Latest Institutional Purchases of Chevron Corp (CVX)
This list provides information on the latest institutional transactions involving Chevron Corp (CVX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.93K+ 57.81% |
$403K - $474K
|
7.99K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.92K+ 11.61% |
$403K - $473K
|
28.1K
$4.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.92KNew |
$402K - $472K
|
2.92K
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.91K+ 25.65% |
$401K - $471K
|
14.2K
$2.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
2.9K+ 1.81% |
$399K - $469K
|
163K
$26.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.89K+ 5.14% |
$398K - $467K
|
59K
$9.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.86K+ 156.56% |
$395K - $464K
|
4.69K
$757K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.85K+ 3.69% |
$393K - $462K
|
80.2K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
CALL |
2.8KNew |
$386K - $454K
|
2.8K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.8KNew |
$386K - $453K
|
2.8K
$451K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.77K+ 9.88% |
$382K - $449K
|
30.8K
$4.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
2.75K+ 17.75% |
$379K - $445K
|
18.2K
$2.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.74K+ 11.94% |
$378K - $444K
|
25.7K
$4.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.73KNew |
$377K - $443K
|
2.73K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.71K+ 1.88% |
$374K - $439K
|
147K
$23.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.71K+ 14.29% |
$373K - $438K
|
21.7K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
2.7KNew |
$372K - $437K
|
2.7K
$436K
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
2.7K+ 2.74% |
$372K - $437K
|
101K
$16.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.67K+ 1.48% |
$368K - $433K
|
184K
$29.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.67K+ 87.7% |
$368K - $432K
|
5.71K
$921K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
2.66KNew |
$367K - $431K
|
2.66K
$429K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.65K+ 8.3% |
$365K - $429K
|
34.6K
$5.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
2.64KNew |
$364K - $428K
|
2.64K
$426K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.64K+ 3.52% |
$363K - $427K
|
77.6K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
2.62KNew |
$362K - $425K
|
2.62K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.59KNew |
$358K - $420K
|
2.59K
$418K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
2.58KNew |
$355K - $417K
|
2.58K
$416K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.57K+ 39.73% |
$354K - $416K
|
9.04K
$1.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2.57KNew |
$354K - $416K
|
2.57K
$415K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
2.57K+ 12.85% |
$354K - $416K
|
22.6K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
2.57K+ 6.59% |
$354K - $416K
|
41.5K
$6.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
2.55KNew |
$352K - $413K
|
2.55K
$412K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.55K+ 0.26% |
$351K - $413K
|
998K
$161M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.53K+ 21.5% |
$348K - $409K
|
14.3K
$2.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.52K+ 11.56% |
$347K - $408K
|
24.3K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.52KNew |
$347K - $408K
|
2.52K
$406K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.51K+ 6.88% |
$347K - $407K
|
39.1K
$6.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.51K+ 5.88% |
$346K - $407K
|
45.2K
$7.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.5K+ 2.7% |
$345K - $406K
|
95.4K
$15.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.5K+ 7.1% |
$344K - $404K
|
37.6K
$6.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.47KNew |
$341K - $400K
|
2.47K
$398K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2.46KNew |
$340K - $399K
|
2.46K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.46K+ 16.14% |
$339K - $398K
|
17.7K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.45KNew |
$337K - $396K
|
2.45K
$395K
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
2.44K+ 164.09% |
$336K - $395K
|
3.93K
$634K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.43K+ 14.32% |
$335K - $394K
|
19.4K
$3.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.43K+ 21.74% |
$335K - $393K
|
13.6K
$2.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.42K+ 2.19% |
$334K - $393K
|
113K
$18.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.42K+ 4.01% |
$334K - $392K
|
62.9K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.4K+ 135.12% |
$330K - $388K
|
4.17K
$673K
|