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
|
Proffitt & Goodson Inc
|
BUY
|
- |
194+ 29.53% |
$28.2K - $31.4K
|
851
$132K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.86K- 7.63% |
$270K - $300K
|
22.5K
$3.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.81K+ 0.95% |
$555K - $617K
|
405K
$62.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-64- 2.05% |
$9.32K - $10.4K
|
3.06K
$474K
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
6+ 0.12% |
$873 - $971
|
4.88K
$756K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
70+ 0.88% |
$10.2K - $11.3K
|
8.07K
$1.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.7K+ 8.76% |
$539K - $599K
|
46K
$7.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
BUY
|
- |
1.39K+ 58.67% |
$202K - $225K
|
3.76K
$582K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
94+ 2.36% |
$13.7K - $15.2K
|
4.07K
$631K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.51K+ 3.92% |
$220K - $245K
|
40.1K
$6.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
626+ 30.0% |
$91.1K - $101K
|
2.71K
$420K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
10+ 0.41% |
$1.46K - $1.62K
|
2.47K
$382K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.53K+ 12.91% |
$804K - $894K
|
48.3K
$7.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.35K+ 19.94% |
$196K - $218K
|
8.11K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-247- 1.71% |
$36K - $40K
|
14.2K
$2.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-9- 0.25% |
$1.31K - $1.46K
|
3.6K
$558K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
226+ 0.3% |
$32.9K - $36.6K
|
76.7K
$11.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
600+ 4.73% |
$87.3K - $97.1K
|
13.3K
$2.06M
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-350- 17.72% |
$50.9K - $56.6K
|
1.63K
$252K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
16+ 0.15% |
$2.33K - $2.59K
|
10.6K
$1.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-52- 0.77% |
$7.57K - $8.42K
|
6.7K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-372- 2.03% |
$54.2K - $60.2K
|
18K
$2.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-4- 0.14% |
$582 - $647
|
2.8K
$433K
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
35+ 1.54% |
$5.09K - $5.66K
|
2.3K
$357K
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-250- 0.75% |
$36.4K - $40.5K
|
33.1K
$5.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
235+ 4.5% |
$34.2K - $38K
|
5.46K
$845K
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
485+ 1.43% |
$70.6K - $78.5K
|
34.4K
$5.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-3.17K- 3.88% |
$462K - $513K
|
78.6K
$12.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.33K- 48.2% |
$630K - $701K
|
4.65K
$721K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-197- 0.67% |
$28.7K - $31.9K
|
29K
$4.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
2.31K+ 17.66% |
$337K - $374K
|
15.4K
$2.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
76+ 1.23% |
$11.1K - $12.3K
|
6.23K
$965K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
366+ 4.75% |
$53.3K - $59.2K
|
8.07K
$1.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-45- 1.04% |
$6.55K - $7.28K
|
4.27K
$661K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
1.5K+ 6.31% |
$218K - $243K
|
25.3K
$3.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
44+ 0.32% |
$6.41K - $7.12K
|
13.8K
$2.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-200- 10.45% |
$29.1K - $32.4K
|
1.71K
$265K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
224K+ 54.6% |
$32.7M - $36.3M
|
635K
$98.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
124K+ 2307.41% |
$18.1M - $20.1M
|
130K
$20.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-1.1K- 0.87% |
$161K - $179K
|
125K
$19.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
28+ 0.75% |
$4.08K - $4.53K
|
3.75K
$580K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
18.8K+ 47.31% |
$2.74M - $3.04M
|
58.6K
$9.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-2- 0.03% |
$291 - $324
|
7.89K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.47K+ 3.25% |
$214K - $238K
|
46.6K
$7.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-668- 8.67% |
$97.2K - $108K
|
7.03K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.47K+ 19.54% |
$505K - $561K
|
21.2K
$3.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-722- 7.74% |
$105K - $117K
|
8.6K
$1.33M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-59- 2.76% |
$8.59K - $9.55K
|
2.08K
$322K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
105+ 1.94% |
$15.3K - $17K
|
5.52K
$855K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
177+ 3.21% |
$25.8K - $28.6K
|
5.7K
$882K
|
|