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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.71KNew |
$241K - $278K
|
1.71K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-504- 57.14% |
$71.1K - $81.9K
|
378
$54.3K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
64+ 67.37% |
$9.03K - $10.4K
|
159
$22.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
409New |
$57.7K - $66.5K
|
409
$58.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-176- 3.61% |
$24.8K - $28.6K
|
4.7K
$674K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
52+ 1.22% |
$7.34K - $8.45K
|
4.32K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-142- 77.6% |
$20K - $23.1K
|
41
$5.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-11- 0.06% |
$1.55K - $1.79K
|
18.8K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.2K- 13.28% |
$169K - $195K
|
7.81K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 0.09% |
$141 - $163
|
1.06K
$153K
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
315+ 1.95% |
$44.5K - $51.2K
|
16.5K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-25- 0.76% |
$3.53K - $4.06K
|
3.24K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-749- 24.17% |
$106K - $122K
|
2.35K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.57KNew |
$222K - $256K
|
1.57K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
50New |
$7.06K - $8.13K
|
50
$7.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-8.01K- 58.97% |
$1.13M - $1.3M
|
5.57K
$800K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-11.7K- 27.53% |
$1.66M - $1.91M
|
30.9K
$4.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$141K - $163K
|
1K
$144K
|
|
|
Feb 13, 2025
Q4 2024
|
Fidelity National Financial, Inc.
Jacksonville, FL |
SELL
|
- |
-2K- 1.16% |
$282K - $325K
|
170K
$24.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
152+ 2.32% |
$21.5K - $24.7K
|
6.72K
$964K
|
|
|
Feb 13, 2025
Q4 2024
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
96.8KNew |
$13.7M - $15.7M
|
96.8K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-894- 4.22% |
$126K - $145K
|
20.3K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-302- 12.46% |
$42.6K - $49.1K
|
2.12K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
3.47KNew |
$490K - $564K
|
3.47K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
74New |
$10.4K - $12K
|
74
$10.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
1.72KNew |
$243K - $280K
|
1.72K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
12.9KNew |
$1.82M - $2.1M
|
12.9K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$1.75M - $2.01M
|
12.4K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-500- 50.0% |
$70.6K - $81.3K
|
500
$71.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-273- 16.56% |
$38.5K - $44.4K
|
1.38K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-200- 5.06% |
$28.2K - $32.5K
|
3.75K
$538K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
815+ 40.89% |
$115K - $132K
|
2.81K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
37.5K+ 253.58% |
$5.3M - $6.1M
|
52.3K
$7.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
179+ 14.42% |
$25.3K - $29.1K
|
1.42K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-142- 77.6% |
$20K - $23.1K
|
41
$5.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
210KNew |
$29.6M - $34.1M
|
210K
$30.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-153- 9.93% |
$21.6K - $24.9K
|
1.39K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-889- 6.03% |
$125K - $144K
|
13.9K
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.82K- 8.11% |
$539K - $621K
|
43.3K
$6.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-75- 0.6% |
$10.6K - $12.2K
|
12.3K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-380- 79.17% |
$53.6K - $61.8K
|
100
$14.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-713- 16.88% |
$101K - $116K
|
3.51K
$504K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
95+ 29.23% |
$13.4K - $15.4K
|
420
$60.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-30- 1.23% |
$4.23K - $4.88K
|
2.4K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
1.82KNew |
$257K - $295K
|
1.82K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
308New |
$43.5K - $50.1K
|
308
$44.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
5.88KNew |
$830K - $955K
|
5.88K
$844K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
150KNew |
$21.2M - $24.4M
|
150K
$21.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
30.2KNew |
$4.26M - $4.9M
|
30.2K
$4.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$212K - $244K
|
1.5K
$215K
|