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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.16K+ 14.33% |
$588K - $677K
|
33.2K
$4.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.16K+ 12.84% |
$587K - $676K
|
36.6K
$4.97M
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
4.13KNew |
$582K - $671K
|
4.13K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
4.11K+ 2.03% |
$580K - $667K
|
207K
$28.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
4.1KNew |
$579K - $667K
|
4.1K
$558K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.05K+ 3.88% |
$571K - $657K
|
108K
$14.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
4.03KNew |
$568K - $654K
|
4.03K
$548K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.01KNew |
$566K - $652K
|
4.01K
$546K
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
3.99KNew |
$564K - $649K
|
3.99K
$543K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.96K+ 3.12% |
$558K - $643K
|
131K
$17.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.94KNew |
$557K - $641K
|
3.94K
$537K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.92K+ 21.43% |
$553K - $636K
|
22.2K
$3.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.9KNew |
$551K - $634K
|
3.9K
$531K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.81K+ 181.29% |
$537K - $619K
|
5.91K
$804K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
3.8KNew |
$537K - $618K
|
3.8K
$517K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.8K+ 1.18% |
$536K - $617K
|
326K
$44.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.76K+ 32.63% |
$531K - $611K
|
15.3K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.76KNew |
$530K - $610K
|
3.76K
$511K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.75KNew |
$529K - $609K
|
3.75K
$510K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
3.7KNew |
$522K - $601K
|
3.7K
$503K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3.56K+ 35.53% |
$502K - $579K
|
13.6K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.52K+ 16.28% |
$497K - $572K
|
25.1K
$3.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.5K+ 5.92% |
$494K - $569K
|
62.6K
$8.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.49K+ 2.14% |
$493K - $568K
|
167K
$22.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.48K+ 3.76% |
$491K - $566K
|
96.2K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
3.47KNew |
$490K - $564K
|
3.47K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.44K+ 1976.44% |
$485K - $559K
|
3.61K
$492K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.42K+ 12.14% |
$483K - $556K
|
31.6K
$4.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
3.42KNew |
$482K - $555K
|
3.42K
$465K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.39KNew |
$479K - $551K
|
3.39K
$462K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
3.39KNew |
$478K - $551K
|
3.39K
$461K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.38K+ 6.87% |
$478K - $550K
|
52.6K
$7.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.33K+ 6.55% |
$470K - $542K
|
54.2K
$7.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
3.32K+ 0.56% |
$469K - $540K
|
599K
$81.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
3.32KNew |
$468K - $539K
|
3.32K
$451K
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
3.28K+ 4.27% |
$463K - $533K
|
80K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
3.27KNew |
$462K - $531K
|
3.27K
$445K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.24KNew |
$457K - $527K
|
3.24K
$441K
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
3.22KNew |
$455K - $523K
|
3.22K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.22K+ 8.62% |
$454K - $523K
|
40.5K
$5.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
3.2KNew |
$452K - $521K
|
3.2K
$436K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
3.14KNew |
$443K - $510K
|
3.14K
$427K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.13K+ 8.07% |
$442K - $509K
|
41.9K
$5.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
3.13KNew |
$442K - $508K
|
3.13K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.09K+ 7.85% |
$436K - $502K
|
42.4K
$5.77M
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
3.07KNew |
$434K - $499K
|
3.07K
$418K
|
|
|
Feb 06, 2025
Q4 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
3.06KNew |
$432K - $498K
|
3.06K
$417K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
3.03K+ 22.41% |
$428K - $493K
|
16.6K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
3.03KNew |
$427K - $492K
|
3.03K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
2.99KNew |
$422K - $486K
|
2.99K
$407K
|