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 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
94+ 0.61% |
$14.3K - $15.6K
|
15.4K
$2.25M
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
94+ 21.41% |
$14.3K - $15.6K
|
533
$77.5K
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
94+ 0.2% |
$14.3K - $15.6K
|
46K
$6.7M
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
93New |
$14.2K - $15.5K
|
93
$13.5K
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
93+ 1.78% |
$14.2K - $15.5K
|
5.33K
$775K
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
93+ 1.27% |
$14.2K - $15.5K
|
7.43K
$1.08M
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
93+ 2.76% |
$14.2K - $15.5K
|
3.46K
$503K
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
93+ 0.77% |
$14.2K - $15.5K
|
12.2K
$1.77M
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
92+ 2.55% |
$14K - $15.3K
|
3.7K
$538K
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
92+ 0.51% |
$14K - $15.3K
|
18.3K
$2.66M
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
92+ 1.27% |
$14K - $15.3K
|
7.31K
$1.06M
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
91+ 0.32% |
$13.9K - $15.1K
|
28.4K
$4.13M
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
90+ 5.14% |
$13.7K - $15K
|
1.84K
$268K
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
90+ 2.1% |
$13.7K - $15K
|
4.38K
$638K
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
89+ 7.48% |
$13.6K - $14.8K
|
1.28K
$186K
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
89+ 1.28% |
$13.6K - $14.8K
|
7.06K
$1.03M
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
89+ 5.36% |
$13.6K - $14.8K
|
1.75K
$254K
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
89+ 0.83% |
$13.6K - $14.8K
|
10.9K
$1.58M
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
88+ 1.03% |
$13.4K - $14.6K
|
8.59K
$1.25M
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
87+ 0.71% |
$13.3K - $14.5K
|
12.3K
$1.79M
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
86+ 6.02% |
$13.1K - $14.3K
|
1.51K
$220K
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
85+ 3.66% |
$13K - $14.1K
|
2.41K
$350K
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
85+ 0.33% |
$13K - $14.1K
|
25.5K
$3.71M
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
84+ 4.91% |
$12.8K - $14K
|
1.79K
$261K
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
84+ 1.0% |
$12.8K - $14K
|
8.47K
$1.23M
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
83+ 0.45% |
$12.7K - $13.8K
|
18.7K
$2.72M
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
82+ 2.0% |
$12.5K - $13.6K
|
4.19K
$610K
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
80+ 4.47% |
$12.2K - $13.3K
|
1.87K
$272K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
80+ 2.29% |
$12.2K - $13.3K
|
3.58K
$521K
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
79+ 2.92% |
$12.1K - $13.1K
|
2.78K
$405K
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
79+ 2.42% |
$12.1K - $13.1K
|
3.35K
$487K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
78+ 6.1% |
$11.9K - $13K
|
1.36K
$197K
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
78+ 1.81% |
$11.9K - $13K
|
4.39K
$638K
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
77+ 0.31% |
$11.7K - $12.8K
|
25.1K
$3.66M
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
77+ 1.06% |
$11.7K - $12.8K
|
7.31K
$1.06M
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
77+ 0.82% |
$11.7K - $12.8K
|
9.44K
$1.37M
|
|
Aug 28, 2024
Q2 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
76+ 0.68% |
$11.6K - $12.6K
|
11.2K
$1.64M
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
76+ 4.0% |
$11.6K - $12.6K
|
1.98K
$287K
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
76+ 0.09% |
$11.6K - $12.6K
|
82.2K
$12M
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
76+ 3.52% |
$11.6K - $12.6K
|
2.24K
$326K
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
75+ 0.38% |
$11.4K - $12.5K
|
19.6K
$2.86M
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
75+ 4.73% |
$11.4K - $12.5K
|
1.66K
$242K
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
75+ 3.68% |
$11.4K - $12.5K
|
2.11K
$307K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
74+ 4.22% |
$11.3K - $12.3K
|
1.83K
$266K
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
74+ 3.32% |
$11.3K - $12.3K
|
2.31K
$335K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
74+ 0.32% |
$11.3K - $12.3K
|
23.1K
$3.36M
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
74+ 2.68% |
$11.3K - $12.3K
|
2.84K
$413K
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
74+ 4.7% |
$11.3K - $12.3K
|
1.65K
$240K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
74+ 8.97% |
$11.3K - $12.3K
|
899
$131K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
73+ 0.72% |
$11.1K - $12.1K
|
10.3K
$1.49M
|