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 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
77+ 1.59% |
$11.5K - $12.1K
|
4.93K
$763K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodstock Corp
|
BUY
|
- |
76+ 0.16% |
$11.3K - $12K
|
47.6K
$7.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
76+ 3.22% |
$11.3K - $12K
|
2.44K
$377K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
75+ 2.52% |
$11.2K - $11.8K
|
3.05K
$472K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
73+ 2.75% |
$10.9K - $11.5K
|
2.73K
$423K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
68+ 0.38% |
$10.1K - $10.7K
|
18K
$2.79M
|
|
|
Jan 14, 2026
Q4 2025
|
In Track Investment Management Inc
|
BUY
|
- |
66+ 4.06% |
$9.83K - $10.4K
|
1.69K
$262K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
66+ 1.38% |
$9.83K - $10.4K
|
4.84K
$749K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
65+ 2.25% |
$9.68K - $10.3K
|
2.96K
$458K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
62+ 0.32% |
$9.23K - $9.78K
|
19.2K
$2.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
60+ 1.13% |
$8.93K - $9.46K
|
5.36K
$830K
|
|
|
Jan 12, 2026
Q4 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
58+ 0.16% |
$8.64K - $9.15K
|
36.8K
$5.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
55+ 1.63% |
$8.19K - $8.67K
|
3.44K
$532K
|
|
|
Jan 08, 2026
Q4 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
50+ 1.01% |
$7.45K - $7.89K
|
4.99K
$773K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
48+ 1.95% |
$7.15K - $7.57K
|
2.51K
$388K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
47+ 5.3% |
$7K - $7.41K
|
933
$144K
|
|
|
Jan 16, 2026
Q4 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
46+ 0.08% |
$6.85K - $7.26K
|
59.3K
$9.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
46+ 1.25% |
$6.85K - $7.26K
|
3.71K
$575K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
42+ 6.6% |
$6.25K - $6.62K
|
678
$105K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
37+ 1.95% |
$5.51K - $5.84K
|
1.93K
$299K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
37+ 0.82% |
$5.51K - $5.84K
|
4.58K
$708K
|
|
|
Jan 13, 2026
Q4 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
34+ 2.54% |
$5.06K - $5.36K
|
1.38K
$213K
|
|
|
Jan 15, 2026
Q4 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
32+ 0.93% |
$4.76K - $5.05K
|
3.46K
$536K
|
|
|
Jan 16, 2026
Q4 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
31+ 0.95% |
$4.62K - $4.89K
|
3.28K
$508K
|
|
|
Jan 15, 2026
Q4 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
31+ 2.0% |
$4.62K - $4.89K
|
1.58K
$245K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
30+ 1.07% |
$4.47K - $4.73K
|
2.82K
$437K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
30+ 0.13% |
$4.47K - $4.73K
|
22.8K
$3.53M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
29+ 2.02% |
$4.32K - $4.57K
|
1.47K
$227K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
28+ 1.45% |
$4.17K - $4.42K
|
1.96K
$304K
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
27+ 39.71% |
$4.02K - $4.26K
|
95
$14.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
27+ 0.98% |
$4.02K - $4.26K
|
2.79K
$433K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
24+ 0.62% |
$3.57K - $3.79K
|
3.87K
$599K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
23+ 31.94% |
$3.42K - $3.63K
|
95
$14.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
20+ 0.53% |
$2.98K - $3.15K
|
3.82K
$591K
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
20+ 0.9% |
$2.98K - $3.15K
|
2.24K
$346K
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
19+ 0.3% |
$2.83K - $3K
|
6.44K
$997K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
19+ 6.17% |
$2.83K - $3K
|
327
$50.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
18+ 0.35% |
$2.68K - $2.84K
|
5.2K
$806K
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
18+ 1.18% |
$2.68K - $2.84K
|
1.54K
$238K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
17+ 0.37% |
$2.53K - $2.68K
|
4.64K
$718K
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
17+ 0.36% |
$2.53K - $2.68K
|
4.74K
$734K
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.59% |
$2.38K - $2.52K
|
2.73K
$423K
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
15+ 0.03% |
$2.23K - $2.37K
|
52.7K
$8.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
14+ 1.02% |
$2.08K - $2.21K
|
1.39K
$215K
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
13+ 0.45% |
$1.94K - $2.05K
|
2.88K
$445K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
13+ 0.36% |
$1.94K - $2.05K
|
3.66K
$566K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.83% |
$1.79K - $1.89K
|
1.45K
$225K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
11+ 0.26% |
$1.64K - $1.73K
|
4.25K
$658K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
11+ 0.37% |
$1.64K - $1.73K
|
2.97K
$460K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
11+ 0.29% |
$1.64K - $1.73K
|
3.75K
$581K
|
|