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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-240- 6.6% |
$32.1K - $40.4K
|
3.4K
$526K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
35+ 0.37% |
$4.68K - $5.9K
|
9.6K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.31% |
$134 - $169
|
325
$50.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
321New |
$42.9K - $54.1K
|
321
$49.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-79- 11.25% |
$10.6K - $13.3K
|
623
$96.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
35.3KNew |
$4.72M - $5.95M
|
35.3K
$5.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
8.92K+ 5.24% |
$1.19M - $1.5M
|
179K
$27.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-2.76K- 52.31% |
$370K - $466K
|
2.52K
$390K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-855- 34.69% |
$114K - $144K
|
1.61K
$249K
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
SELL
|
- |
-1.7K- 48.34% |
$228K - $287K
|
1.82K
$282K
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-37- 2.04% |
$4.95K - $6.23K
|
1.78K
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
55.3KNew |
$7.4M - $9.32M
|
55.3K
$8.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.38K+ 12.01% |
$184K - $232K
|
12.8K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-103- 4.14% |
$13.8K - $17.4K
|
2.38K
$369K
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-676- 12.99% |
$90.4K - $114K
|
4.53K
$701K
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
127+ 8.63% |
$17K - $21.4K
|
1.6K
$247K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.85% |
$134 - $169
|
119
$18.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.14K+ 24.97% |
$152K - $191K
|
5.69K
$880K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-150- 30.67% |
$20.1K - $25.3K
|
339
$52.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
47.5K+ 18.32% |
$6.35M - $8M
|
307K
$47.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.27K+ 21.88% |
$169K - $213K
|
7.05K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-117K- 89.53% |
$15.7M - $19.7M
|
13.7K
$2.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-8.62K- 53.29% |
$1.15M - $1.45M
|
7.56K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-1.09K- 11.99% |
$145K - $183K
|
7.99K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-60- 1.66% |
$8.02K - $10.1K
|
3.55K
$550K
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
523New |
$69.9K - $88.1K
|
523
$81K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
300+ 6.66% |
$40.1K - $50.6K
|
4.8K
$744K
|
|
|
Aug 07, 2025
Q2 2025
|
Dje Kapital Ag
82049 Pullach, 2M |
SELL
|
- |
-369K- 45.65% |
$49.3M - $62.1M
|
439K
$67.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
56New |
$7.49K - $9.44K
|
56
$8.67K
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.81KNew |
$242K - $305K
|
1.81K
$280K
|
|
|
Aug 07, 2025
Q2 2025
|
Reik & Co., LLC
|
BUY
|
- |
6.5K+ 27.03% |
$869K - $1.09M
|
30.5K
$4.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
3.5K+ 23.41% |
$468K - $590K
|
18.5K
$2.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
500+ 21.78% |
$66.9K - $84.3K
|
2.8K
$433K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-560- 63.49% |
$74.9K - $94.4K
|
322
$49.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1K- 18.65% |
$134K - $169K
|
4.36K
$675K
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-132- 29.27% |
$17.7K - $22.2K
|
319
$49.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-167- 4.16% |
$22.3K - $28.1K
|
3.85K
$596K
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.07K- 33.72% |
$143K - $180K
|
2.1K
$325K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
40+ 16.95% |
$5.35K - $6.74K
|
276
$42.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-261- 11.42% |
$34.9K - $44K
|
2.02K
$313K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
206+ 8.96% |
$27.5K - $34.7K
|
2.51K
$388K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-9- 0.27% |
$1.2K - $1.52K
|
3.36K
$520K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
138+ 2.16% |
$18.5K - $23.3K
|
6.52K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
8.41KNew |
$1.12M - $1.42M
|
8.41K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-950- 33.05% |
$127K - $160K
|
1.92K
$298K
|
|
|
Aug 07, 2025
Q2 2025
|
Glynn Capital Management LLC
|
BUY
|
- |
5.89KNew |
$788K - $992K
|
5.89K
$912K
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.7KNew |
$227K - $286K
|
1.7K
$263K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
370+ 8.86% |
$49.5K - $62.3K
|
4.54K
$704K
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-49- 1.51% |
$6.55K - $8.26K
|
3.2K
$495K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-70- 3.09% |
$9.36K - $11.8K
|
2.2K
$340K
|
|