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 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
833+ 17.12% |
$115K - $135K
|
5.7K
$897K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.41KNew |
$194K - $228K
|
1.41K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-1K- 8.86% |
$138K - $162K
|
10.3K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-161- 8.99% |
$22.2K - $26.1K
|
1.63K
$257K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-130- 3.64% |
$17.9K - $21.1K
|
3.45K
$543K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-10- 0.08% |
$1.38K - $1.62K
|
12.3K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-32- 1.57% |
$4.41K - $5.18K
|
2K
$315K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.5K+ 7.1% |
$344K - $404K
|
37.6K
$5.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
391+ 11.55% |
$53.9K - $63.3K
|
3.78K
$595K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-2.84K- 62.72% |
$392K - $460K
|
1.69K
$266K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4.7KNew |
$648K - $761K
|
4.7K
$740K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-186- 9.16% |
$25.6K - $30.1K
|
1.85K
$290K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 1.34% |
$13.8K - $16.2K
|
7.34K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-60- 2.2% |
$8.27K - $9.72K
|
2.67K
$420K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-48- 1.68% |
$6.62K - $7.77K
|
2.8K
$441K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37+ 2.07% |
$5.1K - $5.99K
|
1.82K
$287K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-27- 1.6% |
$3.72K - $4.37K
|
1.67K
$262K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5+ 1.01% |
$689 - $810
|
500
$78.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-139- 1.17% |
$19.2K - $22.5K
|
11.7K
$1.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-13- 0.26% |
$1.79K - $2.11K
|
4.95K
$780K
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1.4K+ 10.18% |
$193K - $227K
|
15.1K
$2.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-400- 19.2% |
$55.2K - $64.8K
|
1.68K
$265K
|
|
|
Oct 16, 2024
Q3 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-11- 0.07% |
$1.52K - $1.78K
|
14.7K
$2.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-100- 3.35% |
$13.8K - $16.2K
|
2.89K
$455K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-36- 1.58% |
$4.96K - $5.83K
|
2.24K
$353K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-79- 2.44% |
$10.9K - $12.8K
|
3.15K
$497K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.23K- 19.83% |
$308K - $361K
|
9.02K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 0.23% |
$1.38K - $1.62K
|
4.37K
$688K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.05K+ 55.31% |
$559K - $657K
|
11.4K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
717+ 6.28% |
$98.9K - $116K
|
12.1K
$1.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
375+ 5.05% |
$51.7K - $60.7K
|
7.8K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
59+ 0.47% |
$8.13K - $9.56K
|
12.5K
$1.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
153+ 4.13% |
$21.1K - $24.8K
|
3.86K
$608K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.63KNew |
$224K - $264K
|
1.63K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-3- 0.13% |
$414 - $486
|
2.24K
$352K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.63K- 6.52% |
$225K - $264K
|
23.4K
$3.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
5.56K+ 7.44% |
$766K - $900K
|
80.3K
$12.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.73KNew |
$377K - $443K
|
2.73K
$430K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.36K- 19.55% |
$188K - $221K
|
5.61K
$882K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-1.68K- 17.32% |
$231K - $271K
|
8K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
83+ 2.79% |
$11.4K - $13.4K
|
3.06K
$481K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-607- 4.48% |
$83.7K - $98.3K
|
13K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 6.17% |
$205K - $241K
|
22.6K
$3.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-433- 10.28% |
$59.7K - $70.1K
|
3.78K
$595K
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
55.4K+ 14.41% |
$7.63M - $8.97M
|
439K
$69.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-134- 0.19% |
$18.5K - $21.7K
|
71.6K
$11.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.43K+ 21.74% |
$335K - $393K
|
13.6K
$2.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-23.8K- 4.18% |
$3.28M - $3.86M
|
546K
$85.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-75- 4.95% |
$10.3K - $12.1K
|
1.44K
$227K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
9.33KNew |
$1.29M - $1.51M
|
9.33K
$1.47M
|