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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
819+ 2.61% |
$125K - $136K
|
32.1K
$4.68M
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
815+ 11.69% |
$124K - $136K
|
7.79K
$1.13M
|
|
Jul 19, 2024
Q2 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
811+ 3.34% |
$124K - $135K
|
25.1K
$3.65M
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
808+ 1.86% |
$123K - $134K
|
44.3K
$6.45M
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
806+ 3.93% |
$123K - $134K
|
21.3K
$3.1M
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
805+ 15.39% |
$123K - $134K
|
6.04K
$878K
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
805+ 6.08% |
$123K - $134K
|
14K
$2.04M
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
802+ 11.91% |
$122K - $133K
|
7.54K
$1.1M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
801+ 3.29% |
$122K - $133K
|
25.2K
$3.66M
|
|
Aug 06, 2024
Q2 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
799+ 0.43% |
$122K - $133K
|
187K
$27.2M
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
797+ 28.07% |
$122K - $133K
|
3.64K
$529K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
793+ 6.24% |
$121K - $132K
|
13.5K
$1.96M
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
793+ 3.93% |
$121K - $132K
|
21K
$3.05M
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
788+ 19.46% |
$120K - $131K
|
4.84K
$704K
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
786+ 0.74% |
$120K - $131K
|
107K
$15.5M
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
785+ 2.74% |
$120K - $131K
|
29.4K
$4.28M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
780+ 20.89% |
$119K - $130K
|
4.51K
$657K
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
779New |
$119K - $130K
|
779
$113K
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
779+ 14.4% |
$119K - $130K
|
6.19K
$901K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
775+ 1.93% |
$118K - $129K
|
40.9K
$5.95M
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
769+ 4.61% |
$117K - $128K
|
17.4K
$2.54M
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
767+ 0.83% |
$117K - $128K
|
93.1K
$13.6M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
766+ 3.65% |
$117K - $127K
|
21.8K
$3.17M
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
761+ 23.02% |
$116K - $127K
|
4.07K
$592K
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
759+ 10.61% |
$116K - $126K
|
7.91K
$1.15M
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
751+ 5.48% |
$115K - $125K
|
14.5K
$2.1M
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
751+ 6.28% |
$115K - $125K
|
12.7K
$1.85M
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
750+ 10.87% |
$114K - $125K
|
7.65K
$1.11M
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
750+ 1.19% |
$114K - $125K
|
63.6K
$9.25M
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
747+ 1.57% |
$114K - $124K
|
48.3K
$7.03M
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
742+ 10.22% |
$113K - $123K
|
8.01K
$1.16M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
740+ 7.28% |
$113K - $123K
|
10.9K
$1.59M
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
739+ 11.04% |
$113K - $123K
|
7.43K
$1.08M
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
739+ 17.91% |
$113K - $123K
|
4.87K
$708K
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
737+ 1.62% |
$112K - $123K
|
46.3K
$6.74M
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
730+ 1.2% |
$111K - $121K
|
61.4K
$8.93M
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
729+ 0.09% |
$111K - $121K
|
805K
$117M
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
728+ 2.66% |
$111K - $121K
|
28.1K
$4.09M
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
726+ 9.31% |
$111K - $121K
|
8.52K
$1.24M
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
723+ 8.86% |
$110K - $120K
|
8.88K
$1.29M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
710+ 32.93% |
$108K - $118K
|
2.87K
$417K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
707+ 6.64% |
$108K - $118K
|
11.3K
$1.65M
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
702+ 1.19% |
$107K - $117K
|
59.5K
$8.66M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
700New |
$107K - $116K
|
700
$102K
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
700+ 24.95% |
$107K - $116K
|
3.51K
$510K
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
699+ 19.64% |
$107K - $116K
|
4.26K
$619K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
697+ 2.06% |
$106K - $116K
|
34.5K
$5.02M
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
696+ 15.77% |
$106K - $116K
|
5.11K
$743K
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
696+ 1.16% |
$106K - $116K
|
60.5K
$8.8M
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
695+ 42.43% |
$106K - $116K
|
2.33K
$339K
|