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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
4.2K+ 700.0% |
$616K - $705K
|
4.8K
$741K
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-283- 4.08% |
$41.5K - $47.5K
|
6.66K
$1.03M
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-621- 3.37% |
$91.1K - $104K
|
17.8K
$2.75M
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
151+ 8.37% |
$22.2K - $25.4K
|
1.95K
$302K
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-399- 18.92% |
$58.5K - $67K
|
1.71K
$264K
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
1.3KNew |
$191K - $218K
|
1.3K
$201K
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-46- 0.38% |
$6.75K - $7.73K
|
12.2K
$1.88M
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
75+ 4.86% |
$11K - $12.6K
|
1.62K
$250K
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.36KNew |
$346K - $396K
|
2.36K
$364K
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 0.3% |
$14.7K - $16.8K
|
33.1K
$5.11M
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-126- 27.27% |
$18.5K - $21.2K
|
336
$51.9K
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-47- 3.23% |
$6.9K - $7.89K
|
1.41K
$217K
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-430- 1.49% |
$63.1K - $72.2K
|
28.4K
$4.39M
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-790- 28.62% |
$116K - $133K
|
1.97K
$304K
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
141New |
$20.7K - $23.7K
|
141
$21.8K
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-324- 2.79% |
$47.5K - $54.4K
|
11.3K
$1.75M
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-37- 1.43% |
$5.43K - $6.21K
|
2.56K
$395K
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$191K - $219K
|
1.3K
$201K
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
180KNew |
$26.4M - $30.2M
|
180K
$27.8M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-78- 5.49% |
$11.4K - $13.1K
|
1.34K
$208K
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.29KNew |
$189K - $217K
|
1.29K
$199K
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-126- 2.01% |
$18.5K - $21.2K
|
6.14K
$949K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-53.7K- 94.62% |
$7.88M - $9.02M
|
3.05K
$472K
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-640- 46.65% |
$93.9K - $108K
|
732
$113K
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.24KNew |
$182K - $208K
|
1.24K
$192K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-70- 4.4% |
$10.3K - $11.8K
|
1.52K
$235K
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
146+ 85.88% |
$21.4K - $24.5K
|
316
$48.8K
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
85+ 4.02% |
$12.5K - $14.3K
|
2.2K
$340K
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
2.66KNew |
$390K - $446K
|
2.66K
$411K
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
200+ 2.31% |
$29.3K - $33.6K
|
8.86K
$1.37M
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-205- 7.87% |
$30.1K - $34.4K
|
2.4K
$371K
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
292+ 20.69% |
$42.8K - $49K
|
1.7K
$263K
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
SELL
|
- |
-57- 3.93% |
$8.36K - $9.57K
|
1.39K
$215K
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-2- 0.13% |
$293 - $336
|
1.54K
$238K
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-185- 1.27% |
$27.1K - $31.1K
|
14.3K
$2.22M
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-4- 0.58% |
$587 - $672
|
680
$105K
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-1.19K- 31.17% |
$174K - $199K
|
2.62K
$404K
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
14+ 0.77% |
$2.05K - $2.35K
|
1.83K
$283K
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.2KNew |
$176K - $201K
|
1.2K
$185K
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-10- 1.55% |
$1.47K - $1.68K
|
634
$97.9K
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-584- 50.87% |
$85.7K - $98.1K
|
564
$87.1K
|
|
May 07, 2025
Q1 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.32KNew |
$193K - $221K
|
1.32K
$203K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-782- 2.32% |
$115K - $131K
|
32.9K
$5.08M
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.22KNew |
$178K - $204K
|
1.22K
$188K
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
1.78KNew |
$261K - $299K
|
1.78K
$275K
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.83K- 99.4% |
$268K - $307K
|
11
$1.7K
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
286+ 6.94% |
$42K - $48K
|
4.41K
$681K
|
|
May 07, 2025
Q1 2025
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-170- 8.41% |
$24.9K - $28.6K
|
1.85K
$286K
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
1.4KNew |
$206K - $235K
|
1.4K
$216K
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-38- 0.39% |
$5.57K - $6.38K
|
9.69K
$1.5M
|