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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
3.77K+ 1.2% |
$535K - $595K
|
318K
$51.3M
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
3.6K+ 150.57% |
$510K - $567K
|
5.99K
$966K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.48K+ 3.65% |
$493K - $548K
|
98.7K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.06KNew |
$434K - $483K
|
3.06K
$494K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
3KNew |
$425K - $473K
|
3K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.88KNew |
$409K - $455K
|
2.88K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
2.86KNew |
$405K - $451K
|
2.86K
$461K
|
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
2.65KNew |
$376K - $418K
|
2.65K
$428K
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.53KNew |
$359K - $400K
|
2.53K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.46KNew |
$349K - $388K
|
2.46K
$397K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.3K+ 21.21% |
$327K - $363K
|
13.2K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.29KNew |
$324K - $361K
|
2.29K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
2.2KNew |
$312K - $347K
|
2.2K
$355K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.83KNew |
$260K - $289K
|
1.83K
$296K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.76KNew |
$249K - $277K
|
1.76K
$284K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.61KNew |
$229K - $254K
|
1.61K
$260K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.52KNew |
$216K - $240K
|
1.52K
$246K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.46K+ 59.58% |
$207K - $230K
|
3.91K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.45KNew |
$206K - $229K
|
1.45K
$235K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.44KNew |
$204K - $227K
|
1.44K
$232K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.37KNew |
$194K - $216K
|
1.37K
$221K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.34KNew |
$190K - $212K
|
1.34K
$217K
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1.33KNew |
$189K - $210K
|
1.33K
$215K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.33KNew |
$188K - $209K
|
1.33K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.32KNew |
$187K - $208K
|
1.32K
$212K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.32KNew |
$186K - $207K
|
1.32K
$212K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.31K+ 18.09% |
$186K - $207K
|
8.57K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.31KNew |
$185K - $206K
|
1.31K
$211K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.31KNew |
$185K - $206K
|
1.31K
$211K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.3KNew |
$185K - $206K
|
1.3K
$210K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$185K - $205K
|
1.3K
$210K
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.3KNew |
$185K - $205K
|
1.3K
$210K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.3KNew |
$184K - $205K
|
1.3K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Disciplined Growth Investors Inc
Minneapolis, MN |
BUY
|
- |
1.3KNew |
$184K - $204K
|
1.3K
$209K
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.29KNew |
$183K - $203K
|
1.29K
$208K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.29KNew |
$182K - $203K
|
1.29K
$208K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.28KNew |
$181K - $201K
|
1.28K
$206K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.27KNew |
$180K - $201K
|
1.27K
$205K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.26K+ 20.99% |
$178K - $198K
|
7.23K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.24K+ 28.28% |
$176K - $195K
|
5.62K
$907K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
1.02KNew |
$145K - $162K
|
1.02K
$165K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
959+ 19.3% |
$136K - $151K
|
5.93K
$957K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
953+ 31.03% |
$135K - $150K
|
4.02K
$650K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
900New |
$128K - $142K
|
900
$145K
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
882New |
$125K - $139K
|
882
$142K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
715+ 25.01% |
$101K - $113K
|
3.57K
$577K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
655+ 26.53% |
$92.9K - $103K
|
3.12K
$504K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
643+ 21.86% |
$91.2K - $101K
|
3.59K
$579K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
624+ 31.82% |
$88.5K - $98.4K
|
2.59K
$417K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
564+ 29.15% |
$80K - $89K
|
2.5K
$403K
|