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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
2.97KNew |
$419K - $482K
|
2.97K
$404K
|
|
|
Feb 06, 2025
Q4 2024
|
Reaves W H & CO Inc
|
BUY
|
- |
2.93K+ 38.05% |
$414K - $476K
|
10.6K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
2.91KNew |
$411K - $473K
|
2.91K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.9KNew |
$409K - $471K
|
2.9K
$395K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.87K+ 16.19% |
$405K - $466K
|
20.6K
$2.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2.82K+ 107.12% |
$397K - $458K
|
5.44K
$741K
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.8K+ 42.67% |
$395K - $454K
|
9.35K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.76K+ 27.47% |
$390K - $449K
|
12.8K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
2.76K+ 1.56% |
$389K - $448K
|
180K
$24.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
2.75KNew |
$388K - $447K
|
2.75K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.74KNew |
$387K - $446K
|
2.74K
$373K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.74KNew |
$387K - $446K
|
2.74K
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.73K+ 40.66% |
$385K - $444K
|
9.45K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.73K+ 13.71% |
$385K - $443K
|
22.6K
$3.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
2.73KNew |
$385K - $443K
|
2.73K
$371K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.7K+ 10.11% |
$381K - $439K
|
29.4K
$4M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.7K+ 7.36% |
$381K - $438K
|
39.4K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
2.7KNew |
$380K - $438K
|
2.7K
$367K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2.7KNew |
$380K - $438K
|
2.7K
$367K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.69K+ 4.04% |
$380K - $437K
|
69.2K
$9.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.69KNew |
$379K - $437K
|
2.69K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
2.69KNew |
$379K - $436K
|
2.69K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.62K+ 1.06% |
$369K - $425K
|
250K
$33.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.59KNew |
$366K - $422K
|
2.59K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
2.59K+ 34.02% |
$365K - $421K
|
10.2K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.54K+ 8.51% |
$358K - $412K
|
32.3K
$4.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.53K+ 4.06% |
$358K - $412K
|
64.9K
$8.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.52K+ 7.02% |
$356K - $410K
|
38.4K
$5.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.51K+ 13.19% |
$355K - $408K
|
21.6K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.51KNew |
$354K - $407K
|
2.51K
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.51K+ 2.49% |
$354K - $407K
|
103K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.49K+ 6.69% |
$352K - $405K
|
39.8K
$5.41M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.49K+ 22.51% |
$352K - $405K
|
13.6K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.49KNew |
$351K - $404K
|
2.49K
$338K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
2.48KNew |
$350K - $403K
|
2.48K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.46K+ 7.54% |
$348K - $400K
|
35.1K
$4.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.45K+ 2.52% |
$346K - $398K
|
99.8K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.45K+ 3.4% |
$345K - $398K
|
74.3K
$10.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.45K+ 3.1% |
$345K - $397K
|
81.4K
$11.1M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2.43KNew |
$343K - $395K
|
2.43K
$330K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.43K+ 5.89% |
$343K - $395K
|
43.7K
$5.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.39KNew |
$337K - $388K
|
2.39K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.38KNew |
$335K - $386K
|
2.38K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.37K+ 7.6% |
$335K - $386K
|
33.6K
$4.57M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.34KNew |
$330K - $380K
|
2.34K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.33KNew |
$329K - $379K
|
2.33K
$317K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.33K+ 11.12% |
$329K - $379K
|
23.3K
$3.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.26KNew |
$318K - $367K
|
2.26K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2.25KNew |
$317K - $365K
|
2.25K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.24K+ 23.18% |
$316K - $364K
|
11.9K
$1.62M
|