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 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7+ 0.38% |
$988 - $1.14K
|
1.86K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-13.7K- 3.3% |
$1.94M - $2.23M
|
402K
$54.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.09K- 14.34% |
$577K - $664K
|
24.4K
$3.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-20.4K- 34.64% |
$2.87M - $3.31M
|
38.4K
$5.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 0.23% |
$988 - $1.14K
|
3.1K
$420K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.61K+ 4.69% |
$792K - $912K
|
125K
$17M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
233+ 1.92% |
$32.9K - $37.9K
|
12.3K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-6- 0.15% |
$847 - $975
|
4.12K
$559K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
395+ 1.52% |
$55.8K - $64.2K
|
26.4K
$3.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
5.82K+ 10.45% |
$822K - $946K
|
61.6K
$8.34M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-29- 1.27% |
$4.09K - $4.71K
|
2.26K
$306K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-13.1K- 1.07% |
$1.85M - $2.13M
|
1.2M
$163M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
2.48KNew |
$350K - $403K
|
2.48K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.42K- 9.57% |
$482K - $555K
|
32.3K
$4.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
227+ 6.17% |
$32K - $36.9K
|
3.91K
$530K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.59K+ 9.55% |
$224K - $258K
|
18.2K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
88+ 75.86% |
$12.4K - $14.3K
|
204
$27.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-320- 1.55% |
$45.2K - $52K
|
20.4K
$2.76M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
166K+ 7.95% |
$23.5M - $27.1M
|
2.26M
$306M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.37K+ 5.5% |
$758K - $873K
|
103K
$14M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-376- 17.16% |
$53.1K - $61.1K
|
1.82K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-105- 0.16% |
$14.8K - $17.1K
|
67.1K
$9.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 5.12% |
$1.64M - $1.89M
|
215K
$29.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-167- 13.7% |
$23.6K - $27.1K
|
1.05K
$143K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
861+ 5.43% |
$122K - $140K
|
16.7K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
187+ 0.84% |
$26.4K - $30.4K
|
22.3K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
38.6KNew |
$5.45M - $6.27M
|
38.6K
$5.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2.25KNew |
$317K - $365K
|
2.25K
$305K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
26New |
$3.67K - $4.23K
|
26
$3.52K
|
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
545KNew |
$76.9M - $88.5M
|
545K
$73.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-14K- 46.14% |
$1.98M - $2.28M
|
16.4K
$2.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
6.77K+ 6.52% |
$956K - $1.1M
|
111K
$15M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-478- 0.21% |
$67.5K - $77.7K
|
223K
$30.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
17+ 0.48% |
$2.4K - $2.76K
|
3.54K
$480K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
5+ 0.13% |
$706 - $813
|
3.99K
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.72KNew |
$243K - $280K
|
1.72K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-45- 0.31% |
$6.35K - $7.31K
|
14.7K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.5K- 3.33% |
$353K - $407K
|
72.5K
$9.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-26K- 9.54% |
$3.66M - $4.22M
|
246K
$33.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Reaves W H & CO Inc
|
BUY
|
- |
2.93K+ 38.05% |
$414K - $476K
|
10.6K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-3- 0.66% |
$423 - $488
|
451
$61.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-108- 3.34% |
$15.2K - $17.6K
|
3.13K
$424K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
101+ 7.02% |
$14.3K - $16.4K
|
1.54K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-301- 9.32% |
$42.5K - $48.9K
|
2.93K
$397K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
5.04KNew |
$711K - $818K
|
5.04K
$682K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
747K+ 2.4% |
$105M - $121M
|
31.9M
$4.32B
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
144+ 0.59% |
$20.3K - $23.4K
|
24.4K
$3.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-73.8K- 3.1% |
$10.4M - $12M
|
2.3M
$312M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
16+ 0.87% |
$2.26K - $2.6K
|
1.85K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.17K- 4.84% |
$589K - $678K
|
82K
$11.1M
|