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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-201- 10.73% |
$27.7K - $32.6K
|
1.67K
$263K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
465+ 16.38% |
$64.1K - $75.3K
|
3.3K
$520K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
PUT |
200+ 20.0% |
$27.6K - $32.4K
|
1.2K
$189K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
166+ 4.27% |
$22.9K - $26.9K
|
4.06K
$639K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
380+ 9.59% |
$52.4K - $61.5K
|
4.34K
$684K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
61+ 1.44% |
$8.41K - $9.88K
|
4.31K
$679K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.79K- 12.2% |
$246K - $289K
|
12.9K
$2.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-331- 3.87% |
$45.6K - $53.6K
|
8.22K
$1.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.34K+ 14.1% |
$185K - $217K
|
10.8K
$1.71M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-1.91K- 2.93% |
$264K - $310K
|
63.4K
$9.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-32.4K- 7.98% |
$4.46M - $5.24M
|
373K
$58.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
877+ 2.78% |
$121K - $142K
|
32.4K
$5.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.39KNew |
$192K - $225K
|
1.39K
$219K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
2.75K+ 17.75% |
$379K - $445K
|
18.2K
$2.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
1.97K+ 7.83% |
$271K - $318K
|
27.1K
$4.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
260+ 7.62% |
$35.8K - $42.1K
|
3.67K
$578K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5.49K+ 4.51% |
$757K - $890K
|
127K
$20M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
BUY
|
- |
117+ 0.18% |
$16.1K - $19K
|
65.4K
$10.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-18- 0.87% |
$2.48K - $2.92K
|
2.04K
$322K
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-360- 9.63% |
$49.6K - $58.3K
|
3.38K
$532K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.79K- 0.6% |
$385K - $452K
|
465K
$73.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
SELL
|
- |
-204- 6.3% |
$28.1K - $33K
|
3.03K
$478K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-70- 3.73% |
$9.65K - $11.3K
|
1.81K
$285K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.85K- 37.17% |
$255K - $300K
|
3.13K
$493K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
5.5KNew |
$758K - $891K
|
5.5K
$866K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.58KNew |
$218K - $257K
|
1.58K
$249K
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-306- 12.96% |
$42.2K - $49.6K
|
2.06K
$324K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
434New |
$59.8K - $70.3K
|
434
$68.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
8+ 0.77% |
$1.1K - $1.3K
|
1.05K
$165K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-1.6K- 19.05% |
$221K - $259K
|
6.8K
$1.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.89K- 69.16% |
$260K - $306K
|
842
$133K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.75K- 71.5% |
$517K - $608K
|
1.5K
$236K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
200+ 15.63% |
$27.6K - $32.4K
|
1.48K
$233K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
39+ 2.92% |
$5.38K - $6.32K
|
1.38K
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.15K- 32.8% |
$159K - $186K
|
2.36K
$371K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
133+ 7.82% |
$18.3K - $21.5K
|
1.83K
$289K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.04% |
$138 - $162
|
2.75K
$432K
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-9.6K- 10.73% |
$1.32M - $1.55M
|
79.9K
$12.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-30- 3.65% |
$4.14K - $4.86K
|
793
$125K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
5.28K+ 20.38% |
$728K - $856K
|
31.2K
$4.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-440- 21.62% |
$60.7K - $71.3K
|
1.6K
$251K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.87K- 3.78% |
$258K - $303K
|
47.6K
$7.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.39K+ 2.02% |
$467K - $549K
|
171K
$26.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-49- 3.45% |
$6.76K - $7.94K
|
1.37K
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
2.44K+ 164.09% |
$336K - $395K
|
3.93K
$618K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
329New |
$45.4K - $53.3K
|
329
$51.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
CALL |
200+ 1.2% |
$27.6K - $32.4K
|
16.9K
$2.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-92.8K- 4.63% |
$12.8M - $15M
|
1.91M
$301M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
45+ 0.63% |
$6.2K - $7.29K
|
7.19K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-18- 0.6% |
$2.48K - $2.92K
|
3.01K
$473K
|