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 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
178+ 2.45% |
$25.9K - $28.8K
|
7.44K
$1.15M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-1.75M- 86.25% |
$254M - $283M
|
279K
$43.1M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
46+ 0.88% |
$6.7K - $7.44K
|
5.25K
$813K
|
|
|
Nov 21, 2025
Q3 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-982- 11.69% |
$143K - $159K
|
7.42K
$1.15M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-41.9K- 2.46% |
$6.11M - $6.79M
|
1.66M
$258M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
234+ 1.59% |
$34.1K - $37.9K
|
15K
$2.32M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-28.1K- 19.38% |
$4.09M - $4.54M
|
117K
$18.1M
|
|
|
Nov 20, 2025
Q3 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
5+ 0.12% |
$728 - $809
|
4.02K
$622K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
714+ 6.23% |
$104K - $116K
|
12.2K
$1.89M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
7.32KNew |
$1.07M - $1.18M
|
7.32K
$1.13M
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-18- 0.51% |
$2.62K - $2.91K
|
3.53K
$547K
|
|
|
Nov 20, 2025
Q3 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-13- 0.71% |
$1.89K - $2.1K
|
1.81K
$280K
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
177+ 3.36% |
$25.8K - $28.6K
|
5.44K
$843K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.52KNew |
$221K - $245K
|
1.52K
$235K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-231- 4.39% |
$33.6K - $37.4K
|
5.03K
$778K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-8.39K- 1.02% |
$1.22M - $1.36M
|
815K
$126M
|
|
|
Nov 19, 2025
Q3 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
548+ 0.29% |
$79.8K - $88.7K
|
192K
$29.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.03K+ 13.15% |
$1.31M - $1.46M
|
77.7K
$12M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
65.3K+ 5.19% |
$9.5M - $10.6M
|
1.32M
$205M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
261+ 5.87% |
$38K - $42.2K
|
4.7K
$728K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10K- 28.16% |
$1.46M - $1.62M
|
25.6K
$3.96M
|
|
|
Nov 19, 2025
Q3 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
557+ 31.2% |
$81.1K - $90.1K
|
2.34K
$363K
|
|
|
Nov 19, 2025
Q3 2025
|
Campbell Capital Management Inc
|
SELL
|
- |
-38.3K- 78.28% |
$5.57M - $6.2M
|
10.6K
$1.64M
|
|
|
Nov 19, 2025
Q3 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
94+ 0.36% |
$13.7K - $15.2K
|
26.2K
$4.06M
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
10+ 0.1% |
$1.46K - $1.62K
|
10.2K
$1.58M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
5.04KNew |
$734K - $816K
|
5.04K
$781K
|
|
|
Nov 18, 2025
Q3 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
3.06K+ 137.95% |
$445K - $495K
|
5.27K
$816K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
73+ 2.11% |
$10.6K - $11.8K
|
3.54K
$548K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
154K+ 24.38% |
$22.3M - $24.8M
|
783K
$121M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
69+ 0.43% |
$10K - $11.2K
|
16K
$2.48M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-143- 1.9% |
$20.8K - $23.1K
|
7.37K
$1.14M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
735+ 12.2% |
$107K - $119K
|
6.76K
$1.05M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-520- 2.86% |
$75.7K - $84.2K
|
17.6K
$2.73M
|
|
|
Nov 18, 2025
Q3 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
36+ 0.56% |
$5.24K - $5.83K
|
6.47K
$1M
|
|
|
Nov 18, 2025
Q3 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-6.64K- 50.61% |
$967K - $1.08M
|
6.48K
$1M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
515+ 5.83% |
$75K - $83.3K
|
9.35K
$1.45M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10.9K+ 7.52% |
$1.59M - $1.77M
|
156K
$24.2M
|
|
|
Nov 18, 2025
Q3 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
85+ 1.28% |
$12.4K - $13.8K
|
6.7K
$1.04M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
297+ 1.52% |
$43.2K - $48.1K
|
19.9K
$3.08M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-378- 1.57% |
$55K - $61.2K
|
23.6K
$3.66M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.99K+ 14.7% |
$580K - $645K
|
31.1K
$4.81M
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
30.3K+ 172.19% |
$4.42M - $4.91M
|
48K
$7.42M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
181K+ 15.78% |
$26.3M - $29.2M
|
1.33M
$205M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
220+ 9.52% |
$32K - $35.6K
|
2.53K
$392K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-558- 11.42% |
$81.2K - $90.3K
|
4.33K
$670K
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
137+ 1.93% |
$19.9K - $22.2K
|
7.23K
$1.12M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
58+ 0.06% |
$8.44K - $9.39K
|
95.5K
$14.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
55+ 4.29% |
$8.01K - $8.9K
|
1.34K
$207K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
3.31K+ 15.25% |
$482K - $536K
|
25K
$3.88M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-40- 1.8% |
$5.82K - $6.47K
|
2.19K
$338K
|
|