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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
73+ 2.11% |
$10.6K - $11.8K
|
3.54K
$548K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
73+ 1.73% |
$10.6K - $11.8K
|
4.29K
$664K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
73+ 1.09% |
$10.6K - $11.8K
|
6.76K
$1.05M
|
|
|
Nov 07, 2025
Q3 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
72+ 1.95% |
$10.5K - $11.7K
|
3.76K
$582K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
72+ 0.54% |
$10.5K - $11.7K
|
13.4K
$2.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
71+ 3.25% |
$10.3K - $11.5K
|
2.26K
$349K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
71+ 1.01% |
$10.3K - $11.5K
|
7.13K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
71+ 1.12% |
$10.3K - $11.5K
|
6.43K
$996K
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
71+ 3.99% |
$10.3K - $11.5K
|
1.85K
$286K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
71+ 3.71% |
$10.3K - $11.5K
|
1.99K
$308K
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
70+ 1.33% |
$10.2K - $11.3K
|
5.35K
$828K
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
70+ 4.17% |
$10.2K - $11.3K
|
1.75K
$271K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
70+ 0.88% |
$10.2K - $11.3K
|
8.07K
$1.25M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
69+ 0.43% |
$10K - $11.2K
|
16K
$2.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
69+ 0.91% |
$10K - $11.2K
|
7.62K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
69+ 2.42% |
$10K - $11.2K
|
2.92K
$452K
|
|
|
Nov 13, 2025
Q3 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
67+ 1.45% |
$9.75K - $10.8K
|
4.68K
$725K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
67+ 2.52% |
$9.75K - $10.8K
|
2.73K
$422K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
67+ 4.54% |
$9.75K - $10.8K
|
1.54K
$239K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
66+ 4.34% |
$9.61K - $10.7K
|
1.59K
$246K
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
66+ 1.05% |
$9.61K - $10.7K
|
6.36K
$984K
|
|
|
Nov 12, 2025
Q3 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
65+ 4.08% |
$9.46K - $10.5K
|
1.66K
$257K
|
|
|
Oct 24, 2025
Q3 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
65+ 0.86% |
$9.46K - $10.5K
|
7.64K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
65+ 1.25% |
$9.46K - $10.5K
|
5.29K
$818K
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
64New |
$9.32K - $10.4K
|
64
$9.91K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
63+ 3.73% |
$9.17K - $10.2K
|
1.75K
$271K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
63+ 1.17% |
$9.17K - $10.2K
|
5.45K
$844K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
63+ 1.23% |
$9.17K - $10.2K
|
5.19K
$803K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
62+ 8.81% |
$9.03K - $10K
|
766
$119K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
62+ 0.62% |
$9.03K - $10K
|
10.1K
$1.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Eukles Asset Management
|
BUY
|
- |
61+ 1.82% |
$8.88K - $9.87K
|
3.41K
$528K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
61+ 11.11% |
$8.88K - $9.87K
|
610
$94.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
61+ 0.26% |
$8.88K - $9.87K
|
23.2K
$3.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
60+ 0.44% |
$8.73K - $9.71K
|
13.6K
$2.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
59+ 2.32% |
$8.59K - $9.55K
|
2.6K
$403K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
58+ 0.06% |
$8.44K - $9.39K
|
95.5K
$14.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
58+ 2.46% |
$8.44K - $9.39K
|
2.41K
$373K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57+ 0.28% |
$8.3K - $9.22K
|
20.6K
$3.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
56+ 2.05% |
$8.15K - $9.06K
|
2.79K
$431K
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
56+ 0.81% |
$8.15K - $9.06K
|
6.99K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
56+ 0.82% |
$8.15K - $9.06K
|
6.88K
$1.07M
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
55+ 4.29% |
$8.01K - $8.9K
|
1.34K
$207K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
55+ 0.12% |
$8.01K - $8.9K
|
47.8K
$7.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
55+ 2.34% |
$8.01K - $8.9K
|
2.41K
$373K
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
55+ 1.55% |
$8.01K - $8.9K
|
3.59K
$556K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
55+ 7.27% |
$8.01K - $8.9K
|
812
$126K
|
|
|
Nov 14, 2025
Q3 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
54+ 1.98% |
$7.86K - $8.74K
|
2.79K
$431K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
54+ 1.02% |
$7.86K - $8.74K
|
5.37K
$831K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
54+ 2.2% |
$7.86K - $8.74K
|
2.51K
$388K
|
|
|
Nov 14, 2025
Q3 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
53+ 14.68% |
$7.72K - $8.58K
|
414
$64.1K
|
|