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
|
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
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-753- 6.63% |
$110K - $122K
|
10.6K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
18.1K+ 33.24% |
$2.63M - $2.92M
|
72.4K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
99+ 2.16% |
$14.4K - $16K
|
4.68K
$724K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.67K- 6.06% |
$389K - $433K
|
41.5K
$6.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-419- 24.79% |
$61K - $67.8K
|
1.27K
$197K
|
|
|
Nov 12, 2025
Q3 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
938+ 1.38% |
$137K - $152K
|
69K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
51+ 12.41% |
$7.42K - $8.25K
|
462
$71.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
102+ 0.63% |
$14.8K - $16.5K
|
16.3K
$2.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.13K+ 5.8% |
$165K - $184K
|
20.7K
$3.2M
|
|
|
Nov 10, 2025
Q3 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-662- 11.69% |
$96.4K - $107K
|
5K
$774K
|
|
|
Nov 10, 2025
Q3 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.48KNew |
$215K - $240K
|
1.48K
$229K
|
|
|
Nov 10, 2025
Q3 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-300- 1.44% |
$43.7K - $48.5K
|
20.6K
$3.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Garner Asset Management Corp
|
BUY
|
- |
3.19K+ 12.11% |
$464K - $516K
|
29.5K
$4.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.73K+ 45.66% |
$689K - $766K
|
15.1K
$2.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
427+ 9.6% |
$62.2K - $69.1K
|
4.87K
$755K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.72K+ 37.29% |
$978K - $1.09M
|
24.7K
$3.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
20.7K+ 1052.28% |
$3.02M - $3.35M
|
22.7K
$3.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-561- 9.24% |
$81.7K - $90.8K
|
5.51K
$853K
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-225- 0.59% |
$32.8K - $36.4K
|
37.9K
$5.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Barings LLC
|
BUY
|
- |
47.8K+ 107.3% |
$6.96M - $7.74M
|
92.4K
$14.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-838K- 24.45% |
$122M - $136M
|
2.59M
$401M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
PUT |
-80.3K- 7.15% |
$11.7M - $13M
|
1.04M
$162M
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
5.51K+ 259.2% |
$802K - $891K
|
7.63K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1.88K- 36.48% |
$274K - $305K
|
3.28K
$507K
|
|
|
Nov 10, 2025
Q3 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-233- 11.69% |
$33.9K - $37.7K
|
1.76K
$272K
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
365+ 5.13% |
$53.1K - $59.1K
|
7.48K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-47- 0.14% |
$6.84K - $7.61K
|
33.6K
$5.21M
|
|