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 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
109+ 3.65% |
$14.6K - $18.4K
|
3.09K
$478K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
70+ 0.71% |
$9.36K - $11.8K
|
9.96K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
863+ 2.64% |
$115K - $145K
|
33.5K
$5.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-231- 0.66% |
$30.9K - $38.9K
|
34.8K
$5.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
363+ 0.6% |
$48.5K - $61.2K
|
61.3K
$9.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
20.6K+ 3.32% |
$2.75M - $3.46M
|
640K
$98.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
1.5K+ 6.34% |
$201K - $253K
|
25.2K
$3.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
21+ 0.57% |
$2.81K - $3.54K
|
3.69K
$569K
|
|
|
Aug 11, 2025
Q2 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
3.4K+ 2.59% |
$454K - $572K
|
134K
$20.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.35K- 3.32% |
$582K - $733K
|
127K
$19.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.03K+ 8.07% |
$539K - $679K
|
54K
$8.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-242- 1.9% |
$32.4K - $40.8K
|
12.5K
$1.93M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9K- 3.63% |
$1.2M - $1.52M
|
239K
$36.9M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-3.12K- 4.97% |
$417K - $526K
|
59.7K
$9.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-557K- 0.36% |
$74.5M - $93.9M
|
156M
$24.1B
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.83K+ 10.64% |
$1.18M - $1.49M
|
91.8K
$14.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.08K+ 5.61% |
$546K - $688K
|
76.8K
$11.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
13+ 0.19% |
$1.74K - $2.19K
|
6.9K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-172- 2.75% |
$23K - $29K
|
6.08K
$938K
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
111+ 0.15% |
$14.8K - $18.7K
|
73.3K
$11.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-291- 2.03% |
$38.9K - $49K
|
14.1K
$2.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.14K+ 1.61% |
$286K - $360K
|
135K
$20.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.03K- 15.95% |
$138K - $174K
|
5.43K
$838K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
953+ 24.86% |
$127K - $161K
|
4.79K
$739K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-496- 12.83% |
$66.3K - $83.6K
|
3.37K
$520K
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.2K+ 6.54% |
$160K - $202K
|
19.5K
$3.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-657- 1.02% |
$87.9K - $111K
|
63.5K
$9.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
12+ 0.05% |
$1.6K - $2.02K
|
22.5K
$3.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
148+ 7.0% |
$19.8K - $24.9K
|
2.26K
$349K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
162+ 0.71% |
$21.7K - $27.3K
|
22.9K
$3.53M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
976+ 17.87% |
$131K - $164K
|
6.44K
$994K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.08K+ 3.3% |
$144K - $182K
|
33.8K
$5.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.56% |
$134 - $169
|
181
$28K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.41K- 3.38% |
$189K - $238K
|
40.3K
$6.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
108+ 7.56% |
$14.4K - $18.2K
|
1.54K
$237K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
50+ 0.94% |
$6.69K - $8.43K
|
5.35K
$826K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-61- 3.48% |
$8.16K - $10.3K
|
1.69K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
6.82K+ 11.01% |
$912K - $1.15M
|
68.8K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-240- 6.6% |
$32.1K - $40.4K
|
3.4K
$525K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
62+ 0.98% |
$8.29K - $10.4K
|
6.37K
$984K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
35+ 0.37% |
$4.68K - $5.9K
|
9.6K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.71K- 5.28% |
$898K - $1.13M
|
120K
$18.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
52+ 1.48% |
$6.95K - $8.76K
|
3.57K
$552K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-12- 0.12% |
$1.6K - $2.02K
|
9.93K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Greenland Capital Management LP
New York, NY |
SELL
|
PUT |
-4.5K- 45.0% |
$602K - $758K
|
5.5K
$849K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-92- 2.64% |
$12.3K - $15.5K
|
3.4K
$524K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.31% |
$134 - $169
|
325
$50.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
201+ 6.57% |
$26.9K - $33.9K
|
3.26K
$503K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
321New |
$42.9K - $54.1K
|
321
$49.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-79- 11.25% |
$10.6K - $13.3K
|
623
$96.2K
|