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 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.06K- 28.65% |
$714K - $822K
|
12.6K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.41KNew |
$199K - $229K
|
1.41K
$192K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
543+ 3.36% |
$76.6K - $88.3K
|
16.7K
$2.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
81+ 6.57% |
$11.4K - $13.2K
|
1.31K
$179K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.53KNew |
$216K - $249K
|
1.53K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.41K- 12.82% |
$623K - $717K
|
30K
$4.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.06K- 2.0% |
$149K - $172K
|
51.8K
$7.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-338- 5.11% |
$47.7K - $54.9K
|
6.28K
$855K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.58K- 11.47% |
$223K - $256K
|
12.2K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.21K+ 14.99% |
$171K - $197K
|
9.3K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.75K- 4.47% |
$247K - $284K
|
37.4K
$5.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-102- 1.62% |
$14.4K - $16.6K
|
6.21K
$845K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
2+ 0.12% |
$282 - $325
|
1.7K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
36+ 2.04% |
$5.08K - $5.85K
|
1.8K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.59KNew |
$225K - $259K
|
1.59K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.31K+ 24.64% |
$609K - $701K
|
21.8K
$2.97M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
4.66K+ 62.18% |
$657K - $757K
|
12.1K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
583+ 10.02% |
$82.3K - $94.8K
|
6.4K
$871K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.47K+ 9.96% |
$913K - $1.05M
|
71.4K
$9.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
2.59K+ 34.02% |
$365K - $421K
|
10.2K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4.91K- 15.32% |
$693K - $798K
|
27.1K
$3.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.35K- 6.82% |
$472K - $544K
|
45.7K
$6.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
433+ 15.57% |
$61.1K - $70.4K
|
3.21K
$437K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
98+ 0.36% |
$13.8K - $15.9K
|
27.7K
$3.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
494New |
$69.7K - $80.3K
|
494
$67.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
433+ 5.42% |
$61.1K - $70.4K
|
8.42K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.26K- 24.65% |
$178K - $205K
|
3.86K
$525K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
13+ 0.37% |
$1.83K - $2.11K
|
3.53K
$481K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-102- 4.7% |
$14.4K - $16.6K
|
2.07K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
371+ 2.65% |
$52.4K - $60.3K
|
14.4K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-86- 2.22% |
$12.1K - $14K
|
3.79K
$516K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
1.75KNew |
$247K - $284K
|
1.75K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.81K+ 14.43% |
$679K - $781K
|
38.1K
$5.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
15+ 0.74% |
$2.12K - $2.44K
|
2.05K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-463- 17.62% |
$65.4K - $75.3K
|
2.16K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-464- 21.03% |
$65.5K - $75.4K
|
1.74K
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.23K- 2.62% |
$174K - $201K
|
45.8K
$6.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.28K- 18.75% |
$1.03M - $1.18M
|
31.5K
$4.29M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
423+ 19.34% |
$59.7K - $68.8K
|
2.61K
$355K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-149- 3.77% |
$21K - $24.2K
|
3.8K
$517K
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5.3K- 57.61% |
$748K - $861K
|
3.9K
$531K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-17.8K- 13.28% |
$2.52M - $2.9M
|
117K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
425+ 7.66% |
$60K - $69.1K
|
5.97K
$812K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-9- 0.23% |
$1.27K - $1.46K
|
3.9K
$531K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
95+ 1.82% |
$13.4K - $15.4K
|
5.32K
$723K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-802- 25.49% |
$113K - $130K
|
2.34K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
4.48K+ 7.77% |
$632K - $727K
|
62.1K
$8.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.45K+ 3.4% |
$345K - $398K
|
74.3K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-478- 3.0% |
$67.5K - $77.7K
|
15.5K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
15.9K+ 390.31% |
$2.24M - $2.58M
|
19.9K
$2.71M
|