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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.17KNew |
$308K - $367K
|
2.17K
$350K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
2.02KNew |
$287K - $342K
|
2.02K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2KNew |
$284K - $338K
|
2K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
2KNew |
$284K - $338K
|
2K
$323K
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.88KNew |
$266K - $317K
|
1.88K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$261K - $312K
|
1.84K
$297K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.81KNew |
$257K - $307K
|
1.81K
$293K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.72KNew |
$244K - $292K
|
1.72K
$278K
|
|
|
Feb 07, 2024
Q4 2023
|
Reaves W H & CO Inc
|
BUY
|
- |
1.7K+ 28.33% |
$241K - $287K
|
7.7K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
1.7KNew |
$241K - $287K
|
1.7K
$274K
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.61KNew |
$228K - $272K
|
1.61K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.58KNew |
$224K - $267K
|
1.58K
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.57KNew |
$223K - $266K
|
1.57K
$254K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
1.48KNew |
$209K - $249K
|
1.48K
$238K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.4K+ 79.23% |
$198K - $236K
|
3.16K
$510K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.36KNew |
$193K - $230K
|
1.36K
$220K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.35KNew |
$191K - $228K
|
1.35K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.14KNew |
$161K - $192K
|
1.14K
$184K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.06KNew |
$150K - $178K
|
1.06K
$170K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.04K+ 5.98% |
$148K - $176K
|
18.4K
$2.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
979+ 24.68% |
$139K - $166K
|
4.95K
$798K
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
716+ 41.9% |
$102K - $121K
|
2.43K
$391K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
700+ 1.92% |
$99.2K - $118K
|
37.1K
$6M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
657New |
$93.1K - $111K
|
657
$106K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
556New |
$78.8K - $94K
|
556
$89.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
500New |
$70.9K - $84.6K
|
500
$80.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
444New |
$62.9K - $75.1K
|
444
$71.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
381+ 30.83% |
$54K - $64.4K
|
1.62K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
330New |
$46.8K - $55.8K
|
330
$53.3K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
271New |
$38.4K - $45.8K
|
271
$43.7K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
249+ 16.06% |
$35.3K - $42.1K
|
1.8K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
206New |
$29.2K - $34.8K
|
206
$33.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
205+ 11.5% |
$29.1K - $34.7K
|
1.99K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
200+ 14.85% |
$28.4K - $33.8K
|
1.55K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
180+ 5.89% |
$25.5K - $30.4K
|
3.24K
$523K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
178New |
$25.2K - $30.1K
|
178
$28.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
135+ 14.06% |
$19.1K - $22.8K
|
1.1K
$177K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
110New |
$15.6K - $18.6K
|
110
$17.8K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
100+ 1.43% |
$14.2K - $16.9K
|
7.1K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100+ 25.0% |
$14.2K - $16.9K
|
500
$80.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
100+ 9.72% |
$14.2K - $16.9K
|
1.13K
$182K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
59+ 0.55% |
$8.36K - $9.98K
|
10.8K
$1.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
48+ 48.0% |
$6.8K - $8.12K
|
148
$23.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
33+ 7.75% |
$4.68K - $5.58K
|
459
$74.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
30+ 0.64% |
$4.25K - $5.07K
|
4.74K
$765K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
30New |
$4.25K - $5.07K
|
30
$4.84K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
29+ 0.73% |
$4.11K - $4.9K
|
4.02K
$648K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
26New |
$3.69K - $4.4K
|
26
$4.2K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
25+ 1.47% |
$3.54K - $4.23K
|
1.73K
$279K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
20+ 1.13% |
$2.84K - $3.38K
|
1.79K
$289K
|