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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Sturgeon Ventures LLP
|
BUY
|
- |
7.87KNew |
$1.19M - $1.48M
|
7.87K
$1.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-426- 15.74% |
$64.6K - $80.1K
|
2.28K
$318K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-250- 4.8% |
$37.9K - $47K
|
4.95K
$690K
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.19KNew |
$180K - $223K
|
1.19K
$165K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-385- 9.04% |
$58.4K - $72.4K
|
3.88K
$540K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
718+ 17.76% |
$109K - $135K
|
4.76K
$663K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.1KNew |
$167K - $207K
|
1.1K
$153K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
125New |
$19K - $23.5K
|
125
$17.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
400New |
$60.7K - $75.2K
|
400
$55.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
22+ 19.13% |
$3.34K - $4.14K
|
137
$19.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-974- 0.31% |
$148K - $183K
|
308K
$43M
|
|
|
Jan 12, 2023
Q4 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-400- 20.88% |
$60.7K - $75.2K
|
1.52K
$211K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.5K+ 11.39% |
$227K - $282K
|
14.7K
$2.04M
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-150- 0.82% |
$22.8K - $28.2K
|
18.1K
$2.52M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$169K - $210K
|
1.12K
$156K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
646New |
$98K - $121K
|
646
$90K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
14+ 0.81% |
$2.12K - $2.63K
|
1.74K
$242K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
1.34KNew |
$203K - $252K
|
1.34K
$186K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
1.25KNew |
$189K - $235K
|
1.25K
$174K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10.9K+ 9.65% |
$1.49M - $1.8M
|
124K
$17.3M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
233K+ 166.14% |
$31.6M - $38.3M
|
373K
$51.9M
|
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-2.94KClosed |
$400K - $485K
|
0
$0
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-17.5K- 85.14% |
$2.38M - $2.88M
|
3.05K
$425K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-8.76K- 1.63% |
$1.19M - $1.44M
|
530K
$73.9M
|
|
|
Nov 29, 2022
Q3 2022
|
Salem Capital Management Inc
|
BUY
|
- |
300+ 1.09% |
$40.8K - $49.4K
|
27.9K
$3.89M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
901+ 1.45% |
$122K - $148K
|
63.1K
$8.79M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
12+ 0.01% |
$1.63K - $1.98K
|
89.3K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-98- 0.68% |
$13.3K - $16.1K
|
14.3K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
384+ 3.87% |
$52.2K - $63.2K
|
10.3K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbar Asset Management LLP
London, X0 |
BUY
|
- |
7.41KNew |
$1.01M - $1.22M
|
7.41K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-11.4K- 12.24% |
$1.54M - $1.87M
|
81.4K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
686+ 14.03% |
$93.3K - $113K
|
5.58K
$777K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-593- 1.69% |
$80.6K - $97.6K
|
34.6K
$4.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-9.09KClosed |
$1.24M - $1.5M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
8.64K+ 9.22% |
$1.17M - $1.42M
|
102K
$14.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
2.2K+ 0.55% |
$299K - $363K
|
403K
$56.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.32K+ 2.8% |
$316K - $382K
|
85.3K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wafra Inc.
New York, NY |
BUY
|
- |
1.61K+ 7.01% |
$218K - $265K
|
24.5K
$3.42M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
15.5K+ 175.11% |
$2.11M - $2.55M
|
24.4K
$3.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
1.4KNew |
$190K - $231K
|
1.4K
$195K
|
|
|
Nov 14, 2022
Q3 2022
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
2.38KNew |
$324K - $392K
|
2.38K
$332K
|
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-700- 27.26% |
$95.2K - $115K
|
1.87K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
5.33KNew |
$725K - $878K
|
5.33K
$743K
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-798- 20.26% |
$108K - $131K
|
3.14K
$437K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6.14K- 0.2% |
$835K - $1.01M
|
3.09M
$430M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
294New |
$40K - $48.4K
|
294
$41K
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.52K+ 128.92% |
$343K - $415K
|
4.48K
$624K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-9- 3.9% |
$1.22K - $1.48K
|
222
$30.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-727KClosed |
$98.8M - $120M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-120K- 99.87% |
$16.3M - $19.7M
|
150
$20.9K
|
|