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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
SELL
|
- |
-17- 0.35% |
$2.34K - $2.75K
|
4.8K
$653K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
588+ 2.36% |
$81.1K - $95.2K
|
25.5K
$3.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.43K- 29.11% |
$197K - $231K
|
3.48K
$473K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-148- 6.0% |
$20.4K - $24K
|
2.32K
$316K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
318New |
$43.8K - $51.5K
|
318
$43.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.88K- 42.5% |
$1.36M - $1.6M
|
13.4K
$1.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.8K- 1.16% |
$6.58M - $7.73M
|
4.08M
$555M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.5K+ 2.04% |
$5.04M - $5.92M
|
1.83M
$248M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-4K- 73.77% |
$552K - $648K
|
1.42K
$193K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-72- 54.96% |
$9.93K - $11.7K
|
59
$8.03K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-15- 0.95% |
$2.07K - $2.43K
|
1.56K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
833+ 17.12% |
$115K - $135K
|
5.7K
$775K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.41KNew |
$194K - $228K
|
1.41K
$192K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-161- 8.99% |
$22.2K - $26.1K
|
1.63K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-10- 0.08% |
$1.38K - $1.62K
|
12.3K
$1.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-32- 1.57% |
$4.41K - $5.18K
|
2K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-60- 2.2% |
$8.27K - $9.72K
|
2.67K
$363K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-27- 1.6% |
$3.72K - $4.37K
|
1.67K
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5+ 1.01% |
$689 - $810
|
500
$68K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-139- 1.17% |
$19.2K - $22.5K
|
11.7K
$1.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1.4K+ 10.18% |
$193K - $227K
|
15.1K
$2.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-400- 19.2% |
$55.2K - $64.8K
|
1.68K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-100- 3.35% |
$13.8K - $16.2K
|
2.89K
$393K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-79- 2.44% |
$10.9K - $12.8K
|
3.15K
$429K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.23K- 19.83% |
$308K - $361K
|
9.02K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 0.23% |
$1.38K - $1.62K
|
4.37K
$595K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
153+ 4.13% |
$21.1K - $24.8K
|
3.86K
$525K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.73KNew |
$377K - $443K
|
2.73K
$372K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.36K- 19.55% |
$188K - $221K
|
5.61K
$763K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-1.68K- 17.32% |
$231K - $271K
|
8K
$1.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
55.4K+ 14.41% |
$7.63M - $8.97M
|
439K
$59.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.43K+ 21.74% |
$335K - $393K
|
13.6K
$1.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-75- 4.95% |
$10.3K - $12.1K
|
1.44K
$196K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
9.33KNew |
$1.29M - $1.51M
|
9.33K
$1.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-25- 0.63% |
$3.45K - $4.05K
|
3.94K
$536K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-1.07K- 19.81% |
$148K - $173K
|
4.33K
$590K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.68KNew |
$231K - $271K
|
1.68K
$228K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
638+ 42.59% |
$88K - $103K
|
2.14K
$291K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-25- 0.67% |
$3.45K - $4.05K
|
3.73K
$508K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.89K+ 50.74% |
$261K - $307K
|
5.62K
$765K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
5.75K+ 2.78% |
$792K - $931K
|
212K
$28.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
14+ 0.64% |
$1.93K - $2.27K
|
2.2K
$299K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-57- 2.39% |
$7.86K - $9.23K
|
2.32K
$316K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-440- 6.19% |
$60.7K - $71.3K
|
6.67K
$907K
|
|
|
Oct 02, 2024
Q3 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-100- 5.96% |
$13.8K - $16.2K
|
1.58K
$215K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-55- 17.74% |
$7.58K - $8.91K
|
255
$34.7K
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
263K+ 12.77% |
$40.2M - $43.8M
|
2.33M
$316M
|
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-6.25K- 60.57% |
$954K - $1.04M
|
4.07K
$554K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.79K+ 98.17% |
$425K - $464K
|
5.63K
$766K
|
|
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
164K+ 65.58% |
$25M - $27.2M
|
413K
$56.2M
|
|