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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.31KNew |
$175K - $220K
|
1.31K
$203K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-300- 5.22% |
$40.1K - $50.6K
|
5.45K
$843K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
154New |
$20.6K - $26K
|
154
$23.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2+ 0.14% |
$267 - $337
|
1.48K
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
7.26KNew |
$971K - $1.22M
|
7.26K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-2.05K- 50.0% |
$274K - $346K
|
2.05K
$318K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
562+ 21.43% |
$75.2K - $94.7K
|
3.18K
$493K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
810+ 2.79% |
$108K - $136K
|
29.8K
$4.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Arnhold LLC
|
BUY
|
- |
21.9KNew |
$2.93M - $3.69M
|
21.9K
$3.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
414+ 5.42% |
$55.4K - $69.8K
|
8.05K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.04% |
$134 - $169
|
2.24K
$347K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-69- 2.55% |
$9.23K - $11.6K
|
2.63K
$407K
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
8.11KNew |
$1.08M - $1.37M
|
8.11K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.21K+ 9.04% |
$564K - $710K
|
50.8K
$7.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-17- 0.9% |
$2.27K - $2.86K
|
1.88K
$291K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-88- 43.14% |
$11.8K - $14.8K
|
116
$18K
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4.61K- 62.64% |
$616K - $777K
|
2.75K
$426K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1+ 0.01% |
$134 - $169
|
7.22K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-81- 1.76% |
$10.8K - $13.6K
|
4.51K
$698K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-640- 15.16% |
$85.6K - $108K
|
3.58K
$555K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-108- 5.6% |
$14.4K - $18.2K
|
1.82K
$282K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-65.4K- 46.61% |
$8.74M - $11M
|
74.9K
$11.6M
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
250+ 15.17% |
$33.4K - $42.1K
|
1.9K
$294K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.51K+ 20.75% |
$202K - $255K
|
8.8K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
100+ 4.76% |
$13.4K - $16.9K
|
2.2K
$341K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.71% |
$535 - $674
|
565
$87.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2.02KNew |
$270K - $341K
|
2.02K
$313K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
294New |
$39.3K - $49.5K
|
294
$45.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
BUY
|
- |
20+ 0.86% |
$2.67K - $3.37K
|
2.33K
$361K
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-65- 1.21% |
$8.69K - $11K
|
5.31K
$823K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-31- 2.89% |
$4.15K - $5.22K
|
1.04K
$161K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-50- 33.33% |
$6.69K - $8.43K
|
100
$15.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.39KNew |
$186K - $234K
|
1.39K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
409+ 6.26% |
$54.7K - $68.9K
|
6.94K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
10KNew |
$1.34M - $1.69M
|
10K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12.8KNew |
$1.71M - $2.15M
|
12.8K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
937+ 6.76% |
$125K - $158K
|
14.8K
$2.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.09KNew |
$414K - $521K
|
3.09K
$479K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
169+ 2.99% |
$22.6K - $28.5K
|
5.83K
$902K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
3.07K+ 38.65% |
$410K - $517K
|
11K
$1.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.6KNew |
$1.69M - $2.13M
|
12.6K
$1.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-32- 22.7% |
$4.28K - $5.39K
|
109
$16.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.14% |
$134 - $169
|
703
$109K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
38+ 3.76% |
$5.08K - $6.4K
|
1.05K
$162K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
547+ 3.28% |
$73.2K - $92.2K
|
17.2K
$2.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
4+ 1.88% |
$535 - $674
|
217
$33.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
51+ 0.24% |
$6.82K - $8.59K
|
21.1K
$3.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-60- 1.84% |
$8.02K - $10.1K
|
3.2K
$495K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.18K- 5.16% |
$157K - $198K
|
21.6K
$3.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
51+ 0.7% |
$6.82K - $8.59K
|
7.36K
$1.14M
|
|