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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
66+ 1.43% |
$9.32K - $10.7K
|
4.67K
$633K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.07K+ 23.01% |
$292K - $336K
|
11K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.81K+ 181.29% |
$537K - $619K
|
5.91K
$800K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
8.96KNew |
$1.26M - $1.46M
|
8.96K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-10.2K- 47.24% |
$1.43M - $1.65M
|
11.3K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
36+ 1.37% |
$5.08K - $5.85K
|
2.67K
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-270- 8.52% |
$38.1K - $43.9K
|
2.9K
$393K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
437+ 1.19% |
$61.7K - $71K
|
37.2K
$5.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.21K- 2.81% |
$311K - $358K
|
76.2K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
10+ 0.47% |
$1.41K - $1.63K
|
2.14K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 3.03% |
$159K - $183K
|
36K
$4.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
1.66KNew |
$234K - $269K
|
1.66K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-10.3K- 5.78% |
$1.45M - $1.67M
|
168K
$22.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
239+ 1.87% |
$33.7K - $38.8K
|
13K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-161- 2.58% |
$22.7K - $26.2K
|
6.07K
$823K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-307- 3.42% |
$43.3K - $49.9K
|
8.66K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-556- 3.57% |
$78.5K - $90.4K
|
15K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
3.39KNew |
$478K - $551K
|
3.39K
$459K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.39KNew |
$337K - $388K
|
2.39K
$323K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-102- 0.47% |
$14.4K - $16.6K
|
21.6K
$2.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-252- 0.74% |
$35.6K - $41K
|
33.7K
$4.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-35- 2.36% |
$4.94K - $5.69K
|
1.45K
$197K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
247+ 6.89% |
$34.9K - $40.1K
|
3.83K
$519K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-55- 1.23% |
$7.76K - $8.94K
|
4.42K
$598K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-20- 0.55% |
$2.82K - $3.25K
|
3.6K
$488K
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-436- 20.51% |
$61.5K - $70.9K
|
1.69K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-153- 1.76% |
$21.6K - $24.9K
|
8.55K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-714- 3.91% |
$101K - $116K
|
17.5K
$2.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-8- 1.56% |
$1.13K - $1.3K
|
504
$68.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8.74K+ 12.36% |
$1.23M - $1.42M
|
79.5K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-40- 0.26% |
$5.65K - $6.5K
|
15.4K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-8.08K- 2.08% |
$1.14M - $1.31M
|
380K
$51.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.24K+ 33.5% |
$175K - $202K
|
4.95K
$671K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.97% |
$282 - $325
|
208
$28.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-232- 1.3% |
$32.7K - $37.7K
|
17.6K
$2.38M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
82+ 2.42% |
$11.6K - $13.3K
|
3.46K
$469K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-10- 0.44% |
$1.41K - $1.63K
|
2.28K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-171- 0.36% |
$24.1K - $27.8K
|
47K
$6.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Reik & Co., LLC
|
SELL
|
- |
-80- 0.33% |
$11.3K - $13K
|
24K
$3.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.24K+ 23.18% |
$316K - $364K
|
11.9K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.9K- 6.16% |
$833K - $959K
|
89.9K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-11.7K- 54.09% |
$1.65M - $1.9M
|
9.9K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
34+ 1.47% |
$4.8K - $5.53K
|
2.34K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-3.75K- 3.5% |
$529K - $609K
|
103K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.38K+ 6.87% |
$478K - $550K
|
52.6K
$7.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-396- 4.8% |
$55.9K - $64.4K
|
7.86K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
115+ 1.65% |
$16.2K - $18.7K
|
7.09K
$961K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-60- 0.28% |
$8.47K - $9.75K
|
21K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
66+ 2.38% |
$9.32K - $10.7K
|
2.84K
$385K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
474+ 13.12% |
$66.9K - $77K
|
4.09K
$554K
|