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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
201+ 97.57% |
$30.7K - $33.4K
|
407
$59.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-72- 1.73% |
$11K - $12K
|
4.1K
$602K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-214- 2.31% |
$32.6K - $35.6K
|
9.06K
$1.33M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-1.16K- 6.06% |
$177K - $192K
|
17.9K
$2.63M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-75- 5.4% |
$11.4K - $12.5K
|
1.31K
$193K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-412- 20.21% |
$62.9K - $68.5K
|
1.63K
$239K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.29K+ 75.46% |
$196K - $214K
|
2.99K
$439K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-71- 54.2% |
$10.8K - $11.8K
|
60
$8.81K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-518- 1.72% |
$79K - $86.2K
|
29.6K
$4.34M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 0.37% |
$2.59K - $2.83K
|
4.61K
$677K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-85- 6.15% |
$13K - $14.1K
|
1.3K
$191K
|
|
| Q1 2024 | |||||||
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-5.71K- 5.13% |
$810K - $901K
|
106K
$15.5M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
19.7MNew |
$2.79B - $3.1B
|
19.7M
$2.89B
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
22.4KNew |
$3.18M - $3.54M
|
22.4K
$3.29M
|
|
|
Feb 05, 2025
Q1 2024
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
SELL
|
- |
-23.1KClosed |
$3.28M - $3.65M
|
0
$0
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
71+ 0.39% |
$10.1K - $11.2K
|
18.5K
$2.72M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-143K- 98.89% |
$20.3M - $22.5M
|
1.61K
$236K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-500- 55.56% |
$70.9K - $78.9K
|
400
$58.7K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
643+ 21.86% |
$91.2K - $101K
|
3.59K
$526K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 57.7% |
$1.53M - $1.7M
|
29.5K
$4.34M
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
5.25KNew |
$744K - $828K
|
5.25K
$771K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
453New |
$64.2K - $71.5K
|
453
$66.5K
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
9+ 0.19% |
$1.28K - $1.42K
|
4.84K
$711K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 47.33% |
$163K - $181K
|
1.28K
$188K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.01K- 3.45% |
$569K - $633K
|
112K
$16.5M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
5.52K+ 42.25% |
$783K - $871K
|
18.6K
$2.73M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-14- 4.76% |
$1.99K - $2.21K
|
280
$41.1K
|
|
|
May 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
240New |
$34K - $37.9K
|
240
$35.2K
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.83K- 6.06% |
$259K - $288K
|
28.3K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
6.18K+ 26.9% |
$877K - $975K
|
29.2K
$4.28M
|
|
|
May 15, 2024
Q1 2024
|
Marketfield Asset Management LLC
|
SELL
|
- |
-1.98K- 7.53% |
$280K - $312K
|
24.2K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
1.02KNew |
$145K - $162K
|
1.02K
$150K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-10.6K- 10.66% |
$1.51M - $1.68M
|
89K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Arosa Capital Management LP
Ny, NY |
BUY
|
- |
4KNew |
$567K - $631K
|
4K
$587K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
12.8K+ 165.25% |
$1.81M - $2.01M
|
20.5K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
2.86KNew |
$405K - $451K
|
2.86K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.88KNew |
$409K - $455K
|
2.88K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
CALL |
5KNew |
$709K - $789K
|
5K
$734K
|
|
|
May 15, 2024
Q1 2024
|
Energy Income Partners, LLC
Westport, CT |
SELL
|
- |
-38.9K- 35.72% |
$5.51M - $6.13M
|
69.9K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
CALL |
29.4K+ 600.2% |
$4.17M - $4.64M
|
34.3K
$5.04M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-44.4K- 83.15% |
$6.3M - $7M
|
9K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Disciplined Growth Investors Inc
Minneapolis, MN |
BUY
|
- |
1.3KNew |
$184K - $204K
|
1.3K
$190K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.87K+ 70.92% |
$975K - $1.08M
|
16.6K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
4.5KNew |
$638K - $710K
|
4.5K
$661K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
624+ 31.82% |
$88.5K - $98.4K
|
2.59K
$380K
|
|
|
May 14, 2024
Q1 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.44K+ 80.21% |
$630K - $701K
|
9.98K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Granby Capital Management, LLC
|
BUY
|
- |
5K+ 33.33% |
$709K - $789K
|
20K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.24K+ 28.28% |
$176K - $195K
|
5.62K
$825K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.29KNew |
$324K - $361K
|
2.29K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.74K+ 2.3% |
$673K - $748K
|
211K
$31M
|
|