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
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
480+ 12.47% |
$68.1K - $75.7K
|
4.33K
$703K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
453New |
$64.2K - $71.5K
|
453
$73.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
401+ 0.41% |
$56.9K - $63.3K
|
99.2K
$16.1M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
383+ 16.05% |
$54.3K - $60.4K
|
2.77K
$450K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
373+ 4.95% |
$52.9K - $58.8K
|
7.9K
$1.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
365New |
$51.8K - $57.6K
|
365
$59.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
351New |
$49.8K - $55.4K
|
351
$57K
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
BUY
|
- |
275+ 0.77% |
$39K - $43.4K
|
36.1K
$5.86M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
256+ 8.12% |
$36.3K - $40.4K
|
3.41K
$553K
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
250+ 1.64% |
$35.5K - $39.4K
|
15.5K
$2.52M
|
|
|
May 16, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
240New |
$34K - $37.9K
|
240
$39K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
240+ 18.6% |
$34K - $37.9K
|
1.53K
$248K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
209+ 4.07% |
$29.6K - $33K
|
5.35K
$869K
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
192+ 4.39% |
$27.2K - $30.3K
|
4.56K
$741K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
185+ 11.93% |
$26.2K - $29.2K
|
1.74K
$282K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
133+ 3.09% |
$18.9K - $21K
|
4.44K
$720K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
129New |
$18.3K - $20.3K
|
129
$20.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
113+ 3.13% |
$16K - $17.8K
|
3.73K
$605K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
97+ 2.55% |
$13.8K - $15.3K
|
3.9K
$633K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
95New |
$13.5K - $15K
|
95
$15.4K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
80New |
$11.3K - $12.6K
|
80
$13K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
71+ 0.39% |
$10.1K - $11.2K
|
18.5K
$3M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
69+ 0.93% |
$9.79K - $10.9K
|
7.45K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
50+ 1.29% |
$7.09K - $7.89K
|
3.93K
$638K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
42+ 0.08% |
$5.96K - $6.63K
|
53.2K
$8.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
42New |
$5.96K - $6.63K
|
42
$6.82K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
40+ 1.09% |
$5.67K - $6.31K
|
3.72K
$604K
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
BUY
|
- |
38+ 0.23% |
$5.39K - $5.99K
|
16.7K
$2.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
37+ 0.91% |
$5.25K - $5.84K
|
4.09K
$664K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
30+ 1.58% |
$4.25K - $4.73K
|
1.93K
$313K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
30+ 0.43% |
$4.25K - $4.73K
|
6.97K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
29+ 0.07% |
$4.11K - $4.57K
|
43.8K
$7.1M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
27New |
$3.83K - $4.26K
|
27
$4.38K
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
25+ 1.47% |
$3.55K - $3.94K
|
1.73K
$280K
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
20New |
$2.84K - $3.15K
|
20
$3.25K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
15+ 0.21% |
$2.13K - $2.37K
|
7.24K
$1.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
12New |
$1.7K - $1.89K
|
12
$1.95K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
10+ 0.61% |
$1.42K - $1.58K
|
1.65K
$268K
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
9+ 0.19% |
$1.28K - $1.42K
|
4.84K
$786K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.07% |
$142 - $158
|
1.35K
$219K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.03% |
$142 - $158
|
3.48K
$564K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1+ 0.04% |
$142 - $158
|
2.7K
$438K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
328KNew |
$46.5M - $55.4M
|
328K
$53.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
CALL |
200KNew |
$28.4M - $33.8M
|
200K
$32.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
188K+ 226.87% |
$26.6M - $31.8M
|
271K
$43.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
178K+ 64.59% |
$25.3M - $30.1M
|
454K
$73.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Encompass Capital Advisors LLC
New York, NY |
BUY
|
- |
173KNew |
$24.5M - $29.2M
|
173K
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
150KNew |
$21.3M - $25.4M
|
150K
$24.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
150KNew |
$21.3M - $25.4M
|
150K
$24.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
139K+ 17.66% |
$19.7M - $23.5M
|
927K
$150M
|
|