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
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
75.4K+ 6.48% |
$10.1M - $12.7M
|
1.24M
$191M
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5.46KNew |
$730K - $920K
|
5.46K
$843K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-81- 3.81% |
$10.8K - $13.6K
|
2.05K
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
323+ 1.24% |
$43.2K - $54.4K
|
26.3K
$4.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.43K+ 1.45% |
$191K - $241K
|
99.8K
$15.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.71K+ 1.48% |
$763K - $961K
|
392K
$60.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-803- 1.78% |
$107K - $135K
|
44.4K
$6.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.92K- 15.82% |
$257K - $324K
|
10.2K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-179- 3.33% |
$23.9K - $30.2K
|
5.2K
$803K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4.72K+ 101.5% |
$631K - $796K
|
9.37K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-8.69M- 99.15% |
$1.16B - $1.46B
|
74.6K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
15.3K+ 13.18% |
$2.05M - $2.58M
|
132K
$20.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
474+ 20.74% |
$63.4K - $79.9K
|
2.76K
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-610- 21.59% |
$81.6K - $103K
|
2.22K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.09K+ 2.72% |
$146K - $184K
|
41.1K
$6.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
2.86KNew |
$382K - $481K
|
2.86K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
57+ 1.5% |
$7.62K - $9.61K
|
3.85K
$595K
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
2.56KNew |
$342K - $431K
|
2.56K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.29K+ 26.72% |
$173K - $217K
|
6.12K
$945K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
49+ 0.4% |
$6.55K - $8.26K
|
12.3K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-757- 2.42% |
$101K - $128K
|
30.5K
$4.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.07K+ 0.71% |
$143K - $180K
|
153K
$23.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
4.5K+ 2250.0% |
$602K - $758K
|
4.7K
$726K
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.31K- 6.14% |
$175K - $221K
|
20K
$3.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
300+ 1.72% |
$40.1K - $50.6K
|
17.7K
$2.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-393- 21.02% |
$52.6K - $66.2K
|
1.48K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-7.02K- 9.33% |
$939K - $1.18M
|
68.3K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.6KNew |
$214K - $269K
|
1.6K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-128K- 6.87% |
$17.1M - $21.5M
|
1.73M
$267M
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-19.7K- 17.26% |
$2.63M - $3.31M
|
94.2K
$14.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-203- 0.43% |
$27.1K - $34.2K
|
47.1K
$7.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-64- 2.35% |
$8.56K - $10.8K
|
2.65K
$410K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
80+ 2.8% |
$10.7K - $13.5K
|
2.94K
$454K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.55K+ 26.48% |
$1.28M - $1.61M
|
45.6K
$7.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-33.3K- 88.53% |
$4.45M - $5.61M
|
4.31K
$666K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-53.1K- 87.51% |
$7.11M - $8.95M
|
7.58K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-70K- 2.68% |
$9.37M - $11.8M
|
2.54M
$392M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-1.56M- 10.5% |
$209M - $263M
|
13.3M
$2.05B
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-1.36K- 3.7% |
$182K - $229K
|
35.3K
$5.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-365K- 9.25% |
$48.8M - $61.5M
|
3.58M
$553M
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2K- 2.35% |
$268K - $337K
|
83.1K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.8% |
$936 - $1.18K
|
887
$137K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
18.2K+ 2.98% |
$2.44M - $3.07M
|
630K
$97.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.22K+ 13.87% |
$564K - $711K
|
34.6K
$5.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-1.55K- 36.68% |
$207K - $261K
|
2.67K
$412K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-979- 4.17% |
$131K - $165K
|
22.5K
$3.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-600- 2.46% |
$80.2K - $101K
|
23.8K
$3.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
136K+ 19.48% |
$18.2M - $22.9M
|
833K
$129M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-181- 8.33% |
$24.2K - $30.5K
|
1.99K
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-34- 1.24% |
$4.55K - $5.73K
|
2.7K
$417K
|