Latest Institutional Transactions on Chevron Corp (CVX)
This table provides information on the latest institutional transactions involving Chevron Corp (CVX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
48+ 1.95% |
$7.15K - $7.57K
|
2.51K
$388K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
SELL
|
- |
-2.21K- 8.62% |
$328K - $348K
|
23.4K
$3.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.3K+ 2.1% |
$1.53M - $1.62M
|
499K
$77.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.73K- 6.05% |
$407K - $431K
|
42.4K
$6.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
90+ 3.13% |
$13.4K - $14.2K
|
2.97K
$460K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
18+ 0.35% |
$2.68K - $2.84K
|
5.2K
$806K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-91- 3.15% |
$13.5K - $14.4K
|
2.8K
$433K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.27K+ 4.57% |
$188K - $200K
|
29K
$4.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
20+ 0.53% |
$2.98K - $3.15K
|
3.82K
$591K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-262- 6.25% |
$39K - $41.3K
|
3.93K
$608K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-170- 1.69% |
$25.3K - $26.8K
|
9.9K
$1.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-244- 1.62% |
$36.3K - $38.5K
|
14.8K
$2.29M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.45K+ 2.6% |
$365K - $387K
|
96.6K
$15M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-22- 2.5% |
$3.28K - $3.47K
|
859
$133K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
555New |
$82.6K - $87.5K
|
555
$85.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
76+ 3.22% |
$11.3K - $12K
|
2.44K
$377K
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
296+ 3.6% |
$44.1K - $46.7K
|
8.51K
$1.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
147+ 1.86% |
$21.9K - $23.2K
|
8.04K
$1.24M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 3.43% |
$164K - $173K
|
33.1K
$5.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
590+ 3.55% |
$87.9K - $93.1K
|
17.2K
$2.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2.11KNew |
$315K - $333K
|
2.11K
$327K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
237+ 1.64% |
$35.3K - $37.4K
|
14.6K
$2.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-464- 4.63% |
$69.1K - $73.2K
|
9.56K
$1.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-47- 2.08% |
$7K - $7.41K
|
2.21K
$342K
|
|
|
Jan 12, 2026
Q4 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-387- 7.44% |
$57.6K - $61K
|
4.81K
$745K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
101+ 2.3% |
$15K - $15.9K
|
4.48K
$694K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
756+ 34.1% |
$113K - $119K
|
2.97K
$460K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.12K+ 38.16% |
$465K - $492K
|
11.3K
$1.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-604- 15.69% |
$89.9K - $95.3K
|
3.25K
$503K
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
507+ 22.72% |
$75.5K - $80K
|
2.74K
$424K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-68- 0.39% |
$10.1K - $10.7K
|
17.3K
$2.67M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-335- 6.75% |
$49.9K - $52.8K
|
4.63K
$717K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-164- 1.46% |
$24.4K - $25.9K
|
11K
$1.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
369+ 4.62% |
$54.9K - $58.2K
|
8.36K
$1.29M
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
84+ 3.78% |
$12.5K - $13.2K
|
2.31K
$357K
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
1.25K+ 2.34% |
$185K - $196K
|
54.4K
$8.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
13+ 0.45% |
$1.94K - $2.05K
|
2.88K
$445K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-9.84K- 0.86% |
$1.46M - $1.55M
|
1.13M
$175M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
CALL |
100+ 0.57% |
$14.9K - $15.8K
|
17.7K
$2.74M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-380- 7.98% |
$56.6K - $59.9K
|
4.38K
$678K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.24K+ 2.52% |
$482K - $511K
|
132K
$20.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-5.24K- 21.05% |
$780K - $826K
|
19.7K
$3.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.12K+ 1.01% |
$167K - $177K
|
112K
$17.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-878- 3.99% |
$131K - $138K
|
21.1K
$3.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-100- 2.44% |
$14.9K - $15.8K
|
4K
$619K
|
|
|
Jan 12, 2026
Q4 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-172- 0.51% |
$25.6K - $27.1K
|
33.4K
$5.16M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-439- 14.89% |
$65.4K - $69.2K
|
2.51K
$389K
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.11K- 4.85% |
$165K - $175K
|
21.8K
$3.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
584+ 15.18% |
$87K - $92.1K
|
4.43K
$686K
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-163- 10.02% |
$24.3K - $25.7K
|
1.46K
$227K
|
|