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 14, 2025
Q4 2024
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
2.7KNew |
$380K - $438K
|
2.7K
$408K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.69K+ 4.04% |
$380K - $437K
|
69.2K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.49KNew |
$351K - $404K
|
2.49K
$376K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.39KNew |
$337K - $388K
|
2.39K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.38KNew |
$335K - $386K
|
2.38K
$360K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.34KNew |
$330K - $380K
|
2.34K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.11KNew |
$297K - $342K
|
2.11K
$319K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
2.1KNew |
$296K - $341K
|
2.1K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.06K+ 75.89% |
$291K - $335K
|
4.78K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
2.02KNew |
$285K - $328K
|
2.02K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.93K+ 662.33% |
$273K - $314K
|
2.23K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.93KNew |
$272K - $314K
|
1.93K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.87K+ 4.91% |
$264K - $303K
|
39.9K
$6.04M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.87KNew |
$263K - $303K
|
1.87K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
1.82KNew |
$257K - $295K
|
1.82K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.78KNew |
$251K - $288K
|
1.78K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.75KNew |
$247K - $285K
|
1.75K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
1.75KNew |
$247K - $284K
|
1.75K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
1.72KNew |
$243K - $280K
|
1.72K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
1.72K+ 68.59% |
$243K - $280K
|
4.23K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.71KNew |
$241K - $278K
|
1.71K
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
1.7KNew |
$240K - $276K
|
1.7K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.69KNew |
$238K - $274K
|
1.69K
$255K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.68KNew |
$236K - $272K
|
1.68K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
1.66KNew |
$234K - $269K
|
1.66K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.61KNew |
$227K - $262K
|
1.61K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.6K+ 3478.26% |
$226K - $260K
|
1.65K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1.6K+ 11.98% |
$226K - $260K
|
15K
$2.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.58K+ 2.6% |
$223K - $257K
|
62.5K
$9.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.57KNew |
$222K - $256K
|
1.57K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1.52KNew |
$215K - $247K
|
1.52K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$212K - $244K
|
1.5K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.47KNew |
$208K - $239K
|
1.47K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.47K+ 10.0% |
$207K - $239K
|
16.2K
$2.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.45KNew |
$204K - $235K
|
1.45K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.39KNew |
$195K - $225K
|
1.39K
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.28K+ 4.97% |
$181K - $208K
|
27.1K
$4.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.06K+ 11.43% |
$150K - $173K
|
10.4K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.04K+ 6.33% |
$147K - $169K
|
17.5K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$141K - $163K
|
1K
$151K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
1KNew |
$141K - $163K
|
1K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
989+ 10.04% |
$140K - $161K
|
10.8K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
815+ 40.89% |
$115K - $132K
|
2.81K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
779+ 14.24% |
$110K - $127K
|
6.25K
$946K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
700+ 28.34% |
$98.8K - $114K
|
3.17K
$480K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
687+ 3.81% |
$97K - $112K
|
18.7K
$2.84M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
661+ 44.07% |
$93.3K - $107K
|
2.16K
$327K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
578+ 24.75% |
$81.6K - $93.9K
|
2.91K
$441K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
541New |
$76.4K - $87.9K
|
541
$81.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
540+ 4.42% |
$76.2K - $87.8K
|
12.8K
$1.93M
|