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 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
230+ 13.94% |
$33.5K - $37.2K
|
1.88K
$291K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
5.16K+ 87.99% |
$751K - $835K
|
11K
$1.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
300+ 10.16% |
$43.7K - $48.5K
|
3.25K
$503K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
125K+ 22.13% |
$18.2M - $20.2M
|
688K
$107M
|
|
|
Nov 07, 2025
Q3 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
179+ 3.28% |
$26.1K - $29K
|
5.64K
$873K
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
77+ 2.15% |
$11.2K - $12.5K
|
3.66K
$567K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.86M- 8.08% |
$270M - $301M
|
21.1M
$3.27B
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.61K- 30.73% |
$817K - $908K
|
12.6K
$1.96M
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
384+ 3.66% |
$55.9K - $62.1K
|
10.9K
$1.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
2+ 0.04% |
$291 - $324
|
5.3K
$820K
|
|
|
Nov 07, 2025
Q3 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-7- 0.14% |
$1.02K - $1.13K
|
4.84K
$749K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.47% |
$146 - $162
|
212
$32.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
136+ 3.07% |
$19.8K - $22K
|
4.56K
$707K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
6.54K+ 0.82% |
$953K - $1.06M
|
803K
$124M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9.53K+ 18.39% |
$1.39M - $1.54M
|
61.3K
$9.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.2K+ 2.83% |
$175K - $195K
|
43.6K
$6.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.79K+ 15.65% |
$405K - $451K
|
20.6K
$3.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-142- 0.28% |
$20.7K - $23K
|
49.7K
$7.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-302- 18.48% |
$44K - $48.9K
|
1.33K
$206K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
476+ 7.77% |
$69.3K - $77K
|
6.6K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-19- 0.29% |
$2.77K - $3.07K
|
6.56K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
28M+ 17.94% |
$4.07B - $4.53B
|
184M
$28.5B
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
350+ 1.62% |
$50.9K - $56.6K
|
22K
$3.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
104K+ 78.91% |
$15.1M - $16.8M
|
236K
$36.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
156+ 0.53% |
$22.7K - $25.2K
|
29.6K
$4.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.09K+ 10.97% |
$450K - $500K
|
31.3K
$4.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
103K+ 5654.79% |
$15M - $16.6M
|
105K
$16.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-133- 5.6% |
$19.4K - $21.5K
|
2.24K
$347K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
576+ 0.24% |
$83.8K - $93.2K
|
245K
$37.9M
|
|
|
Nov 07, 2025
Q3 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-10.7K- 9.27% |
$1.55M - $1.73M
|
104K
$16.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
140+ 1.42% |
$20.4K - $22.7K
|
10K
$1.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.72K+ 108.81% |
$541K - $601K
|
7.13K
$1.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-486- 3.86% |
$70.7K - $78.6K
|
12.1K
$1.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-4.3K- 35.83% |
$626K - $696K
|
7.7K
$1.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
10.3K+ 38.84% |
$1.49M - $1.66M
|
36.6K
$5.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
155+ 4.19% |
$22.6K - $25.1K
|
3.86K
$597K
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
1.2KNew |
$175K - $194K
|
1.2K
$186K
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4.52K+ 5.99% |
$658K - $731K
|
79.9K
$12.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.62K+ 25.81% |
$526K - $585K
|
17.6K
$2.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-12- 0.54% |
$1.75K - $1.94K
|
2.2K
$341K
|
|
|
Nov 07, 2025
Q3 2025
|
M&G PLC
London, X0 |
BUY
|
- |
4.07K+ 3.24% |
$593K - $659K
|
130K
$20.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
322+ 3.78% |
$46.9K - $52.1K
|
8.84K
$1.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
52+ 18.91% |
$7.57K - $8.42K
|
327
$50.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1- -0.0% |
$146 - $162
|
139K
$21.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
1.04K+ 4.1% |
$151K - $167K
|
26.3K
$4.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
738+ 2.15% |
$107K - $119K
|
35K
$5.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
319+ 0.24% |
$46.4K - $51.6K
|
133K
$20.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
9.79K+ 95.82% |
$1.43M - $1.58M
|
20K
$3.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-190- 1.26% |
$27.7K - $30.7K
|
14.9K
$2.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
162+ 4.38% |
$23.6K - $26.2K
|
3.86K
$597K
|
|