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 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.63K+ 2.02% |
$383K - $425K
|
132K
$20.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-183- 7.68% |
$26.6K - $29.6K
|
2.2K
$341K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-889- 5.22% |
$129K - $144K
|
16.2K
$2.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
390K+ 8.66% |
$56.7M - $63.1M
|
4.89M
$757M
|
|
|
Nov 04, 2025
Q3 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-175- 0.41% |
$25.5K - $28.3K
|
42.8K
$6.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-245- 4.55% |
$35.7K - $39.6K
|
5.14K
$795K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
101+ 3.3% |
$14.7K - $16.3K
|
3.16K
$489K
|
|
|
Nov 04, 2025
Q3 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6.38KNew |
$929K - $1.03M
|
6.38K
$988K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
673+ 3.2% |
$98K - $109K
|
21.7K
$3.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-288- 6.23% |
$41.9K - $46.6K
|
4.34K
$671K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
55+ 0.12% |
$8.01K - $8.9K
|
47.8K
$7.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
356+ 9.18% |
$51.8K - $57.6K
|
4.23K
$655K
|
|
|
Nov 04, 2025
Q3 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
100+ 0.65% |
$14.6K - $16.2K
|
15.4K
$2.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
256+ 0.76% |
$37.3K - $41.4K
|
33.9K
$5.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
2+ 0.11% |
$291 - $324
|
1.82K
$281K
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
55+ 2.34% |
$8.01K - $8.9K
|
2.41K
$373K
|
|
|
Nov 03, 2025
Q3 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
210+ 1.64% |
$30.6K - $34K
|
13K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
942+ 18.64% |
$137K - $152K
|
6K
$928K
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-576- 2.68% |
$83.8K - $93.2K
|
20.9K
$3.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
660+ 10.47% |
$96.1K - $107K
|
6.96K
$1.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
586+ 15.46% |
$85.3K - $94.8K
|
4.38K
$678K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
9+ 0.05% |
$1.31K - $1.46K
|
18.8K
$2.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-1.14K- 8.25% |
$165K - $184K
|
12.6K
$1.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.37KNew |
$199K - $221K
|
1.37K
$211K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-4.22K- 0.53% |
$614K - $683K
|
793K
$123M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
248+ 13.07% |
$36.1K - $40.1K
|
2.15K
$332K
|
|
|
Nov 03, 2025
Q3 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-515- 8.85% |
$75K - $83.3K
|
5.3K
$821K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.21K+ 13.97% |
$176K - $196K
|
9.87K
$1.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
63+ 3.73% |
$9.17K - $10.2K
|
1.75K
$271K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.45% |
$2.18K - $2.43K
|
3.35K
$518K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.48K+ 6.02% |
$361K - $401K
|
43.6K
$6.75M
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-82- 1.23% |
$11.9K - $13.3K
|
6.58K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
201+ 2.55% |
$29.3K - $32.5K
|
8.09K
$1.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
505+ 17.35% |
$73.5K - $81.7K
|
3.42K
$529K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
48+ 1.06% |
$6.99K - $7.77K
|
4.56K
$706K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-4.85K- 13.09% |
$706K - $785K
|
32.2K
$4.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
638+ 1.2% |
$92.9K - $103K
|
53.6K
$8.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
8.42K+ 31.99% |
$1.23M - $1.36M
|
34.7K
$5.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
77+ 0.43% |
$11.2K - $12.5K
|
18.1K
$2.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.54K+ 0.4% |
$806K - $896K
|
1.4M
$217M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-32- 1.76% |
$4.66K - $5.18K
|
1.79K
$277K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
663+ 1.08% |
$96.5K - $107K
|
62.3K
$9.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
764+ 6.15% |
$111K - $124K
|
13.2K
$2.04M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.07K- 25.44% |
$155K - $172K
|
3.12K
$483K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.9KNew |
$276K - $307K
|
1.9K
$294K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
187K+ 6.15% |
$27.2M - $30.2M
|
3.22M
$499M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-409- 4.22% |
$59.5K - $66.2K
|
9.29K
$1.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.13K+ 4.4% |
$310K - $345K
|
50.5K
$7.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
200New |
$29.1K - $32.4K
|
200
$31K
|
|
|
Nov 03, 2025
Q3 2025
|
Cambiar Investors LLC
|
BUY
|
- |
91K+ 35.15% |
$13.3M - $14.7M
|
350K
$54.2M
|
|