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, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
925+ 63.49% |
$131K - $150K
|
2.38K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
3+ 0.03% |
$423 - $488
|
9.03K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
512+ 0.27% |
$72.3K - $83.2K
|
187K
$31.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
294+ 1.55% |
$41.5K - $47.8K
|
19.2K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.23% |
$141 - $163
|
441
$73.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-12- 0.29% |
$1.69K - $1.95K
|
4.18K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-65- 6.2% |
$9.17K - $10.6K
|
983
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
541+ 5.14% |
$76.4K - $87.9K
|
11.1K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-220- 2.61% |
$31.1K - $35.8K
|
8.21K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
258+ 15.42% |
$36.4K - $41.9K
|
1.93K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
4.11K+ 2.03% |
$580K - $667K
|
207K
$34.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-3.84K- 63.31% |
$543K - $625K
|
2.23K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.44K+ 1976.44% |
$485K - $559K
|
3.61K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-301- 1.38% |
$42.5K - $48.9K
|
21.5K
$3.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-17- 1.11% |
$2.4K - $2.76K
|
1.51K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
16.4KNew |
$2.31M - $2.66M
|
16.4K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
36.8KNew |
$5.19M - $5.98M
|
36.8K
$6.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
124KNew |
$17.4M - $20.1M
|
124K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
7.12KNew |
$1M - $1.16M
|
7.12K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
43.4KNew |
$6.12M - $7.05M
|
43.4K
$7.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
3.27KNew |
$462K - $531K
|
3.27K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
4.77KNew |
$673K - $775K
|
4.77K
$797K
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
24.7KNew |
$3.48M - $4.01M
|
24.7K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
63.7KNew |
$8.99M - $10.3M
|
63.7K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
20New |
$2.82K - $3.25K
|
20
$3.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.15KNew |
$303K - $349K
|
2.15K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
170New |
$24K - $27.6K
|
170
$28.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
10.6KNew |
$1.5M - $1.73M
|
10.6K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
7.36KNew |
$1.04M - $1.2M
|
7.36K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
2.99KNew |
$422K - $486K
|
2.99K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
19.6KNew |
$2.77M - $3.18M
|
19.6K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
11.9KNew |
$1.68M - $1.93M
|
11.9K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
4.51KNew |
$636K - $733K
|
4.51K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
81New |
$11.4K - $13.2K
|
81
$13.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
7.02KNew |
$990K - $1.14M
|
7.02K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.72KNew |
$243K - $280K
|
1.72K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.49KNew |
$210K - $242K
|
1.49K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
2.69KNew |
$379K - $436K
|
2.69K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
22New |
$3.11K - $3.58K
|
22
$3.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Blackstone Inc
New York, NY |
SELL
|
- |
-558- 5.27% |
$78.8K - $90.7K
|
10K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
166KNew |
$23.4M - $27M
|
166K
$27.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.11M- 3.13% |
$157M - $181M
|
34.5M
$5.77B
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-809- 7.85% |
$114K - $131K
|
9.49K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-434- 2.83% |
$61.3K - $70.5K
|
14.9K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.21K+ 47.29% |
$312K - $359K
|
6.88K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
22.8K+ 42.37% |
$3.22M - $3.7M
|
76.6K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
236+ 1.99% |
$33.3K - $38.4K
|
12.1K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-16.6K- 1.94% |
$2.34M - $2.69M
|
835K
$140M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
754+ 2.0% |
$106K - $123K
|
38.4K
$6.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
SELL
|
- |
-465- 5.56% |
$65.6K - $75.6K
|
7.9K
$1.32M
|