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 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-85- 9.01% |
$11.4K - $14.3K
|
858
$133K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
269+ 1.53% |
$36K - $45.3K
|
17.9K
$2.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.43K+ 1.23% |
$192K - $241K
|
118K
$18.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
64.5K+ 2.51% |
$8.63M - $10.9M
|
2.63M
$407M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-28.8K- 4.84% |
$3.85M - $4.85M
|
566K
$87.4M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-578- 25.14% |
$77.3K - $97.4K
|
1.72K
$266K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
667+ 21.02% |
$89.2K - $112K
|
3.84K
$593K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1.73K+ 2.67% |
$232K - $292K
|
66.6K
$10.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1- 0.01% |
$134 - $169
|
7.93K
$1.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
643+ 6.75% |
$86K - $108K
|
10.2K
$1.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.38K- 4.39% |
$451K - $569K
|
73.6K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.15K+ 7.66% |
$154K - $194K
|
16.2K
$2.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
25+ 0.03% |
$3.34K - $4.21K
|
82.5K
$12.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-20- 0.07% |
$2.67K - $3.37K
|
27.6K
$4.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-200- 1.37% |
$26.7K - $33.7K
|
14.4K
$2.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
21+ 0.42% |
$2.81K - $3.54K
|
5.01K
$774K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.19K- 2.71% |
$159K - $201K
|
42.8K
$6.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-402- 9.76% |
$53.8K - $67.7K
|
3.72K
$574K
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-782- 5.46% |
$105K - $132K
|
13.5K
$2.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-306- 6.53% |
$40.9K - $51.6K
|
4.38K
$677K
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-676- 12.99% |
$90.4K - $114K
|
4.53K
$699K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
1+ 0.06% |
$134 - $169
|
1.69K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-2.31K- 5.53% |
$309K - $389K
|
39.4K
$6.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-294K- 4.08% |
$39.3M - $49.5M
|
6.91M
$1.07B
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.01K+ 6.14% |
$269K - $338K
|
34.7K
$5.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.94K- 54.75% |
$259K - $327K
|
1.6K
$247K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-51- 1.21% |
$6.82K - $8.59K
|
4.17K
$644K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.62K- 2.09% |
$216K - $272K
|
75.7K
$11.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
32.1K+ 74.91% |
$4.3M - $5.41M
|
75K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-1.24K- 16.06% |
$166K - $209K
|
6.49K
$1M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
326+ 7.16% |
$43.6K - $54.9K
|
4.88K
$754K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2+ 0.05% |
$267 - $337
|
4.12K
$636K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.5K- 33.97% |
$1.14M - $1.43M
|
16.5K
$2.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
127+ 8.63% |
$17K - $21.4K
|
1.6K
$247K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.85% |
$134 - $169
|
119
$18.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.5K+ 5.93% |
$469K - $590K
|
62.6K
$9.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.14K+ 24.97% |
$152K - $191K
|
5.69K
$878K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.39K+ 1.8% |
$186K - $234K
|
78.3K
$12.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
16.1K+ 4.22% |
$2.16M - $2.72M
|
398K
$61.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
47.6K+ 6.36% |
$6.36M - $8.02M
|
795K
$123M
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
435+ 6.49% |
$58.2K - $73.3K
|
7.14K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-150- 30.67% |
$20.1K - $25.3K
|
339
$52.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
635+ 8.5% |
$84.9K - $107K
|
8.11K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
227+ 0.1% |
$30.4K - $38.3K
|
229K
$35.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
47.5K+ 18.32% |
$6.35M - $8M
|
307K
$47.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
12+ 0.19% |
$1.6K - $2.02K
|
6.43K
$992K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-75- 1.58% |
$10K - $12.6K
|
4.66K
$720K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
28+ 1.44% |
$3.74K - $4.72K
|
1.97K
$305K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.9K+ 3.74% |
$3.73M - $4.7M
|
772K
$119M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
172+ 0.03% |
$23K - $29K
|
624K
$96.3M
|