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
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
236+ 7.91% |
$34.4K - $38.2K
|
3.22K
$498K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
61+ 11.11% |
$8.88K - $9.87K
|
610
$94.4K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.43KNew |
$208K - $231K
|
1.43K
$221K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.98K+ 26.54% |
$288K - $320K
|
9.42K
$1.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
553K+ 122.71% |
$80.4M - $89.4M
|
1M
$155M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.31K+ 40.8% |
$191K - $212K
|
4.53K
$701K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.36K- 9.84% |
$198K - $220K
|
12.5K
$1.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
671+ 5.52% |
$97.7K - $109K
|
12.8K
$1.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.54K+ 18.65% |
$223K - $248K
|
9.76K
$1.51M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-319- 1.55% |
$46.4K - $51.6K
|
20.2K
$3.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.26K+ 159.87% |
$329K - $366K
|
3.67K
$568K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.1K+ 28.93% |
$1.03M - $1.15M
|
31.7K
$4.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.15K+ 3.96% |
$167K - $185K
|
30.1K
$4.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
17+ 0.8% |
$2.47K - $2.75K
|
2.15K
$333K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
16.1K+ 16.32% |
$2.35M - $2.61M
|
115K
$17.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.08K+ 1.98% |
$158K - $175K
|
55.8K
$8.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-24- 0.33% |
$3.49K - $3.88K
|
7.33K
$1.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
125+ 2.19% |
$18.2K - $20.2K
|
5.84K
$904K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
121K+ 18.21% |
$17.6M - $19.6M
|
787K
$122M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
584+ 2.62% |
$85K - $94.5K
|
22.8K
$3.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
189+ 3.49% |
$27.5K - $30.6K
|
5.61K
$869K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-63- 1.41% |
$9.17K - $10.2K
|
4.4K
$681K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.49K+ 10.61% |
$653K - $726K
|
46.8K
$7.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
228+ 7.84% |
$33.2K - $36.9K
|
3.14K
$486K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-9.4K- 3.33% |
$1.37M - $1.52M
|
273K
$42.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
495+ 5.24% |
$72.1K - $80.1K
|
9.94K
$1.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.33KNew |
$193K - $215K
|
1.33K
$205K
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
7+ 0.06% |
$1.02K - $1.13K
|
11.2K
$1.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-150K- 97.42% |
$21.8M - $24.2M
|
3.97K
$615K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
157+ 4.11% |
$22.9K - $25.4K
|
3.98K
$616K
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
71+ 3.99% |
$10.3K - $11.5K
|
1.85K
$286K
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
198+ 0.17% |
$28.8K - $32K
|
119K
$18.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
75+ 0.5% |
$10.9K - $12.1K
|
15K
$2.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-11.8K- 32.91% |
$1.72M - $1.91M
|
24.1K
$3.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15+ 0.51% |
$2.18K - $2.43K
|
2.94K
$455K
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-158- 2.72% |
$23K - $25.6K
|
5.65K
$875K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.83K+ 20.23% |
$266K - $296K
|
10.9K
$1.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
19.3K+ 382.86% |
$2.81M - $3.13M
|
24.4K
$3.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
136+ 4.51% |
$19.8K - $22K
|
3.15K
$488K
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-180- 2.25% |
$26.2K - $29.1K
|
7.82K
$1.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.5KNew |
$218K - $242K
|
1.5K
$232K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 13.88% |
$152K - $169K
|
8.58K
$1.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
2.53KNew |
$368K - $410K
|
2.53K
$392K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
448+ 8.65% |
$65.2K - $72.5K
|
5.63K
$871K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 11.89% |
$243K - $270K
|
15.7K
$2.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.59K+ 15.07% |
$377K - $419K
|
19.8K
$3.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-287- 21.63% |
$41.8K - $46.4K
|
1.04K
$161K
|
|
|
Oct 30, 2025
Q3 2025
|
Sam Advisors, LLC
|
BUY
|
- |
8+ 0.13% |
$1.16K - $1.29K
|
6.09K
$943K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
303K+ 49.65% |
$44M - $49M
|
912K
$141M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-160- 7.24% |
$23.3K - $25.9K
|
2.05K
$317K
|
|