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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
13.2K+ 0.87% |
$1.82M - $2.14M
|
1.53M
$241M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
BUY
|
- |
149+ 1.81% |
$20.5K - $24.1K
|
8.36K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.19K- 8.93% |
$164K - $192K
|
12.1K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
664+ 1.17% |
$91.6K - $108K
|
57.3K
$9.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-103K- 5.69% |
$14.2M - $16.7M
|
1.71M
$269M
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-104- 0.66% |
$14.3K - $16.8K
|
15.7K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.2K+ 5.15% |
$3.89M - $4.57M
|
576K
$90.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-400- 3.01% |
$55.2K - $64.8K
|
12.9K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
44.7KNew |
$6.16M - $7.23M
|
44.7K
$7.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
102K+ 326.6% |
$14M - $16.5M
|
133K
$21M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
82+ 1.01% |
$11.3K - $13.3K
|
8.22K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-13.2K- 12.13% |
$1.82M - $2.13M
|
95.3K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
780+ 8.67% |
$108K - $126K
|
9.78K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
251+ 3.51% |
$34.6K - $40.7K
|
7.39K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-16K- 46.16% |
$2.21M - $2.59M
|
18.7K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
101+ 1.89% |
$13.9K - $16.4K
|
5.44K
$856K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-6.69K- 23.15% |
$923K - $1.08M
|
22.2K
$3.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
6.94KNew |
$957K - $1.12M
|
6.94K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-106- 0.78% |
$14.6K - $17.2K
|
13.4K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.65K+ 8.6% |
$503K - $590K
|
46K
$7.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.84K- 1.47% |
$391K - $459K
|
190K
$29.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.66K+ 35.16% |
$1.06M - $1.24M
|
29.4K
$4.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.61K+ 7.51% |
$635K - $746K
|
65.9K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
17.6K+ 295.68% |
$2.43M - $2.85M
|
23.5K
$3.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-22- 1.23% |
$3.03K - $3.56K
|
1.76K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-74- 1.84% |
$10.2K - $12K
|
3.96K
$623K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
181+ 9.62% |
$25K - $29.3K
|
2.06K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-171- 6.63% |
$23.6K - $27.7K
|
2.41K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
1.65K+ 11.64% |
$227K - $266K
|
15.8K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-156K- 1.83% |
$21.5M - $25.2M
|
8.38M
$1.32B
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-47.3K- 3.61% |
$6.52M - $7.66M
|
1.26M
$199M
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
7.65K+ 0.51% |
$1.05M - $1.24M
|
1.49M
$235M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-10- 0.05% |
$1.38K - $1.62K
|
19.9K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.42K+ 2.09% |
$196K - $231K
|
69.6K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
800+ 6.37% |
$110K - $130K
|
13.4K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
40K+ 22.35% |
$5.52M - $6.48M
|
219K
$34.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.62K- 4.3% |
$223K - $262K
|
36K
$5.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.12K- 15.99% |
$705K - $829K
|
26.9K
$4.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
621+ 8.7% |
$85.6K - $101K
|
7.76K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.96K- 9.37% |
$270K - $317K
|
18.9K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.17K+ 40.62% |
$161K - $190K
|
4.05K
$638K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-229K- 95.89% |
$31.6M - $37.1M
|
9.83K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
2.64KNew |
$364K - $428K
|
2.64K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
BUY
|
- |
33+ 0.1% |
$4.55K - $5.35K
|
34.7K
$5.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.54K- 11.16% |
$212K - $249K
|
12.3K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
BUY
|
- |
662+ 1.33% |
$91.3K - $107K
|
50.5K
$7.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
BUY
|
- |
38+ 0.09% |
$5.24K - $6.15K
|
42.4K
$6.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-203- 3.22% |
$28K - $32.9K
|
6.11K
$962K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
714+ 6.78% |
$98.4K - $116K
|
11.2K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
SELL
|
- |
-1.32K- 3.59% |
$182K - $213K
|
35.3K
$5.56M
|