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 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
960+ 13.9% |
$132K - $155K
|
7.87K
$1.28M
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
959+ 4.64% |
$132K - $155K
|
21.6K
$3.51M
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
959+ 22.52% |
$132K - $155K
|
5.22K
$847K
|
|
Nov 21, 2024
Q3 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
950+ 4.47% |
$131K - $154K
|
22.2K
$3.61M
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
950+ 13.58% |
$131K - $154K
|
7.95K
$1.29M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
948+ 1.33% |
$131K - $154K
|
72.1K
$11.7M
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
945+ 2.38% |
$130K - $153K
|
40.6K
$6.59M
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
945+ 9.52% |
$130K - $153K
|
10.9K
$1.77M
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
942+ 3.19% |
$130K - $153K
|
30.5K
$4.95M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
931+ 5.12% |
$128K - $151K
|
19.1K
$3.1M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
928+ 15.15% |
$128K - $150K
|
7.05K
$1.15M
|
|
Nov 08, 2024
Q3 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
920+ 20.22% |
$127K - $149K
|
5.47K
$888K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
920+ 5.45% |
$127K - $149K
|
17.8K
$2.89M
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
913+ 1.31% |
$126K - $148K
|
70.8K
$11.5M
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
902+ 16.93% |
$124K - $146K
|
6.23K
$1.01M
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
895+ 5.02% |
$123K - $145K
|
18.7K
$3.04M
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
894+ 5.38% |
$123K - $145K
|
17.5K
$2.84M
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
893+ 3.6% |
$123K - $145K
|
25.7K
$4.17M
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
893+ 1.62% |
$123K - $145K
|
56.1K
$9.1M
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
888+ 49.94% |
$122K - $144K
|
2.67K
$433K
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
887+ 4.91% |
$122K - $144K
|
19K
$3.08M
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
883+ 3.18% |
$122K - $143K
|
28.6K
$4.65M
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
879+ 45.83% |
$121K - $142K
|
2.8K
$454K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
877+ 2.78% |
$121K - $142K
|
32.4K
$5.26M
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
865+ 4.44% |
$119K - $140K
|
20.4K
$3.3M
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
865+ 3.02% |
$119K - $140K
|
29.5K
$4.78M
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
864+ 2.36% |
$119K - $140K
|
37.5K
$6.1M
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
864+ 1.34% |
$119K - $140K
|
65.3K
$10.6M
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
850+ 24.16% |
$117K - $138K
|
4.37K
$709K
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
849+ 33.5% |
$117K - $138K
|
3.38K
$549K
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
845+ 2.7% |
$117K - $137K
|
32.1K
$5.22M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
841New |
$116K - $136K
|
841
$137K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
833+ 17.12% |
$115K - $135K
|
5.7K
$925K
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
832+ 5.39% |
$115K - $135K
|
16.3K
$2.64M
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
832+ 5.42% |
$115K - $135K
|
16.2K
$2.63M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
830+ 10.05% |
$114K - $134K
|
9.09K
$1.48M
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
827+ 11.25% |
$114K - $134K
|
8.18K
$1.33M
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
819+ 6.13% |
$113K - $133K
|
14.2K
$2.3M
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
819+ 11.2% |
$113K - $133K
|
8.13K
$1.32M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
812+ 3.91% |
$112K - $132K
|
21.6K
$3.51M
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
811+ 51.36% |
$112K - $131K
|
2.39K
$388K
|
|
Nov 05, 2024
Q3 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
810+ 22.28% |
$112K - $131K
|
4.45K
$722K
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
808+ 1.61% |
$111K - $131K
|
51K
$8.29M
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
800New |
$110K - $130K
|
800
$130K
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
800+ 6.37% |
$110K - $130K
|
13.4K
$2.17M
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
800+ 2.07% |
$110K - $130K
|
39.4K
$6.4M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
800+ 0.37% |
$110K - $130K
|
220K
$35.6M
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
800+ 13.69% |
$110K - $130K
|
6.64K
$1.08M
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
795+ 12.66% |
$110K - $129K
|
7.07K
$1.15M
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
792+ 3.11% |
$109K - $128K
|
26.3K
$4.27M
|