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 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
307+ 19.14% |
$44.7K - $49.7K
|
1.91K
$296K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
10+ 0.58% |
$1.46K - $1.62K
|
1.75K
$270K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
73+ 1.09% |
$10.6K - $11.8K
|
6.76K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.31KNew |
$190K - $211K
|
1.31K
$202K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-247- 12.42% |
$36K - $40K
|
1.74K
$270K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.35KNew |
$197K - $219K
|
1.35K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
4+ 0.18% |
$582 - $647
|
2.26K
$350K
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
208+ 6.86% |
$30.3K - $33.7K
|
3.24K
$502K
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
70+ 4.17% |
$10.2K - $11.3K
|
1.75K
$271K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
42.7K+ 7.02% |
$6.22M - $6.91M
|
652K
$101M
|
|
|
Oct 24, 2025
Q3 2025
|
William Allan, LLC
|
BUY
|
- |
1.9KNew |
$277K - $308K
|
1.9K
$294K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
143+ 0.8% |
$20.8K - $23.1K
|
17.9K
$2.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
39+ 0.76% |
$5.68K - $6.31K
|
5.17K
$800K
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
3.74K+ 31.92% |
$544K - $605K
|
15.5K
$2.39M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
80+ 1.67% |
$11.6K - $12.9K
|
4.87K
$754K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.78K+ 28.42% |
$259K - $288K
|
8.04K
$1.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-122- 8.63% |
$17.8K - $19.7K
|
1.29K
$200K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
105+ 5.58% |
$15.3K - $17K
|
1.99K
$308K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
1.85KNew |
$270K - $300K
|
1.85K
$287K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
21.4KNew |
$3.12M - $3.47M
|
21.4K
$3.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
54+ 2.2% |
$7.86K - $8.74K
|
2.51K
$388K
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.36K+ 7.48% |
$198K - $220K
|
19.5K
$3.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-192- 1.82% |
$27.9K - $31.1K
|
10.4K
$1.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-42- 2.46% |
$6.11K - $6.8K
|
1.67K
$258K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.95K+ 131.88% |
$575K - $639K
|
6.95K
$1.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-59- 0.12% |
$8.59K - $9.55K
|
51.1K
$7.91M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.31KNew |
$191K - $212K
|
1.31K
$203K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
200+ 5.07% |
$29.1K - $32.4K
|
4.14K
$642K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.31K+ 47.03% |
$628K - $698K
|
13.5K
$2.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
155+ 4.36% |
$22.6K - $25.1K
|
3.71K
$575K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.86K+ 71.26% |
$417K - $463K
|
6.88K
$1.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
490+ 29.91% |
$71.3K - $79.3K
|
2.13K
$329K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
841+ 55.81% |
$122K - $136K
|
2.35K
$364K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-31- 1.61% |
$4.51K - $5.02K
|
1.9K
$294K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.85K+ 11.65% |
$560K - $622K
|
36.9K
$5.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
280+ 11.37% |
$40.8K - $45.3K
|
2.74K
$425K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-10- 0.5% |
$1.46K - $1.62K
|
1.99K
$308K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.03K- 4.24% |
$150K - $166K
|
23.2K
$3.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
936+ 1.45% |
$136K - $151K
|
65.4K
$10.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
191+ 3.72% |
$27.8K - $30.9K
|
5.32K
$824K
|
|
|
Oct 24, 2025
Q3 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
121+ 4.48% |
$17.6K - $19.6K
|
2.82K
$437K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-742- 0.45% |
$108K - $120K
|
164K
$25.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-88- 2.57% |
$12.8K - $14.2K
|
3.33K
$516K
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
BUY
|
- |
1.7K+ 22.91% |
$248K - $276K
|
9.14K
$1.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
407+ 14.04% |
$59.2K - $65.9K
|
3.31K
$512K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-224- 11.67% |
$32.6K - $36.2K
|
1.7K
$262K
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
31+ 1.33% |
$4.51K - $5.02K
|
2.37K
$367K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
67+ 4.54% |
$9.75K - $10.8K
|
1.54K
$239K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
190+ 88.37% |
$27.7K - $30.7K
|
405
$62.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-733- 4.6% |
$107K - $119K
|
15.2K
$2.36M
|
|