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 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
5.2K+ 65.0% |
$734K - $845K
|
13.2K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-208- 1.29% |
$29.4K - $33.8K
|
15.9K
$2.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-105- 4.84% |
$14.8K - $17.1K
|
2.06K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
904+ 9.99% |
$128K - $147K
|
9.95K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
CALL |
-2K- 71.43% |
$282K - $325K
|
800
$108K
|
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-630- 3.39% |
$88.9K - $102K
|
17.9K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-501- 12.55% |
$70.7K - $81.4K
|
3.49K
$473K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
3+ 0.04% |
$423 - $488
|
6.91K
$936K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
71+ 1.66% |
$10K - $11.5K
|
4.34K
$588K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-443- 17.11% |
$62.5K - $72K
|
2.15K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
202+ 10.59% |
$28.5K - $32.8K
|
2.11K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-3.87M- 99.31% |
$547M - $630M
|
27K
$3.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.06K- 48.89% |
$150K - $172K
|
1.11K
$150K
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-150- 1.33% |
$21.2K - $24.4K
|
11.2K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
38+ 2.78% |
$5.36K - $6.18K
|
1.4K
$190K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
97+ 0.46% |
$13.7K - $15.8K
|
21.1K
$2.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-150- 2.91% |
$21.2K - $24.4K
|
5K
$678K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.11K+ 1.36% |
$298K - $343K
|
157K
$21.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-870- 1.42% |
$123K - $141K
|
60.2K
$8.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
8.76K+ 1.34% |
$1.24M - $1.42M
|
663K
$89.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
142+ 0.52% |
$20K - $23.1K
|
27.5K
$3.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
212+ 10.0% |
$29.9K - $34.5K
|
2.33K
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-24K- 14.39% |
$3.39M - $3.91M
|
143K
$19.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
128+ 1.1% |
$18.1K - $20.8K
|
11.8K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
63+ 3.49% |
$8.89K - $10.2K
|
1.87K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-449- 0.83% |
$63.4K - $73K
|
53.8K
$7.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
118New |
$16.7K - $19.2K
|
118
$16K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
74+ 2.99% |
$10.4K - $12K
|
2.55K
$346K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.5KNew |
$635K - $732K
|
4.5K
$610K
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-50- 0.68% |
$7.06K - $8.13K
|
7.31K
$990K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.85K+ 23.18% |
$261K - $300K
|
9.82K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
521+ 8.34% |
$73.5K - $84.7K
|
6.77K
$917K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.16K+ 1.23% |
$164K - $189K
|
95.2K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
15.1K+ 43.43% |
$2.13M - $2.45M
|
49.8K
$6.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
287New |
$40.5K - $46.6K
|
287
$38.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
7.6KNew |
$1.07M - $1.24M
|
7.6K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.64KNew |
$1.08M - $1.24M
|
7.64K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.23KNew |
$174K - $200K
|
1.23K
$167K
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.25K- 46.87% |
$459K - $529K
|
3.69K
$500K
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-44.1K- 24.43% |
$6.22M - $7.16M
|
136K
$18.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
747+ 3.92% |
$105K - $121K
|
19.8K
$2.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
45+ 14.8% |
$6.35K - $7.31K
|
349
$47.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
28+ 0.34% |
$3.95K - $4.55K
|
8.29K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-160- 2.7% |
$22.6K - $26K
|
5.76K
$781K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
909+ 63.74% |
$128K - $148K
|
2.34K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.52K+ 16.28% |
$497K - $572K
|
25.1K
$3.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-380- 4.84% |
$53.6K - $61.8K
|
7.46K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-839- 1.82% |
$118K - $136K
|
45.4K
$6.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
238+ 3.22% |
$33.6K - $38.7K
|
7.64K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-120- 1.53% |
$16.9K - $19.5K
|
7.73K
$1.05M
|