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
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
7.05K+ 47.01% |
$1.03M - $1.14M
|
22K
$3.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-446- 22.33% |
$64.9K - $72.2K
|
1.55K
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
281+ 15.84% |
$40.9K - $45.5K
|
2.06K
$318K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.84K+ 6.95% |
$559K - $621K
|
59.1K
$9.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
618+ 39.64% |
$90K - $100K
|
2.18K
$337K
|
|
|
Nov 12, 2025
Q3 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
2.44K+ 1.82% |
$355K - $395K
|
137K
$21.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-48- 0.36% |
$6.99K - $7.77K
|
13.1K
$2.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.26K- 1.11% |
$184K - $204K
|
113K
$17.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
148+ 0.94% |
$21.5K - $24K
|
16K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
511+ 0.5% |
$74.4K - $82.7K
|
102K
$15.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
346+ 5.19% |
$50.4K - $56K
|
7.01K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6+ 0.06% |
$873 - $971
|
9.94K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.69KNew |
$246K - $273K
|
1.69K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
952+ 4.22% |
$139K - $154K
|
23.5K
$3.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.42KNew |
$206K - $229K
|
1.42K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
84+ 1.09% |
$12.2K - $13.6K
|
7.79K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
257+ 5.45% |
$37.4K - $41.6K
|
4.97K
$770K
|
|
|
Nov 12, 2025
Q3 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
400+ 4.46% |
$58.2K - $64.7K
|
9.36K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-130- 5.75% |
$18.9K - $21K
|
2.13K
$330K
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
429New |
$62.4K - $69.4K
|
429
$66.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
BUY
|
- |
1.38KNew |
$201K - $223K
|
1.38K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-8- 0.21% |
$1.16K - $1.29K
|
3.83K
$593K
|
|
|
Nov 12, 2025
Q3 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.01K- 14.51% |
$293K - $325K
|
11.8K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-8.63K- 71.72% |
$1.26M - $1.4M
|
3.4K
$527K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
464+ 10.02% |
$67.5K - $75.1K
|
5.1K
$789K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
22+ 3.01% |
$3.2K - $3.56K
|
754
$117K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-725- 10.02% |
$106K - $117K
|
6.51K
$1.01M
|
|
|
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
|
|