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 |
|---|---|---|---|---|---|---|---|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
117+ 1.48% |
$17.2K - $19.7K
|
8.01K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
111+ 426.92% |
$16.3K - $18.6K
|
137
$21.2K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
100New |
$14.7K - $16.8K
|
100
$15.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
100New |
$14.7K - $16.8K
|
100
$15.5K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
85+ 4.02% |
$12.5K - $14.3K
|
2.2K
$341K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
75+ 4.86% |
$11K - $12.6K
|
1.62K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
72+ 4.21% |
$10.6K - $12.1K
|
1.78K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
71+ 1.12% |
$10.4K - $11.9K
|
6.41K
$993K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
70+ 437.5% |
$10.3K - $11.8K
|
86
$13.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
67+ 2.05% |
$9.83K - $11.3K
|
3.34K
$517K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
51+ 1.96% |
$7.48K - $8.57K
|
2.65K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
48+ 117.07% |
$7.04K - $8.06K
|
89
$13.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
40+ 0.71% |
$5.87K - $6.72K
|
5.7K
$882K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
29+ 32.22% |
$4.25K - $4.87K
|
119
$18.4K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
24+ 0.88% |
$3.52K - $4.03K
|
2.75K
$425K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
21New |
$3.08K - $3.53K
|
21
$3.25K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
20+ 0.41% |
$2.93K - $3.36K
|
4.88K
$755K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
20+ 0.71% |
$2.93K - $3.36K
|
2.85K
$441K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
18+ 0.15% |
$2.64K - $3.02K
|
11.7K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
10New |
$1.47K - $1.68K
|
10
$1.55K
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
6+ 0.34% |
$880 - $1.01K
|
1.75K
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.25% |
$587 - $672
|
1.58K
$244K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
3New |
$440 - $504
|
3
$464
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
2+ 0.61% |
$293 - $336
|
331
$51.2K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
2+ 0.11% |
$293 - $336
|
1.85K
$287K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1+ 5.0% |
$147 - $168
|
21
$3.25K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.22% |
$147 - $168
|
83
$12.9K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
1+ 0.02% |
$147 - $168
|
5.29K
$820K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
1+ 0.04% |
$147 - $168
|
2.29K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1+ 0.07% |
$147 - $168
|
1.43K
$221K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nwi Management LP
New York, NY |
BUY
|
CALL |
500KNew |
$70.6M - $81.3M
|
500K
$77.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Toms Capital Investment Management LP
New York, NY |
BUY
|
- |
322KNew |
$45.5M - $52.3M
|
322K
$49.9M
|
|
|
May 16, 2025
Q4 2024
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
246KNew |
$34.7M - $40M
|
246K
$38.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
234K+ 3.07% |
$33M - $38M
|
7.84M
$1.21B
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
224KNew |
$31.6M - $36.4M
|
224K
$34.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
166KNew |
$23.4M - $27M
|
166K
$25.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
136KNew |
$19.2M - $22.1M
|
136K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
124KNew |
$17.4M - $20.1M
|
124K
$19.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
82.8KNew |
$11.7M - $13.4M
|
82.8K
$12.8M
|
|
|
Mar 18, 2025
Q4 2024
|
Cibra Capital LTD
London, X0 |
BUY
|
CALL |
78KNew |
$11M - $12.7M
|
78K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
66.4K+ 131.1% |
$9.37M - $10.8M
|
117K
$18.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
38.6KNew |
$5.45M - $6.27M
|
38.6K
$5.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
37.5K+ 253.58% |
$5.3M - $6.1M
|
52.3K
$8.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
29.4KNew |
$4.15M - $4.78M
|
29.4K
$4.55M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
24.8K+ 23.83% |
$3.5M - $4.03M
|
129K
$19.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
22.2K+ 48.98% |
$3.13M - $3.61M
|
67.5K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
21KNew |
$2.96M - $3.41M
|
21K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
16.4K+ 546.46% |
$2.31M - $2.66M
|
19.4K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
14.8KNew |
$2.09M - $2.41M
|
14.8K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
13.8KNew |
$1.95M - $2.24M
|
13.8K
$2.13M
|
|