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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
13+ 0.93% |
$1.85K - $2.35K
|
1.42K
$233K
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
14.6KNew |
$2.08M - $2.65M
|
14.6K
$2.41M
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3.1KClosed |
$442K - $562K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-156- 5.69% |
$22.2K - $28.3K
|
2.59K
$426K
|
|
Aug 05, 2022
Q2 2022
|
Cincinnati Financial Corp
|
SELL
|
- |
-18.4K- 34.32% |
$2.62M - $3.33M
|
35.1K
$5.79M
|
|
Aug 05, 2022
Q2 2022
|
Cincinnati Insurance CO
|
SELL
|
- |
-60.5K- 8.69% |
$8.62M - $11M
|
636K
$105M
|
|
Aug 05, 2022
Q2 2022
|
Cheyne Capital Management (Uk) LLP
|
SELL
|
- |
-3.93KClosed |
$560K - $712K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-2.7K- 27.29% |
$385K - $489K
|
7.2K
$1.19M
|
|
Aug 05, 2022
Q2 2022
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
- |
55KNew |
$7.83M - $9.96M
|
55K
$9.06M
|
|
Aug 04, 2022
Q2 2022
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-200- 1.17% |
$28.5K - $36.2K
|
16.9K
$2.79M
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-35- 35.71% |
$4.99K - $6.34K
|
63
$10.4K
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-1.78KClosed |
$254K - $323K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Zenyatta Capital Management LP
|
BUY
|
- |
65KNew |
$9.26M - $11.8M
|
65K
$10.7M
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
8.01KNew |
$1.14M - $1.45M
|
8.01K
$1.32M
|
|
Aug 03, 2022
Q2 2022
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
550+ 6.76% |
$78.3K - $99.6K
|
8.69K
$1.43M
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-278KClosed |
$39.6M - $50.4M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-206K- 32.14% |
$29.3M - $37.3M
|
434K
$71.6M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
BUY
|
- |
260+ 14.64% |
$37K - $47.1K
|
2.04K
$335K
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
BUY
|
- |
4.96K+ 79.97% |
$707K - $899K
|
11.2K
$1.84M
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.55KClosed |
$221K - $281K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Rheos Capital Works Inc.
|
SELL
|
- |
-61K- 59.4% |
$8.69M - $11M
|
41.7K
$6.87M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-819- 24.14% |
$117K - $148K
|
2.57K
$424K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
PUT |
800New |
$114K - $145K
|
800
$132K
|
|
Jul 27, 2022
Q2 2022
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-5.91KClosed |
$842K - $1.07M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-1.08K- 4.48% |
$154K - $196K
|
23.1K
$3.8M
|
|
Jul 27, 2022
Q2 2022
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
70KNew |
$9.97M - $12.7M
|
70K
$11.5M
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-95- 2.36% |
$13.5K - $17.2K
|
3.93K
$647K
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
150+ 80.65% |
$21.4K - $27.2K
|
336
$55.4K
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-115- 6.66% |
$16.4K - $20.8K
|
1.61K
$266K
|
|
Jul 26, 2022
Q2 2022
|
Regis Management CO LLC
|
SELL
|
- |
-10- 0.64% |
$1.42K - $1.81K
|
1.54K
$254K
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-906- 10.61% |
$129K - $164K
|
7.63K
$1.26M
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
159+ 8.07% |
$22.6K - $28.8K
|
2.13K
$351K
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
20+ 6.67% |
$2.85K - $3.62K
|
320
$52.7K
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-1.15K- 2.1% |
$163K - $208K
|
53.5K
$8.81M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.84K+ 7.77% |
$405K - $514K
|
39.4K
$6.49M
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-284- 1.15% |
$40.5K - $51.4K
|
24.3K
$4.01M
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-115- 0.38% |
$16.4K - $20.8K
|
30.5K
$5.02M
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
SELL
|
- |
-3.02K- 36.38% |
$429K - $546K
|
5.27K
$869K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-2.88KClosed |
$410K - $521K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-30.9KClosed |
$4.39M - $5.59M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-30.7K- 92.09% |
$4.37M - $5.56M
|
2.64K
$434K
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.29KClosed |
$184K - $234K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.31KClosed |
$187K - $238K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-3.38KClosed |
$481K - $611K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-3.15KClosed |
$449K - $571K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
364+ 1.75% |
$51.8K - $65.9K
|
21.2K
$3.49M
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
256+ 6.31% |
$36.5K - $46.4K
|
4.31K
$711K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.67K+ 9.95% |
$238K - $302K
|
18.5K
$3.04M
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.24KClosed |
$176K - $224K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
4.65KNew |
$662K - $841K
|
4.65K
$765K
|