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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
127+ 4.43% |
$19.4K - $21.1K
|
3K
$467K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
267+ 11.24% |
$40.7K - $44.4K
|
2.64K
$412K
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.2KNew |
$183K - $200K
|
1.2K
$187K
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2KNew |
$305K - $333K
|
2K
$312K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-50- 14.29% |
$7.63K - $8.32K
|
300
$46.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.52K- 10.78% |
$384K - $419K
|
20.9K
$3.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
15+ 1.03% |
$2.29K - $2.49K
|
1.48K
$230K
|
|
|
Aug 09, 2024
Q2 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
3.9KNew |
$595K - $649K
|
3.9K
$608K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-4.79K- 12.77% |
$731K - $797K
|
32.7K
$5.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
8.25K+ 480.21% |
$1.26M - $1.37M
|
9.97K
$1.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-345- 0.84% |
$52.6K - $57.4K
|
40.5K
$6.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-30.7K- 74.2% |
$4.69M - $5.11M
|
10.7K
$1.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.8KNew |
$275K - $299K
|
1.8K
$280K
|
|
|
Aug 08, 2024
Q2 2024
|
Ruffer LLP
|
SELL
|
- |
-11K- 50.0% |
$1.68M - $1.83M
|
11K
$1.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-6- 0.46% |
$915 - $998
|
1.3K
$203K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-85- 4.52% |
$13K - $14.1K
|
1.8K
$280K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.4K- 77.81% |
$2.05M - $2.24M
|
3.84K
$597K
|
|
|
Aug 08, 2024
Q2 2024
|
Fidelity National Financial, Inc.
Jacksonville, FL |
BUY
|
- |
67K+ 63.81% |
$10.2M - $11.1M
|
172K
$26.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-10.1K- 75.55% |
$1.54M - $1.68M
|
3.27K
$510K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-74.6K- 20.8% |
$11.4M - $12.4M
|
284K
$44.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
1.22K+ 90.09% |
$186K - $203K
|
2.57K
$400K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-164- 1.67% |
$25K - $27.3K
|
9.65K
$1.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
1.55KNew |
$237K - $258K
|
1.55K
$242K
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.28KNew |
$195K - $213K
|
1.28K
$199K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-200- 3.74% |
$30.5K - $33.3K
|
5.15K
$801K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8- 24.24% |
$1.22K - $1.33K
|
25
$3.89K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.5KNew |
$229K - $250K
|
1.5K
$234K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-6.11K- 12.84% |
$932K - $1.02M
|
41.4K
$6.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
103+ 7.74% |
$15.7K - $17.1K
|
1.43K
$223K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
95+ 7.06% |
$14.5K - $15.8K
|
1.44K
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1K- 23.84% |
$153K - $166K
|
3.2K
$498K
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-22- 0.86% |
$3.36K - $3.66K
|
2.53K
$394K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
20+ 0.23% |
$3.05K - $3.33K
|
8.66K
$1.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
485New |
$74K - $80.7K
|
485
$75.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-65- 43.92% |
$9.92K - $10.8K
|
83
$12.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-92- 6.34% |
$14K - $15.3K
|
1.36K
$212K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-396- 34.98% |
$60.4K - $65.9K
|
736
$115K
|
|
|
Aug 06, 2024
Q2 2024
|
Freemont Management S.A.
|
SELL
|
- |
-41.3K- 83.27% |
$6.3M - $6.87M
|
8.3K
$1.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-5.84K- 63.35% |
$891K - $972K
|
3.38K
$526K
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-344- 8.4% |
$52.5K - $57.2K
|
3.75K
$584K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
779New |
$119K - $130K
|
779
$121K
|
|
|
Aug 05, 2024
Q2 2024
|
Foundry Partners, LLC
|
BUY
|
- |
16.1K+ 9.61% |
$2.46M - $2.69M
|
184K
$28.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.36KNew |
$207K - $226K
|
1.36K
$212K
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
SELL
|
- |
-3.56K- 53.98% |
$543K - $591K
|
3.03K
$472K
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
SELL
|
- |
-47- 23.86% |
$7.17K - $7.82K
|
150
$23.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-55- 1.16% |
$8.39K - $9.15K
|
4.67K
$727K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.15K- 5.64% |
$328K - $358K
|
36K
$5.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-750- 21.68% |
$114K - $125K
|
2.71K
$422K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-552- 29.18% |
$84.2K - $91.8K
|
1.34K
$209K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.46K+ 4.37% |
$223K - $243K
|
34.9K
$5.44M
|