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 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
718New |
$74.9K - $85.3K
|
718
$112K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
557New |
$58.1K - $66.2K
|
557
$86.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
530New |
$55.3K - $63K
|
530
$82.6K
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
400New |
$41.7K - $47.5K
|
400
$62.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
CALL |
200New |
$20.9K - $23.8K
|
200
$31.2K
|
|
|
Dec 06, 2024
Q4 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
53+ 2.53% |
$5.53K - $6.3K
|
2.15K
$335K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
46KNew |
$4.34M - $4.88M
|
46K
$7.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
BUY
|
PUT |
10K+ 33.33% |
$943K - $1.06M
|
40K
$6.23M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
PUT |
9.5KNew |
$896K - $1.01M
|
9.5K
$1.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Barbara Oil Co.
Chicago, IL |
BUY
|
- |
2K+ 25.0% |
$189K - $212K
|
10K
$1.56M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
926+ 4.59% |
$87.3K - $98.4K
|
21.1K
$3.28M
|
|
|
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
$1.76M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
CALL |
500New |
$47.1K - $53.1K
|
500
$77.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
CALL |
200New |
$18.9K - $21.2K
|
200
$31.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Community Bank Of Raymore
|
BUY
|
- |
170+ 8.87% |
$16K - $18.1K
|
2.09K
$325K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
65.6KNew |
$6.62M - $7.27M
|
65.6K
$10.2M
|
|
|
Aug 04, 2021
Q2 2021
|
United Fire Group Inc
Cedar Rapids, IA |
BUY
|
- |
15K+ 300.0% |
$1.51M - $1.66M
|
20K
$3.12M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
9.51KNew |
$960K - $1.05M
|
9.51K
$1.48M
|
|
|
Aug 02, 2021
Q2 2021
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
4.74KNew |
$479K - $525K
|
4.74K
$738K
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.11KNew |
$414K - $455K
|
4.11K
$639K
|
|
|
Aug 13, 2021
Q2 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
4KNew |
$404K - $443K
|
4K
$623K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
5K+ 125.0% |
$424K - $558K
|
9K
$1.4M
|
|
|
Dec 28, 2021
Q1 2021
|
Jordan Park Group LLC
|
BUY
|
- |
3.14KNew |
$266K - $350K
|
3.14K
$489K
|
|
|
May 17, 2021
Q1 2021
|
Diker Management LLC
New York, NY |
BUY
|
- |
2.16KNew |
$183K - $241K
|
2.16K
$336K
|
|
|
Apr 30, 2021
Q1 2021
|
Exane Derivatives
|
BUY
|
PUT |
5New |
$424 - $558
|
5
$779
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
100KNew |
$6.69M - $9.56M
|
100K
$15.6M
|
|
|
Jan 22, 2021
Q4 2020
|
Evanson Asset Management, LLC
|
BUY
|
PUT |
10KNew |
$669K - $956K
|
10K
$1.56M
|
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
PUT |
2.6K+ 130.0% |
$174K - $249K
|
4.6K
$717K
|
|
|
Mar 24, 2021
Q4 2020
|
Iron Bridge Private Wealth, LLC
|
BUY
|
CALL |
1KNew |
$66.9K - $95.6K
|
1K
$156K
|
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
CALL |
100New |
$6.69K - $9.56K
|
100
$15.6K
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
10New |
$669 - $956
|
10
$1.56K
|
|
| Q3 2020 | |||||||
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
CALL |
15KNew |
$1.08M - $1.37M
|
15K
$2.34M
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
9.63KNew |
$691K - $880K
|
9.63K
$1.5M
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
2K+ 200.0% |
$144K - $183K
|
3K
$467K
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
267New |
$19.2K - $24.4K
|
267
$41.6K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.84K+ 27.62% |
$469K - $706K
|
31.6K
$4.92M
|
|
|
Jul 31, 2020
Q2 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
CALL |
400New |
$27.4K - $41.3K
|
400
$62.3K
|
|
| Q1 2020 | |||||||
|
Apr 28, 2020
Q1 2020
|
Fluent Financial, LLC
|
BUY
|
CALL |
50.6KNew |
$2.74M - $6.14M
|
50.6K
$7.88M
|
|
|
Apr 24, 2020
Q1 2020
|
American Assets Inc
|
BUY
|
- |
5KNew |
$271K - $607K
|
5K
$779K
|
|
|
Apr 13, 2020
Q1 2020
|
Camden Capital, LLC
|
BUY
|
CALL |
2KNew |
$108K - $243K
|
2K
$312K
|
|
|
May 13, 2020
Q1 2020
|
Krilogy Financial LLC
|
BUY
|
CALL |
500New |
$27.1K - $60.7K
|
500
$77.9K
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
PUT |
106KNew |
$11.8M - $13M
|
106K
$16.5M
|
|
|
Feb 10, 2020
Q4 2019
|
Aptus Capital Advisors, LLC
|
BUY
|
PUT |
3.9K+ 22.03% |
$436K - $477K
|
21.6K
$3.36M
|
|
|
Mar 06, 2020
Q4 2019
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
136New |
$15.2K - $16.6K
|
136
$21.2K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
60KNew |
$6.91M - $7.59M
|
60K
$9.35M
|
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
3.77KNew |
$434K - $476K
|
3.77K
$586K
|
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
CALL |
1KNew |
$115K - $127K
|
1K
$156K
|
|
|
Oct 31, 2019
Q3 2019
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
CALL |
10New |
$1.15K - $1.27K
|
10
$1.56K
|
|
|
Oct 31, 2019
Q3 2019
|
Kovack Advisors, Inc.
|
BUY
|
PUT |
2New |
$230 - $253
|
2
$312
|
|
| Q2 2019 | |||||||
|
Jul 09, 2019
Q2 2019
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
2K+ 20.0% |
$228K - $253K
|
12K
$1.87M
|
|