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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2.43KNew |
$343K - $395K
|
2.43K
$349K
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
2.97KNew |
$419K - $482K
|
2.97K
$426K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
11.7KNew |
$1.66M - $1.91M
|
11.7K
$1.69M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-79- 0.63% |
$11.2K - $12.8K
|
12.5K
$1.8M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
530New |
$74.8K - $86.1K
|
530
$76.1K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
18.9KNew |
$2.67M - $3.08M
|
18.9K
$2.72M
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
4.55KNew |
$642K - $739K
|
4.55K
$653K
|
|
|
Mar 18, 2025
Q4 2024
|
Cibra Capital LTD
London, X0 |
BUY
|
CALL |
78KNew |
$11M - $12.7M
|
78K
$11.2M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
578+ 24.75% |
$81.6K - $93.9K
|
2.91K
$418K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-59- 2.46% |
$8.33K - $9.59K
|
2.34K
$335K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
103+ 4.04% |
$14.5K - $16.7K
|
2.65K
$381K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.87KNew |
$263K - $303K
|
1.87K
$268K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.34KNew |
$330K - $380K
|
2.34K
$335K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
2.1KNew |
$296K - $341K
|
2.1K
$301K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-84- 5.1% |
$11.9K - $13.7K
|
1.56K
$225K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1.33K- 30.99% |
$188K - $217K
|
2.97K
$426K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-333- 8.14% |
$47K - $54.1K
|
3.76K
$540K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.4K- 6.2% |
$762K - $877K
|
81.6K
$11.7M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
84+ 0.65% |
$11.9K - $13.7K
|
13.1K
$1.88M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.6K+ 235.24% |
$226K - $260K
|
2.28K
$328K
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-25- 0.21% |
$3.53K - $4.06K
|
12K
$1.72M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
3.7KNew |
$522K - $601K
|
3.7K
$531K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.93K- 37.77% |
$414K - $476K
|
4.83K
$693K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.69K+ 58.51% |
$1.37M - $1.58M
|
26.3K
$3.77M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
11+ 0.25% |
$1.55K - $1.79K
|
4.48K
$644K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.68KNew |
$236K - $272K
|
1.68K
$240K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
13.2KNew |
$1.87M - $2.15M
|
13.2K
$1.9M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
16+ 8.29% |
$2.26K - $2.6K
|
209
$30K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.07% |
$141 - $163
|
1.35K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
234K+ 3.07% |
$33M - $38M
|
7.84M
$1.13B
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
5.33K+ 126.44% |
$752K - $866K
|
9.54K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
13.8KNew |
$1.95M - $2.24M
|
13.8K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.6K+ 3478.26% |
$226K - $260K
|
1.65K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.06K- 12.08% |
$149K - $172K
|
7.69K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-3.11K- 53.62% |
$438K - $505K
|
2.69K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
10.1KNew |
$1.43M - $1.65M
|
10.1K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
42.3K+ 1730.0% |
$5.98M - $6.88M
|
44.8K
$6.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.05K- 13.58% |
$712K - $820K
|
32.1K
$4.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
2.7KNew |
$380K - $438K
|
2.7K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
2.02KNew |
$285K - $328K
|
2.02K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
12.5KNew |
$1.76M - $2.03M
|
12.5K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5+ 0.31% |
$706 - $813
|
1.64K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.75K- 50.43% |
$247K - $285K
|
1.72K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
400New |
$56.5K - $65K
|
400
$57.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-44- 0.4% |
$6.21K - $7.15K
|
10.8K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.47KNew |
$208K - $239K
|
1.47K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.5K- 18.35% |
$353K - $406K
|
11.1K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-191- 2.47% |
$27K - $31K
|
7.55K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.87K+ 4.91% |
$264K - $303K
|
39.9K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-56- 1.07% |
$7.9K - $9.1K
|
5.17K
$742K
|