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 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
256New |
$39.1K - $43.8K
|
256
$39.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
604+ 4.72% |
$92.3K - $103K
|
13.4K
$2.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-197- 1.22% |
$30.1K - $33.7K
|
16K
$2.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-631- 4.98% |
$96.5K - $108K
|
12K
$1.85M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
93+ 2.28% |
$14.2K - $15.9K
|
4.18K
$641K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
100New |
$15.3K - $17.1K
|
100
$15.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.83KNew |
$280K - $314K
|
1.83K
$281K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-10.5K- 12.25% |
$1.61M - $1.8M
|
75.2K
$11.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-4- 0.85% |
$612 - $684
|
465
$71.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-840- 3.74% |
$128K - $144K
|
21.6K
$3.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
178+ 11.57% |
$27.2K - $30.4K
|
1.72K
$263K
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
35+ 15.91% |
$5.35K - $5.99K
|
255
$39.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Corbyn Investment Management Inc
|
BUY
|
- |
1.26KNew |
$193K - $216K
|
1.26K
$194K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
402+ 0.3% |
$61.5K - $68.8K
|
135K
$20.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
1.22KNew |
$187K - $209K
|
1.22K
$188K
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 0.07% |
$153 - $171
|
1.34K
$205K
|
|
|
Oct 13, 2023
Q3 2023
|
Chico Wealth Ria
|
BUY
|
- |
2.42KNew |
$371K - $415K
|
2.42K
$372K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
53.2KNew |
$8.13M - $9.1M
|
53.2K
$8.16M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
1.36KNew |
$208K - $233K
|
1.36K
$209K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
48K+ 127.84% |
$7.34M - $8.21M
|
85.6K
$13.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.21KNew |
$184K - $206K
|
1.21K
$185K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
2.57KNew |
$393K - $440K
|
2.57K
$395K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-311- 2.66% |
$47.5K - $53.2K
|
11.4K
$1.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
1.47K+ 22.43% |
$225K - $251K
|
8.02K
$1.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
69+ 3.74% |
$10.5K - $11.8K
|
1.91K
$294K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$153 - $171
|
1.61K
$247K
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
13+ 1.0% |
$1.99K - $2.22K
|
1.31K
$201K
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-155- 39.74% |
$23.7K - $26.5K
|
235
$36.1K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-70.2K- 48.91% |
$10.6M - $12.1M
|
73.3K
$11.3M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
15.1KNew |
$2.27M - $2.6M
|
15.1K
$2.31M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
19KNew |
$2.86M - $3.28M
|
19K
$2.92M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-5.06K- 39.75% |
$762K - $873K
|
7.67K
$1.18M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-118- 6.81% |
$17.8K - $20.3K
|
1.61K
$248K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1- 0.02% |
$151 - $172
|
4.6K
$706K
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.08KNew |
$163K - $187K
|
1.08K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.32KNew |
$349K - $400K
|
2.32K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3- 0.13% |
$452 - $517
|
2.25K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
14.6K+ 645.23% |
$2.2M - $2.52M
|
16.9K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
104KNew |
$15.7M - $18M
|
104K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
118+ 2.45% |
$17.8K - $20.3K
|
4.93K
$757K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
36.8KNew |
$5.54M - $6.34M
|
36.8K
$5.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
18.6KNew |
$2.79M - $3.2M
|
18.6K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2.03KNew |
$305K - $350K
|
2.03K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
161New |
$24.2K - $27.8K
|
161
$24.7K
|
|
|
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
$4.15K
|
|
|
Aug 14, 2023
Q2 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
8.48KNew |
$1.28M - $1.46M
|
8.48K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.06K+ 10.74% |
$159K - $182K
|
10.9K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-17.7K- 14.26% |
$2.67M - $3.06M
|
107K
$16.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
CALL |
-240K- 59.4% |
$36.1M - $41.3M
|
164K
$25.1M
|
|