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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Carroll Investors, Inc
|
BUY
|
- |
1.51KNew |
$230K - $258K
|
1.51K
$235K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.39KNew |
$517K - $579K
|
3.39K
$527K
|
|
|
Nov 06, 2023
Q3 2023
|
Af Advisors, Inc.
|
SELL
|
- |
-10- 0.23% |
$1.53K - $1.71K
|
4.37K
$681K
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.22KNew |
$187K - $209K
|
1.22K
$190K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-10.1K- 57.63% |
$1.54M - $1.72M
|
7.41K
$1.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
5+ 0.3% |
$764 - $855
|
1.65K
$257K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
22New |
$3.36K - $3.76K
|
22
$3.43K
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.25KNew |
$191K - $214K
|
1.25K
$195K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
210+ 4.42% |
$32.1K - $35.9K
|
4.96K
$773K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-250- 10.29% |
$38.2K - $42.8K
|
2.18K
$339K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-83- 3.1% |
$12.7K - $14.2K
|
2.59K
$404K
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.63KNew |
$250K - $279K
|
1.63K
$255K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
478+ 3.41% |
$73.1K - $81.8K
|
14.5K
$2.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Ninepoint Partners LP
|
BUY
|
- |
6.34KNew |
$968K - $1.08M
|
6.34K
$987K
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
720+ 24.0% |
$110K - $123K
|
3.72K
$579K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
SELL
|
- |
-61- 1.61% |
$9.33K - $10.4K
|
3.74K
$582K
|
|
|
Oct 31, 2023
Q3 2023
|
Fractal Investments LLC
|
BUY
|
- |
2K+ 90.91% |
$306K - $342K
|
4.2K
$654K
|
|
|
Oct 30, 2023
Q3 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
4.68KNew |
$715K - $800K
|
4.68K
$729K
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-528K- 87.4% |
$80.7M - $90.3M
|
76.1K
$11.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Members Capital Advisors Inc
|
BUY
|
- |
7.92KNew |
$1.21M - $1.36M
|
7.92K
$1.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
1.25KNew |
$190K - $213K
|
1.25K
$194K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
2.75K+ 6.12% |
$420K - $470K
|
47.7K
$7.43M
|
|
|
Oct 27, 2023
Q3 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
12+ 0.51% |
$1.83K - $2.05K
|
2.35K
$367K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.54KNew |
$694K - $776K
|
4.54K
$707K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-11K- 36.48% |
$1.69M - $1.89M
|
19.2K
$2.99M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.06K+ 10.09% |
$926K - $1.04M
|
66.1K
$10.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-32- 2.04% |
$4.89K - $5.47K
|
1.54K
$240K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-1.52K- 13.59% |
$232K - $260K
|
9.65K
$1.5M
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.23KNew |
$188K - $210K
|
1.23K
$191K
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.28KNew |
$195K - $218K
|
1.28K
$199K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-246- 12.54% |
$37.6K - $42.1K
|
1.72K
$267K
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.25KNew |
$191K - $213K
|
1.25K
$194K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
256New |
$39.1K - $43.8K
|
256
$39.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
604+ 4.72% |
$92.3K - $103K
|
13.4K
$2.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-197- 1.22% |
$30.1K - $33.7K
|
16K
$2.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-631- 4.98% |
$96.5K - $108K
|
12K
$1.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
93+ 2.28% |
$14.2K - $15.9K
|
4.18K
$650K
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-270- 12.05% |
$41.3K - $46.2K
|
1.97K
$307K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
100New |
$15.3K - $17.1K
|
100
$15.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.83KNew |
$280K - $314K
|
1.83K
$286K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-10.5K- 12.25% |
$1.61M - $1.8M
|
75.2K
$11.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-4- 0.85% |
$612 - $684
|
465
$72.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-840- 3.74% |
$128K - $144K
|
21.6K
$3.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
178+ 11.57% |
$27.2K - $30.4K
|
1.72K
$267K
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
35+ 15.91% |
$5.35K - $5.99K
|
255
$39.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Corbyn Investment Management Inc
|
BUY
|
- |
1.26KNew |
$193K - $216K
|
1.26K
$197K
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
SELL
|
- |
-800- 22.5% |
$122K - $137K
|
2.76K
$429K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
402+ 0.3% |
$61.5K - $68.8K
|
135K
$21M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
1.22KNew |
$187K - $209K
|
1.22K
$191K
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 0.07% |
$153 - $171
|
1.34K
$208K
|