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 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
72+ 5.46% |
$11K - $12K
|
1.39K
$202K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
71+ 1.13% |
$10.8K - $11.8K
|
6.37K
$926K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
70+ 0.24% |
$10.7K - $11.6K
|
28.7K
$4.18M
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
70+ 2.13% |
$10.7K - $11.6K
|
3.36K
$489K
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
68+ 400.0% |
$10.4K - $11.3K
|
85
$12.4K
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
68+ 2.01% |
$10.4K - $11.3K
|
3.45K
$503K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
68+ 1.19% |
$10.4K - $11.3K
|
5.78K
$840K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
67+ 0.95% |
$10.2K - $11.1K
|
7.11K
$1.03M
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
67+ 2.02% |
$10.2K - $11.1K
|
3.39K
$493K
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
66+ 2.25% |
$10.1K - $11K
|
3K
$436K
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
66+ 4.27% |
$10.1K - $11K
|
1.61K
$234K
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
66+ 5.15% |
$10.1K - $11K
|
1.35K
$196K
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
65+ 0.21% |
$9.92K - $10.8K
|
31.3K
$4.55M
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
65+ 2.92% |
$9.92K - $10.8K
|
2.29K
$334K
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
65+ 3.26% |
$9.92K - $10.8K
|
2.06K
$300K
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
64+ 0.68% |
$9.76K - $10.6K
|
9.49K
$1.38M
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
63+ 9.45% |
$9.61K - $10.5K
|
730
$106K
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
63+ 2.19% |
$9.61K - $10.5K
|
2.94K
$428K
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
62+ 2.94% |
$9.46K - $10.3K
|
2.17K
$315K
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
62+ 2.45% |
$9.46K - $10.3K
|
2.59K
$377K
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
61+ 1.21% |
$9.31K - $10.1K
|
5.1K
$743K
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
61+ 0.92% |
$9.31K - $10.1K
|
6.66K
$969K
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
60+ 0.26% |
$9.15K - $9.98K
|
22.8K
$3.32M
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
59+ 2.03% |
$9K - $9.81K
|
2.96K
$431K
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
59+ 1.84% |
$9K - $9.81K
|
3.26K
$475K
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
58+ 0.22% |
$8.85K - $9.65K
|
26K
$3.79M
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
58+ 1.24% |
$8.85K - $9.65K
|
4.74K
$690K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
58+ 0.47% |
$8.85K - $9.65K
|
12.4K
$1.81M
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
58+ 0.53% |
$8.85K - $9.65K
|
11K
$1.59M
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
58+ 0.61% |
$8.85K - $9.65K
|
9.62K
$1.4M
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
57+ 1.13% |
$8.7K - $9.48K
|
5.1K
$742K
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
56+ 2.29% |
$8.54K - $9.31K
|
2.5K
$364K
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
56+ 1.69% |
$8.54K - $9.31K
|
3.38K
$491K
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
55+ 0.29% |
$8.39K - $9.15K
|
18.7K
$2.73M
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
55+ 3.25% |
$8.39K - $9.15K
|
1.75K
$254K
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
55+ 1.35% |
$8.39K - $9.15K
|
4.12K
$600K
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
55+ 0.85% |
$8.39K - $9.15K
|
6.5K
$946K
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
55+ 1.03% |
$8.39K - $9.15K
|
5.39K
$784K
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
55+ 343.75% |
$8.39K - $9.15K
|
71
$10.3K
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
54+ 2.51% |
$8.24K - $8.98K
|
2.21K
$321K
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
54+ 0.36% |
$8.24K - $8.98K
|
15.2K
$2.22M
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
52+ 2.07% |
$7.93K - $8.65K
|
2.56K
$373K
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
52+ 0.34% |
$7.93K - $8.65K
|
15.5K
$2.25M
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
52+ 1.42% |
$7.93K - $8.65K
|
3.72K
$542K
|
|
Aug 16, 2024
Q2 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
51+ 0.26% |
$7.78K - $8.48K
|
19.3K
$2.81M
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
51+ 0.49% |
$7.78K - $8.48K
|
10.4K
$1.52M
|
|
Aug 07, 2024
Q2 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
50+ 0.29% |
$7.63K - $8.32K
|
17.2K
$2.5M
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
50+ 1.24% |
$7.63K - $8.32K
|
4.08K
$593K
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
50+ 1.89% |
$7.63K - $8.32K
|
2.7K
$393K
|
|
Jul 29, 2024
Q2 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
50+ 0.68% |
$7.63K - $8.32K
|
7.36K
$1.07M
|