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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
979+ 24.68% |
$139K - $166K
|
4.95K
$770K
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-100- 1.82% |
$14.2K - $16.9K
|
5.4K
$841K
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-75- 0.6% |
$10.6K - $12.7K
|
12.4K
$1.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
3.19K+ 70.29% |
$452K - $539K
|
7.72K
$1.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
33+ 7.75% |
$4.68K - $5.58K
|
459
$71.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-16- 0.37% |
$2.27K - $2.71K
|
4.35K
$678K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.06KNew |
$150K - $178K
|
1.06K
$164K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-354- 20.3% |
$50.2K - $59.9K
|
1.39K
$217K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
14+ 0.16% |
$1.98K - $2.37K
|
8.97K
$1.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-5.9K- 63.38% |
$836K - $997K
|
3.41K
$531K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100+ 25.0% |
$14.2K - $16.9K
|
500
$77.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-8.67K- 79.14% |
$1.23M - $1.47M
|
2.29K
$356K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-854- 9.26% |
$121K - $144K
|
8.37K
$1.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
6.87KNew |
$974K - $1.16M
|
6.87K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
381+ 30.83% |
$54K - $64.4K
|
1.62K
$252K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
9.89K+ 62.28% |
$1.4M - $1.67M
|
25.8K
$4.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Artemis Investment Management LLP
|
BUY
|
- |
20K+ 40.56% |
$2.84M - $3.39M
|
69.5K
$10.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.04K+ 5.98% |
$148K - $176K
|
18.4K
$2.87M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
12K+ 376.4% |
$1.7M - $2.03M
|
15.2K
$2.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-98- 0.17% |
$13.9K - $16.6K
|
58.9K
$9.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-293- 15.05% |
$41.5K - $49.5K
|
1.65K
$258K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-57- 2.48% |
$8.08K - $9.64K
|
2.25K
$350K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.48K- 12.72% |
$352K - $420K
|
17K
$2.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-5- 0.06% |
$709 - $846
|
8.56K
$1.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.72KNew |
$244K - $292K
|
1.72K
$269K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
100+ 9.72% |
$14.2K - $16.9K
|
1.13K
$176K
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-220Closed |
$31.2K - $37.2K
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
1.48KNew |
$209K - $249K
|
1.48K
$230K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-169- 0.39% |
$24K - $28.6K
|
42.8K
$6.66M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
178K+ 64.59% |
$25.3M - $30.1M
|
454K
$70.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-2.53K- 12.5% |
$359K - $428K
|
17.7K
$2.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-6- 0.17% |
$851 - $1.01K
|
3.6K
$560K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
59+ 0.55% |
$8.36K - $9.98K
|
10.8K
$1.69M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
17.6MNew |
$2.69B - $3.01B
|
17.6M
$2.74B
|
|
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
94K+ 24.65% |
$14.4M - $16.1M
|
475K
$74M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1+ 0.0% |
$153 - $171
|
139K
$21.6M
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
10+ 0.79% |
$1.53K - $1.71K
|
1.28K
$200K
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
243+ 13.93% |
$37.1K - $41.6K
|
1.99K
$310K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-716- 59.32% |
$109K - $122K
|
491
$76.5K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-4.6K- 91.78% |
$703K - $787K
|
412
$64.2K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.28K- 75.32% |
$807K - $903K
|
1.73K
$269K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
464New |
$70.9K - $79.4K
|
464
$72.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$2.15M - $2.41M
|
14.1K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
17+ 2.24% |
$2.6K - $2.91K
|
776
$121K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.56K- 2.11% |
$392K - $438K
|
119K
$18.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
230+ 14.89% |
$35.2K - $39.3K
|
1.78K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.83K+ 4.07% |
$738K - $826K
|
123K
$19.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.12K+ 36.91% |
$170K - $191K
|
4.14K
$644K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
25.7K+ 165.81% |
$3.93M - $4.4M
|
41.2K
$6.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-792- 4.57% |
$121K - $135K
|
16.5K
$2.57M
|
|