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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.87K- 42.69% |
$266K - $317K
|
2.52K
$342K
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-15- 0.64% |
$2.13K - $2.54K
|
2.31K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-80- 5.07% |
$11.3K - $13.5K
|
1.5K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
135+ 14.06% |
$19.1K - $22.8K
|
1.1K
$149K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
13.1KNew |
$1.86M - $2.22M
|
13.1K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-20.5K- 66.8% |
$2.91M - $3.47M
|
10.2K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-2.64K- 51.24% |
$375K - $447K
|
2.52K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-121- 3.1% |
$17.2K - $20.5K
|
3.78K
$515K
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-7.29K- 5.76% |
$1.03M - $1.23M
|
119K
$16.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-748- 9.09% |
$106K - $126K
|
7.49K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.09K+ 8.02% |
$863K - $1.03M
|
82K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
4.8KNew |
$680K - $812K
|
4.8K
$653K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
444New |
$62.9K - $75.1K
|
444
$60.4K
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
3.19KNew |
$453K - $540K
|
3.19K
$435K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.14KNew |
$161K - $192K
|
1.14K
$155K
|
|
|
Feb 06, 2024
Q4 2023
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
39K+ 65.0% |
$5.53M - $6.59M
|
99K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
205+ 11.5% |
$29.1K - $34.7K
|
1.99K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
178New |
$25.2K - $30.1K
|
178
$24.2K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
30KNew |
$4.25M - $5.07M
|
30K
$4.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
29+ 0.73% |
$4.11K - $4.9K
|
4.02K
$546K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-3.4K- 50.0% |
$482K - $575K
|
3.4K
$463K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.57KNew |
$223K - $266K
|
1.57K
$214K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
4.1KNew |
$581K - $693K
|
4.1K
$557K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
73.3K+ 48.89% |
$10.4M - $12.4M
|
223K
$30.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-38- 1.92% |
$5.39K - $6.43K
|
1.95K
$265K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
7.74KNew |
$1.1M - $1.31M
|
7.74K
$1.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
48+ 48.0% |
$6.8K - $8.12K
|
148
$20.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
716+ 41.9% |
$102K - $121K
|
2.43K
$330K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
700+ 1.92% |
$99.2K - $118K
|
37.1K
$5.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-165- 4.99% |
$23.4K - $27.9K
|
3.14K
$428K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
2+ 0.12% |
$284 - $338
|
1.63K
$221K
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-290K- 96.03% |
$41.1M - $49M
|
12K
$1.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-7.78K- 51.74% |
$1.1M - $1.32M
|
7.26K
$988K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.15K+ 333.52% |
$588K - $702K
|
5.39K
$734K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-4.69K- 24.8% |
$664K - $792K
|
14.2K
$1.93M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.61KNew |
$228K - $272K
|
1.61K
$219K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
556New |
$78.8K - $94K
|
556
$75.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-772- 1.43% |
$109K - $131K
|
53.2K
$7.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
979+ 24.68% |
$139K - $166K
|
4.95K
$673K
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-100- 1.82% |
$14.2K - $16.9K
|
5.4K
$735K
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-75- 0.6% |
$10.6K - $12.7K
|
12.4K
$1.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
3.19K+ 70.29% |
$452K - $539K
|
7.72K
$1.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
33+ 7.75% |
$4.68K - $5.58K
|
459
$62.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-16- 0.37% |
$2.27K - $2.71K
|
4.35K
$592K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.06KNew |
$150K - $178K
|
1.06K
$144K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-354- 20.3% |
$50.2K - $59.9K
|
1.39K
$189K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
14+ 0.16% |
$1.98K - $2.37K
|
8.97K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-5.9K- 63.38% |
$836K - $997K
|
3.41K
$463K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100+ 25.0% |
$14.2K - $16.9K
|
500
$68K
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-8.67K- 79.14% |
$1.23M - $1.47M
|
2.29K
$311K
|