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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-147- 0.74% |
$20.7K - $23.9K
|
19.6K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-89- 1.6% |
$12.6K - $14.5K
|
5.47K
$742K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
63+ 1.19% |
$8.89K - $10.2K
|
5.35K
$724K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-792- 0.35% |
$112K - $129K
|
227K
$30.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-5.25K- 12.23% |
$741K - $853K
|
37.7K
$5.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
7.4KNew |
$1.04M - $1.2M
|
7.4K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-151- 8.95% |
$21.3K - $24.5K
|
1.54K
$208K
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
SELL
|
- |
-190- 0.92% |
$26.8K - $30.9K
|
20.4K
$2.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
10+ 0.14% |
$1.41K - $1.63K
|
7.22K
$978K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-6.27K- 6.32% |
$884K - $1.02M
|
92.9K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-316- 0.53% |
$44.6K - $51.4K
|
58.9K
$7.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-226- 1.44% |
$31.9K - $36.7K
|
15.4K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-14.8K- 20.38% |
$2.09M - $2.41M
|
57.9K
$7.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.74K- 37.97% |
$387K - $445K
|
4.47K
$606K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
277+ 1.43% |
$39.1K - $45K
|
19.6K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
730+ 14.11% |
$103K - $119K
|
5.9K
$800K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.92K+ 7.35% |
$836K - $963K
|
86.5K
$11.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
104+ 2.61% |
$14.7K - $16.9K
|
4.09K
$554K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.75KNew |
$247K - $285K
|
1.75K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
25K+ 16.67% |
$3.53M - $4.06M
|
175K
$23.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-14.5K- 12.07% |
$2.05M - $2.36M
|
106K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-54.5K- 1.39% |
$7.7M - $8.86M
|
3.86M
$524M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-364- 0.8% |
$51.4K - $59.2K
|
44.9K
$6.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-387- 4.73% |
$54.6K - $62.9K
|
7.8K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-945- 1.17% |
$133K - $154K
|
79.7K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-70- 0.36% |
$9.88K - $11.4K
|
19.3K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.91M+ 27.7% |
$270M - $310M
|
8.81M
$1.19B
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.06K- 33.47% |
$150K - $172K
|
2.11K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 0.6% |
$28.2K - $32.5K
|
33.2K
$4.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
2.75KNew |
$388K - $447K
|
2.75K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-151- 3.5% |
$21.3K - $24.5K
|
4.16K
$564K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
330+ 18.46% |
$46.6K - $53.6K
|
2.12K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.38KNew |
$335K - $386K
|
2.38K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
18+ 0.77% |
$2.54K - $2.93K
|
2.37K
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
62+ 0.05% |
$8.75K - $10.1K
|
127K
$17.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.7K- 5.01% |
$4.9M - $5.64M
|
658K
$89.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
10+ 0.27% |
$1.41K - $1.63K
|
3.77K
$510K
|
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-92.6K- 26.0% |
$13.1M - $15.1M
|
264K
$35.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.02K- 16.8% |
$144K - $166K
|
5.05K
$685K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-3- 75.0% |
$423 - $488
|
1
$136
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-3.09K- 2.68% |
$437K - $503K
|
112K
$15.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
73+ 11.53% |
$10.3K - $11.9K
|
706
$95.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
2.21K+ 10.97% |
$312K - $360K
|
22.4K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.24K- 5.44% |
$316K - $364K
|
39K
$5.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-219- 10.47% |
$30.9K - $35.6K
|
1.87K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
431+ 9.39% |
$60.8K - $70.1K
|
5.02K
$681K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-352- 0.52% |
$49.7K - $57.2K
|
66.7K
$9.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
88+ 1.18% |
$12.4K - $14.3K
|
7.57K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.88K+ 11.12% |
$265K - $306K
|
18.8K
$2.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10.8K+ 3.7% |
$1.52M - $1.75M
|
302K
$40.9M
|