
20.4K
$3.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-407- 11.12% |
$57.4K - $66.1K
|
3.25K
$512K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
3+ 0.15% |
$423 - $488
|
1.97K
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
32+ 1.03% |
$4.52K - $5.2K
|
3.13K
$493K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
13+ 0.37% |
$1.83K - $2.11K
|
3.53K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.27K+ 8.95% |
$320K - $368K
|
27.6K
$4.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
200+ 3.54% |
$28.2K - $32.5K
|
5.84K
$920K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-102- 4.7% |
$14.4K - $16.6K
|
2.07K
$326K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-402- 2.62% |
$56.7K - $65.3K
|
15K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-605- 5.19% |
$85.4K - $98.3K
|
11.1K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.81K+ 10.11% |
$255K - $294K
|
19.7K
$3.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
371+ 2.65% |
$52.4K - $60.3K
|
14.4K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
13.4KNew |
$1.88M - $2.17M
|
13.4K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-374- 5.51% |
$52.8K - $60.8K
|
6.42K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-86- 2.22% |
$12.1K - $14K
|
3.79K
$597K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
1.75KNew |
$247K - $284K
|
1.75K
$276K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-425- 7.07% |
$60K - $69.1K
|
5.59K
$880K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-9- 0.23% |
$1.27K - $1.46K
|
3.83K
$603K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
141+ 0.37% |
$19.9K - $22.9K
|
38.4K
$6.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-700- 4.16% |
$98.8K - $114K
|
16.1K
$2.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
1.03K+ 39.03% |
$145K - $167K
|
3.65K
$575K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.81K+ 14.43% |
$679K - $781K
|
38.1K
$6M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
25.9K+ 18.97% |
$3.65M - $4.21M
|
162K
$25.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
15+ 0.74% |
$2.12K - $2.44K
|
2.05K
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-757- 8.21% |
$107K - $123K
|
8.46K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-279- 0.44% |
$39.4K - $45.3K
|
62.7K
$9.87M
|