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 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
1.08KNew |
$147K - $178K
|
1.08K
$151K
|
|
|
Oct 18, 2022
Q3 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
61.8K+ 31.57% |
$8.4M - $10.2M
|
258K
$35.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
CALL |
-200- 66.67% |
$27.2K - $32.9K
|
100
$13.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
139+ 2.92% |
$18.9K - $22.9K
|
4.9K
$683K
|
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
125New |
$17K - $20.6K
|
125
$17.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.75K+ 4.45% |
$238K - $288K
|
41K
$5.72M
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-225- 1.96% |
$30.6K - $37K
|
11.2K
$1.56M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
392+ 0.31% |
$53.3K - $64.5K
|
126K
$17.6M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-250- 0.4% |
$34K - $41.2K
|
62.6K
$8.73M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
194+ 0.69% |
$26.4K - $31.9K
|
28.5K
$3.97M
|
|
| Q2 2022 | |||||||
|
May 09, 2023
Q2 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-77Closed |
$11K - $13.9K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-969- 7.83% |
$138K - $176K
|
11.4K
$1.59M
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
221New |
$31.5K - $40K
|
221
$30.8K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-179Closed |
$25.5K - $32.4K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-100- 4.08% |
$14.2K - $18.1K
|
2.35K
$327K
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.68KNew |
$240K - $305K
|
1.68K
$235K
|
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2KClosed |
$285K - $362K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Islet Management, LP
New York, NY |
BUY
|
CALL |
50KNew |
$7.12M - $9.06M
|
50K
$6.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
CALL |
100New |
$14.2K - $18.1K
|
100
$13.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.7K- 52.41% |
$526K - $669K
|
3.36K
$467K
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
29.4KNew |
$4.19M - $5.33M
|
29.4K
$4.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-9.87KClosed |
$1.41M - $1.79M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-3.2KClosed |
$455K - $579K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
248+ 19.51% |
$35.3K - $44.9K
|
1.52K
$212K
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
143New |
$20.4K - $25.9K
|
143
$19.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
71.2KNew |
$10.1M - $12.9M
|
71.2K
$9.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-10K- 66.67% |
$1.42M - $1.81M
|
5K
$697K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4.37K+ 8.42% |
$623K - $792K
|
56.3K
$7.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-1.93KClosed |
$275K - $350K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
23.6KNew |
$3.36M - $4.27M
|
23.6K
$3.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
BUY
|
- |
158K+ 101.54% |
$22.5M - $28.7M
|
314K
$43.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
15+ 0.91% |
$2.14K - $2.72K
|
1.67K
$232K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
470+ 19.76% |
$66.9K - $85.1K
|
2.85K
$397K
|
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-100- 10.27% |
$14.2K - $18.1K
|
874
$122K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
11.3KNew |
$1.61M - $2.05M
|
11.3K
$1.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
CALL |
-14.1K- 30.99% |
$2.01M - $2.55M
|
31.4K
$4.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.36KClosed |
$194K - $247K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-1.23KClosed |
$174K - $222K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rovida Advisors Inc.
Newark, NJ |
BUY
|
- |
167KNew |
$23.8M - $30.2M
|
167K
$23.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.79K+ 2.49% |
$254K - $323K
|
73.6K
$10.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-727Closed |
$104K - $132K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
33.7KNew |
$4.79M - $6.1M
|
33.7K
$4.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.55KClosed |
$221K - $281K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-32.8KClosed |
$4.67M - $5.94M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
96New |
$13.7K - $17.4K
|
96
$13.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.73K+ 8.67% |
$531K - $675K
|
46.7K
$6.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
3.46KNew |
$493K - $627K
|
3.46K
$482K
|
|
|
Aug 11, 2022
Q2 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-1.42KClosed |
$202K - $256K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-12.5KClosed |
$1.79M - $2.27M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Fosun International LTD
|
SELL
|
- |
-2.96KClosed |
$422K - $536K
|
0
$0
|
|