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 |
|---|---|---|---|---|---|---|---|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.59KNew |
$212K - $268K
|
1.59K
$246K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.51K+ 20.75% |
$202K - $255K
|
8.8K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
PUT |
1.46KNew |
$195K - $245K
|
1.46K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
1.45K+ 12.89% |
$194K - $244K
|
12.7K
$1.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.39KNew |
$186K - $234K
|
1.39K
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.38K+ 12.01% |
$184K - $232K
|
12.8K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.35K+ 0.84% |
$181K - $228K
|
162K
$25.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.31KNew |
$175K - $220K
|
1.31K
$203K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.27K+ 21.88% |
$169K - $213K
|
7.05K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
1.19KNew |
$159K - $200K
|
1.19K
$184K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.14K+ 24.97% |
$152K - $191K
|
5.69K
$880K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
1.04K+ 28.88% |
$138K - $174K
|
4.62K
$715K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
984New |
$132K - $166K
|
984
$152K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
957+ 13.13% |
$128K - $161K
|
8.25K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
937+ 6.76% |
$125K - $158K
|
14.8K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
906+ 12.99% |
$121K - $153K
|
7.88K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
821+ 13.02% |
$110K - $138K
|
7.13K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
810+ 2.79% |
$108K - $136K
|
29.8K
$4.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
776+ 47.46% |
$104K - $131K
|
2.41K
$373K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
769New |
$103K - $130K
|
769
$119K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
766+ 16.65% |
$102K - $129K
|
5.37K
$831K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
754+ 5.87% |
$101K - $127K
|
13.6K
$2.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
718+ 27.62% |
$96K - $121K
|
3.32K
$514K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
701+ 143.94% |
$93.7K - $118K
|
1.19K
$184K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
700+ 6.45% |
$93.6K - $118K
|
11.6K
$1.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
562+ 21.43% |
$75.2K - $94.7K
|
3.18K
$493K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
550+ 9.17% |
$73.6K - $92.7K
|
6.55K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
547+ 3.28% |
$73.2K - $92.2K
|
17.2K
$2.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
523New |
$69.9K - $88.1K
|
523
$81K
|
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
500+ 21.78% |
$66.9K - $84.3K
|
2.8K
$433K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
484+ 16.71% |
$64.7K - $81.6K
|
3.38K
$523K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
483+ 8.65% |
$64.6K - $81.4K
|
6.07K
$939K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
476+ 2.52% |
$63.7K - $80.2K
|
19.4K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
474+ 20.74% |
$63.4K - $79.9K
|
2.76K
$427K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
468New |
$62.6K - $78.9K
|
468
$72.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
439+ 5.15% |
$58.7K - $74K
|
8.96K
$1.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
416+ 19.96% |
$55.6K - $70.1K
|
2.5K
$387K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
414+ 5.42% |
$55.4K - $69.8K
|
8.05K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
409+ 6.26% |
$54.7K - $68.9K
|
6.94K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
387New |
$51.8K - $65.2K
|
387
$59.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
376+ 10.96% |
$50.3K - $63.4K
|
3.81K
$589K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
370+ 8.86% |
$49.5K - $62.3K
|
4.54K
$704K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
369New |
$49.3K - $62.2K
|
369
$57.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
327New |
$43.7K - $55.1K
|
327
$50.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
321New |
$42.9K - $54.1K
|
321
$49.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
311+ 17.08% |
$41.6K - $52.4K
|
2.13K
$330K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
300+ 6.66% |
$40.1K - $50.6K
|
4.8K
$744K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
294New |
$39.3K - $49.5K
|
294
$45.5K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
276+ 5.18% |
$36.9K - $46.5K
|
5.61K
$868K
|
|
|
Aug 11, 2025
Q2 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
267+ 15.34% |
$35.7K - $45K
|
2.01K
$311K
|
|