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 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-75- 2.67% |
$10.6K - $12.2K
|
2.73K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-246- 1.9% |
$34.7K - $40K
|
12.7K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
4.1KNew |
$579K - $667K
|
4.1K
$558K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
137+ 1.29% |
$19.3K - $22.3K
|
10.8K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
379+ 4.2% |
$53.5K - $61.6K
|
9.4K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-4- 0.12% |
$565 - $650
|
3.21K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
139+ 9.01% |
$19.6K - $22.6K
|
1.68K
$229K
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.07K+ 50.86% |
$150K - $173K
|
3.16K
$430K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-70- 1.05% |
$9.88K - $11.4K
|
6.61K
$899K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
230+ 6.71% |
$32.5K - $37.4K
|
3.66K
$498K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
20+ 3.24% |
$2.82K - $3.25K
|
638
$86.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
495+ 10.87% |
$69.9K - $80.5K
|
5.05K
$687K
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-100- 1.69% |
$14.1K - $16.3K
|
5.8K
$789K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-820- 20.33% |
$116K - $133K
|
3.21K
$437K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
23+ 1.48% |
$3.25K - $3.74K
|
1.58K
$215K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
27New |
$3.81K - $4.39K
|
27
$3.67K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-108K- 21.22% |
$15.3M - $17.6M
|
402K
$54.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
162+ 0.95% |
$22.9K - $26.3K
|
17.2K
$2.35M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-521- 14.27% |
$73.5K - $84.7K
|
3.13K
$426K
|
|
| Q3 2024 | |||||||
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
2.7K+ 147.14% |
$372K - $437K
|
4.54K
$617K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
87+ 5.95% |
$12K - $14.1K
|
1.55K
$211K
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
290K+ 3.31% |
$40M - $47M
|
9.06M
$1.23B
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.3K+ 6.95% |
$180K - $211K
|
20.1K
$2.73M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-6.86K- 1.2% |
$946K - $1.11M
|
563K
$76.6M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.12K- 6.61% |
$154K - $181K
|
15.8K
$2.15M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
310+ 0.64% |
$42.7K - $50.2K
|
48.7K
$6.63M
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-348- 7.65% |
$48K - $56.4K
|
4.2K
$571K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
15+ 5.56% |
$2.07K - $2.43K
|
285
$38.8K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
5.53KNew |
$762K - $895K
|
5.53K
$752K
|
|
|
Nov 21, 2024
Q3 2024
|
Tri Ri Asset Management Corp
Toronto, A6 |
BUY
|
- |
20.6KNew |
$2.84M - $3.33M
|
20.6K
$2.8M
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
320+ 6.17% |
$44.1K - $51.8K
|
5.51K
$750K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-208- 13.03% |
$28.7K - $33.7K
|
1.39K
$189K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.31K- 82.85% |
$456K - $536K
|
685
$93.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-218K- 99.15% |
$30.1M - $35.3M
|
1.86K
$253K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-400- 15.16% |
$55.2K - $64.8K
|
2.24K
$305K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-156- 1.16% |
$21.5K - $25.3K
|
13.3K
$1.81M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-226- 0.19% |
$31.2K - $36.6K
|
119K
$16.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 450.7% |
$266K - $312K
|
2.36K
$321K
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
94+ 1.39% |
$13K - $15.2K
|
6.87K
$934K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
3.24KNew |
$446K - $524K
|
3.24K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.19K- 42.62% |
$164K - $193K
|
1.6K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
6.28KNew |
$866K - $1.02M
|
6.28K
$855K
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
8.52K+ 78.1% |
$1.18M - $1.38M
|
19.4K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-3- 0.02% |
$414 - $486
|
19.3K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
39+ 2.83% |
$5.38K - $6.32K
|
1.42K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-11- 0.25% |
$1.52K - $1.78K
|
4.41K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-63- 11.19% |
$8.69K - $10.2K
|
500
$68K
|
|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-478- 4.56% |
$65.9K - $77.4K
|
10K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-91- 22.14% |
$12.5K - $14.7K
|
320
$43.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-4- 0.18% |
$552 - $648
|
2.22K
$302K
|
|