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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
2.51K+ 147.36% |
$366K - $407K
|
4.22K
$653K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
37+ 0.46% |
$5.39K - $5.99K
|
8.07K
$1.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-20- 0.26% |
$2.91K - $3.24K
|
7.76K
$1.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
31+ 0.96% |
$4.51K - $5.02K
|
3.28K
$507K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
43+ 44.79% |
$6.26K - $6.96K
|
139
$21.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.52K+ 1.89% |
$222K - $246K
|
81.9K
$12.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Quilter PLC
|
BUY
|
- |
770+ 0.18% |
$112K - $125K
|
418K
$64.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
169+ 2.13% |
$24.6K - $27.3K
|
8.1K
$1.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
44.3K+ 7.75% |
$6.45M - $7.17M
|
616K
$95.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.56K+ 2.02% |
$372K - $413K
|
129K
$20M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-17- 1.02% |
$2.47K - $2.75K
|
1.65K
$255K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-3.26K- 5.83% |
$475K - $528K
|
52.7K
$8.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
14.3K+ 80.2% |
$2.08M - $2.31M
|
32.1K
$4.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-209- 4.6% |
$30.4K - $33.8K
|
4.33K
$671K
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-30- 0.33% |
$4.37K - $4.85K
|
9.18K
$1.42M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-871- 0.92% |
$127K - $141K
|
93.7K
$14.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
24.7K+ 6.13% |
$3.59M - $4M
|
428K
$66.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-16.4K- 5.14% |
$2.38M - $2.65M
|
302K
$46.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
19.6K+ 2.39% |
$2.86M - $3.18M
|
840K
$130M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
301K+ 35.18% |
$43.9M - $48.8M
|
1.16M
$179M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
117K+ 38.46% |
$17M - $19M
|
422K
$65.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
928+ 4.46% |
$135K - $150K
|
21.7K
$3.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
722+ 51.53% |
$105K - $117K
|
2.12K
$329K
|
|
|
Oct 31, 2025
Q3 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-20- 0.37% |
$2.91K - $3.24K
|
5.32K
$823K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11+ 0.23% |
$1.6K - $1.78K
|
4.89K
$757K
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
103+ 0.46% |
$15K - $16.7K
|
22.6K
$3.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
29.6K+ 55.15% |
$4.3M - $4.78M
|
83.2K
$12.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
22.3K+ 11.61% |
$3.25M - $3.62M
|
215K
$33.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
42+ 0.18% |
$6.11K - $6.8K
|
22.9K
$3.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
215+ 53.75% |
$31.3K - $34.8K
|
615
$95.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
SELL
|
- |
-15.2K- 50.0% |
$2.21M - $2.45M
|
15.2K
$2.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-370- 0.24% |
$53.9K - $59.9K
|
156K
$24.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.79K- 2.02% |
$260K - $289K
|
86.7K
$13.4M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-106- 0.22% |
$15.4K - $17.2K
|
47.9K
$7.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
55.5K+ 30.57% |
$8.08M - $8.98M
|
237K
$36.7M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.15K- 3.43% |
$167K - $186K
|
32.4K
$5.01M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
CALL |
98.5K+ 6566.67% |
$14.3M - $15.9M
|
100K
$15.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.18K+ 5.18% |
$463K - $514K
|
64.5K
$9.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
1.98K+ 4.98% |
$289K - $321K
|
41.8K
$6.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Tufton Capital Management
|
BUY
|
- |
127+ 0.19% |
$18.5K - $20.6K
|
66.7K
$10.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-508- 14.8% |
$73.9K - $82.2K
|
2.92K
$453K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
30+ 2.04% |
$4.37K - $4.85K
|
1.5K
$232K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
186+ 1.09% |
$27.1K - $30.1K
|
17.3K
$2.68M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7K+ 202.05% |
$1.02M - $1.13M
|
10.5K
$1.62M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
56+ 0.82% |
$8.15K - $9.06K
|
6.88K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
150+ 2.19% |
$21.8K - $24.3K
|
6.99K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.28K+ 65.57% |
$186K - $207K
|
3.23K
$500K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
360+ 16.36% |
$52.4K - $58.3K
|
2.56K
$396K
|
|
|
Oct 31, 2025
Q3 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
68+ 2.02% |
$9.9K - $11K
|
3.43K
$531K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
178+ 2.36% |
$25.9K - $28.8K
|
7.71K
$1.19M
|
|