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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
1.25KNew |
$190K - $213K
|
1.25K
$170K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
2.75K+ 6.12% |
$420K - $470K
|
47.7K
$6.49M
|
|
|
Oct 27, 2023
Q3 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
12+ 0.51% |
$1.83K - $2.05K
|
2.35K
$320K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.54KNew |
$694K - $776K
|
4.54K
$617K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-11K- 36.48% |
$1.69M - $1.89M
|
19.2K
$2.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.06K+ 10.09% |
$926K - $1.04M
|
66.1K
$8.99M
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-32- 2.04% |
$4.89K - $5.47K
|
1.54K
$209K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-1.52K- 13.59% |
$232K - $260K
|
9.65K
$1.31M
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.23KNew |
$188K - $210K
|
1.23K
$167K
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.28KNew |
$195K - $218K
|
1.28K
$173K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-246- 12.54% |
$37.6K - $42.1K
|
1.72K
$233K
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.25KNew |
$191K - $213K
|
1.25K
$170K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
256New |
$39.1K - $43.8K
|
256
$34.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
604+ 4.72% |
$92.3K - $103K
|
13.4K
$1.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-197- 1.22% |
$30.1K - $33.7K
|
16K
$2.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-631- 4.98% |
$96.5K - $108K
|
12K
$1.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
93+ 2.28% |
$14.2K - $15.9K
|
4.18K
$568K
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-270- 12.05% |
$41.3K - $46.2K
|
1.97K
$268K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
100New |
$15.3K - $17.1K
|
100
$13.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.83KNew |
$280K - $314K
|
1.83K
$249K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-10.5K- 12.25% |
$1.61M - $1.8M
|
75.2K
$10.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-4- 0.85% |
$612 - $684
|
465
$63.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-840- 3.74% |
$128K - $144K
|
21.6K
$2.94M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
178+ 11.57% |
$27.2K - $30.4K
|
1.72K
$233K
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
35+ 15.91% |
$5.35K - $5.99K
|
255
$34.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Corbyn Investment Management Inc
|
BUY
|
- |
1.26KNew |
$193K - $216K
|
1.26K
$172K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
402+ 0.3% |
$61.5K - $68.8K
|
135K
$18.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
1.22KNew |
$187K - $209K
|
1.22K
$167K
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 0.07% |
$153 - $171
|
1.34K
$182K
|
|
|
Oct 13, 2023
Q3 2023
|
Chico Wealth Ria
|
BUY
|
- |
2.42KNew |
$371K - $415K
|
2.42K
$330K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
53.2KNew |
$8.13M - $9.1M
|
53.2K
$7.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
BUY
|
- |
28.6KNew |
$4.37M - $4.89M
|
28.6K
$3.89M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
1.36KNew |
$208K - $233K
|
1.36K
$185K
|
|
|
Oct 11, 2023
Q3 2023
|
Hoese & CO LLP
|
SELL
|
- |
-150- 47.17% |
$22.9K - $25.7K
|
168
$22.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
48K+ 127.84% |
$7.34M - $8.21M
|
85.6K
$11.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.21KNew |
$184K - $206K
|
1.21K
$164K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
2.57KNew |
$393K - $440K
|
2.57K
$350K
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
227+ 102.25% |
$34.7K - $38.8K
|
449
$61.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-311- 2.66% |
$47.5K - $53.2K
|
11.4K
$1.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
1.47K+ 22.43% |
$225K - $251K
|
8.02K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
69+ 3.74% |
$10.5K - $11.8K
|
1.91K
$260K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$153 - $171
|
1.61K
$219K
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
13+ 1.0% |
$1.99K - $2.22K
|
1.31K
$179K
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-155- 39.74% |
$23.7K - $26.5K
|
235
$32K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.71K+ 14.91% |
$709K - $812K
|
36.3K
$4.94M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-70.2K- 48.91% |
$10.6M - $12.1M
|
73.3K
$9.98M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
15.1KNew |
$2.27M - $2.6M
|
15.1K
$2.05M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
19KNew |
$2.86M - $3.28M
|
19K
$2.59M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-5.06K- 39.75% |
$762K - $873K
|
7.67K
$1.04M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-118- 6.81% |
$17.8K - $20.3K
|
1.61K
$220K
|
|