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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-757- 31.17% |
$115K - $126K
|
1.67K
$260K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
105+ 3.06% |
$16K - $17.5K
|
3.54K
$551K
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
6+ 0.43% |
$915 - $998
|
1.4K
$217K
|
|
|
Jul 18, 2024
Q2 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$153 - $166
|
1.31K
$205K
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1.2K- 17.72% |
$183K - $200K
|
5.57K
$868K
|
|
|
Jul 18, 2024
Q2 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-12.5K- 14.56% |
$1.9M - $2.07M
|
73.2K
$11.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
SELL
|
- |
-18- 0.93% |
$2.75K - $2.99K
|
1.92K
$299K
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.69KNew |
$258K - $282K
|
1.69K
$264K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
521New |
$79.5K - $86.7K
|
521
$81.2K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
100+ 6.84% |
$15.3K - $16.6K
|
1.56K
$243K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
134+ 8.82% |
$20.4K - $22.3K
|
1.65K
$257K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
309+ 5.18% |
$47.1K - $51.4K
|
6.28K
$978K
|
|
|
Jul 16, 2024
Q2 2024
|
Independent Investors Inc
|
BUY
|
- |
240+ 4.03% |
$36.6K - $39.9K
|
6.19K
$964K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-250- 6.97% |
$38.1K - $41.6K
|
3.34K
$519K
|
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.75KNew |
$1.03M - $1.12M
|
6.75K
$1.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-380- 6.56% |
$58K - $63.2K
|
5.41K
$843K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-145- 8.87% |
$22.1K - $24.1K
|
1.49K
$232K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-4.47K- 53.0% |
$682K - $744K
|
3.97K
$618K
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.3KNew |
$198K - $216K
|
1.3K
$203K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.89K+ 62.07% |
$1.05M - $1.15M
|
18K
$2.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9+ 0.57% |
$1.37K - $1.5K
|
1.58K
$246K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
PUT |
24.1KNew |
$3.68M - $4.01M
|
24.1K
$3.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-141- 5.89% |
$21.5K - $23.5K
|
2.25K
$351K
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.6KNew |
$245K - $267K
|
1.6K
$250K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
237+ 16.76% |
$36.2K - $39.4K
|
1.65K
$257K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
8+ 0.15% |
$1.22K - $1.33K
|
5.35K
$834K
|
|
|
Jul 11, 2024
Q2 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
577+ 2.85% |
$88K - $96K
|
20.8K
$3.25M
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
12+ 0.93% |
$1.83K - $2K
|
1.31K
$204K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
201+ 97.57% |
$30.7K - $33.4K
|
407
$63.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-72- 1.73% |
$11K - $12K
|
4.1K
$639K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-214- 2.31% |
$32.6K - $35.6K
|
9.06K
$1.41M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-1.16K- 6.06% |
$177K - $192K
|
17.9K
$2.79M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-109- 7.62% |
$16.6K - $18.1K
|
1.32K
$206K
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-75- 5.4% |
$11.4K - $12.5K
|
1.31K
$205K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-412- 20.21% |
$62.9K - $68.5K
|
1.63K
$253K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.29K+ 75.46% |
$196K - $214K
|
2.99K
$465K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-129- 17.15% |
$19.7K - $21.5K
|
623
$97K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-71- 54.2% |
$10.8K - $11.8K
|
60
$9.35K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-19- 1.23% |
$2.9K - $3.16K
|
1.53K
$238K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-518- 1.72% |
$79K - $86.2K
|
29.6K
$4.61M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 0.37% |
$2.59K - $2.83K
|
4.61K
$718K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-85- 6.15% |
$13K - $14.1K
|
1.3K
$202K
|
|
| Q1 2024 | |||||||
|
Feb 05, 2025
Q1 2024
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
SELL
|
- |
-23.1KClosed |
$3.28M - $3.65M
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.26K+ 136.84% |
$604K - $671K
|
7.37K
$1.15M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
71+ 0.39% |
$10.1K - $11.2K
|
18.5K
$2.88M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-143K- 98.89% |
$20.3M - $22.5M
|
1.61K
$251K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-500- 55.56% |
$70.9K - $78.9K
|
400
$62.3K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
643+ 21.86% |
$91.2K - $101K
|
3.59K
$558K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.3KNew |
$185K - $206K
|
1.3K
$203K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 57.7% |
$1.53M - $1.7M
|
29.5K
$4.6M
|
|