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
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
100+ 3.64% |
$14.6K - $16.2K
|
2.85K
$441K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.4KNew |
$204K - $227K
|
1.4K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
3.4KNew |
$496K - $551K
|
3.4K
$527K
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
4.85K+ 19.97% |
$706K - $784K
|
29.1K
$4.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.82K- 4.56% |
$411K - $457K
|
59K
$9.14M
|
|
|
Nov 12, 2025
Q3 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
6+ 0.38% |
$873 - $971
|
1.58K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-493- 18.73% |
$71.8K - $79.8K
|
2.14K
$331K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.25K+ 4.09% |
$181K - $202K
|
31.7K
$4.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
22+ 0.15% |
$3.2K - $3.56K
|
14.4K
$2.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
143K+ 43.36% |
$20.9M - $23.2M
|
474K
$73.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.77KNew |
$404K - $449K
|
2.77K
$429K
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-81- 0.03% |
$11.8K - $13.1K
|
316K
$48.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
17.4K+ 10.3% |
$2.53M - $2.81M
|
186K
$28.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.24M+ 41.1% |
$180M - $200M
|
4.25M
$657M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-159K- 43.93% |
$23.2M - $25.7M
|
203K
$31.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
13.6K+ 18.02% |
$1.99M - $2.21M
|
89.3K
$13.8M
|
|
|
Nov 12, 2025
Q3 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
947+ 2.25% |
$138K - $153K
|
43K
$6.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.67K+ 50.2% |
$971K - $1.08M
|
20K
$3.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
15+ 0.66% |
$2.18K - $2.43K
|
2.29K
$354K
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.04K+ 36.77% |
$297K - $331K
|
7.6K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-53.4K- 19.43% |
$7.78M - $8.65M
|
222K
$34.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.52K- 23.22% |
$513K - $570K
|
11.7K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
312+ 1.65% |
$45.4K - $50.5K
|
19.2K
$2.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-173- 1.48% |
$25.2K - $28K
|
11.6K
$1.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.03M+ 6490.85% |
$150M - $167M
|
1.05M
$162M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
687KNew |
$100M - $111M
|
687K
$106M
|
|
|
Nov 12, 2025
Q3 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
826+ 19.06% |
$120K - $134K
|
5.16K
$799K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
3.9K+ 8.51% |
$567K - $630K
|
49.7K
$7.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
21.2K+ 8.17% |
$3.08M - $3.43M
|
280K
$43.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-13- 0.06% |
$1.89K - $2.1K
|
20.8K
$3.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Legacy, Inc.
|
BUY
|
- |
13+ 0.16% |
$1.89K - $2.1K
|
8.05K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
719+ 48.78% |
$105K - $116K
|
2.19K
$340K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.59K+ 4.32% |
$669K - $743K
|
111K
$17.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-100- 2.13% |
$14.6K - $16.2K
|
4.6K
$712K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
939+ 0.47% |
$137K - $152K
|
199K
$30.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
26+ 0.28% |
$3.78K - $4.21K
|
9.42K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
310+ 5.15% |
$45.1K - $50.2K
|
6.33K
$979K
|
|
|
Nov 12, 2025
Q3 2025
|
Ckw Financial Group
|
BUY
|
- |
2+ 0.15% |
$291 - $324
|
1.3K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
271+ 4.83% |
$39.4K - $43.9K
|
5.89K
$911K
|
|
|
Nov 12, 2025
Q3 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-2- 0.07% |
$291 - $324
|
2.84K
$439K
|
|
|
Nov 12, 2025
Q3 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.15K+ 26.93% |
$167K - $186K
|
5.42K
$839K
|
|
|
Nov 12, 2025
Q3 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
464+ 1.96% |
$67.5K - $75.1K
|
24.2K
$3.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-77- 1.65% |
$11.2K - $12.5K
|
4.59K
$710K
|
|
|
Nov 12, 2025
Q3 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-8- 0.4% |
$1.16K - $1.29K
|
1.98K
$306K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
68K+ 5.48% |
$9.89M - $11M
|
1.31M
$202M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.7K- 8.24% |
$539K - $599K
|
41.2K
$6.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
335K+ 30.17% |
$48.8M - $54.2M
|
1.45M
$224M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
18+ 0.12% |
$2.62K - $2.91K
|
15.1K
$2.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-212- 1.57% |
$30.9K - $34.3K
|
13.3K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-7.14K- 5.62% |
$1.04M - $1.16M
|
120K
$18.6M
|
|