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 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
118KNew |
$16.6M - $19.1M
|
118K
$16M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-103K- 51.77% |
$14.5M - $16.7M
|
95.8K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-4K- 38.14% |
$565K - $650K
|
6.49K
$879K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
35+ 3.81% |
$4.94K - $5.69K
|
954
$129K
|
|
|
Feb 05, 2025
Q4 2024
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
SELL
|
- |
-17.3K- 36.27% |
$2.44M - $2.81M
|
30.3K
$4.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-474- 3.72% |
$66.9K - $77K
|
12.3K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
326+ 17.52% |
$46K - $53K
|
2.19K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-498- 1.74% |
$70.3K - $80.9K
|
28.1K
$3.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.37KNew |
$616K - $709K
|
4.37K
$591K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 0.85% |
$423 - $488
|
356
$48.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-24- 11.82% |
$3.39K - $3.9K
|
179
$24.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
42+ 33.07% |
$5.93K - $6.83K
|
169
$22.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
91+ 7.2% |
$12.8K - $14.8K
|
1.36K
$184K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-1.22K- 20.66% |
$171K - $197K
|
4.67K
$632K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
57.7K+ 2.68% |
$8.14M - $9.37M
|
2.21M
$299M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.31K+ 2.79% |
$608K - $700K
|
159K
$21.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
410K+ 2.11% |
$57.9M - $66.7M
|
19.9M
$2.7B
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1K- 11.18% |
$141K - $163K
|
7.95K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-150- 1.46% |
$21.2K - $24.4K
|
10.1K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
11+ 0.34% |
$1.55K - $1.79K
|
3.26K
$442K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
798+ 2.18% |
$113K - $130K
|
37.5K
$5.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-20- 1.32% |
$2.82K - $3.25K
|
1.5K
$203K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
128K+ 6.22% |
$18.1M - $20.8M
|
2.19M
$297M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-5.18K- 8.78% |
$731K - $842K
|
53.8K
$7.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-94.6K- 96.24% |
$13.3M - $15.4M
|
3.69K
$500K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
7New |
$988 - $1.14K
|
7
$949
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
4.03KNew |
$568K - $654K
|
4.03K
$546K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.96K- 41.37% |
$559K - $644K
|
5.62K
$761K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.1KClosed |
$297K - $342K
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11.5K+ 462.19% |
$1.63M - $1.88M
|
14K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-299- 1.33% |
$42.2K - $48.6K
|
22.1K
$3M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.92K+ 21.43% |
$553K - $636K
|
22.2K
$3.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-623- 17.42% |
$87.9K - $101K
|
2.95K
$400K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8+ 0.42% |
$1.13K - $1.3K
|
1.93K
$262K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
7+ 0.29% |
$988 - $1.14K
|
2.4K
$325K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
106+ 0.35% |
$15K - $17.2K
|
30.7K
$4.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
152K+ 37.83% |
$21.5M - $24.7M
|
554K
$75.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-771- 1.76% |
$109K - $125K
|
42.9K
$5.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
553+ 33.76% |
$78.1K - $89.9K
|
2.19K
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
12.2KNew |
$1.72M - $1.98M
|
12.2K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-654- 5.32% |
$92.3K - $106K
|
11.6K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
4.37K+ 3.61% |
$617K - $711K
|
126K
$17M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-364- 7.6% |
$51.4K - $59.2K
|
4.43K
$600K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
90+ 5.94% |
$12.7K - $14.6K
|
1.6K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-184- 3.65% |
$26K - $29.9K
|
4.86K
$658K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.69K+ 4.04% |
$380K - $437K
|
69.2K
$9.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-233- 0.92% |
$32.9K - $37.9K
|
25K
$3.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.22K+ 14.97% |
$1.02M - $1.17M
|
55.4K
$7.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.51K+ 2.49% |
$354K - $407K
|
103K
$13.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.7KNew |
$241K - $277K
|
1.7K
$231K
|