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 |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
479+ 20.75% |
$73.1K - $79.7K
|
2.79K
$405K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
477+ 15.57% |
$72.8K - $79.3K
|
3.54K
$515K
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
475+ 5.46% |
$72.5K - $79K
|
9.17K
$1.33M
|
|
Aug 06, 2024
Q2 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
474+ 10.05% |
$72.3K - $78.8K
|
5.19K
$755K
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
474+ 1.33% |
$72.3K - $78.8K
|
36.2K
$5.27M
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
473+ 5.21% |
$72.2K - $78.7K
|
9.55K
$1.39M
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
472+ 1.53% |
$72K - $78.5K
|
31.3K
$4.55M
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
470+ 12.53% |
$71.7K - $78.2K
|
4.22K
$614K
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
468+ 4.6% |
$71.4K - $77.8K
|
10.6K
$1.55M
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
459+ 12.82% |
$70K - $76.3K
|
4.04K
$587K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
459+ 1.84% |
$70K - $76.3K
|
25.3K
$3.69M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
459+ 25.26% |
$70K - $76.3K
|
2.28K
$331K
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
457+ 4.83% |
$69.7K - $76K
|
9.93K
$1.44M
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
457+ 7.81% |
$69.7K - $76K
|
6.31K
$918K
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
457+ 3.03% |
$69.7K - $76K
|
15.5K
$2.26M
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
451+ 5.22% |
$68.8K - $75K
|
9.09K
$1.32M
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
450+ 2.03% |
$68.7K - $74.8K
|
22.6K
$3.29M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
450+ 1.24% |
$68.7K - $74.8K
|
36.7K
$5.33M
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
448+ 5.77% |
$68.4K - $74.5K
|
8.21K
$1.19M
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
447+ 3.91% |
$68.2K - $74.3K
|
11.9K
$1.73M
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
443+ 11.92% |
$67.6K - $73.7K
|
4.16K
$605K
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
440+ 10.01% |
$67.1K - $73.2K
|
4.84K
$704K
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
438+ 2.31% |
$66.8K - $72.9K
|
19.4K
$2.82M
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
436+ 2.15% |
$66.5K - $72.5K
|
20.7K
$3.01M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
436+ 3.38% |
$66.5K - $72.5K
|
13.3K
$1.94M
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
435+ 2.61% |
$66.4K - $72.4K
|
17.1K
$2.48M
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
426+ 0.9% |
$65K - $70.9K
|
47.7K
$6.94M
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
425+ 0.22% |
$64.8K - $70.7K
|
189K
$27.6M
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
425+ 6.33% |
$64.8K - $70.7K
|
7.14K
$1.04M
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
425+ 0.52% |
$64.8K - $70.7K
|
82.6K
$12M
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
423+ 0.76% |
$64.5K - $70.4K
|
56.2K
$8.18M
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
421+ 21.08% |
$64.2K - $70K
|
2.42K
$352K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
420+ 3.94% |
$64.1K - $69.9K
|
11.1K
$1.61M
|
|
Jul 30, 2024
Q2 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
420+ 1.82% |
$64.1K - $69.9K
|
23.6K
$3.43M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
418+ 4.15% |
$63.8K - $69.5K
|
10.5K
$1.53M
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
417+ 0.84% |
$63.6K - $69.4K
|
50.2K
$7.31M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
417+ 15.09% |
$63.6K - $69.4K
|
3.18K
$463K
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
417+ 18.84% |
$63.6K - $69.4K
|
2.63K
$383K
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
416+ 15.3% |
$63.5K - $69.2K
|
3.14K
$456K
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
415+ 3.95% |
$63.3K - $69K
|
10.9K
$1.59M
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
415+ 8.66% |
$63.3K - $69K
|
5.21K
$758K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
414+ 1.45% |
$63.2K - $68.9K
|
29K
$4.22M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
412New |
$62.9K - $68.5K
|
412
$59.9K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
412+ 1.43% |
$62.9K - $68.5K
|
29.3K
$4.26M
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
411+ 14.34% |
$62.7K - $68.4K
|
3.28K
$477K
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
408+ 9.09% |
$62.2K - $67.9K
|
4.9K
$713K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
406+ 93.55% |
$61.9K - $67.5K
|
840
$122K
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
404+ 1.15% |
$61.6K - $67.2K
|
35.4K
$5.15M
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
404+ 2.41% |
$61.6K - $67.2K
|
17.2K
$2.5M
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
404+ 0.41% |
$61.6K - $67.2K
|
99.5K
$14.5M
|