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 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
31.9KNew |
$4.52M - $5.39M
|
31.9K
$4.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
7.39KNew |
$1.05M - $1.25M
|
7.39K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
30+ 0.64% |
$4.25K - $5.07K
|
4.74K
$696K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-125- 2.13% |
$17.7K - $21.1K
|
5.73K
$842K
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-89- 1.99% |
$12.6K - $15K
|
4.39K
$645K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-20- 0.55% |
$2.84K - $3.38K
|
3.65K
$536K
|
|
|
Feb 13, 2024
Q4 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-1.71K- 46.09% |
$242K - $289K
|
2K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.58KNew |
$224K - $267K
|
1.58K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
2.98KNew |
$423K - $504K
|
2.98K
$438K
|
|
|
Feb 12, 2024
Q4 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
80KNew |
$11.3M - $13.5M
|
80K
$11.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Samson Rock Capital LLP
|
BUY
|
- |
10.8KNew |
$1.54M - $1.83M
|
10.8K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
1.7KNew |
$241K - $287K
|
1.7K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
111KNew |
$15.7M - $18.7M
|
111K
$16.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3+ 0.16% |
$425 - $507
|
1.9K
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
69.6KNew |
$9.86M - $11.8M
|
69.6K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
330New |
$46.8K - $55.8K
|
330
$48.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.87K- 42.69% |
$266K - $317K
|
2.52K
$369K
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-15- 0.64% |
$2.13K - $2.54K
|
2.31K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-80- 5.07% |
$11.3K - $13.5K
|
1.5K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
135+ 14.06% |
$19.1K - $22.8K
|
1.1K
$161K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
13.1KNew |
$1.86M - $2.22M
|
13.1K
$1.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-20.5K- 66.8% |
$2.91M - $3.47M
|
10.2K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-2.64K- 51.24% |
$375K - $447K
|
2.52K
$369K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-121- 3.1% |
$17.2K - $20.5K
|
3.78K
$556K
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-7.29K- 5.76% |
$1.03M - $1.23M
|
119K
$17.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-748- 9.09% |
$106K - $126K
|
7.49K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.09K+ 8.02% |
$863K - $1.03M
|
82K
$12M
|
|
|
Feb 08, 2024
Q4 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
4.8KNew |
$680K - $812K
|
4.8K
$705K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
444New |
$62.9K - $75.1K
|
444
$65.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.14KNew |
$161K - $192K
|
1.14K
$167K
|
|
|
Feb 06, 2024
Q4 2023
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
39K+ 65.0% |
$5.53M - $6.59M
|
99K
$14.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
205+ 11.5% |
$29.1K - $34.7K
|
1.99K
$292K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
178New |
$25.2K - $30.1K
|
178
$26.1K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
30KNew |
$4.25M - $5.07M
|
30K
$4.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
29+ 0.73% |
$4.11K - $4.9K
|
4.02K
$590K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-3.4K- 50.0% |
$482K - $575K
|
3.4K
$499K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.57KNew |
$223K - $266K
|
1.57K
$231K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
73.3K+ 48.89% |
$10.4M - $12.4M
|
223K
$32.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-38- 1.92% |
$5.39K - $6.43K
|
1.95K
$286K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
7.74KNew |
$1.1M - $1.31M
|
7.74K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
48+ 48.0% |
$6.8K - $8.12K
|
148
$21.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
700+ 1.92% |
$99.2K - $118K
|
37.1K
$5.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-165- 4.99% |
$23.4K - $27.9K
|
3.14K
$462K
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-290K- 96.03% |
$41.1M - $49M
|
12K
$1.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-7.78K- 51.74% |
$1.1M - $1.32M
|
7.26K
$1.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.15K+ 333.52% |
$588K - $702K
|
5.39K
$792K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-4.69K- 24.8% |
$664K - $792K
|
14.2K
$2.09M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.61KNew |
$228K - $272K
|
1.61K
$236K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
556New |
$78.8K - $94K
|
556
$81.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-772- 1.43% |
$109K - $131K
|
53.2K
$7.81M
|