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 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-46- 2.19% |
$6.93K - $7.93K
|
2.05K
$279K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
96+ 0.52% |
$14.5K - $16.6K
|
18.7K
$2.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
148+ 1.2% |
$22.3K - $25.5K
|
12.4K
$1.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.81K- 0.81% |
$273K - $313K
|
221K
$30.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 27.82% |
$230K - $263K
|
3.96K
$538K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-3.6K- 12.9% |
$542K - $621K
|
24.3K
$3.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1- 0.11% |
$151 - $172
|
899
$122K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
397+ 10.66% |
$59.8K - $68.5K
|
4.12K
$561K
|
|
|
Jul 28, 2023
Q2 2023
|
Australian Super Pty LTD
|
BUY
|
- |
170K+ 3054.26% |
$25.6M - $29.3M
|
176K
$23.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-402- 4.04% |
$60.5K - $69.3K
|
9.55K
$1.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
400KNew |
$60.2M - $68.9M
|
400K
$54.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
SELL
|
- |
-2.16K- 61.74% |
$325K - $372K
|
1.34K
$182K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-140- 41.18% |
$21.1K - $24.1K
|
200
$27.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
9+ 0.7% |
$1.36K - $1.55K
|
1.3K
$177K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
15+ 0.99% |
$2.26K - $2.59K
|
1.53K
$208K
|
|
|
Jul 25, 2023
Q2 2023
|
Canal Insurance CO
|
BUY
|
CALL |
100New |
$15.1K - $17.2K
|
100
$13.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
1+ 0.07% |
$151 - $172
|
1.36K
$184K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-925- 10.64% |
$139K - $160K
|
7.77K
$1.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-73- 4.39% |
$11K - $12.6K
|
1.59K
$216K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
10.4K+ 0.44% |
$1.57M - $1.79M
|
2.4M
$326M
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.48K+ 35.8% |
$222K - $255K
|
5.6K
$762K
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
16+ 1.16% |
$2.41K - $2.76K
|
1.4K
$190K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-627- 4.83% |
$94.4K - $108K
|
12.3K
$1.68M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
7.06K+ 81.68% |
$1.06M - $1.22M
|
15.7K
$2.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-132- 3.8% |
$19.9K - $22.8K
|
3.34K
$454K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
7.06K+ 81.68% |
$1.06M - $1.22M
|
15.7K
$2.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.27K- 48.58% |
$191K - $219K
|
1.34K
$183K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
274+ 8.83% |
$41.3K - $47.2K
|
3.38K
$460K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1- 0.34% |
$151 - $172
|
296
$40.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
30+ 1.26% |
$4.52K - $5.17K
|
2.42K
$329K
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$151 - $172
|
1.36K
$185K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.32KNew |
$199K - $228K
|
1.32K
$180K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
47+ 2.47% |
$7.08K - $8.1K
|
1.95K
$266K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-31- 1.03% |
$4.67K - $5.35K
|
2.97K
$404K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
12+ 0.6% |
$1.81K - $2.07K
|
2K
$272K
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-19.6K- 62.71% |
$2.96M - $3.39M
|
11.7K
$1.59M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-395- 6.2% |
$59.5K - $68.1K
|
5.98K
$813K
|
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-2.5K- 60.17% |
$377K - $431K
|
1.66K
$225K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.61K- 84.28% |
$393K - $449K
|
486
$66.1K
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-140- 8.63% |
$21.1K - $24.1K
|
1.48K
$202K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
402+ 5.55% |
$61.2K - $75.5K
|
7.64K
$1.04M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.15KNew |
$784K - $967K
|
5.15K
$700K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
331+ 27.06% |
$50.4K - $62.2K
|
1.55K
$211K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.72KClosed |
$414K - $510K
|
0
$0
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-238Closed |
$36.3K - $44.7K
|
0
$0
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-91- 90.1% |
$13.9K - $17.1K
|
10
$1.36K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
CALL |
-1.6KClosed |
$244K - $300K
|
0
$0
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-79- 4.27% |
$12K - $14.8K
|
1.77K
$241K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-79- 4.27% |
$12K - $14.8K
|
1.77K
$241K
|
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-833- 33.02% |
$127K - $156K
|
1.69K
$230K
|
|