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 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.68K- 0.32% |
$225K - $283K
|
517K
$80.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
776+ 47.46% |
$104K - $131K
|
2.41K
$373K
|
|
|
Jul 10, 2025
Q2 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.35KNew |
$314K - $396K
|
2.35K
$364K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-68- 0.13% |
$9.09K - $11.5K
|
52.7K
$8.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
45New |
$6.02K - $7.58K
|
45
$6.97K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.52K- 28.11% |
$470K - $592K
|
8.99K
$1.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-151- 4.97% |
$20.2K - $25.4K
|
2.89K
$447K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
83.7M+ 652139.5% |
$11.2B - $14.1B
|
83.7M
$13B
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
25New |
$3.34K - $4.21K
|
25
$3.87K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-85- 5.3% |
$11.4K - $14.3K
|
1.52K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-77- 3.38% |
$10.3K - $13K
|
2.2K
$341K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
754+ 5.87% |
$101K - $127K
|
13.6K
$2.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
33.3KNew |
$4.45M - $5.61M
|
33.3K
$5.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.83KNew |
$244K - $308K
|
1.83K
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
104+ 3.57% |
$13.9K - $17.5K
|
3.02K
$467K
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
232+ 3.19% |
$31K - $39.1K
|
7.52K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-215- 1.21% |
$28.8K - $36.2K
|
17.5K
$2.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-8.74K- 11.24% |
$1.17M - $1.47M
|
69K
$10.7M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
166+ 3.83% |
$22.2K - $28K
|
4.5K
$697K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
327New |
$43.7K - $55.1K
|
327
$50.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 2.04% |
$13.4K - $16.9K
|
4.8K
$744K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-392- 1.84% |
$52.4K - $66.1K
|
20.9K
$3.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-1.5K- 11.9% |
$201K - $253K
|
11.1K
$1.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-335- 2.37% |
$44.8K - $56.5K
|
13.8K
$2.14M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-87- 3.64% |
$11.6K - $14.7K
|
2.3K
$356K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
1.73K+ 26.36% |
$254K - $291K
|
8.29K
$1.28M
|
|
|
Sep 23, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
11.7KNew |
$1.72M - $1.97M
|
11.7K
$1.82M
|
|
|
Aug 20, 2025
Q1 2025
|
Oakland Financial Corp
Sterling Heights, MI |
SELL
|
- |
-1K- 23.26% |
$147K - $168K
|
3.3K
$511K
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.89KNew |
$424K - $486K
|
2.89K
$448K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.79KNew |
$409K - $469K
|
2.79K
$432K
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.28K+ 16.64% |
$188K - $215K
|
8.96K
$1.39M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
331New |
$48.6K - $55.6K
|
331
$51.2K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
117+ 1.48% |
$17.2K - $19.7K
|
8.01K
$1.24M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.08KNew |
$159K - $182K
|
1.08K
$168K
|
|
|
Jun 03, 2025
Q1 2025
|
Drummond Knight Asset Management Pty LTD
Crows Nest, Nsw, C3 |
SELL
|
- |
-4.01K- 4.01% |
$588K - $673K
|
96K
$14.9M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
222New |
$32.6K - $37.3K
|
222
$34.4K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-328- 12.11% |
$48.1K - $55.1K
|
2.38K
$368K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-132- 3.16% |
$19.4K - $22.2K
|
4.04K
$626K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1+ 5.0% |
$147 - $168
|
21
$3.25K
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-17K- 49.94% |
$2.5M - $2.86M
|
17.1K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
2.08KNew |
$306K - $350K
|
2.08K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
48+ 117.07% |
$7.04K - $8.06K
|
89
$13.8K
|
|
|
May 15, 2025
Q1 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
BUY
|
- |
6.6KNew |
$968K - $1.11M
|
6.6K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
5.74KNew |
$842K - $964K
|
5.74K
$889K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.2KNew |
$175K - $201K
|
1.2K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.51K+ 6.09% |
$1.25M - $1.43M
|
148K
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
1.83KNew |
$268K - $307K
|
1.83K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
213+ 8.5% |
$31.2K - $35.8K
|
2.72K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
4K+ 200.0% |
$587K - $672K
|
6K
$929K
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-290- 32.58% |
$42.5K - $48.7K
|
600
$92.9K
|
|