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 |
|---|---|---|---|---|---|---|---|
|
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
$260K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-79- 4.27% |
$12K - $14.8K
|
1.77K
$260K
|
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-833- 33.02% |
$127K - $156K
|
1.69K
$248K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
456+ 2.37% |
$69.5K - $85.6K
|
19.7K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
9.68KNew |
$1.47M - $1.82M
|
9.68K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-496- 25.11% |
$75.6K - $93.1K
|
1.48K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-8.03K- 1.57% |
$1.22M - $1.51M
|
503K
$73.9M
|
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
100+ 8.84% |
$15.2K - $18.8K
|
1.23K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-4.9K- 24.81% |
$746K - $920K
|
14.9K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
6.59KNew |
$1M - $1.24M
|
6.59K
$968K
|
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-130- 12.24% |
$19.8K - $24.4K
|
932
$137K
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
326+ 12.21% |
$49.7K - $61.2K
|
3K
$440K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-6.77KClosed |
$1.03M - $1.27M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Solus Alternative Asset Management LP
New York, NY |
SELL
|
- |
-2.75K- 1.47% |
$419K - $516K
|
184K
$27M
|
|
|
May 12, 2023
Q1 2023
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
29.2K+ 3.56% |
$4.45M - $5.49M
|
851K
$125M
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
1.75KNew |
$267K - $329K
|
1.75K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
991+ 21.06% |
$151K - $186K
|
5.7K
$837K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.24K- 45.37% |
$340K - $420K
|
2.69K
$395K
|
|
|
May 12, 2023
Q1 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-2.66K- 58.59% |
$405K - $500K
|
1.88K
$276K
|
|
|
May 12, 2023
Q1 2023
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
5KNew |
$762K - $939K
|
5K
$734K
|
|
|
May 12, 2023
Q1 2023
|
Nwi Management LP
New York, NY |
BUY
|
- |
240KNew |
$36.6M - $45.1M
|
240K
$35.2M
|
|
|
May 11, 2023
Q1 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-1K- 48.95% |
$153K - $189K
|
1.05K
$154K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.36K+ 6.82% |
$360K - $444K
|
37K
$5.43M
|
|
|
May 11, 2023
Q1 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-11.4K- 55.79% |
$1.74M - $2.15M
|
9.07K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.56K- 66.33% |
$543K - $669K
|
1.81K
$266K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
19.9K+ 13413.51% |
$3.02M - $3.73M
|
20K
$2.94M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
4.37K+ 150.07% |
$666K - $821K
|
7.28K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
359New |
$54.7K - $67.4K
|
359
$52.7K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-79- 4.27% |
$12K - $14.8K
|
1.77K
$260K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.6MNew |
$2.68B - $3.3B
|
17.6M
$2.58B
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
2KNew |
$305K - $376K
|
2K
$294K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.37KNew |
$209K - $257K
|
1.37K
$201K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-403- 24.31% |
$61.4K - $75.7K
|
1.26K
$184K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
11+ 0.73% |
$1.68K - $2.07K
|
1.52K
$224K
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
1.2KNew |
$182K - $224K
|
1.2K
$175K
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-430- 6.7% |
$65.5K - $80.7K
|
5.99K
$879K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
4.23K+ 44.71% |
$645K - $795K
|
13.7K
$2.01M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-1.59K- 71.26% |
$243K - $299K
|
643
$94.4K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
48+ 1.73% |
$7.31K - $9.01K
|
2.83K
$415K
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-25.9K- 61.84% |
$3.95M - $4.87M
|
16K
$2.35M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-473- 5.79% |
$72.1K - $88.8K
|
7.7K
$1.13M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
374+ 24.51% |
$57K - $70.2K
|
1.9K
$279K
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
102KNew |
$15.6M - $19.2M
|
102K
$15M
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-116- 8.44% |
$17.7K - $21.8K
|
1.26K
$185K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-70- 0.21% |
$10.7K - $13.1K
|
32.6K
$4.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.52KNew |
$383K - $472K
|
2.52K
$369K
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-18- 1.4% |
$2.74K - $3.38K
|
1.27K
$186K
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-37- 2.79% |
$5.64K - $6.95K
|
1.29K
$189K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
6.67KNew |
$1.02M - $1.25M
|
6.67K
$980K
|