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 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
88+ 75.86% |
$12.4K - $14.3K
|
204
$29.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-320- 1.55% |
$45.2K - $52K
|
20.4K
$2.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
38.6KNew |
$5.45M - $6.27M
|
38.6K
$5.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-3- 0.66% |
$423 - $488
|
451
$64.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
101+ 7.02% |
$14.3K - $16.4K
|
1.54K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-301- 9.32% |
$42.5K - $48.9K
|
2.93K
$421K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
5.04KNew |
$711K - $818K
|
5.04K
$723K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
16+ 0.87% |
$2.26K - $2.6K
|
1.85K
$266K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-7- 0.38% |
$988 - $1.14K
|
1.81K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-15.5K- 99.85% |
$2.19M - $2.53M
|
24
$3.45K
|
|
|
Feb 06, 2025
Q4 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
3.06KNew |
$432K - $498K
|
3.06K
$440K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
1.52KNew |
$214K - $246K
|
1.52K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-189- 11.26% |
$26.7K - $30.7K
|
1.49K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.45KNew |
$204K - $235K
|
1.45K
$208K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
118KNew |
$16.6M - $19.1M
|
118K
$16.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
SELL
|
- |
-17.3K- 36.27% |
$2.44M - $2.81M
|
30.3K
$4.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
91+ 7.2% |
$12.8K - $14.8K
|
1.36K
$195K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-1.22K- 20.66% |
$171K - $197K
|
4.67K
$670K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
7New |
$988 - $1.14K
|
7
$1K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.1KClosed |
$297K - $342K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.69K+ 4.04% |
$380K - $437K
|
69.2K
$9.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.22K+ 14.97% |
$1.02M - $1.17M
|
55.4K
$7.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
139+ 20.84% |
$19.6K - $22.6K
|
806
$116K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
700+ 28.34% |
$98.8K - $114K
|
3.17K
$455K
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-6- 0.17% |
$847 - $975
|
3.55K
$510K
|
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
2.99KNew |
$421K - $485K
|
2.99K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.28K+ 4.97% |
$181K - $208K
|
27.1K
$3.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.2K+ 67.23% |
$1.44M - $1.66M
|
25.4K
$3.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
44+ 1.23% |
$6.21K - $7.15K
|
3.61K
$518K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
540+ 4.42% |
$76.2K - $87.8K
|
12.8K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
70+ 3.37% |
$9.88K - $11.4K
|
2.15K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-718- 6.31% |
$101K - $117K
|
10.7K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.55K- 6.27% |
$360K - $414K
|
38.1K
$5.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.52K- 25.58% |
$214K - $247K
|
4.42K
$634K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-60- 0.81% |
$8.47K - $9.75K
|
7.39K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.09% |
$706 - $813
|
5.47K
$785K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-250- 1.35% |
$35.3K - $40.6K
|
18.3K
$2.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
38New |
$5.36K - $6.18K
|
38
$5.45K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-545- 10.39% |
$76.9K - $88.6K
|
4.7K
$675K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
25.2KNew |
$3.56M - $4.09M
|
25.2K
$3.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-130- 3.53% |
$18.3K - $21.1K
|
3.55K
$510K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
111New |
$15.7K - $18K
|
111
$15.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
10.9KNew |
$1.54M - $1.77M
|
10.9K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-25.8K- 6.54% |
$3.64M - $4.2M
|
369K
$53M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-111- 0.24% |
$15.7K - $18K
|
46.7K
$6.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-22- 0.09% |
$3.11K - $3.58K
|
24.9K
$3.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2+ 0.07% |
$282 - $325
|
2.72K
$390K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
541New |
$76.4K - $87.9K
|
541
$77.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 0.03% |
$2.12K - $2.44K
|
56.6K
$8.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
687+ 3.81% |
$97K - $112K
|
18.7K
$2.69M
|