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 07, 2024
Q1 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-8K- 3.07% |
$1.13M - $1.26M
|
252K
$39.3M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
50.7KNew |
$7.18M - $7.99M
|
50.7K
$7.89M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.44KNew |
$204K - $227K
|
1.44K
$224K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
30+ 1.58% |
$4.25K - $4.73K
|
1.93K
$300K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.3KNew |
$184K - $205K
|
1.3K
$202K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.53KNew |
$926K - $1.03M
|
6.53K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-190- 15.97% |
$26.9K - $30K
|
1K
$156K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-365- 20.8% |
$51.8K - $57.6K
|
1.39K
$217K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.69K- 29.3% |
$381K - $424K
|
6.48K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-900- 37.88% |
$128K - $142K
|
1.48K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-3K- 24.38% |
$425K - $473K
|
9.3K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
487New |
$69.1K - $76.8K
|
487
$75.9K
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-400- 30.77% |
$56.7K - $63.1K
|
900
$140K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.83KNew |
$260K - $289K
|
1.83K
$285K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.27KNew |
$180K - $201K
|
1.27K
$198K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-279- 3.43% |
$39.6K - $44K
|
7.85K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-14- 1.03% |
$1.99K - $2.21K
|
1.35K
$210K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
95New |
$13.5K - $15K
|
95
$14.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
9.66K+ 11.64% |
$1.37M - $1.52M
|
92.6K
$14.4M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
80New |
$11.3K - $12.6K
|
80
$12.5K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-126- 4.93% |
$17.9K - $19.9K
|
2.43K
$379K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.26K+ 20.99% |
$178K - $198K
|
7.23K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-230- 13.86% |
$32.6K - $36.3K
|
1.43K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-84.6K- 77.88% |
$12M - $13.4M
|
24K
$3.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
25+ 1.47% |
$3.55K - $3.94K
|
1.73K
$269K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
29+ 0.07% |
$4.11K - $4.57K
|
43.8K
$6.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-12- 0.89% |
$1.7K - $1.89K
|
1.33K
$207K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.34KNew |
$190K - $212K
|
1.34K
$209K
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
BUY
|
- |
38+ 0.23% |
$5.39K - $5.99K
|
16.7K
$2.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.46K+ 59.58% |
$207K - $230K
|
3.91K
$610K
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
20New |
$2.84K - $3.15K
|
20
$3.12K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
12New |
$1.7K - $1.89K
|
12
$1.87K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-867- 9.1% |
$123K - $137K
|
8.66K
$1.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-16.3K- 63.64% |
$2.31M - $2.57M
|
9.31K
$1.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4- 2.63% |
$567 - $631
|
148
$23.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
37+ 0.91% |
$5.25K - $5.84K
|
4.09K
$637K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
27New |
$3.83K - $4.26K
|
27
$4.21K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
42New |
$5.96K - $6.63K
|
42
$6.54K
|
|
|
Apr 24, 2024
Q1 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-645- 33.01% |
$91.5K - $102K
|
1.31K
$204K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
133+ 3.09% |
$18.9K - $21K
|
4.44K
$691K
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-28- 1.77% |
$3.97K - $4.42K
|
1.56K
$242K
|
|
|
Apr 23, 2024
Q1 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-368- 7.87% |
$52.2K - $58K
|
4.31K
$671K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-39- 1.74% |
$5.53K - $6.15K
|
2.2K
$343K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
40+ 1.09% |
$5.67K - $6.31K
|
3.72K
$579K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-32- 0.41% |
$4.54K - $5.05K
|
7.77K
$1.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
3KNew |
$425K - $473K
|
3K
$467K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-70- 4.46% |
$9.93K - $11K
|
1.5K
$234K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-133- 8.65% |
$18.9K - $21K
|
1.41K
$219K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.29KNew |
$182K - $203K
|
1.29K
$200K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
953+ 31.03% |
$135K - $150K
|
4.02K
$627K
|