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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-235- 16.17% |
$34.5K - $39.5K
|
1.22K
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.5K- 48.52% |
$221K - $252K
|
1.6K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-269- 20.63% |
$39.5K - $45.2K
|
1.04K
$160K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
21New |
$3.08K - $3.53K
|
21
$3.25K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.29KNew |
$189K - $217K
|
1.29K
$200K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-3.5K- 68.45% |
$513K - $588K
|
1.61K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
200New |
$29.3K - $33.6K
|
200
$31K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
10New |
$1.47K - $1.68K
|
10
$1.55K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.28KNew |
$187K - $214K
|
1.28K
$197K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.33KNew |
$195K - $223K
|
1.33K
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
71+ 1.12% |
$10.4K - $11.9K
|
6.41K
$993K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.16K- 57.49% |
$610K - $699K
|
3.08K
$476K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
950New |
$139K - $160K
|
950
$147K
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
880+ 440.0% |
$129K - $148K
|
1.08K
$167K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
17.3KNew |
$2.54M - $2.91M
|
17.3K
$2.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.77KNew |
$260K - $298K
|
1.77K
$274K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-80- 4.0% |
$11.7K - $13.4K
|
1.92K
$297K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
160+ 10.8% |
$23.5K - $26.9K
|
1.64K
$254K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-92- 12.78% |
$13.5K - $15.5K
|
628
$97.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.38KNew |
$203K - $232K
|
1.38K
$214K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-160- 11.49% |
$23.5K - $26.9K
|
1.23K
$191K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.21KNew |
$178K - $203K
|
1.21K
$187K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.28KNew |
$188K - $216K
|
1.28K
$199K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-210- 10.81% |
$30.8K - $35.3K
|
1.73K
$268K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.18K+ 22.63% |
$173K - $198K
|
6.38K
$987K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.47KNew |
$215K - $246K
|
1.47K
$227K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.22KNew |
$178K - $204K
|
1.22K
$188K
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-225- 5.85% |
$33K - $37.8K
|
3.62K
$560K
|
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.27KNew |
$186K - $213K
|
1.27K
$197K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-552- 0.6% |
$81K - $92.7K
|
91.9K
$14.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-77- 4.91% |
$11.3K - $12.9K
|
1.49K
$231K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.65K- 22.47% |
$242K - $277K
|
5.69K
$881K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.24KNew |
$182K - $208K
|
1.24K
$192K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.28K+ 16.28% |
$187K - $214K
|
9.11K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-300- 35.59% |
$44K - $50.4K
|
543
$84.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
186+ 11.71% |
$27.3K - $31.2K
|
1.78K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
51+ 1.96% |
$7.48K - $8.57K
|
2.65K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-38- 1.41% |
$5.57K - $6.38K
|
2.66K
$412K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1+ 0.07% |
$147 - $168
|
1.43K
$221K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
125New |
$18.3K - $21K
|
125
$19.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-150- 1.31% |
$22K - $25.2K
|
11.3K
$1.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-11- 0.64% |
$1.61K - $1.85K
|
1.72K
$266K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-25- 0.43% |
$3.67K - $4.2K
|
5.79K
$897K
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
161+ 2.38% |
$23.6K - $27K
|
6.92K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.26KNew |
$185K - $212K
|
1.26K
$196K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-332- 15.58% |
$48.7K - $55.8K
|
1.8K
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-192- 5.88% |
$28.2K - $32.3K
|
3.08K
$476K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.54KNew |
$226K - $259K
|
1.54K
$239K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-190- 10.19% |
$27.9K - $31.9K
|
1.67K
$259K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-170- 5.34% |
$24.9K - $28.6K
|
3.01K
$466K
|
|