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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
370New |
$44.1K - $63.2K
|
370
$59.7K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
344New |
$41K - $58.8K
|
344
$55.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
343New |
$40.9K - $58.6K
|
343
$55.4K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
241+ 4.6% |
$28.7K - $41.2K
|
5.48K
$884K
|
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
151New |
$18K - $25.8K
|
151
$24.4K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
115New |
$13.7K - $19.7K
|
115
$18.6K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
100New |
$11.9K - $17.1K
|
100
$16.1K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
100+ 2.03% |
$11.9K - $17.1K
|
5.02K
$810K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
69+ 30.67% |
$8.23K - $11.8K
|
294
$47.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
21New |
$2.5K - $3.59K
|
21
$3.39K
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
18+ 1.53% |
$2.15K - $3.08K
|
1.2K
$193K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
10+ 6.41% |
$1.19K - $1.71K
|
166
$26.8K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
PUT |
226KNew |
$23.5M - $26.8M
|
226K
$36.4M
|
|
|
Feb 03, 2022
Q4 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
55K+ 44.0% |
$5.74M - $6.53M
|
180K
$29.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
41.4K+ 142.76% |
$4.32M - $4.92M
|
70.4K
$11.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
20.6KNew |
$2.14M - $2.44M
|
20.6K
$3.32M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.77KNew |
$498K - $567K
|
4.77K
$771K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
4KNew |
$417K - $475K
|
4K
$646K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.86KNew |
$402K - $458K
|
3.86K
$622K
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.6KNew |
$271K - $309K
|
2.6K
$420K
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.22KNew |
$232K - $264K
|
2.22K
$358K
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
1.99KNew |
$208K - $237K
|
1.99K
$322K
|
|
|
Feb 07, 2022
Q4 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1.82KNew |
$190K - $216K
|
1.82K
$294K
|
|
|
Feb 11, 2022
Q4 2021
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.8KNew |
$188K - $214K
|
1.8K
$291K
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
1.77KNew |
$184K - $210K
|
1.77K
$285K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
1.28KNew |
$134K - $153K
|
1.28K
$207K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
718New |
$74.9K - $85.3K
|
718
$116K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
557New |
$58.1K - $66.2K
|
557
$89.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
530New |
$55.3K - $63K
|
530
$85.6K
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
400New |
$41.7K - $47.5K
|
400
$64.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
CALL |
200New |
$20.9K - $23.8K
|
200
$32.3K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
46KNew |
$4.34M - $4.88M
|
46K
$7.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
BUY
|
PUT |
10K+ 33.33% |
$943K - $1.06M
|
40K
$6.46M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
PUT |
9.5KNew |
$896K - $1.01M
|
9.5K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Barbara Oil Co.
Chicago, IL |
BUY
|
- |
2K+ 25.0% |
$189K - $212K
|
10K
$1.61M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
926+ 4.59% |
$87.3K - $98.4K
|
21.1K
$3.4M
|
|
|
Jan 23, 2024
Q3 2021
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
689+ 6.48% |
$65K - $73.2K
|
11.3K
$1.83M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
CALL |
500New |
$47.1K - $53.1K
|
500
$80.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
CALL |
200New |
$18.9K - $21.2K
|
200
$32.3K
|
|
|
Oct 29, 2021
Q3 2021
|
Community Bank Of Raymore
|
BUY
|
- |
170+ 8.87% |
$16K - $18.1K
|
2.09K
$337K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
65.6KNew |
$6.62M - $7.27M
|
65.6K
$10.6M
|
|
|
Aug 04, 2021
Q2 2021
|
United Fire Group Inc
Cedar Rapids, IA |
BUY
|
- |
15K+ 300.0% |
$1.51M - $1.66M
|
20K
$3.23M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
9.51KNew |
$960K - $1.05M
|
9.51K
$1.54M
|
|
|
Aug 02, 2021
Q2 2021
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
4.74KNew |
$479K - $525K
|
4.74K
$765K
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.11KNew |
$414K - $455K
|
4.11K
$663K
|
|
|
Aug 13, 2021
Q2 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
4KNew |
$404K - $443K
|
4K
$646K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
5K+ 125.0% |
$424K - $558K
|
9K
$1.45M
|
|
|
Dec 28, 2021
Q1 2021
|
Jordan Park Group LLC
|
BUY
|
- |
3.14KNew |
$266K - $350K
|
3.14K
$507K
|
|
|
May 17, 2021
Q1 2021
|
Diker Management LLC
New York, NY |
BUY
|
- |
2.16KNew |
$183K - $241K
|
2.16K
$348K
|
|
|
Apr 30, 2021
Q1 2021
|
Exane Derivatives
|
BUY
|
PUT |
5New |
$424 - $558
|
5
$807
|
|