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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
945+ 10.71% |
$143K - $178K
|
9.77K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
803New |
$122K - $151K
|
803
$130K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
749+ 41.77% |
$114K - $141K
|
2.54K
$412K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
739New |
$112K - $139K
|
739
$120K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
718+ 17.76% |
$109K - $135K
|
4.76K
$772K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
716+ 5.6% |
$109K - $135K
|
13.5K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
692New |
$105K - $130K
|
692
$112K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
646New |
$98K - $121K
|
646
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
600+ 17.65% |
$91K - $113K
|
4K
$648K
|
|
|
Feb 06, 2023
Q4 2022
|
Settian Capital LP
|
BUY
|
- |
600+ 4.62% |
$91K - $113K
|
13.6K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
537+ 10740.0% |
$81.5K - $101K
|
542
$87.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
500+ 23.98% |
$75.9K - $94K
|
2.59K
$419K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
496+ 1.51% |
$75.3K - $93.3K
|
33.4K
$5.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
455+ 5.68% |
$69K - $85.6K
|
8.47K
$1.37M
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
400New |
$60.7K - $75.2K
|
400
$64.8K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
340+ 12.32% |
$51.6K - $63.9K
|
3.1K
$502K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
338New |
$51.3K - $63.6K
|
338
$54.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
251+ 115.67% |
$38.1K - $47.2K
|
468
$75.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
250New |
$37.9K - $47K
|
250
$40.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
243+ 2.65% |
$36.9K - $45.7K
|
9.43K
$1.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
125New |
$19K - $23.5K
|
125
$20.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
120+ 2.38% |
$18.2K - $22.6K
|
5.16K
$837K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
100+ 0.56% |
$15.2K - $18.8K
|
18K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
66New |
$10K - $12.4K
|
66
$10.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
42+ 4.03% |
$6.37K - $7.9K
|
1.09K
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
38New |
$5.77K - $7.15K
|
38
$6.16K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
35+ 1.38% |
$5.31K - $6.58K
|
2.57K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
33New |
$5.01K - $6.21K
|
33
$5.35K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
33New |
$5.01K - $6.21K
|
33
$5.35K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
30+ 9.35% |
$4.55K - $5.64K
|
351
$56.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
25New |
$3.79K - $4.7K
|
25
$4.05K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
22+ 0.7% |
$3.34K - $4.14K
|
3.16K
$512K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
22+ 19.13% |
$3.34K - $4.14K
|
137
$22.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
20+ 0.68% |
$3.03K - $3.76K
|
2.95K
$478K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
14+ 0.81% |
$2.12K - $2.63K
|
1.74K
$282K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
233K+ 166.14% |
$31.6M - $38.3M
|
373K
$60.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Capitolis Advisors LLC
New York, NY |
BUY
|
- |
200K+ 57.14% |
$27.2M - $32.9M
|
550K
$89.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
67.4KNew |
$9.16M - $11.1M
|
67.4K
$10.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
61.8K+ 31.57% |
$8.4M - $10.2M
|
258K
$41.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.2KNew |
$3.42M - $4.15M
|
25.2K
$4.08M
|
|
|
Oct 31, 2022
Q3 2022
|
General American Investors CO Inc
|
BUY
|
- |
20K+ 32.26% |
$2.72M - $3.29M
|
82K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
15.5K+ 175.11% |
$2.11M - $2.55M
|
24.4K
$3.95M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
13.2KNew |
$1.79M - $2.17M
|
13.2K
$2.13M
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
12.6KNew |
$1.71M - $2.07M
|
12.6K
$2.04M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10.9K+ 9.65% |
$1.49M - $1.8M
|
124K
$20.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
8.64K+ 9.22% |
$1.17M - $1.42M
|
102K
$16.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbar Asset Management LLP
London, X0 |
BUY
|
- |
7.41KNew |
$1.01M - $1.22M
|
7.41K
$1.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
6.17K+ 14.93% |
$839K - $1.02M
|
47.5K
$7.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
5.33KNew |
$725K - $878K
|
5.33K
$865K
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
4.71KNew |
$640K - $775K
|
4.71K
$764K
|
|