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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
509+ 24.48% |
$74.1K - $82.4K
|
2.59K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
801+ 4.11% |
$117K - $130K
|
20.3K
$3.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
25.7KNew |
$3.74M - $4.16M
|
25.7K
$3.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
225K+ 90.32% |
$32.7M - $36.3M
|
473K
$73.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
4.39K+ 1.1% |
$639K - $710K
|
403K
$62.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
23.2K+ 1.03% |
$3.37M - $3.75M
|
2.26M
$350M
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-605- 1.28% |
$88.1K - $97.9K
|
46.5K
$7.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
800+ 47.34% |
$116K - $129K
|
2.49K
$386K
|
|
|
Nov 12, 2025
Q3 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
54.4K+ 39.73% |
$7.92M - $8.8M
|
191K
$29.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
124+ 6.05% |
$18.1K - $20.1K
|
2.17K
$337K
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-38- 20.99% |
$5.53K - $6.15K
|
143
$22.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-113- 0.65% |
$16.4K - $18.3K
|
17.2K
$2.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
16.2K+ 40.31% |
$2.36M - $2.63M
|
56.5K
$8.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
325K+ 1.56% |
$47.3M - $52.6M
|
21.2M
$3.27B
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11.3K- 2.37% |
$1.65M - $1.83M
|
465K
$72M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.46K+ 5.68% |
$212K - $236K
|
27.1K
$4.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
257+ 0.78% |
$37.4K - $41.6K
|
33K
$5.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.18K+ 3.08% |
$317K - $352K
|
72.9K
$11.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.56K+ 2.15% |
$228K - $253K
|
74.2K
$11.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
973+ 2.85% |
$142K - $157K
|
35.1K
$5.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.88K+ 1.05% |
$274K - $304K
|
180K
$27.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
445+ 2.33% |
$64.8K - $72K
|
19.6K
$3.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
21+ 0.71% |
$3.06K - $3.4K
|
2.96K
$459K
|
|
|
Nov 12, 2025
Q3 2025
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
4K+ 345.25% |
$582K - $647K
|
5.16K
$798K
|
|
|
Nov 12, 2025
Q3 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
148+ 0.83% |
$21.5K - $24K
|
17.9K
$2.78M
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.31K- 3.66% |
$191K - $212K
|
34.5K
$5.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.8K+ 1.95% |
$1.58M - $1.75M
|
567K
$87.8M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
810K+ 45.61% |
$118M - $131M
|
2.59M
$400M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
659K+ 18.84% |
$96M - $107M
|
4.16M
$644M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
6.64M+ 18.02% |
$966M - $1.07B
|
43.5M
$6.73B
|
|
|
Nov 12, 2025
Q3 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
62.8K+ 18.44% |
$9.15M - $10.2M
|
404K
$62.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
257+ 0.94% |
$37.4K - $41.6K
|
27.5K
$4.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.18K- 4.99% |
$172K - $191K
|
22.5K
$3.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-900- 16.68% |
$131K - $146K
|
4.5K
$696K
|
|
|
Nov 12, 2025
Q3 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
1.33K+ 24.98% |
$194K - $215K
|
6.66K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-461- 0.73% |
$67.1K - $74.6K
|
62.7K
$9.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-606- 2.68% |
$88.2K - $98.1K
|
22K
$3.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.1K+ 11.08% |
$452K - $502K
|
31.1K
$4.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.62K- 23.66% |
$526K - $585K
|
11.7K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.2K- 10.09% |
$1.78M - $1.98M
|
109K
$16.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.69KNew |
$246K - $274K
|
1.69K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
346+ 13.78% |
$50.4K - $56K
|
2.86K
$442K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
585+ 13.62% |
$85.2K - $94.7K
|
4.88K
$756K
|
|
|
Nov 12, 2025
Q3 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
488+ 4.4% |
$71K - $79K
|
11.6K
$1.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-117- 6.21% |
$17K - $18.9K
|
1.77K
$273K
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
107+ 2.94% |
$15.6K - $17.3K
|
3.74K
$579K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.9K+ 11.87% |
$1M - $1.12M
|
65K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
437+ 1.15% |
$63.6K - $70.7K
|
38.4K
$5.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
654+ 42.19% |
$95.2K - $106K
|
2.2K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.09K- 32.97% |
$305K - $339K
|
4.25K
$659K
|
|