Latest Institutional Transactions on Chevron Corp (CVX)
This table provides information on the latest institutional transactions involving Chevron Corp (CVX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.07% |
$134 - $169
|
1.41K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
251+ 59.06% |
$33.6K - $42.3K
|
676
$104K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-55.9K- 61.77% |
$7.48M - $9.42M
|
34.6K
$5.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
332+ 2.13% |
$44.4K - $55.9K
|
15.9K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-610- 6.5% |
$81.6K - $103K
|
8.78K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
290+ 4.83% |
$38.8K - $48.9K
|
6.29K
$971K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.1% |
$134 - $169
|
961
$148K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-50.5K- 76.05% |
$6.75M - $8.51M
|
15.9K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
10.8KNew |
$1.44M - $1.82M
|
10.8K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
2.44K+ 12.32% |
$326K - $411K
|
22.2K
$3.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
370K+ 2.13% |
$49.5M - $62.4M
|
17.8M
$2.74B
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
80+ 5.12% |
$10.7K - $13.5K
|
1.64K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
9.01K+ 97.49% |
$1.2M - $1.52M
|
18.3K
$2.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
1.93K+ 1.0% |
$258K - $325K
|
194K
$30M
|
|
|
Aug 12, 2025
Q2 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
105+ 5.83% |
$14K - $17.7K
|
1.91K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.01K+ 7.09% |
$537K - $676K
|
60.6K
$9.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-797- 26.15% |
$107K - $134K
|
2.25K
$348K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
47+ 0.77% |
$6.29K - $7.92K
|
6.15K
$950K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-342- 16.59% |
$45.7K - $57.6K
|
1.72K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.22K- 3.59% |
$164K - $206K
|
32.8K
$5.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-668- 6.8% |
$89.3K - $113K
|
9.16K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-117K- 50.3% |
$15.7M - $19.7M
|
116K
$17.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
19+ 0.23% |
$2.54K - $3.2K
|
8.24K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.6K+ 18.88% |
$2.76M - $3.48M
|
130K
$20.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-3.09K- 31.89% |
$413K - $520K
|
6.6K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-959- 0.98% |
$128K - $162K
|
97.1K
$15M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.21K+ 8.75% |
$161K - $203K
|
15K
$2.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
SELL
|
- |
-103- 0.46% |
$13.8K - $17.4K
|
22.1K
$3.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-308- 2.79% |
$41.2K - $51.9K
|
10.7K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-349- 3.02% |
$46.7K - $58.8K
|
11.2K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
156+ 14.18% |
$20.9K - $26.3K
|
1.26K
$194K
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.45K+ 132.69% |
$461K - $581K
|
6.05K
$934K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.24K+ 13.46% |
$166K - $209K
|
10.5K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-916- 4.04% |
$122K - $154K
|
21.8K
$3.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-109- 0.9% |
$14.6K - $18.4K
|
12K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 0.05% |
$535 - $674
|
8.52K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
480+ 2.07% |
$64.2K - $80.9K
|
23.7K
$3.66M
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
80+ 1.9% |
$10.7K - $13.5K
|
4.29K
$663K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.34K- 2.53% |
$180K - $226K
|
51.8K
$8M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.07K+ 1.06% |
$143K - $180K
|
101K
$15.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.31K+ 0.53% |
$175K - $220K
|
249K
$38.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
165+ 5.52% |
$22.1K - $27.8K
|
3.15K
$487K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
579+ 8.11% |
$77.4K - $97.6K
|
7.72K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
18+ 0.17% |
$2.41K - $3.03K
|
10.9K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-379- 1.87% |
$50.7K - $63.9K
|
19.9K
$3.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.68K+ 4.29% |
$225K - $283K
|
40.8K
$6.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
25.4K+ 437.9% |
$3.4M - $4.29M
|
31.2K
$4.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.93K+ 6.07% |
$525K - $662K
|
68.7K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-31.5K- 1.39% |
$4.22M - $5.32M
|
2.24M
$346M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-2.44K- 25.52% |
$326K - $410K
|
7.11K
$1.1M
|