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 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
50+ 0.36% |
$7.63K - $8.32K
|
14K
$2.03M
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
49+ 0.74% |
$7.48K - $8.15K
|
6.72K
$977K
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
49+ 0.45% |
$7.48K - $8.15K
|
10.9K
$1.59M
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
49+ 1.87% |
$7.48K - $8.15K
|
2.67K
$388K
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
49+ 0.3% |
$7.48K - $8.15K
|
16.5K
$2.4M
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
49+ 0.15% |
$7.48K - $8.15K
|
31.7K
$4.61M
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
48+ 3.18% |
$7.32K - $7.98K
|
1.56K
$227K
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
48+ 1.0% |
$7.32K - $7.98K
|
4.83K
$703K
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
47+ 0.14% |
$7.17K - $7.82K
|
34.8K
$5.07M
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
46+ 1.06% |
$7.02K - $7.65K
|
4.38K
$638K
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
45+ 0.23% |
$6.87K - $7.48K
|
19.3K
$2.81M
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
45+ 0.14% |
$6.87K - $7.48K
|
32.5K
$4.72M
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
45+ 6.43% |
$6.87K - $7.48K
|
745
$108K
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
45+ 1.29% |
$6.87K - $7.48K
|
3.55K
$516K
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
45+ 0.32% |
$6.87K - $7.48K
|
14.1K
$2.05M
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
45+ 0.66% |
$6.87K - $7.48K
|
6.9K
$1M
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
44+ 0.31% |
$6.71K - $7.32K
|
14.2K
$2.07M
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
43+ 0.4% |
$6.56K - $7.15K
|
10.9K
$1.58M
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
42+ 1.47% |
$6.41K - $6.99K
|
2.91K
$423K
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
42+ 0.81% |
$6.41K - $6.99K
|
5.25K
$764K
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
41+ 0.68% |
$6.26K - $6.82K
|
6.11K
$889K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
40+ 12.31% |
$6.1K - $6.65K
|
365
$53.1K
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
40+ 0.28% |
$6.1K - $6.65K
|
14.2K
$2.06M
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
40+ 0.48% |
$6.1K - $6.65K
|
8.34K
$1.21M
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
40+ 1.65% |
$6.1K - $6.65K
|
2.46K
$358K
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
BUY
|
- |
40+ 0.36% |
$6.1K - $6.65K
|
11.1K
$1.61M
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
39+ 1.23% |
$5.95K - $6.49K
|
3.2K
$466K
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
39+ 0.35% |
$5.95K - $6.49K
|
11.2K
$1.63M
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.14% |
$5.95K - $6.49K
|
28.1K
$4.08M
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
39+ 0.71% |
$5.95K - $6.49K
|
5.5K
$800K
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
38+ 1.72% |
$5.8K - $6.32K
|
2.25K
$328K
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
38+ 5.51% |
$5.8K - $6.32K
|
728
$106K
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
38+ 1.7% |
$5.8K - $6.32K
|
2.28K
$331K
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
38+ 0.97% |
$5.8K - $6.32K
|
3.95K
$575K
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
37+ 0.31% |
$5.65K - $6.15K
|
11.9K
$1.74M
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
37+ 2.67% |
$5.65K - $6.15K
|
1.42K
$207K
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
37+ 0.47% |
$5.65K - $6.15K
|
7.91K
$1.15M
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
36+ 0.15% |
$5.49K - $5.99K
|
24.8K
$3.61M
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
35+ 0.57% |
$5.34K - $5.82K
|
6.15K
$895K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
35+ 30.17% |
$5.34K - $5.82K
|
151
$22K
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
35+ 2.1% |
$5.34K - $5.82K
|
1.7K
$248K
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
35+ 0.94% |
$5.34K - $5.82K
|
3.74K
$544K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 3.48% |
$5.34K - $5.82K
|
1.04K
$151K
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
35+ 1.01% |
$5.34K - $5.82K
|
3.51K
$510K
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
35+ 1.41% |
$5.34K - $5.82K
|
2.51K
$366K
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
34+ 1.33% |
$5.19K - $5.66K
|
2.59K
$377K
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
34+ 0.92% |
$5.19K - $5.66K
|
3.71K
$540K
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
33+ 1.05% |
$5.03K - $5.49K
|
3.17K
$461K
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
32+ 0.66% |
$4.88K - $5.32K
|
4.91K
$714K
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
32+ 0.22% |
$4.88K - $5.32K
|
14.9K
$2.17M
|