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 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.24K+ 97.39% |
$908K - $1.01M
|
12.6K
$1.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.29K+ 45.02% |
$480K - $533K
|
10.6K
$1.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
109+ 3.0% |
$15.9K - $17.6K
|
3.74K
$580K
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
1+ 0.02% |
$146 - $162
|
5.12K
$793K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
11.5K+ 21.82% |
$1.67M - $1.86M
|
64K
$9.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
178+ 0.77% |
$25.9K - $28.8K
|
23.4K
$3.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
38.8K+ 23.86% |
$5.65M - $6.28M
|
202K
$31.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
228+ 0.94% |
$33.2K - $36.9K
|
24.5K
$3.79M
|
|
|
Oct 23, 2025
Q3 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-3- 0.13% |
$437 - $485
|
2.34K
$362K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-109- 0.19% |
$15.9K - $17.6K
|
57.1K
$8.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
9.03K+ 49.01% |
$1.31M - $1.46M
|
27.5K
$4.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
18+ 0.9% |
$2.62K - $2.91K
|
2.03K
$314K
|
|
|
Oct 23, 2025
Q3 2025
|
Hosking Partners LLP
|
BUY
|
- |
37+ 0.1% |
$5.39K - $5.99K
|
38.6K
$5.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.28K- 6.28% |
$187K - $207K
|
19.1K
$2.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
4.25K+ 46.94% |
$619K - $688K
|
13.3K
$2.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-2.44K- 10.63% |
$354K - $394K
|
20.5K
$3.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
202+ 306.06% |
$29.4K - $32.7K
|
268
$41.5K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
123+ 5.85% |
$17.9K - $19.9K
|
2.23K
$345K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-499- 0.54% |
$72.6K - $80.8K
|
92.7K
$14.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12+ 0.53% |
$1.75K - $1.94K
|
2.27K
$351K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
23+ 0.64% |
$3.35K - $3.72K
|
3.64K
$563K
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
936+ 7.49% |
$136K - $151K
|
13.4K
$2.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-777- 0.58% |
$113K - $126K
|
132K
$20.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.29K+ 11.15% |
$625K - $695K
|
42.8K
$6.62M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-27.6K- 33.39% |
$4.02M - $4.47M
|
55.1K
$8.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.05K- 5.18% |
$153K - $170K
|
19.2K
$2.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
725+ 2.85% |
$106K - $117K
|
26.2K
$4.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
988+ 50.38% |
$144K - $160K
|
2.95K
$457K
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
4.31K+ 8.15% |
$627K - $697K
|
57.2K
$8.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
377+ 6.82% |
$54.9K - $61K
|
5.91K
$914K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-184- 5.81% |
$26.8K - $29.8K
|
2.98K
$462K
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
35+ 1.24% |
$5.09K - $5.66K
|
2.86K
$443K
|
|
|
Oct 23, 2025
Q3 2025
|
Coerente Capital Management
|
BUY
|
- |
850+ 4.06% |
$124K - $138K
|
21.8K
$3.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
BUY
|
- |
1.29KNew |
$188K - $209K
|
1.29K
$200K
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
SELL
|
- |
-1.28K- 44.28% |
$186K - $207K
|
1.61K
$249K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.09K+ 9.21% |
$450K - $501K
|
36.7K
$5.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.61K+ 29.95% |
$962K - $1.07M
|
28.7K
$4.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
533+ 2.5% |
$77.6K - $86.3K
|
21.8K
$3.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-150- 0.56% |
$21.8K - $24.3K
|
26.8K
$4.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
166+ 0.57% |
$24.2K - $26.9K
|
29.5K
$4.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-87- 1.47% |
$12.7K - $14.1K
|
5.83K
$903K
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-112- 0.2% |
$16.3K - $18.1K
|
55.6K
$8.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.31K- 3.67% |
$191K - $212K
|
34.4K
$5.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-24- 1.26% |
$3.49K - $3.88K
|
1.88K
$292K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
103+ 0.32% |
$15K - $16.7K
|
32.6K
$5.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-172- 1.25% |
$25K - $27.8K
|
13.6K
$2.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-116- 0.75% |
$16.9K - $18.8K
|
15.3K
$2.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
2.93KNew |
$427K - $474K
|
2.93K
$454K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3.63K- 10.29% |
$528K - $587K
|
31.6K
$4.89M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
SELL
|
- |
-54- 0.18% |
$7.86K - $8.74K
|
29.6K
$4.59M
|
|