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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
38+ 1.2% |
$5.08K - $6.4K
|
3.2K
$496K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
37New |
$4.95K - $6.23K
|
37
$5.73K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
35+ 0.37% |
$4.68K - $5.9K
|
9.6K
$1.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
34+ 3400.0% |
$4.55K - $5.73K
|
35
$5.42K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
30+ 0.39% |
$4.01K - $5.06K
|
7.64K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
29+ 1.14% |
$3.88K - $4.89K
|
2.58K
$400K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
25+ 0.43% |
$3.34K - $4.21K
|
5.84K
$904K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
25New |
$3.34K - $4.21K
|
25
$3.87K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
21+ 1.28% |
$2.81K - $3.54K
|
1.67K
$258K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
20+ 0.81% |
$2.67K - $3.37K
|
2.49K
$385K
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
BUY
|
- |
20+ 0.86% |
$2.67K - $3.37K
|
2.33K
$361K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
14+ 4.2% |
$1.87K - $2.36K
|
347
$53.7K
|
|
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
4+ 0.23% |
$535 - $674
|
1.76K
$272K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.71% |
$535 - $674
|
565
$87.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
4+ 1.88% |
$535 - $674
|
217
$33.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
4+ 0.33% |
$535 - $674
|
1.23K
$190K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3+ 2.0% |
$401 - $506
|
153
$23.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3+ 0.14% |
$401 - $506
|
2.08K
$322K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2+ 0.14% |
$267 - $337
|
1.48K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.29% |
$134 - $169
|
348
$53.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.45% |
$134 - $169
|
70
$10.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.31% |
$134 - $169
|
325
$50.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.85% |
$134 - $169
|
119
$18.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.03% |
$134 - $169
|
2.89K
$447K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$134 - $169
|
2.34K
$362K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.04% |
$134 - $169
|
2.24K
$347K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1+ 0.01% |
$134 - $169
|
7.22K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
476K+ 6945.73% |
$69.9M - $80M
|
483K
$74.8M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
180KNew |
$26.4M - $30.2M
|
180K
$27.9M
|
|
|
May 15, 2025
Q1 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
134KNew |
$19.7M - $22.6M
|
134K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
41.4K+ 283.51% |
$6.08M - $6.96M
|
56K
$8.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
33.1KNew |
$4.86M - $5.56M
|
33.1K
$5.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
25.1KNew |
$3.68M - $4.22M
|
25.1K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Tig Advisors, LLC
New York, NY |
BUY
|
- |
24KNew |
$3.53M - $4.04M
|
24K
$3.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
17.3KNew |
$2.54M - $2.91M
|
17.3K
$2.68M
|
|
|
Sep 23, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
11.7KNew |
$1.72M - $1.97M
|
11.7K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.2KNew |
$1.65M - $1.89M
|
11.2K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.55K+ 0.85% |
$1.25M - $1.44M
|
1.01M
$156M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.51K+ 6.09% |
$1.25M - $1.43M
|
148K
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
BUY
|
- |
6.6KNew |
$968K - $1.11M
|
6.6K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.6KNew |
$968K - $1.11M
|
6.6K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
PUT |
6.6K+ 264.0% |
$968K - $1.11M
|
9.1K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
5.97KNew |
$876K - $1M
|
5.97K
$924K
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
5.74KNew |
$842K - $964K
|
5.74K
$889K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.6K+ 106.79% |
$822K - $941K
|
10.8K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
5K+ 26.18% |
$734K - $840K
|
24.1K
$3.73M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
4.2K+ 700.0% |
$616K - $705K
|
4.8K
$743K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
4K+ 200.0% |
$587K - $672K
|
6K
$929K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.07KNew |
$450K - $515K
|
3.07K
$475K
|
|