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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
987+ 0.68% |
$139K - $160K
|
146K
$19.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
971+ 6.93% |
$137K - $158K
|
15K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
962+ 3.42% |
$136K - $156K
|
29.1K
$3.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
958+ 22.86% |
$135K - $156K
|
5.15K
$701K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
957+ 2.66% |
$135K - $156K
|
37K
$5.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
945+ 23.5% |
$133K - $154K
|
4.97K
$676K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
930+ 2.96% |
$131K - $151K
|
32.4K
$4.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
927+ 0.99% |
$131K - $151K
|
94.2K
$12.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
926+ 7.09% |
$131K - $151K
|
14K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
925+ 63.49% |
$131K - $150K
|
2.38K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
925+ 3.46% |
$131K - $150K
|
27.6K
$3.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
920+ 58.23% |
$130K - $150K
|
2.5K
$340K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
909+ 63.74% |
$128K - $148K
|
2.34K
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
904+ 9.99% |
$128K - $147K
|
9.95K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
896+ 16.36% |
$126K - $146K
|
6.37K
$867K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
894+ 20.83% |
$126K - $145K
|
5.19K
$706K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
862+ 35.74% |
$122K - $140K
|
3.27K
$445K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
861+ 5.43% |
$122K - $140K
|
16.7K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
851+ 50.59% |
$120K - $138K
|
2.53K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
842+ 60.14% |
$119K - $137K
|
2.24K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
827+ 2.9% |
$117K - $134K
|
29.3K
$3.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
826+ 0.82% |
$117K - $134K
|
102K
$13.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
824+ 1.88% |
$116K - $134K
|
44.8K
$6.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
819+ 1.06% |
$116K - $133K
|
77.8K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
816+ 5.9% |
$115K - $133K
|
14.6K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
815+ 40.89% |
$115K - $132K
|
2.81K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
809+ 1.53% |
$114K - $131K
|
53.7K
$7.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
807+ 44.15% |
$114K - $131K
|
2.64K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
804+ 0.55% |
$113K - $131K
|
148K
$20.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
800+ 3.86% |
$113K - $130K
|
21.5K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
798+ 2.3% |
$113K - $130K
|
35.5K
$4.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
798+ 2.18% |
$113K - $130K
|
37.5K
$5.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
785+ 0.59% |
$111K - $128K
|
133K
$18.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
782+ 5.52% |
$110K - $127K
|
14.9K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
779+ 14.24% |
$110K - $127K
|
6.25K
$850K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
776+ 8.25% |
$110K - $126K
|
10.2K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
768+ 1.5% |
$108K - $125K
|
51.8K
$7.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
763+ 4.04% |
$108K - $124K
|
19.6K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
754+ 2.0% |
$106K - $123K
|
38.4K
$5.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
750+ 8.79% |
$106K - $122K
|
9.28K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
747+ 3.92% |
$105K - $121K
|
19.8K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
730+ 14.11% |
$103K - $119K
|
5.9K
$803K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
728+ 46.52% |
$103K - $118K
|
2.29K
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
715+ 10.21% |
$101K - $116K
|
7.72K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
707+ 4.87% |
$99.8K - $115K
|
15.2K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.25% |
$98.8K - $114K
|
286K
$38.9M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
700+ 28.34% |
$98.8K - $114K
|
3.17K
$431K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
698+ 13.57% |
$98.5K - $113K
|
5.84K
$795K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
691+ 24.34% |
$97.5K - $112K
|
3.53K
$480K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
687+ 3.81% |
$97K - $112K
|
18.7K
$2.55M
|