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 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
266+ 1.53% |
$36.7K - $43.1K
|
17.7K
$2.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-34- 1.66% |
$4.69K - $5.51K
|
2.02K
$318K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.64K+ 3.52% |
$363K - $427K
|
77.6K
$12.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-20- 4.08% |
$2.76K - $3.24K
|
470
$74K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
198+ 15.99% |
$27.3K - $32.1K
|
1.44K
$226K
|
|
|
Oct 24, 2024
Q3 2024
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-50- 0.18% |
$6.89K - $8.1K
|
27.1K
$4.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
40+ 1.5% |
$5.52K - $6.48K
|
2.71K
$427K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
3.23K+ 7.32% |
$445K - $523K
|
47.3K
$7.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-100- 6.76% |
$13.8K - $16.2K
|
1.38K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-12- 0.2% |
$1.65K - $1.94K
|
5.87K
$924K
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-2.12K- 37.52% |
$292K - $343K
|
3.53K
$556K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-475- 0.73% |
$65.5K - $76.9K
|
64.8K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
61+ 2.24% |
$8.41K - $9.88K
|
2.79K
$438K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-25- 1.78% |
$3.45K - $4.05K
|
1.38K
$218K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
49+ 2.22% |
$6.76K - $7.94K
|
2.26K
$355K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
108+ 3.44% |
$14.9K - $17.5K
|
3.25K
$511K
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
BUY
|
- |
300+ 1.46% |
$41.4K - $48.6K
|
20.9K
$3.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-91- 1.03% |
$12.5K - $14.7K
|
8.74K
$1.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-46- 0.44% |
$6.34K - $7.45K
|
10.4K
$1.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
272+ 10.07% |
$37.5K - $44.1K
|
2.97K
$468K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
PUT |
3.32K+ 3900.0% |
$457K - $537K
|
3.4K
$535K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-50.1K- 96.82% |
$6.91M - $8.11M
|
1.65K
$259K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
8+ 1.19% |
$1.1K - $1.3K
|
678
$107K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
210+ 9.47% |
$29K - $34K
|
2.43K
$382K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-82- 4.04% |
$11.3K - $13.3K
|
1.95K
$307K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-43- 0.32% |
$5.93K - $6.96K
|
13.6K
$2.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-400- 0.71% |
$55.2K - $64.8K
|
56K
$8.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.21KNew |
$994K - $1.17M
|
7.21K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-13.6K- 88.66% |
$1.88M - $2.2M
|
1.74K
$274K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
985+ 7.55% |
$136K - $160K
|
14K
$2.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
SELL
|
- |
-20- 0.65% |
$2.76K - $3.24K
|
3.07K
$483K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-7.23K- 42.33% |
$997K - $1.17M
|
9.85K
$1.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-6.77K- 1.86% |
$933K - $1.1M
|
357K
$56.2M
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
SELL
|
- |
-17- 0.35% |
$2.34K - $2.75K
|
4.8K
$756K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
2.57K+ 12.85% |
$354K - $416K
|
22.6K
$3.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
588+ 2.36% |
$81.1K - $95.2K
|
25.5K
$4.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.43K- 29.11% |
$197K - $231K
|
3.48K
$547K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-148- 6.0% |
$20.4K - $24K
|
2.32K
$365K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
318New |
$43.8K - $51.5K
|
318
$50.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.88K- 42.5% |
$1.36M - $1.6M
|
13.4K
$2.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1K+ 28.54% |
$138K - $162K
|
4.51K
$710K
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.85K+ 579.06% |
$255K - $300K
|
2.17K
$342K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-285- 0.27% |
$39.3K - $46.2K
|
104K
$16.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-200- 2.17% |
$27.6K - $32.4K
|
9.01K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.8K- 1.16% |
$6.58M - $7.73M
|
4.08M
$642M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.5K+ 2.04% |
$5.04M - $5.92M
|
1.83M
$287M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4K- 73.77% |
$552K - $648K
|
1.42K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-72- 54.96% |
$9.93K - $11.7K
|
59
$9.29K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-15- 0.95% |
$2.07K - $2.43K
|
1.56K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-28- 0.53% |
$3.86K - $4.54K
|
5.25K
$827K
|