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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
SELL
|
- |
-60- 0.6% |
$8.51K - $9.46K
|
10K
$1.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.28KNew |
$181K - $201K
|
1.28K
$199K
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
BUY
|
- |
275+ 0.77% |
$39K - $43.4K
|
36.1K
$5.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
351New |
$49.8K - $55.4K
|
351
$54.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
401+ 0.41% |
$56.9K - $63.3K
|
99.2K
$15.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-22- 0.26% |
$3.12K - $3.47K
|
8.46K
$1.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-230- 2.13% |
$32.6K - $36.3K
|
10.6K
$1.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
69+ 0.93% |
$9.79K - $10.9K
|
7.45K
$1.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
365New |
$51.8K - $57.6K
|
365
$56.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
240+ 18.6% |
$34K - $37.9K
|
1.53K
$238K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-81- 1.91% |
$11.5K - $12.8K
|
4.17K
$649K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-37- 1.79% |
$5.25K - $5.84K
|
2.03K
$315K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-604- 11.78% |
$85.7K - $95.3K
|
4.52K
$704K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
900New |
$128K - $142K
|
900
$140K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-94- 2.12% |
$13.3K - $14.8K
|
4.34K
$675K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-22.3K- 7.98% |
$3.16M - $3.51M
|
257K
$40M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.3KNew |
$185K - $205K
|
1.3K
$203K
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.29KNew |
$183K - $203K
|
1.29K
$201K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.52KNew |
$216K - $240K
|
1.52K
$237K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
9.11KNew |
$1.29M - $1.44M
|
9.11K
$1.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.76KNew |
$249K - $277K
|
1.76K
$274K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.31K+ 18.09% |
$186K - $207K
|
8.57K
$1.33M
|
|
|
Apr 12, 2024
Q1 2024
|
P&S Credit Management, L.P.
New York, NY |
BUY
|
- |
20KNew |
$2.84M - $3.15M
|
20K
$3.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.33KNew |
$188K - $209K
|
1.33K
$207K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-273- 79.36% |
$38.7K - $43.1K
|
71
$11.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.61KNew |
$229K - $254K
|
1.61K
$251K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-100- 0.85% |
$14.2K - $15.8K
|
11.7K
$1.82M
|
|
| Q4 2023 | |||||||
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
293+ 2.46% |
$41.5K - $49.5K
|
12.2K
$1.9M
|
|
|
Feb 10, 2025
Q4 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-1.7KClosed |
$240K - $287K
|
0
$0
|
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
500New |
$70.9K - $84.6K
|
500
$77.9K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
701New |
$99.4K - $119K
|
701
$109K
|
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-8.99KClosed |
$1.28M - $1.52M
|
0
$0
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.35KNew |
$191K - $228K
|
1.35K
$210K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
249+ 16.06% |
$35.3K - $42.1K
|
1.8K
$280K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.22KClosed |
$174K - $207K
|
0
$0
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-4.3KClosed |
$610K - $727K
|
0
$0
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
7.72KNew |
$1.09M - $1.3M
|
7.72K
$1.2M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
25+ 1.47% |
$3.54K - $4.23K
|
1.73K
$269K
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.88KNew |
$266K - $317K
|
1.88K
$292K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
271New |
$38.4K - $45.8K
|
271
$42.2K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
9.22KNew |
$1.31M - $1.56M
|
9.22K
$1.44M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
657New |
$93.1K - $111K
|
657
$102K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
26New |
$3.69K - $4.4K
|
26
$4.05K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.05KNew |
$857K - $1.02M
|
6.05K
$942K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-4K- 50.49% |
$567K - $676K
|
3.92K
$611K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-179- 8.28% |
$25.4K - $30.3K
|
1.98K
$309K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-1.07K- 22.69% |
$151K - $181K
|
3.64K
$567K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.91KNew |
$413K - $492K
|
2.91K
$453K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.81KNew |
$257K - $307K
|
1.81K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
2.91KNew |
$413K - $492K
|
2.91K
$453K
|
|