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 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
5.75K+ 31.98% |
$837K - $931K
|
23.7K
$3.67M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
4.89K+ 26.77% |
$711K - $791K
|
23.1K
$3.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
141+ 1.85% |
$20.5K - $22.8K
|
7.75K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.66KNew |
$242K - $269K
|
1.66K
$258K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
50+ 1.3% |
$7.28K - $8.09K
|
3.9K
$604K
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-4K- 62.92% |
$582K - $647K
|
2.36K
$365K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
3.32K+ 39.59% |
$483K - $537K
|
11.7K
$1.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
65+ 1.25% |
$9.46K - $10.5K
|
5.29K
$818K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
36.5KNew |
$5.31M - $5.9M
|
36.5K
$5.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.36K+ 445.3% |
$489K - $544K
|
4.12K
$637K
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
173+ 3.24% |
$25.2K - $28K
|
5.51K
$853K
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1+ 0.07% |
$146 - $162
|
1.4K
$217K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-396- 5.21% |
$57.6K - $64.1K
|
7.2K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.03K- 10.51% |
$296K - $329K
|
17.3K
$2.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-74- 0.53% |
$10.8K - $12K
|
13.8K
$2.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
100+ 5.7% |
$14.6K - $16.2K
|
1.86K
$287K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.04K+ 42.18% |
$151K - $168K
|
3.49K
$541K
|
|
|
Oct 21, 2025
Q3 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-125- 0.32% |
$18.2K - $20.2K
|
39.3K
$6.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
59+ 2.32% |
$8.59K - $9.55K
|
2.6K
$403K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.07% |
$146 - $162
|
1.53K
$236K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.3KNew |
$189K - $210K
|
1.3K
$201K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
69+ 2.42% |
$10K - $11.2K
|
2.92K
$452K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.23K+ 11.72% |
$180K - $200K
|
11.8K
$1.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
44+ 0.27% |
$6.41K - $7.12K
|
16.4K
$2.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-182- 0.67% |
$26.5K - $29.5K
|
27.1K
$4.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9.67K+ 47.75% |
$1.41M - $1.57M
|
29.9K
$4.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.76K+ 2.49% |
$256K - $284K
|
72.3K
$11.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
44.8KNew |
$6.52M - $7.25M
|
44.8K
$6.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
6.04K+ 8.03% |
$879K - $977K
|
81.3K
$12.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 0.53% |
$291 - $324
|
380
$58.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
113+ 1.05% |
$16.4K - $18.3K
|
10.9K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-193- 1.36% |
$28.1K - $31.2K
|
14K
$2.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.28K+ 28.01% |
$186K - $207K
|
5.84K
$904K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$146 - $162
|
2.29K
$355K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.02K+ 12.4% |
$294K - $327K
|
18.3K
$2.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
230+ 0.7% |
$33.5K - $37.2K
|
33.1K
$5.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
137+ 4.86% |
$19.9K - $22.2K
|
2.96K
$458K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
338+ 23.54% |
$49.2K - $54.7K
|
1.77K
$275K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-2.81K- 2.85% |
$409K - $455K
|
96K
$14.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
160+ 1.55% |
$23.3K - $25.9K
|
10.5K
$1.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-132- 1.13% |
$19.2K - $21.4K
|
11.5K
$1.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
13.4K+ 2.31% |
$1.95M - $2.17M
|
594K
$92M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.73K+ 0.81% |
$251K - $279K
|
215K
$33.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.6K+ 72.41% |
$233K - $259K
|
3.81K
$589K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
51+ 1.02% |
$7.42K - $8.25K
|
5.04K
$781K
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-74.9K- 34.76% |
$10.9M - $12.1M
|
141K
$21.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5+ 0.02% |
$728 - $809
|
32.6K
$5.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-18- 0.31% |
$2.62K - $2.91K
|
5.87K
$909K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
43+ 1.03% |
$6.26K - $6.96K
|
4.24K
$656K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.01K+ 8.26% |
$729K - $811K
|
65.6K
$10.2M
|
|