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 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
497+ 11.57% |
$72.3K - $80.4K
|
4.79K
$742K
|
|
|
Oct 07, 2025
Q3 2025
|
Congress Park Capital LLC
|
BUY
|
- |
5.62K+ 223.45% |
$818K - $910K
|
8.14K
$1.26M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-893- 0.88% |
$130K - $145K
|
101K
$15.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-305- 4.72% |
$44.4K - $49.4K
|
6.16K
$954K
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
8+ 0.13% |
$1.16K - $1.29K
|
6.13K
$949K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.01KNew |
$292K - $325K
|
2.01K
$311K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-115- 11.15% |
$16.7K - $18.6K
|
916
$142K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
647+ 23.11% |
$94.2K - $105K
|
3.45K
$534K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.55K+ 9.87% |
$226K - $251K
|
17.3K
$2.67M
|
|
|
Oct 06, 2025
Q3 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-87- 1.13% |
$12.7K - $14.1K
|
7.61K
$1.18M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
162+ 1.4% |
$23.6K - $26.2K
|
11.8K
$1.82M
|
|
|
Oct 06, 2025
Q3 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
484+ 4.96% |
$70.5K - $78.3K
|
10.2K
$1.59M
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.62KNew |
$236K - $262K
|
1.62K
$251K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-27.5K- 25.41% |
$4.01M - $4.46M
|
80.9K
$12.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
3+ 0.05% |
$437 - $485
|
6.33K
$980K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-826- 16.47% |
$120K - $134K
|
4.19K
$649K
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-447- 9.49% |
$65.1K - $72.3K
|
4.26K
$660K
|
|
|
Oct 06, 2025
Q3 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4+ 0.27% |
$582 - $647
|
1.49K
$231K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
169+ 2.48% |
$24.6K - $27.3K
|
6.98K
$1.08M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-633- 20.22% |
$92.1K - $102K
|
2.5K
$387K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
95+ 2.45% |
$13.8K - $15.4K
|
3.98K
$616K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.3KNew |
$189K - $210K
|
1.3K
$201K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
18.7KNew |
$2.73M - $3.03M
|
18.7K
$2.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-667- 0.61% |
$97.1K - $108K
|
108K
$16.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 0.8% |
$291 - $324
|
251
$38.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
15+ 4.73% |
$2.18K - $2.43K
|
332
$51.4K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-650- 2.98% |
$94.6K - $105K
|
21.2K
$3.28M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
9.78K+ 134.83% |
$1.42M - $1.58M
|
17K
$2.64M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
547+ 1.72% |
$79.6K - $88.5K
|
32.4K
$5.01M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
38+ 0.19% |
$5.53K - $6.15K
|
20.2K
$3.12M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-78- 0.65% |
$11.4K - $12.6K
|
12K
$1.85M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.21K- 7.66% |
$175K - $195K
|
14.5K
$2.25M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-8- 0.04% |
$1.16K - $1.29K
|
18.5K
$2.86M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-42- 0.08% |
$6.11K - $6.8K
|
54.9K
$8.49M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
9+ 1.99% |
$1.31K - $1.46K
|
462
$71.5K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.58KNew |
$230K - $256K
|
1.58K
$245K
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.65K+ 5.32% |
$386K - $429K
|
52.5K
$8.13M
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.59KNew |
$212K - $268K
|
1.59K
$246K
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-733K- 93.3% |
$98M - $123M
|
52.6K
$8.15M
|
|
|
Dec 15, 2025
Q2 2025
|
Saranac Partners LTD
London, |
SELL
|
- |
-124- 2.04% |
$16.6K - $20.9K
|
5.95K
$921K
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-1.35KClosed |
$180K - $227K
|
0
$0
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-686- 2.57% |
$91.7K - $116K
|
26K
$4.02M
|
|
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
4+ 0.23% |
$535 - $674
|
1.76K
$272K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.1M+ 106.81% |
$1.48B - $1.87B
|
21.5M
$3.33B
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
79.7K+ 1594.0% |
$10.7M - $13.4M
|
84.7K
$13.1M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-959- 4.25% |
$128K - $162K
|
21.6K
$3.34M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-14.5K- 27.17% |
$1.94M - $2.44M
|
38.8K
$6.01M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-2.98K- 27.51% |
$398K - $502K
|
7.85K
$1.22M
|
|
|
Nov 07, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
1.86KNew |
$249K - $313K
|
1.86K
$288K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
SELL
|
- |
-265- 13.53% |
$35.4K - $44.7K
|
1.69K
$262K
|
|