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
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-31.8K- 4.88% |
$4.26M - $5.37M
|
621K
$95.8M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-48- 1.68% |
$6.42K - $8.09K
|
2.82K
$435K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.27K+ 21.88% |
$169K - $213K
|
7.05K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
SELL
|
- |
-196- 6.66% |
$26.2K - $33K
|
2.75K
$424K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-374- 9.03% |
$50K - $63K
|
3.77K
$582K
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-354- 1.86% |
$47.3K - $59.7K
|
18.7K
$2.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
9.8K+ 122.84% |
$1.31M - $1.65M
|
17.8K
$2.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-67- 15.84% |
$8.96K - $11.3K
|
356
$55K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-8.49K- 17.86% |
$1.14M - $1.43M
|
39K
$6.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
9.13K+ 14.6% |
$1.22M - $1.54M
|
71.6K
$11.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.95K+ 8.5% |
$528K - $666K
|
50.4K
$7.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
36.8K+ 45.77% |
$4.92M - $6.2M
|
117K
$18.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-117K- 89.53% |
$15.7M - $19.7M
|
13.7K
$2.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.7K+ 17.12% |
$2.37M - $2.99M
|
121K
$18.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-8.62K- 53.29% |
$1.15M - $1.45M
|
7.56K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
519+ 24.52% |
$69.4K - $87.5K
|
2.64K
$407K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
10+ 0.7% |
$1.34K - $1.69K
|
1.43K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-64- 2.1% |
$8.56K - $10.8K
|
2.98K
$460K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-1.09K- 11.99% |
$145K - $183K
|
7.99K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
694+ 23.06% |
$92.8K - $117K
|
3.7K
$572K
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-135- 8.31% |
$18.1K - $22.7K
|
1.49K
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.34K+ 4.54% |
$179K - $225K
|
30.7K
$4.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-60- 1.66% |
$8.02K - $10.1K
|
3.55K
$549K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
442+ 2.6% |
$59.1K - $74.5K
|
17.4K
$2.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.27K+ 263.3% |
$704K - $887K
|
7.27K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
1.74K+ 3.42% |
$233K - $293K
|
52.7K
$8.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-766- 4.17% |
$102K - $129K
|
17.6K
$2.72M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
112+ 1.44% |
$15K - $18.9K
|
7.88K
$1.22M
|