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 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-7- 0.38% |
$988 - $1.14K
|
1.81K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-5.2K- 10.19% |
$735K - $846K
|
45.9K
$6.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4.81K- 7.01% |
$679K - $782K
|
63.8K
$8.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-15.5K- 99.85% |
$2.19M - $2.53M
|
24
$3.25K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.9KNew |
$551K - $634K
|
3.9K
$529K
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-1.26K- 5.06% |
$178K - $205K
|
23.7K
$3.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
101+ 4.57% |
$14.3K - $16.4K
|
2.31K
$313K
|
|
|
Feb 06, 2025
Q4 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
3.06KNew |
$432K - $498K
|
3.06K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
1.52KNew |
$214K - $246K
|
1.52K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-189- 11.26% |
$26.7K - $30.7K
|
1.49K
$202K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
896+ 16.36% |
$126K - $146K
|
6.37K
$863K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-102- 0.55% |
$14.4K - $16.6K
|
18.4K
$2.5M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.22K- 2.72% |
$314K - $361K
|
79.7K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.01K- 3.0% |
$143K - $165K
|
32.7K
$4.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.24KNew |
$740K - $852K
|
5.24K
$711K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2.7KNew |
$380K - $438K
|
2.7K
$365K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.15MNew |
$1.01B - $1.16B
|
7.15M
$969M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
494New |
$69.7K - $80.3K
|
494
$66.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.72K+ 4.26% |
$243K - $280K
|
42.2K
$5.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.42K+ 12.14% |
$483K - $556K
|
31.6K
$4.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.12K- 26.88% |
$299K - $344K
|
5.76K
$780K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11+ 0.02% |
$1.55K - $1.79K
|
58.6K
$7.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-296- 5.17% |
$41.8K - $48.1K
|
5.43K
$735K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.54K+ 0.76% |
$217K - $250K
|
205K
$27.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-349- 1.07% |
$49.3K - $56.7K
|
32.3K
$4.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
971+ 6.93% |
$137K - $158K
|
15K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.23K- 4.51% |
$174K - $200K
|
26.1K
$3.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
235+ 0.35% |
$33.2K - $38.2K
|
67.5K
$9.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.41KNew |
$199K - $229K
|
1.41K
$191K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
382+ 2.0% |
$53.9K - $62.1K
|
19.4K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-11.2K- 2.78% |
$1.58M - $1.82M
|
393K
$53.2M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
7.12K+ 61.45% |
$1M - $1.16M
|
18.7K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
18.2K+ 286.85% |
$2.57M - $2.96M
|
24.6K
$3.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
39.1K+ 73.8% |
$5.52M - $6.35M
|
92.1K
$12.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.54KNew |
$218K - $250K
|
1.54K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
148+ 0.71% |
$20.9K - $24.1K
|
21K
$2.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.37K- 0.99% |
$194K - $223K
|
137K
$18.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
16.2KNew |
$2.29M - $2.63M
|
16.2K
$2.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.45KNew |
$204K - $235K
|
1.45K
$196K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
386+ 11.38% |
$54.5K - $62.7K
|
3.78K
$512K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-452- 0.56% |
$63.8K - $73.5K
|
80.2K
$10.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
66+ 0.43% |
$9.32K - $10.7K
|
15.2K
$2.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.93K- 3.14% |
$555K - $639K
|
121K
$16.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2K+ 31.28% |
$282K - $325K
|
8.4K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.33K+ 11.12% |
$329K - $379K
|
23.3K
$3.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
603+ 8.52% |
$85.1K - $98K
|
7.68K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
150+ 2.29% |
$21.2K - $24.4K
|
6.69K
$906K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
538+ 2.57% |
$75.9K - $87.4K
|
21.5K
$2.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
BUY
|
- |
10.1K+ 34.49% |
$1.42M - $1.63M
|
39.2K
$5.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
393+ 0.79% |
$55.5K - $63.9K
|
50.2K
$6.8M
|