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 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
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.22KNew |
$179K - $205K
|
1.22K
$189K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
1.23KNew |
$180K - $206K
|
1.23K
$190K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
886New |
$130K - $149K
|
886
$137K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
250+ 5.91% |
$36.7K - $42K
|
4.48K
$694K
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
1.11K+ 5.99% |
$162K - $186K
|
19.6K
$3.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-85- 0.27% |
$12.5K - $14.3K
|
30.9K
$4.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.23KNew |
$180K - $206K
|
1.23K
$190K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.63K- 56.3% |
$239K - $274K
|
1.27K
$196K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
100New |
$14.7K - $16.8K
|
100
$15.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-6.62K- 72.92% |
$971K - $1.11M
|
2.46K
$381K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.36KNew |
$200K - $228K
|
1.36K
$211K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
266+ 1.52% |
$39K - $44.7K
|
17.8K
$2.76M
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
SELL
|
- |
-19K- 61.23% |
$2.68M - $3.08M
|
12K
$1.86M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-1.38K- 81.18% |
$195K - $224K
|
320
$49.5K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
24.8K+ 23.83% |
$3.5M - $4.03M
|
129K
$19.9M
|
|
|
Aug 27, 2025
Q4 2024
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-1.7KClosed |
$240K - $276K
|
0
$0
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
68New |
$9.6K - $11.1K
|
68
$10.5K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
507New |
$71.6K - $82.4K
|
507
$78.5K
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
11.5KNew |
$1.62M - $1.87M
|
11.5K
$1.78M
|
|
|
May 16, 2025
Q4 2024
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
246KNew |
$34.7M - $40M
|
246K
$38.1M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-156- 0.34% |
$22K - $25.4K
|
45.7K
$7.07M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
440New |
$62.1K - $71.5K
|
440
$68.1K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-664- 18.94% |
$93.7K - $108K
|
2.84K
$440K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
11.7KNew |
$1.66M - $1.91M
|
11.7K
$1.82M
|
|
|
Mar 18, 2025
Q4 2024
|
Cibra Capital LTD
London, X0 |
BUY
|
CALL |
78KNew |
$11M - $12.7M
|
78K
$12.1M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-59- 2.46% |
$8.33K - $9.59K
|
2.34K
$362K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.34KNew |
$330K - $380K
|
2.34K
$362K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-84- 5.1% |
$11.9K - $13.7K
|
1.56K
$242K
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-25- 0.21% |
$3.53K - $4.06K
|
12K
$1.85M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
11+ 0.25% |
$1.55K - $1.79K
|
4.48K
$694K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.68KNew |
$236K - $272K
|
1.68K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
234K+ 3.07% |
$33M - $38M
|
7.84M
$1.21B
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
5.33K+ 126.44% |
$752K - $866K
|
9.54K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
13.8KNew |
$1.95M - $2.24M
|
13.8K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-3.11K- 53.62% |
$438K - $505K
|
2.69K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
2.7KNew |
$380K - $438K
|
2.7K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
2.02KNew |
$285K - $328K
|
2.02K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5+ 0.31% |
$706 - $813
|
1.64K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.75K- 50.43% |
$247K - $285K
|
1.72K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.47KNew |
$208K - $239K
|
1.47K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.5K- 18.35% |
$353K - $406K
|
11.1K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-191- 2.47% |
$27K - $31K
|
7.55K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.87K+ 4.91% |
$264K - $303K
|
39.9K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
14.8KNew |
$2.09M - $2.41M
|
14.8K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-236- 1.14% |
$33.3K - $38.4K
|
20.5K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-197K- 99.19% |
$27.8M - $32M
|
1.6K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Nwi Management LP
New York, NY |
BUY
|
CALL |
500KNew |
$70.6M - $81.3M
|
500K
$77.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hbk Investments L P
Dallas, TX |
SELL
|
CALL |
-900- 0.36% |
$127K - $146K
|
249K
$38.6M
|
|