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 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-940- 6.04% |
$126K - $158K
|
14.6K
$2.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-6.8K- 37.1% |
$909K - $1.15M
|
11.5K
$1.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-715- 15.89% |
$95.6K - $120K
|
3.79K
$586K
|
|
|
Aug 05, 2025
Q2 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-5- 0.01% |
$669 - $843
|
80K
$12.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-49- 7.41% |
$6.55K - $8.26K
|
612
$94.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
311+ 17.08% |
$41.6K - $52.4K
|
2.13K
$330K
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.03% |
$134 - $169
|
2.89K
$447K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
179KNew |
$24M - $30.2M
|
179K
$27.7M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
235+ 45.11% |
$31.4K - $39.6K
|
756
$117K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
30+ 0.39% |
$4.01K - $5.06K
|
7.64K
$1.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
133+ 3.69% |
$17.8K - $22.4K
|
3.74K
$579K
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.73KClosed |
$365K - $459K
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
27.6KNew |
$3.69M - $4.65M
|
27.6K
$4.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
27.5KNew |
$3.68M - $4.63M
|
27.5K
$4.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
74+ 4.34% |
$9.9K - $12.5K
|
1.78K
$275K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-391- 0.38% |
$52.3K - $65.9K
|
101K
$15.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
718+ 27.62% |
$96K - $121K
|
3.32K
$514K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
97+ 2.54% |
$13K - $16.3K
|
3.92K
$607K
|
|
|
Aug 04, 2025
Q2 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-50- 0.2% |
$6.69K - $8.43K
|
25.5K
$3.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-350- 22.89% |
$46.8K - $59K
|
1.18K
$183K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-89- 1.63% |
$11.9K - $15K
|
5.36K
$829K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$134 - $169
|
2.34K
$362K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13.3KNew |
$1.78M - $2.25M
|
13.3K
$2.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-1.03K- 14.49% |
$137K - $173K
|
6.05K
$937K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-60- 2.04% |
$8.02K - $10.1K
|
2.88K
$446K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-269- 6.18% |
$36K - $45.3K
|
4.08K
$632K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.95K- 91.33% |
$528K - $665K
|
375
$58.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-16.3K- 80.6% |
$2.18M - $2.74M
|
3.92K
$607K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
34+ 3400.0% |
$4.55K - $5.73K
|
35
$5.42K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-260- 6.11% |
$34.8K - $43.8K
|
3.99K
$618K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
CALL |
-1.7K- 12.88% |
$227K - $286K
|
11.5K
$1.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Qv Investors Inc.
|
BUY
|
- |
170+ 0.69% |
$22.7K - $28.6K
|
24.9K
$3.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-229K- 10.71% |
$30.7M - $38.6M
|
1.91M
$296M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
550+ 9.17% |
$73.6K - $92.7K
|
6.55K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
468New |
$62.6K - $78.9K
|
468
$72.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-13- 0.77% |
$1.74K - $2.19K
|
1.67K
$259K
|
|
|
Jul 30, 2025
Q2 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.52K- 7.05% |
$738K - $931K
|
72.8K
$11.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
91+ 52.3% |
$12.2K - $15.3K
|
265
$41K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-22- 0.16% |
$2.94K - $3.71K
|
13.5K
$2.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 0.76% |
$6.69K - $8.43K
|
6.56K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-1.2K- 17.39% |
$160K - $202K
|
5.7K
$883K
|
|
|
Jul 30, 2025
Q2 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-707- 9.68% |
$94.5K - $119K
|
6.6K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-370- 13.53% |
$49.5K - $62.3K
|
2.37K
$366K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
957+ 13.13% |
$128K - $161K
|
8.25K
$1.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
100+ 5.21% |
$13.4K - $16.9K
|
2.02K
$313K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
37New |
$4.95K - $6.23K
|
37
$5.73K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
701+ 143.94% |
$93.7K - $118K
|
1.19K
$184K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
72+ 4.47% |
$9.63K - $12.1K
|
1.68K
$261K
|
|
|
Jul 30, 2025
Q2 2025
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
3.17KNew |
$424K - $534K
|
3.17K
$491K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.55KNew |
$475K - $598K
|
3.55K
$550K
|
|