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 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.1K+ 8.25% |
$305K - $339K
|
27.5K
$4.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 29.77% |
$198K - $220K
|
5.93K
$918K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.54K- 17.56% |
$224K - $249K
|
7.23K
$1.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.15K+ 3.86% |
$167K - $186K
|
30.9K
$4.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1K+ 5.81% |
$146K - $162K
|
18.3K
$2.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
638+ 37.22% |
$92.9K - $103K
|
2.35K
$364K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-137- 1.77% |
$19.9K - $22.2K
|
7.59K
$1.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-54- 3.34% |
$7.86K - $8.74K
|
1.56K
$242K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-260- 10.97% |
$37.8K - $42.1K
|
2.11K
$327K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
63+ 1.17% |
$9.17K - $10.2K
|
5.45K
$844K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
148+ 4.34% |
$21.5K - $24K
|
3.56K
$551K
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
6+ 0.39% |
$873 - $971
|
1.56K
$242K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-37- 2.21% |
$5.39K - $5.99K
|
1.64K
$254K
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
105+ 1.71% |
$15.3K - $17K
|
6.23K
$965K
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
BUY
|
- |
97+ 1.25% |
$14.1K - $15.7K
|
7.87K
$1.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
211+ 2.88% |
$30.7K - $34.1K
|
7.53K
$1.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-199- 2.65% |
$29K - $32.2K
|
7.3K
$1.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
52.4K+ 2.17% |
$7.63M - $8.48M
|
2.47M
$383M
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.07K+ 0.91% |
$155K - $173K
|
119K
$18.4M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-5- 0.32% |
$728 - $809
|
1.56K
$241K
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-360- 14.89% |
$52.4K - $58.3K
|
2.06K
$319K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-404- 4.49% |
$58.8K - $65.4K
|
8.59K
$1.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
515+ 14.06% |
$75K - $83.3K
|
4.18K
$647K
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.81KNew |
$409K - $455K
|
2.81K
$435K
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
20+ 1.05% |
$2.91K - $3.24K
|
1.92K
$297K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4.85K- 1.04% |
$706K - $785K
|
464K
$71.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
5.24K+ 24.88% |
$763K - $848K
|
26.3K
$4.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
144K+ 16.25% |
$21M - $23.3M
|
1.03M
$160M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
152+ 0.69% |
$22.1K - $24.6K
|
22.1K
$3.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-142- 6.66% |
$20.7K - $23K
|
1.99K
$308K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
554New |
$80.6K - $89.7K
|
554
$85.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
26+ 0.54% |
$3.78K - $4.21K
|
4.8K
$743K
|
|
|
Oct 30, 2025
Q3 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.24K+ 7.52% |
$326K - $363K
|
32K
$4.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
200+ 5.6% |
$29.1K - $32.4K
|
3.77K
$584K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-103- 0.04% |
$15K - $16.7K
|
248K
$38.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-1.61K- 3.43% |
$234K - $261K
|
45.4K
$7.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.81K+ 2.59% |
$846K - $940K
|
230K
$35.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 0.19% |
$146 - $162
|
521
$80.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.18K- 53.8% |
$317K - $353K
|
1.87K
$290K
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.52K+ 80.19% |
$222K - $246K
|
3.42K
$529K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
693+ 15.14% |
$101K - $112K
|
5.27K
$816K
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-326- 1.74% |
$47.5K - $52.8K
|
18.4K
$2.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.44K+ 14.59% |
$209K - $232K
|
11.3K
$1.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.48K- 34.25% |
$215K - $239K
|
2.84K
$439K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
263+ 10.86% |
$38.3K - $42.6K
|
2.69K
$416K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
1.57K+ 32.45% |
$229K - $255K
|
6.42K
$994K
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
66+ 1.05% |
$9.61K - $10.7K
|
6.36K
$984K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-128- 1.49% |
$18.6K - $20.7K
|
8.49K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.89K+ 5.04% |
$275K - $306K
|
39.4K
$6.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
420+ 4.65% |
$61.1K - $68K
|
9.45K
$1.46M
|
|