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 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-67.5K- 9.45% |
$10.2M - $11.6M
|
647K
$101M
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.62KNew |
$244K - $279K
|
1.62K
$252K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-265- 12.33% |
$39.9K - $45.7K
|
1.88K
$293K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
1KNew |
$151K - $172K
|
1K
$156K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-63- 0.8% |
$9.49K - $10.9K
|
7.84K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
413+ 0.42% |
$62.2K - $71.2K
|
97.9K
$15.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-64- 1.92% |
$9.64K - $11K
|
3.27K
$509K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
51+ 0.67% |
$7.68K - $8.79K
|
7.68K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.64KNew |
$247K - $282K
|
1.64K
$255K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
78+ 1.29% |
$11.7K - $13.5K
|
6.11K
$951K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-399- 2.18% |
$60.1K - $68.8K
|
17.9K
$2.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-400- 10.15% |
$60.2K - $69K
|
3.54K
$551K
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
1.42KNew |
$213K - $244K
|
1.42K
$221K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.81K+ 47.39% |
$273K - $313K
|
5.64K
$878K
|
|
|
Aug 08, 2023
Q2 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
15.5KNew |
$2.33M - $2.67M
|
15.5K
$2.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Rock Advisors, LLC
Wayzata, MN |
BUY
|
- |
15.8KNew |
$2.37M - $2.72M
|
15.8K
$2.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-8.59K- 31.33% |
$1.29M - $1.48M
|
18.8K
$2.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
515New |
$77.6K - $88.8K
|
515
$80.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.27KNew |
$192K - $220K
|
1.27K
$198K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.59KNew |
$240K - $275K
|
1.59K
$248K
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-65- 1.56% |
$9.79K - $11.2K
|
4.1K
$639K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
CALL |
15KNew |
$2.26M - $2.59M
|
15K
$2.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
196+ 11.84% |
$29.5K - $33.8K
|
1.85K
$288K
|
|
|
Aug 04, 2023
Q2 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-1.98K- 9.72% |
$299K - $342K
|
18.4K
$2.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-700- 14.4% |
$105K - $121K
|
4.16K
$648K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
17+ 0.97% |
$2.56K - $2.93K
|
1.77K
$276K
|
|
|
Aug 03, 2023
Q2 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
1.73KNew |
$260K - $298K
|
1.73K
$269K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.1K- 48.89% |
$618K - $708K
|
4.29K
$668K
|
|
|
Aug 02, 2023
Q2 2023
|
Xxec, Inc.
|
BUY
|
- |
6.38K+ 39.88% |
$961K - $1.1M
|
22.4K
$3.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-46- 2.19% |
$6.93K - $7.93K
|
2.05K
$320K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
96+ 0.52% |
$14.5K - $16.6K
|
18.7K
$2.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
148+ 1.2% |
$22.3K - $25.5K
|
12.4K
$1.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.81K- 0.81% |
$273K - $313K
|
221K
$34.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 27.82% |
$230K - $263K
|
3.96K
$616K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-3.6K- 12.9% |
$542K - $621K
|
24.3K
$3.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1- 0.11% |
$151 - $172
|
899
$140K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
397+ 10.66% |
$59.8K - $68.5K
|
4.12K
$642K
|
|
|
Jul 28, 2023
Q2 2023
|
Australian Super Pty LTD
|
BUY
|
- |
170K+ 3054.26% |
$25.6M - $29.3M
|
176K
$27.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-402- 4.04% |
$60.5K - $69.3K
|
9.55K
$1.49M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.42KNew |
$816K - $934K
|
5.42K
$844K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
400KNew |
$60.2M - $68.9M
|
400K
$62.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
SELL
|
- |
-2.16K- 61.74% |
$325K - $372K
|
1.34K
$208K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-140- 41.18% |
$21.1K - $24.1K
|
200
$31.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
9+ 0.7% |
$1.36K - $1.55K
|
1.3K
$203K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
15+ 0.99% |
$2.26K - $2.59K
|
1.53K
$238K
|
|
|
Jul 25, 2023
Q2 2023
|
Canal Insurance CO
|
BUY
|
CALL |
100New |
$15.1K - $17.2K
|
100
$15.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
1+ 0.07% |
$151 - $172
|
1.36K
$211K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-925- 10.64% |
$139K - $160K
|
7.77K
$1.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-73- 4.39% |
$11K - $12.6K
|
1.59K
$248K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
10.4K+ 0.44% |
$1.57M - $1.79M
|
2.4M
$374M
|