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 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
32+ 0.45% |
$4.88K - $5.32K
|
7.19K
$1.05M
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
32+ 0.76% |
$4.88K - $5.32K
|
4.24K
$617K
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
32+ 0.48% |
$4.88K - $5.32K
|
6.69K
$973K
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
32+ 0.97% |
$4.88K - $5.32K
|
3.34K
$485K
|
|
Jul 15, 2024
Q2 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
32+ 1.06% |
$4.88K - $5.32K
|
3.06K
$446K
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
31+ 0.82% |
$4.73K - $5.16K
|
3.8K
$553K
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
31+ 0.75% |
$4.73K - $5.16K
|
4.18K
$608K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
31+ 620.0% |
$4.73K - $5.16K
|
36
$5.24K
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
31+ 1.02% |
$4.73K - $5.16K
|
3.08K
$449K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
30+ 0.19% |
$4.58K - $4.99K
|
15.5K
$2.26M
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
30+ 1.75% |
$4.58K - $4.99K
|
1.74K
$253K
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
30+ 0.43% |
$4.58K - $4.99K
|
7.03K
$1.02M
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
29+ 1.85% |
$4.42K - $4.82K
|
1.6K
$232K
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
29+ 0.56% |
$4.42K - $4.82K
|
5.17K
$752K
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
29+ 0.24% |
$4.42K - $4.82K
|
12.2K
$1.77M
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
28+ 0.52% |
$4.27K - $4.66K
|
5.39K
$783K
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
28+ 1.54% |
$4.27K - $4.66K
|
1.85K
$269K
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
28+ 0.71% |
$4.27K - $4.66K
|
3.96K
$576K
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
27+ 1.03% |
$4.12K - $4.49K
|
2.64K
$384K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
27+ 0.04% |
$4.12K - $4.49K
|
66K
$9.6M
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
27+ 50.94% |
$4.12K - $4.49K
|
80
$11.6K
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
27+ 1.62% |
$4.12K - $4.49K
|
1.69K
$246K
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
26+ 1.02% |
$3.97K - $4.32K
|
2.58K
$375K
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
26+ 0.34% |
$3.97K - $4.32K
|
7.79K
$1.13M
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
25+ 0.42% |
$3.81K - $4.16K
|
5.97K
$868K
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
25+ 0.68% |
$3.81K - $4.16K
|
3.68K
$536K
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
25+ 1.14% |
$3.81K - $4.16K
|
2.22K
$323K
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
24+ 1.7% |
$3.66K - $3.99K
|
1.44K
$209K
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
24+ 1.03% |
$3.66K - $3.99K
|
2.34K
$341K
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
24+ 0.09% |
$3.66K - $3.99K
|
27.3K
$3.98M
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
24+ 1.51% |
$3.66K - $3.99K
|
1.61K
$235K
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
23+ 0.64% |
$3.51K - $3.83K
|
3.61K
$525K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 1.45% |
$3.51K - $3.83K
|
1.61K
$235K
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
23+ 0.22% |
$3.51K - $3.83K
|
10.5K
$1.53M
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
22+ 0.13% |
$3.36K - $3.66K
|
17.1K
$2.49M
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
22+ 4.05% |
$3.36K - $3.66K
|
565
$82.2K
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
22+ 1.25% |
$3.36K - $3.66K
|
1.79K
$260K
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
22+ 0.54% |
$3.36K - $3.66K
|
4.11K
$598K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
21+ 0.81% |
$3.2K - $3.49K
|
2.6K
$378K
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
20+ 0.23% |
$3.05K - $3.33K
|
8.66K
$1.26M
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
20+ 0.88% |
$3.05K - $3.33K
|
2.3K
$334K
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
20+ 0.94% |
$3.05K - $3.33K
|
2.14K
$311K
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
BUY
|
- |
20+ 0.65% |
$3.05K - $3.33K
|
3.09K
$450K
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
20+ 0.58% |
$3.05K - $3.33K
|
3.48K
$506K
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
19+ 1.18% |
$2.9K - $3.16K
|
1.64K
$238K
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
19+ 0.12% |
$2.9K - $3.16K
|
15.9K
$2.31M
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
18+ 0.04% |
$2.75K - $2.99K
|
50.1K
$7.29M
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
18+ 0.09% |
$2.75K - $2.99K
|
20.5K
$2.98M
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
18+ 0.88% |
$2.75K - $2.99K
|
2.06K
$300K
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
18+ 0.88% |
$2.75K - $2.99K
|
2.07K
$301K
|