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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
420+ 7.45% |
$57.9K - $68K
|
6.06K
$844K
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
343+ 15.3% |
$47.3K - $55.6K
|
2.59K
$360K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
329New |
$45.4K - $53.3K
|
329
$45.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
327+ 23.63% |
$45.1K - $53K
|
1.71K
$238K
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
320+ 6.17% |
$44.1K - $51.8K
|
5.51K
$768K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
320+ 19.46% |
$44.1K - $51.8K
|
1.96K
$274K
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
318New |
$43.8K - $51.5K
|
318
$44.3K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
310+ 0.64% |
$42.7K - $50.2K
|
48.7K
$6.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
300+ 0.37% |
$41.4K - $48.6K
|
80.4K
$11.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
BUY
|
- |
300+ 1.46% |
$41.4K - $48.6K
|
20.9K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
265+ 5.4% |
$36.5K - $42.9K
|
5.17K
$720K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
260+ 7.62% |
$35.8K - $42.1K
|
3.67K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
256+ 13.67% |
$35.3K - $41.5K
|
2.13K
$297K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
245+ 1.72% |
$33.8K - $39.7K
|
14.5K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
220+ 9.57% |
$30.3K - $35.6K
|
2.52K
$351K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
212+ 9.19% |
$29.2K - $34.3K
|
2.52K
$351K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
210+ 9.47% |
$29K - $34K
|
2.43K
$338K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
208New |
$28.7K - $33.7K
|
208
$29K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
207New |
$28.5K - $33.5K
|
207
$28.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
200New |
$27.6K - $32.4K
|
200
$27.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
200+ 12.37% |
$27.6K - $32.4K
|
1.82K
$253K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
PUT |
200+ 20.0% |
$27.6K - $32.4K
|
1.2K
$167K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
198+ 15.99% |
$27.3K - $32.1K
|
1.44K
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
197New |
$27.2K - $31.9K
|
197
$27.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
166+ 4.27% |
$22.9K - $26.9K
|
4.06K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
153+ 6.04% |
$21.1K - $24.8K
|
2.69K
$374K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
153+ 4.13% |
$21.1K - $24.8K
|
3.86K
$538K
|
|
|
Nov 07, 2024
Q3 2024
|
Beddow Capital Management Inc
|
BUY
|
- |
150+ 7.41% |
$20.7K - $24.3K
|
2.18K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
134+ 2.57% |
$18.5K - $21.7K
|
5.34K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
127+ 2.1% |
$17.5K - $20.6K
|
6.16K
$859K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
100+ 1.91% |
$13.8K - $16.2K
|
5.34K
$744K
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
94+ 1.39% |
$13K - $15.2K
|
6.87K
$957K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
94+ 0.66% |
$13K - $15.2K
|
14.4K
$2.01M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
87+ 5.95% |
$12K - $14.1K
|
1.55K
$216K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
87+ 2.61% |
$12K - $14.1K
|
3.42K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
82+ 1.53% |
$11.3K - $13.3K
|
5.44K
$758K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
82+ 2.9% |
$11.3K - $13.3K
|
2.91K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
79+ 2.55% |
$10.9K - $12.8K
|
3.18K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
65+ 0.8% |
$8.96K - $10.5K
|
8.23K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
62+ 2.08% |
$8.55K - $10K
|
3.04K
$424K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
61+ 1.44% |
$8.41K - $9.88K
|
4.31K
$600K
|
|
|
Nov 13, 2024
Q3 2024
|
Ar Asset Management Inc
|
BUY
|
- |
60+ 0.05% |
$8.27K - $9.72K
|
113K
$15.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
49+ 2.22% |
$6.76K - $7.94K
|
2.26K
$314K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
40+ 0.56% |
$5.52K - $6.48K
|
7.22K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
39+ 2.83% |
$5.38K - $6.32K
|
1.42K
$197K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
39+ 2.92% |
$5.38K - $6.32K
|
1.38K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
27+ 5.41% |
$3.72K - $4.37K
|
526
$73.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
21+ 0.41% |
$2.9K - $3.4K
|
5.12K
$713K
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
18+ 0.32% |
$2.48K - $2.92K
|
5.58K
$777K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
17+ 0.86% |
$2.34K - $2.75K
|
2K
$278K
|