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 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
100+ 0.86% |
$14.1K - $16.3K
|
11.7K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
95+ 29.23% |
$13.4K - $15.4K
|
420
$63.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
91+ 36.4% |
$12.8K - $14.8K
|
341
$51.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
91+ 7.2% |
$12.8K - $14.8K
|
1.36K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
88+ 75.86% |
$12.4K - $14.3K
|
204
$30.9K
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
84+ 0.65% |
$11.9K - $13.7K
|
13.1K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
81New |
$11.4K - $13.2K
|
81
$12.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
81+ 6.57% |
$11.4K - $13.2K
|
1.31K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
74New |
$10.4K - $12K
|
74
$11.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
72New |
$10.2K - $11.7K
|
72
$10.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
70+ 3.37% |
$9.88K - $11.4K
|
2.15K
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
70+ 1.54% |
$9.88K - $11.4K
|
4.6K
$698K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
70+ 22.88% |
$9.88K - $11.4K
|
376
$57K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
66+ 1.43% |
$9.32K - $10.7K
|
4.67K
$709K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
64+ 67.37% |
$9.03K - $10.4K
|
159
$24.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
63+ 1.19% |
$8.89K - $10.2K
|
5.35K
$811K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
52+ 1.22% |
$7.34K - $8.45K
|
4.32K
$656K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
50New |
$7.06K - $8.13K
|
50
$7.58K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
50+ 1.23% |
$7.06K - $8.13K
|
4.1K
$622K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
44+ 1.23% |
$6.21K - $7.15K
|
3.61K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
42+ 2.92% |
$5.93K - $6.83K
|
1.48K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
40New |
$5.65K - $6.5K
|
40
$6.07K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
38New |
$5.36K - $6.18K
|
38
$5.76K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
38+ 2.78% |
$5.36K - $6.18K
|
1.4K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
36+ 1.37% |
$5.08K - $5.85K
|
2.67K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
34+ 1.47% |
$4.8K - $5.53K
|
2.34K
$355K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
27New |
$3.81K - $4.39K
|
27
$4.09K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
26+ 1.47% |
$3.67K - $4.23K
|
1.8K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
22+ 1.45% |
$3.11K - $3.58K
|
1.54K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
21New |
$2.96K - $3.41K
|
21
$3.18K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
20+ 3.24% |
$2.82K - $3.25K
|
638
$96.8K
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
16+ 8.29% |
$2.26K - $2.6K
|
209
$31.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
14+ 0.44% |
$1.98K - $2.28K
|
3.18K
$482K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
13+ 0.37% |
$1.83K - $2.11K
|
3.53K
$536K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
11+ 0.25% |
$1.55K - $1.79K
|
4.48K
$680K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
11+ 0.99% |
$1.55K - $1.79K
|
1.12K
$170K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
7New |
$988 - $1.14K
|
7
$1.06K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
6+ 0.36% |
$847 - $975
|
1.66K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5+ 0.31% |
$706 - $813
|
1.64K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.09% |
$706 - $813
|
5.47K
$829K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
5New |
$706 - $813
|
5
$758
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2+ 0.07% |
$282 - $325
|
2.72K
$412K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.97% |
$282 - $325
|
208
$31.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.07% |
$141 - $163
|
1.35K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 0.09% |
$141 - $163
|
1.06K
$161K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1+ 0.05% |
$141 - $163
|
2.02K
$306K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$141 - $163
|
1
$152
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
761KNew |
$105M - $123M
|
761K
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
227K+ 1202.31% |
$31.3M - $36.7M
|
246K
$37.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
178KNew |
$24.5M - $28.8M
|
178K
$26.9M
|
|