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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
2.58KNew |
$355K - $417K
|
2.58K
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1K+ 142.86% |
$138K - $162K
|
1.7K
$231K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-280- 14.34% |
$38.6K - $45.4K
|
1.67K
$228K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
841New |
$116K - $136K
|
841
$114K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-53.4K- 7.27% |
$7.37M - $8.66M
|
682K
$92.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
10.5K+ 9.12% |
$1.44M - $1.69M
|
125K
$17M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-1.9K- 10.86% |
$262K - $308K
|
15.6K
$2.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-167- 7.74% |
$23K - $27K
|
1.99K
$271K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-20.3K- 93.53% |
$2.79M - $3.28M
|
1.4K
$190K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
82+ 2.9% |
$11.3K - $13.3K
|
2.91K
$395K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-3- 0.18% |
$414 - $486
|
1.63K
$222K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
21+ 0.41% |
$2.9K - $3.4K
|
5.12K
$697K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.71K+ 38.99% |
$235K - $277K
|
6.09K
$828K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
40+ 0.56% |
$5.52K - $6.48K
|
7.22K
$982K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-58- 2.93% |
$8K - $9.39K
|
1.92K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
87+ 2.61% |
$12K - $14.1K
|
3.42K
$465K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
197New |
$27.2K - $31.9K
|
197
$26.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.6KNew |
$221K - $259K
|
1.6K
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
PUT |
200+ 20.0% |
$27.6K - $32.4K
|
1.2K
$163K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
166+ 4.27% |
$22.9K - $26.9K
|
4.06K
$552K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
61+ 1.44% |
$8.41K - $9.88K
|
4.31K
$586K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.39KNew |
$192K - $225K
|
1.39K
$189K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
260+ 7.62% |
$35.8K - $42.1K
|
3.67K
$500K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5.49K+ 4.51% |
$757K - $890K
|
127K
$17.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-18- 0.87% |
$2.48K - $2.92K
|
2.04K
$278K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-70- 3.73% |
$9.65K - $11.3K
|
1.81K
$246K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.85K- 37.17% |
$255K - $300K
|
3.13K
$426K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.58KNew |
$218K - $257K
|
1.58K
$216K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
434New |
$59.8K - $70.3K
|
434
$59.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
8+ 0.77% |
$1.1K - $1.3K
|
1.05K
$143K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-1.6K- 19.05% |
$221K - $259K
|
6.8K
$925K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.89K- 69.16% |
$260K - $306K
|
842
$115K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.04% |
$138 - $162
|
2.75K
$373K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.87K- 3.78% |
$258K - $303K
|
47.6K
$6.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
329New |
$45.4K - $53.3K
|
329
$44.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-20- 4.08% |
$2.76K - $3.24K
|
470
$63.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-50- 0.18% |
$6.89K - $8.1K
|
27.1K
$3.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
3.23K+ 7.32% |
$445K - $523K
|
47.3K
$6.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-100- 6.76% |
$13.8K - $16.2K
|
1.38K
$188K
|
|
|
Oct 24, 2024
Q3 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-12- 0.2% |
$1.65K - $1.94K
|
5.87K
$798K
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-2.12K- 37.52% |
$292K - $343K
|
3.53K
$480K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-25- 1.78% |
$3.45K - $4.05K
|
1.38K
$188K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
49+ 2.22% |
$6.76K - $7.94K
|
2.26K
$307K
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
BUY
|
- |
300+ 1.46% |
$41.4K - $48.6K
|
20.9K
$2.85M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
PUT |
3.32K+ 3900.0% |
$457K - $537K
|
3.4K
$463K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-50.1K- 96.82% |
$6.91M - $8.11M
|
1.65K
$224K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
8+ 1.19% |
$1.1K - $1.3K
|
678
$92.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
210+ 9.47% |
$29K - $34K
|
2.43K
$330K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-400- 0.71% |
$55.2K - $64.8K
|
56K
$7.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-13.6K- 88.66% |
$1.88M - $2.2M
|
1.74K
$237K
|