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 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.95K+ 49.47% |
$261K - $329K
|
5.89K
$910K
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.02K+ 8.57% |
$137K - $172K
|
12.9K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
906+ 12.99% |
$121K - $153K
|
7.88K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
90+ 1.42% |
$12K - $15.2K
|
6.44K
$994K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.88K- 34.65% |
$385K - $485K
|
5.43K
$839K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-220- 1.11% |
$29.4K - $37.1K
|
19.6K
$3.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
202+ 8.94% |
$27K - $34K
|
2.46K
$380K
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
370+ 1.53% |
$49.5K - $62.3K
|
24.5K
$3.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
76.3K+ 1381.48% |
$10.2M - $12.9M
|
81.8K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
61.3K+ 10.16% |
$8.2M - $10.3M
|
665K
$103M
|
|
|
Aug 11, 2025
Q2 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.71KNew |
$228K - $288K
|
1.71K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-325K- 8.66% |
$43.5M - $54.8M
|
3.43M
$529M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
PUT |
446K+ 65.87% |
$59.7M - $75.2M
|
1.12M
$174M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-49K- 4.95% |
$6.56M - $8.27M
|
941K
$145M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
635+ 1.69% |
$84.9K - $107K
|
38.2K
$5.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-57- 1.31% |
$7.62K - $9.61K
|
4.3K
$663K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.64K- 1.95% |
$353K - $445K
|
133K
$20.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
188+ 13.23% |
$25.1K - $31.7K
|
1.61K
$248K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
320+ 4.19% |
$42.8K - $53.9K
|
7.95K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-71- 5.24% |
$9.49K - $12K
|
1.28K
$198K
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
13.6K+ 79.44% |
$1.82M - $2.29M
|
30.7K
$4.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-242K- 79.64% |
$32.3M - $40.8M
|
61.8K
$9.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.18K+ 4.37% |
$292K - $368K
|
52.2K
$8.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
484+ 16.71% |
$64.7K - $81.6K
|
3.38K
$522K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.64KNew |
$219K - $276K
|
1.64K
$253K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5+ 0.19% |
$669 - $843
|
2.58K
$398K
|
|
|
Aug 11, 2025
Q2 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
3.8K+ 3.25% |
$508K - $640K
|
121K
$18.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Reaves W H & CO Inc
|
SELL
|
- |
-55- 0.49% |
$7.36K - $9.27K
|
11.1K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
90+ 2.6% |
$12K - $15.2K
|
3.56K
$549K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.2K- 3.95% |
$1.1M - $1.38M
|
199K
$30.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-414- 6.8% |
$55.4K - $69.8K
|
5.68K
$876K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-19.3K- 5.87% |
$2.58M - $3.25M
|
309K
$47.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.08K+ 16.44% |
$144K - $182K
|
7.65K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-404- 12.34% |
$54K - $68.1K
|
2.87K
$443K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
62+ 0.66% |
$8.29K - $10.4K
|
9.47K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-125- 1.43% |
$16.7K - $21.1K
|
8.61K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
591+ 0.35% |
$79K - $99.6K
|
170K
$26.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-6.76K- 43.54% |
$903K - $1.14M
|
8.76K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17+ 2.91% |
$2.27K - $2.86K
|
602
$93K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
98+ 5.49% |
$13.1K - $16.5K
|
1.88K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.43K+ 3.78% |
$1.26M - $1.59M
|
259K
$40M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.26K+ 3.82% |
$302K - $380K
|
61.3K
$9.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-121- 13.24% |
$16.2K - $20.4K
|
793
$122K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
20+ 0.39% |
$2.67K - $3.37K
|
5.2K
$804K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-10.8K- 8.88% |
$1.45M - $1.82M
|
111K
$17.2M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
85K+ 3.67% |
$11.4M - $14.3M
|
2.4M
$370M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
299+ 23.73% |
$40K - $50.4K
|
1.56K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.13K+ 1.44% |
$151K - $190K
|
79.5K
$12.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-29.9K- 14.66% |
$4M - $5.05M
|
174K
$26.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
20+ 0.81% |
$2.67K - $3.37K
|
2.49K
$384K
|