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 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
69+ 3.74% |
$10.5K - $11.8K
|
1.91K
$281K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$153 - $171
|
1.61K
$236K
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
13+ 1.0% |
$1.99K - $2.22K
|
1.31K
$193K
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-155- 39.74% |
$23.7K - $26.5K
|
235
$34.5K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-70.2K- 48.91% |
$10.6M - $12.1M
|
73.3K
$10.8M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
15.1KNew |
$2.27M - $2.6M
|
15.1K
$2.21M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
19KNew |
$2.86M - $3.28M
|
19K
$2.79M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-5.06K- 39.75% |
$762K - $873K
|
7.67K
$1.13M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-118- 6.81% |
$17.8K - $20.3K
|
1.61K
$237K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1- 0.02% |
$151 - $172
|
4.6K
$675K
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.08KNew |
$163K - $187K
|
1.08K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.32KNew |
$349K - $400K
|
2.32K
$340K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3- 0.13% |
$452 - $517
|
2.25K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
14.6K+ 645.23% |
$2.2M - $2.52M
|
16.9K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
104KNew |
$15.7M - $18M
|
104K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
118+ 2.45% |
$17.8K - $20.3K
|
4.93K
$724K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
36.8KNew |
$5.54M - $6.34M
|
36.8K
$5.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
18.6KNew |
$2.79M - $3.2M
|
18.6K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2.03KNew |
$305K - $350K
|
2.03K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
161New |
$24.2K - $27.8K
|
161
$23.6K
|
|
|
Aug 14, 2023
Q2 2023
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-138KClosed |
$20.7M - $23.7M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-46- 63.01% |
$6.93K - $7.93K
|
27
$3.97K
|
|
|
Aug 14, 2023
Q2 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
8.48KNew |
$1.28M - $1.46M
|
8.48K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.06K+ 10.74% |
$159K - $182K
|
10.9K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-17.7K- 14.26% |
$2.67M - $3.06M
|
107K
$15.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
CALL |
-240K- 59.4% |
$36.1M - $41.3M
|
164K
$24.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
15KNew |
$2.26M - $2.59M
|
15K
$2.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
1.51KNew |
$227K - $260K
|
1.51K
$221K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
16.4K+ 5.62% |
$2.46M - $2.82M
|
307K
$45.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.31K+ 86.76% |
$197K - $226K
|
2.82K
$414K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-115- 5.73% |
$17.3K - $19.8K
|
1.89K
$278K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-67.5K- 9.45% |
$10.2M - $11.6M
|
647K
$95M
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.62KNew |
$244K - $279K
|
1.62K
$238K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-265- 12.33% |
$39.9K - $45.7K
|
1.88K
$277K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
1KNew |
$151K - $172K
|
1K
$147K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-63- 0.8% |
$9.49K - $10.9K
|
7.84K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
413+ 0.42% |
$62.2K - $71.2K
|
97.9K
$14.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-64- 1.92% |
$9.64K - $11K
|
3.27K
$479K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
51+ 0.67% |
$7.68K - $8.79K
|
7.68K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
78+ 1.29% |
$11.7K - $13.5K
|
6.11K
$897K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-399- 2.18% |
$60.1K - $68.8K
|
17.9K
$2.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-400- 10.15% |
$60.2K - $69K
|
3.54K
$520K
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
1.42KNew |
$213K - $244K
|
1.42K
$208K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.81K+ 47.39% |
$273K - $313K
|
5.64K
$828K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Rock Advisors, LLC
Wayzata, MN |
BUY
|
- |
15.8KNew |
$2.37M - $2.72M
|
15.8K
$2.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-8.59K- 31.33% |
$1.29M - $1.48M
|
18.8K
$2.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
515New |
$77.6K - $88.8K
|
515
$75.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.27KNew |
$192K - $220K
|
1.27K
$187K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.59KNew |
$240K - $275K
|
1.59K
$234K
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-65- 1.56% |
$9.79K - $11.2K
|
4.1K
$602K
|
|