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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.59K+ 27.48% |
$213K - $268K
|
7.38K
$1.14M
|
|
|
Oct 30, 2025
Q2 2025
|
Broadwater Capital Management LLC
Boston, MA |
SELL
|
- |
-320- 3.31% |
$42.8K - $53.9K
|
9.35K
$1.45M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
239+ 6.63% |
$32K - $40.3K
|
3.85K
$595K
|
|
|
Oct 29, 2025
Q2 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-539- 8.79% |
$72.1K - $90.8K
|
5.6K
$866K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1- 0.04% |
$134 - $169
|
2.3K
$356K
|
|
|
Oct 27, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-1.54K- 19.5% |
$205K - $259K
|
6.34K
$981K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
71.6K+ 44.11% |
$9.58M - $12.1M
|
234K
$36.2M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
276+ 5.18% |
$36.9K - $46.5K
|
5.61K
$868K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-389- 45.87% |
$52K - $65.6K
|
459
$71.1K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-67.5K- 37.21% |
$9.02M - $11.4M
|
114K
$17.6M
|
|
|
Sep 23, 2025
Q2 2025
|
Rs Crum Inc.
|
SELL
|
- |
-90- 2.13% |
$12K - $15.2K
|
4.14K
$641K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
10.2K+ 286.12% |
$1.36M - $1.71M
|
13.7K
$2.12M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
1.64KNew |
$219K - $276K
|
1.64K
$253K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
CALL |
-493- 98.6% |
$65.9K - $83.1K
|
7
$1.08K
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
3.81KNew |
$510K - $643K
|
3.81K
$590K
|
|
|
Aug 27, 2025
Q2 2025
|
Impala Asset Management LLC
New Canaan, CT |
BUY
|
- |
10KNew |
$1.34M - $1.69M
|
10K
$1.55M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
1.04K+ 28.88% |
$138K - $174K
|
4.62K
$715K
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
13.1KNew |
$1.76M - $2.21M
|
13.1K
$2.03M
|
|
|
Aug 19, 2025
Q2 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-47- 3.04% |
$6.29K - $7.92K
|
1.5K
$232K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-154- 6.43% |
$20.6K - $26K
|
2.24K
$347K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
25+ 0.43% |
$3.34K - $4.21K
|
5.84K
$904K
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
15.4KNew |
$2.06M - $2.59M
|
15.4K
$2.38M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
50+ 5.5% |
$6.69K - $8.43K
|
959
$148K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
483+ 8.65% |
$64.6K - $81.4K
|
6.07K
$939K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-103- 3.51% |
$13.8K - $17.4K
|
2.83K
$439K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-600- 0.78% |
$80.2K - $101K
|
76.1K
$11.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.04K- 40.46% |
$139K - $175K
|
1.53K
$237K
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
4.92KNew |
$658K - $829K
|
4.92K
$761K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-28- 0.62% |
$3.74K - $4.72K
|
4.48K
$693K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-142K- 56.88% |
$19.1M - $24M
|
108K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-2.41K- 30.46% |
$323K - $407K
|
5.51K
$853K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-19.8K- 77.69% |
$2.65M - $3.34M
|
5.7K
$882K
|
|
|
Aug 14, 2025
Q2 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
155K+ 2020.57% |
$20.8M - $26.2M
|
163K
$25.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.37KNew |
$585K - $737K
|
4.37K
$677K
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-3K- 30.0% |
$401K - $506K
|
7K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
27.8KNew |
$3.72M - $4.68M
|
27.8K
$4.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
254+ 14.23% |
$34K - $42.8K
|
2.04K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Solus Alternative Asset Management LP
New York, NY |
SELL
|
- |
-6.18K- 3.36% |
$827K - $1.04M
|
178K
$27.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-376- 18.22% |
$50.3K - $63.4K
|
1.69K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Beddow Capital Management Inc
|
BUY
|
- |
210+ 9.66% |
$28.1K - $35.4K
|
2.39K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
250+ 1.92% |
$33.4K - $42.1K
|
13.3K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-41.8K- 51.07% |
$5.58M - $7.04M
|
40K
$6.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
130New |
$17.4K - $21.9K
|
130
$20.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-552- 15.37% |
$73.8K - $93K
|
3.04K
$471K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
376+ 10.96% |
$50.3K - $63.4K
|
3.81K
$589K
|
|
|
Aug 14, 2025
Q2 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.6KNew |
$348K - $438K
|
2.6K
$403K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
CALL |
17KNew |
$2.27M - $2.86M
|
17K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Savoie Capital LLC
Chicago, IL |
SELL
|
- |
-1.8K- 1.76% |
$241K - $303K
|
100K
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ilex Capital Partners (Uk) LLP
London, X0 |
SELL
|
- |
-8.76K- 39.25% |
$1.17M - $1.48M
|
13.6K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
191+ 76.4% |
$25.5K - $32.2K
|
441
$68.3K
|
|