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 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.09K+ 3.07% |
$150K - $176K
|
36.5K
$5.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1K+ 142.86% |
$138K - $162K
|
1.7K
$263K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
971New |
$134K - $157K
|
971
$150K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
833+ 17.12% |
$115K - $135K
|
5.7K
$882K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
619New |
$85.3K - $100K
|
619
$95.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
588+ 2.36% |
$81.1K - $95.2K
|
25.5K
$3.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
434New |
$59.8K - $70.3K
|
434
$67.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
329New |
$45.4K - $53.3K
|
329
$50.9K
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
320+ 6.17% |
$44.1K - $51.8K
|
5.51K
$853K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
310+ 0.64% |
$42.7K - $50.2K
|
48.7K
$7.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
260+ 7.62% |
$35.8K - $42.1K
|
3.67K
$569K
|
|
|
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
$330K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
245+ 1.72% |
$33.8K - $39.7K
|
14.5K
$2.24M
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
230+ 0.36% |
$31.7K - $37.3K
|
64.5K
$9.98M
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
210+ 9.47% |
$29K - $34K
|
2.43K
$376K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
208New |
$28.7K - $33.7K
|
208
$32.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
200New |
$27.6K - $32.4K
|
200
$31K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
PUT |
200+ 20.0% |
$27.6K - $32.4K
|
1.2K
$186K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
197New |
$27.2K - $31.9K
|
197
$30.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
153+ 6.04% |
$21.1K - $24.8K
|
2.69K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
94+ 0.66% |
$13K - $15.2K
|
14.4K
$2.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
87+ 2.61% |
$12K - $14.1K
|
3.42K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
82+ 1.53% |
$11.3K - $13.3K
|
5.44K
$842K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
82+ 2.9% |
$11.3K - $13.3K
|
2.91K
$450K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
62+ 2.08% |
$8.55K - $10K
|
3.04K
$471K
|
|
|
Nov 13, 2024
Q3 2024
|
Ar Asset Management Inc
|
BUY
|
- |
60+ 0.05% |
$8.27K - $9.72K
|
113K
$17.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
49+ 2.22% |
$6.76K - $7.94K
|
2.26K
$349K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
21+ 0.41% |
$2.9K - $3.4K
|
5.12K
$793K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
15+ 5.56% |
$2.07K - $2.43K
|
285
$44.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
14+ 0.64% |
$1.93K - $2.27K
|
2.2K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
13+ 0.61% |
$1.79K - $2.11K
|
2.14K
$332K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
8+ 0.77% |
$1.1K - $1.3K
|
1.05K
$162K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
8+ 1.19% |
$1.1K - $1.3K
|
678
$105K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5+ 1.01% |
$689 - $810
|
500
$77.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.33% |
$414 - $486
|
899
$139K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$138 - $162
|
1.6K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1+ 0.05% |
$138 - $162
|
2.17K
$336K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.04% |
$138 - $162
|
2.75K
$425K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
901KNew |
$138M - $150M
|
901K
$140M
|
|
|
Aug 14, 2024
Q2 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
PUT |
350KNew |
$53.4M - $58.2M
|
350K
$54.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
196KNew |
$29.9M - $32.7M
|
196K
$30.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
PUT |
24.1KNew |
$3.68M - $4.01M
|
24.1K
$3.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
22.2KNew |
$3.38M - $3.69M
|
22.2K
$3.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
PUT |
19.1KNew |
$2.91M - $3.18M
|
19.1K
$2.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
18KNew |
$2.75M - $2.99M
|
18K
$2.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Foundry Partners, LLC
|
BUY
|
- |
16.1K+ 9.61% |
$2.46M - $2.69M
|
184K
$28.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advent Capital Management
New York, NY |
BUY
|
- |
14KNew |
$2.14M - $2.33M
|
14K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Harry Burn
Sound Shore Management Inc
|
BUY
|
- |
13.3K+ 18.53% |
$2.03M - $2.21M
|
85.2K
$13.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
10KNew |
$1.53M - $1.66M
|
10K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.65K+ 8.86% |
$1.47M - $1.6M
|
119K
$18.4M
|
|