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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-89- 3.55% |
$12.6K - $14K
|
2.42K
$377K
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-12.2K- 39.76% |
$1.72M - $1.92M
|
18.4K
$2.87M
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
24.5K+ 267.91% |
$3.47M - $3.86M
|
33.6K
$5.23M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.31K+ 2.87% |
$1.32M - $1.47M
|
334K
$52M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
120K+ 64.26% |
$17M - $18.9M
|
307K
$47.8M
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.6K- 21.6% |
$227K - $252K
|
5.81K
$904K
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$185K - $205K
|
1.3K
$203K
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.31KNew |
$185K - $206K
|
1.31K
$203K
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
2.65KNew |
$376K - $418K
|
2.65K
$413K
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14.2KNew |
$2.02M - $2.24M
|
14.2K
$2.21M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
47.9KNew |
$6.79M - $7.56M
|
47.9K
$7.46M
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
185+ 11.93% |
$26.2K - $29.2K
|
1.74K
$270K
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-550- 4.09% |
$78K - $86.8K
|
12.9K
$2.01M
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-173- 4.17% |
$24.5K - $27.3K
|
3.98K
$619K
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-980- 4.1% |
$139K - $155K
|
22.9K
$3.57M
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-140- 71.43% |
$19.9K - $22.1K
|
56
$8.72K
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
314K+ 4198.28% |
$44.6M - $49.6M
|
322K
$50.1M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-10.3K- 1.92% |
$1.46M - $1.62M
|
526K
$82M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
58.2K+ 27.48% |
$8.26M - $9.18M
|
270K
$42.1M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-24.5K- 98.93% |
$3.47M - $3.86M
|
264
$41.1K
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
3.6K+ 150.57% |
$510K - $567K
|
5.99K
$932K
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.45KNew |
$206K - $229K
|
1.45K
$226K
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-75- 4.91% |
$10.6K - $11.8K
|
1.45K
$226K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.25K+ 35.82% |
$886K - $985K
|
23.7K
$3.69M
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
14.6K+ 185.72% |
$2.07M - $2.3M
|
22.4K
$3.49M
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
97+ 2.55% |
$13.8K - $15.3K
|
3.9K
$607K
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
250+ 1.64% |
$35.5K - $39.4K
|
15.5K
$2.42M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
CALL |
-1.41M- 81.06% |
$200M - $222M
|
330K
$51.3M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.12KNew |
$584K - $649K
|
4.12K
$641K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-112K- 4.36% |
$15.8M - $17.6M
|
2.45M
$381M
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-154- 20.56% |
$21.8K - $24.3K
|
595
$92.7K
|
|
May 10, 2024
Q1 2024
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
20KNew |
$2.84M - $3.15M
|
20K
$3.12M
|
|
May 10, 2024
Q1 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
9.89K+ 27.85% |
$1.4M - $1.56M
|
45.4K
$7.07M
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
21KNew |
$2.98M - $3.31M
|
21K
$3.27M
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.07% |
$142 - $158
|
1.35K
$210K
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
10+ 0.61% |
$1.42K - $1.58K
|
1.65K
$257K
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.31KNew |
$185K - $206K
|
1.31K
$203K
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-34- 1.68% |
$4.82K - $5.36K
|
1.99K
$309K
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
715+ 25.01% |
$101K - $113K
|
3.57K
$557K
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-504- 11.32% |
$71.5K - $79.5K
|
3.95K
$615K
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-187- 9.52% |
$26.5K - $29.5K
|
1.78K
$277K
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-126- 4.56% |
$17.9K - $19.9K
|
2.64K
$410K
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.32KNew |
$186K - $207K
|
1.32K
$205K
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
3.77K+ 1.2% |
$535K - $595K
|
318K
$49.5M
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1.33KNew |
$189K - $210K
|
1.33K
$208K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
564+ 29.15% |
$80K - $89K
|
2.5K
$389K
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
480+ 12.47% |
$68.1K - $75.7K
|
4.33K
$674K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-136- 10.07% |
$19.3K - $21.5K
|
1.22K
$189K
|
|
May 07, 2024
Q1 2024
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
28.3KNew |
$4.01M - $4.46M
|
28.3K
$4.41M
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-340- 15.32% |
$48.2K - $53.6K
|
1.88K
$293K
|