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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-131- 7.77% |
$20K - $21.8K
|
1.55K
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-975K- 0.76% |
$149M - $162M
|
128M
$17.4B
|
|
|
Aug 13, 2024
Q2 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
3.5KNew |
$534K - $582K
|
3.5K
$476K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
348+ 24.46% |
$53.1K - $57.9K
|
1.77K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-346- 2.85% |
$52.8K - $57.6K
|
11.8K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-5.65K- 53.9% |
$862K - $940K
|
4.83K
$658K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.36K- 2.9% |
$207K - $226K
|
45.4K
$6.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-4.68KClosed |
$714K - $779K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
8.53KNew |
$1.3M - $1.42M
|
8.53K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-74- 3.65% |
$11.3K - $12.3K
|
1.95K
$266K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
PUT |
19.1KNew |
$2.91M - $3.18M
|
19.1K
$2.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.43KNew |
$371K - $404K
|
2.43K
$331K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-132- 1.65% |
$20.1K - $22K
|
7.89K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
45+ 6.43% |
$6.87K - $7.48K
|
745
$101K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.65K+ 8.86% |
$1.47M - $1.6M
|
119K
$16.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
33.3K+ 1690.47% |
$5.09M - $5.54M
|
35.3K
$4.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
945+ 36.99% |
$144K - $157K
|
3.5K
$476K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.03KNew |
$157K - $171K
|
1.03K
$140K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
127+ 4.43% |
$19.4K - $21.1K
|
3K
$408K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
267+ 11.24% |
$40.7K - $44.4K
|
2.64K
$359K
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.2KNew |
$183K - $200K
|
1.2K
$163K
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2KNew |
$305K - $333K
|
2K
$272K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-50- 14.29% |
$7.63K - $8.32K
|
300
$40.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.52K- 10.78% |
$384K - $419K
|
20.9K
$2.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
15+ 1.03% |
$2.29K - $2.49K
|
1.48K
$201K
|
|
|
Aug 09, 2024
Q2 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
3.9KNew |
$595K - $649K
|
3.9K
$531K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-4.79K- 12.77% |
$731K - $797K
|
32.7K
$4.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
8.25K+ 480.21% |
$1.26M - $1.37M
|
9.97K
$1.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-345- 0.84% |
$52.6K - $57.4K
|
40.5K
$5.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.8KNew |
$275K - $299K
|
1.8K
$245K
|
|
|
Aug 08, 2024
Q2 2024
|
Ruffer LLP
|
SELL
|
- |
-11K- 50.0% |
$1.68M - $1.83M
|
11K
$1.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.4K- 77.81% |
$2.05M - $2.24M
|
3.84K
$522K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-74.6K- 20.8% |
$11.4M - $12.4M
|
284K
$38.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
1.22K+ 90.09% |
$186K - $203K
|
2.57K
$350K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-164- 1.67% |
$25K - $27.3K
|
9.65K
$1.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
1.55KNew |
$237K - $258K
|
1.55K
$211K
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.28KNew |
$195K - $213K
|
1.28K
$174K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8- 24.24% |
$1.22K - $1.33K
|
25
$3.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-6.11K- 12.84% |
$932K - $1.02M
|
41.4K
$5.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
103+ 7.74% |
$15.7K - $17.1K
|
1.43K
$195K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
95+ 7.06% |
$14.5K - $15.8K
|
1.44K
$196K
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1K- 23.84% |
$153K - $166K
|
3.2K
$435K
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-22- 0.86% |
$3.36K - $3.66K
|
2.53K
$344K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
20+ 0.23% |
$3.05K - $3.33K
|
8.66K
$1.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
485New |
$74K - $80.7K
|
485
$66K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-92- 6.34% |
$14K - $15.3K
|
1.36K
$185K
|
|
|
Aug 06, 2024
Q2 2024
|
Freemont Management S.A.
|
SELL
|
- |
-41.3K- 83.27% |
$6.3M - $6.87M
|
8.3K
$1.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-5.84K- 63.35% |
$891K - $972K
|
3.38K
$460K
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-344- 8.4% |
$52.5K - $57.2K
|
3.75K
$510K
|
|
|
Aug 05, 2024
Q2 2024
|
Foundry Partners, LLC
|
BUY
|
- |
16.1K+ 9.61% |
$2.46M - $2.69M
|
184K
$25M
|