Latest Institutional Purchases of Chevron Corp (CVX)
This list provides information on the latest institutional transactions involving Chevron Corp (CVX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.04K+ 6.44% |
$304K - $322K
|
33.8K
$5.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2K+ 84.5% |
$298K - $316K
|
4.37K
$676K
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.83KNew |
$272K - $289K
|
1.83K
$283K
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.83K+ 3.29% |
$272K - $288K
|
57.4K
$8.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
1.82K+ 2.24% |
$271K - $288K
|
83.1K
$12.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.77K+ 36.94% |
$264K - $279K
|
6.57K
$1.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$257K - $273K
|
1.73K
$268K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.67K+ 24.19% |
$249K - $263K
|
8.57K
$1.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Congress Park Capital LLC
|
BUY
|
- |
1.59K+ 19.56% |
$237K - $251K
|
9.73K
$1.51M
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1.48KNew |
$220K - $233K
|
1.48K
$229K
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
1.44K+ 53.5% |
$215K - $228K
|
4.14K
$641K
|
|
|
Jan 09, 2026
Q4 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.44K+ 84.43% |
$215K - $227K
|
3.15K
$488K
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.42K+ 4.13% |
$211K - $224K
|
35.8K
$5.54M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.37K+ 12.73% |
$204K - $216K
|
12.1K
$1.88M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.37KNew |
$204K - $216K
|
1.37K
$212K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.3K+ 46.56% |
$194K - $205K
|
4.09K
$634K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.27K+ 4.57% |
$188K - $200K
|
29K
$4.49M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.26KNew |
$187K - $198K
|
1.26K
$195K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.26K+ 6.48% |
$187K - $198K
|
20.6K
$3.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
1.25K+ 2.34% |
$185K - $196K
|
54.4K
$8.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.12K+ 1.01% |
$167K - $177K
|
112K
$17.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Solitude Financial Services
|
BUY
|
- |
1.11K+ 4.93% |
$165K - $175K
|
23.6K
$3.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 3.43% |
$164K - $173K
|
33.1K
$5.13M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.05K+ 0.48% |
$156K - $165K
|
220K
$34M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.02K+ 5.72% |
$152K - $161K
|
18.8K
$2.91M
|
|
|
Jan 15, 2026
Q4 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1K+ 3.95% |
$149K - $158K
|
26.3K
$4.08M
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
1K+ 6.6% |
$149K - $158K
|
16.2K
$2.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
991+ 2.7% |
$148K - $156K
|
37.7K
$5.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
975+ 4.0% |
$145K - $154K
|
25.4K
$3.93M
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
934+ 23.08% |
$139K - $147K
|
4.98K
$771K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
930+ 1.92% |
$138K - $147K
|
49.3K
$7.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
903+ 4.63% |
$134K - $142K
|
20.4K
$3.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
897+ 3.56% |
$134K - $141K
|
26.1K
$4.04M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
895+ 3.07% |
$133K - $141K
|
30K
$4.65M
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
882+ 5.36% |
$131K - $139K
|
17.3K
$2.69M
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
877+ 4.89% |
$131K - $138K
|
18.8K
$2.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
853+ 0.79% |
$127K - $135K
|
109K
$16.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
839+ 1.07% |
$125K - $132K
|
79.4K
$12.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Sky Investment Group LLC
|
BUY
|
- |
838+ 1.52% |
$125K - $132K
|
56.1K
$8.69M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
821+ 4.05% |
$122K - $129K
|
21.1K
$3.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
780+ 14.65% |
$116K - $123K
|
6.11K
$945K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
756+ 34.1% |
$113K - $119K
|
2.97K
$460K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
754New |
$112K - $119K
|
754
$117K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
753+ 3.92% |
$112K - $119K
|
20K
$3.09M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
738+ 3.07% |
$110K - $116K
|
24.8K
$3.84M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
737+ 1.77% |
$110K - $116K
|
42.3K
$6.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
706+ 2.33% |
$105K - $111K
|
31K
$4.81M
|
|
|
Jan 13, 2026
Q4 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
700+ 6.84% |
$104K - $110K
|
10.9K
$1.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
688+ 0.94% |
$102K - $109K
|
74K
$11.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
644+ 1.48% |
$95.9K - $102K
|
44.3K
$6.85M
|
|