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 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
27New |
$3.81K - $4.39K
|
27
$4.21K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-56- 0.83% |
$7.9K - $9.1K
|
6.73K
$1.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-519- 7.97% |
$73.3K - $84.4K
|
5.99K
$934K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-108K- 21.22% |
$15.3M - $17.6M
|
402K
$62.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-467- 7.93% |
$65.9K - $75.9K
|
5.42K
$845K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-253- 0.57% |
$35.7K - $41.1K
|
43.9K
$6.85M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-68- 0.3% |
$9.6K - $11.1K
|
22.7K
$3.53M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.77K+ 2.91% |
$249K - $287K
|
62.4K
$9.73M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4+ 0.85% |
$565 - $650
|
473
$73.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-114- 3.01% |
$16.1K - $18.5K
|
3.68K
$573K
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
7+ 0.12% |
$988 - $1.14K
|
5.82K
$907K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
200+ 0.32% |
$28.2K - $32.5K
|
62.7K
$9.78M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-814- 1.81% |
$115K - $132K
|
44.1K
$6.88M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
26+ 0.3% |
$3.67K - $4.23K
|
8.69K
$1.36M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
70+ 0.88% |
$9.88K - $11.4K
|
7.98K
$1.24M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.09K+ 0.55% |
$154K - $177K
|
201K
$31.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-248- 14.55% |
$35K - $40.3K
|
1.46K
$227K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-10- 0.12% |
$1.41K - $1.63K
|
8.06K
$1.26M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.08K- 9.01% |
$717K - $826K
|
51.3K
$8M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
500+ 17.15% |
$70.6K - $81.3K
|
3.42K
$532K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
637+ 3.46% |
$89.9K - $104K
|
19K
$2.97M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
485+ 2.61% |
$68.5K - $78.8K
|
19K
$2.97M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.52K+ 11.28% |
$215K - $247K
|
15K
$2.34M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
162+ 0.95% |
$22.9K - $26.3K
|
17.2K
$2.69M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.02K- 0.4% |
$426K - $491K
|
745K
$116M
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-23- 0.25% |
$3.25K - $3.74K
|
9.3K
$1.45M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.8KNew |
$254K - $293K
|
1.8K
$281K
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-521- 14.27% |
$73.5K - $84.7K
|
3.13K
$488K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-16.5K- 27.5% |
$2.33M - $2.69M
|
43.6K
$6.79M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
18+ 0.4% |
$2.54K - $2.93K
|
4.54K
$708K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.04K+ 24.78% |
$712K - $820K
|
25.4K
$3.96M
|
|
| Q3 2024 | |||||||
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-348- 7.65% |
$48K - $56.4K
|
4.2K
$655K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
130K+ 4.68% |
$18M - $21.1M
|
2.92M
$455M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
15+ 5.56% |
$2.07K - $2.43K
|
285
$44.4K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
42+ 2.82% |
$5.79K - $6.8K
|
1.53K
$238K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
3+ 0.04% |
$414 - $486
|
7.25K
$1.13M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-240- 3.63% |
$33.1K - $38.9K
|
6.36K
$992K
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
18+ 0.32% |
$2.48K - $2.92K
|
5.58K
$869K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-25.8K- 22.9% |
$3.56M - $4.18M
|
87K
$13.6M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
40+ 2.67% |
$5.52K - $6.48K
|
1.54K
$239K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1.17K+ 2.17% |
$161K - $190K
|
55.1K
$8.58M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
5.53KNew |
$762K - $895K
|
5.53K
$862K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.73K- 0.96% |
$238K - $280K
|
179K
$27.9M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-150- 18.05% |
$20.7K - $24.3K
|
681
$106K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
8.45K+ 19.91% |
$1.16M - $1.37M
|
50.9K
$7.93M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
381+ 17.57% |
$52.5K - $61.7K
|
2.55K
$397K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-132- 4.31% |
$18.2K - $21.4K
|
2.93K
$457K
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-982- 25.97% |
$135K - $159K
|
2.8K
$436K
|
|
|
Nov 25, 2024
Q3 2024
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
6.58K+ 34.26% |
$907K - $1.07M
|
25.8K
$4.02M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-75- 0.38% |
$10.3K - $12.1K
|
19.6K
$3.05M
|
|