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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
1.56KNew |
$238K - $259K
|
1.56K
$217K
|
|
Aug 07, 2024
Q2 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
1.55KNew |
$237K - $258K
|
1.55K
$216K
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.53K+ 17.65% |
$233K - $254K
|
10.2K
$1.42M
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.46K+ 4.37% |
$223K - $243K
|
34.9K
$4.86M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.4KNew |
$214K - $233K
|
1.4K
$195K
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.38KNew |
$211K - $230K
|
1.38K
$193K
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.36KNew |
$207K - $226K
|
1.36K
$189K
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.31KNew |
$200K - $218K
|
1.31K
$183K
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.29KNew |
$197K - $215K
|
1.29K
$180K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.29K+ 75.46% |
$196K - $214K
|
2.99K
$416K
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.28KNew |
$195K - $213K
|
1.28K
$178K
|
|
Aug 07, 2024
Q2 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
1.22K+ 90.09% |
$186K - $203K
|
2.57K
$358K
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.2KNew |
$183K - $200K
|
1.2K
$167K
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.1K+ 6.83% |
$168K - $183K
|
17.2K
$2.4M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.03KNew |
$157K - $171K
|
1.03K
$143K
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
945+ 36.99% |
$144K - $157K
|
3.5K
$488K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
597New |
$91.1K - $99.3K
|
597
$83.2K
|
|
Jul 11, 2024
Q2 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
577+ 2.85% |
$88K - $96K
|
20.8K
$2.9M
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
521New |
$79.5K - $86.7K
|
521
$72.6K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
485New |
$74K - $80.7K
|
485
$67.6K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
412New |
$62.9K - $68.5K
|
412
$57.4K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
376New |
$57.4K - $62.5K
|
376
$52.4K
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
361+ 2.61% |
$55.1K - $60K
|
14.2K
$1.98M
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
348+ 24.46% |
$53.1K - $57.9K
|
1.77K
$247K
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
309+ 5.18% |
$47.1K - $51.4K
|
6.28K
$874K
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
302+ 12.76% |
$46.1K - $50.2K
|
2.67K
$372K
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
297+ 52.75% |
$45.3K - $49.4K
|
860
$120K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
274+ 2.16% |
$41.8K - $45.6K
|
13K
$1.81M
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
267+ 11.24% |
$40.7K - $44.4K
|
2.64K
$368K
|
|
Jul 16, 2024
Q2 2024
|
Independent Investors Inc
|
BUY
|
- |
240+ 4.03% |
$36.6K - $39.9K
|
6.19K
$862K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
201+ 97.57% |
$30.7K - $33.4K
|
407
$56.7K
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
200+ 1.79% |
$30.5K - $33.3K
|
11.4K
$1.59M
|
|
Jul 30, 2024
Q2 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
195+ 5.61% |
$29.8K - $32.4K
|
3.67K
$512K
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
167+ 1.13% |
$25.5K - $27.8K
|
14.9K
$2.08M
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
140+ 2.14% |
$21.4K - $23.3K
|
6.68K
$931K
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
134+ 8.82% |
$20.4K - $22.3K
|
1.65K
$230K
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
127+ 4.43% |
$19.4K - $21.1K
|
3K
$417K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
125New |
$19.1K - $20.8K
|
125
$17.4K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
105+ 0.08% |
$16K - $17.5K
|
137K
$19.1M
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
105+ 3.06% |
$16K - $17.5K
|
3.54K
$493K
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
103+ 7.74% |
$15.7K - $17.1K
|
1.43K
$200K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$15.3K - $16.6K
|
100
$13.9K
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
100+ 1.3% |
$15.3K - $16.6K
|
7.81K
$1.09M
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
100+ 6.84% |
$15.3K - $16.6K
|
1.56K
$218K
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
95+ 7.06% |
$14.5K - $15.8K
|
1.44K
$201K
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
89+ 7.48% |
$13.6K - $14.8K
|
1.28K
$178K
|
|
Aug 28, 2024
Q2 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
76+ 0.68% |
$11.6K - $12.6K
|
11.2K
$1.57M
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
76+ 4.0% |
$11.6K - $12.6K
|
1.98K
$275K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
58+ 0.47% |
$8.85K - $9.65K
|
12.4K
$1.73M
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
48+ 1.0% |
$7.32K - $7.98K
|
4.83K
$673K
|