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 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
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-328- 1.04% |
$47.7K - $53.1K
|
31.1K
$4.81M
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-122- 0.63% |
$17.8K - $19.7K
|
19.2K
$2.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.86K+ 61.05% |
$417K - $463K
|
7.55K
$1.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-312- 0.71% |
$45.4K - $50.5K
|
43.4K
$6.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.37K+ 12.01% |
$491K - $546K
|
31.5K
$4.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
15+ 0.39% |
$2.18K - $2.43K
|
3.84K
$595K
|
|
|
Nov 10, 2025
Q3 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-946- 1.14% |
$138K - $153K
|
82.2K
$12.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-83- 3.23% |
$12.1K - $13.4K
|
2.49K
$385K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
6.74K+ 314.36% |
$982K - $1.09M
|
8.89K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
2.04KNew |
$297K - $330K
|
2.04K
$316K
|
|
|
Nov 10, 2025
Q3 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
522+ 17.45% |
$76K - $84.5K
|
3.51K
$544K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.62K+ 2.8% |
$235K - $261K
|
59.3K
$9.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21.8K+ 39.74% |
$3.18M - $3.53M
|
76.7K
$11.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
671+ 17.94% |
$97.7K - $109K
|
4.41K
$683K
|
|
|
Nov 10, 2025
Q3 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-97- 3.41% |
$14.1K - $15.7K
|
2.75K
$425K
|
|
|
Nov 10, 2025
Q3 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
23.5K+ 57.32% |
$3.42M - $3.8M
|
64.5K
$9.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
269+ 4.51% |
$39.2K - $43.5K
|
6.24K
$965K
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
778+ 5.85% |
$113K - $126K
|
14.1K
$2.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Af Advisors, Inc.
|
SELL
|
- |
-10- 0.23% |
$1.46K - $1.62K
|
4.36K
$675K
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.3KNew |
$189K - $210K
|
1.3K
$201K
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
SELL
|
- |
-124- 5.04% |
$18.1K - $20.1K
|
2.34K
$362K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.1K+ 7.11% |
$2.2M - $2.44M
|
227K
$35.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.02% |
$437 - $485
|
16K
$2.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
303K+ 0.87% |
$44.1M - $49M
|
35.1M
$5.43B
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
590+ 1.76% |
$85.9K - $95.5K
|
34.1K
$5.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-775- 2.94% |
$113K - $125K
|
25.6K
$3.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Oppenheimer & Close, LLC
|
BUY
|
- |
25.3KNew |
$3.68M - $4.09M
|
25.3K
$3.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
48.6K+ 135.59% |
$7.07M - $7.87M
|
84.4K
$13.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.41K+ 10.68% |
$933K - $1.04M
|
66.4K
$10.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-126- 0.85% |
$18.3K - $20.4K
|
14.6K
$2.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-20- 0.18% |
$2.91K - $3.24K
|
11K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.5K- 40.18% |
$364K - $405K
|
3.72K
$576K
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
BUY
|
- |
609+ 6.58% |
$88.7K - $98.6K
|
9.86K
$1.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
143+ 2.63% |
$20.8K - $23.1K
|
5.57K
$862K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
2.33K+ 6.49% |
$339K - $377K
|
38.3K
$5.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-24- 0.13% |
$3.49K - $3.88K
|
18.8K
$2.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-445- 1.19% |
$64.8K - $72K
|
36.9K
$5.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
30+ 1.6% |
$4.37K - $4.85K
|
1.91K
$295K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.68K+ 4.28% |
$972K - $1.08M
|
163K
$25.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.93K+ 3.68% |
$280K - $312K
|
54.3K
$8.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.01K- 27.3% |
$147K - $163K
|
2.69K
$416K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
344+ 40.09% |
$50.1K - $55.7K
|
1.2K
$186K
|
|
|
Nov 10, 2025
Q3 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
1.31K+ 54.28% |
$190K - $212K
|
3.72K
$575K
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.56K- 2.27% |
$227K - $252K
|
67.2K
$10.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
6.17K+ 36.41% |
$898K - $998K
|
23.1K
$3.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
98.9K+ 6593.33% |
$14.4M - $16M
|
100K
$15.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.96K- 15.4% |
$1.01M - $1.13M
|
38.2K
$5.92M
|
|