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 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.47K+ 6.06% |
$196K - $247K
|
25.7K
$3.97M
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-101- 2.47% |
$13.5K - $17K
|
3.98K
$615K
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-39.9K- 3.38% |
$5.33M - $6.72M
|
1.14M
$176M
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-12- 0.31% |
$1.6K - $2.02K
|
3.81K
$588K
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
138+ 2.16% |
$18.5K - $23.3K
|
6.52K
$1.01M
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-361- 5.94% |
$48.3K - $60.8K
|
5.72K
$883K
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-386- 8.39% |
$51.6K - $65K
|
4.22K
$651K
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-866- 1.34% |
$116K - $146K
|
63.6K
$9.83M
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
25.9K+ 98.66% |
$3.46M - $4.37M
|
52.2K
$8.06M
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.76K+ 5.79% |
$369K - $465K
|
50.4K
$7.78M
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.44K+ 11.33% |
$460K - $580K
|
33.8K
$5.22M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
37.3K+ 10.73% |
$4.99M - $6.29M
|
385K
$59.5M
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
298+ 5.97% |
$39.9K - $50.2K
|
5.29K
$817K
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
51.2K+ 30.84% |
$6.84M - $8.62M
|
217K
$33.5M
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
362+ 0.14% |
$48.4K - $61K
|
255K
$39.3M
|
|
Aug 07, 2025
Q2 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
8.41KNew |
$1.12M - $1.42M
|
8.41K
$1.3M
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-36- 2.84% |
$4.81K - $6.07K
|
1.23K
$190K
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
64.4K+ 74.54% |
$8.61M - $10.9M
|
151K
$23.3M
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-950- 33.05% |
$127K - $160K
|
1.92K
$297K
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
485+ 17.27% |
$64.9K - $81.7K
|
3.29K
$509K
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-405- 3.83% |
$54.2K - $68.2K
|
10.2K
$1.57M
|
|
Aug 07, 2025
Q2 2025
|
Glynn Capital Management LLC
|
BUY
|
- |
5.89KNew |
$788K - $992K
|
5.89K
$909K
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-261- 1.22% |
$34.9K - $44K
|
21.2K
$3.27M
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
545+ 3.47% |
$72.9K - $91.8K
|
16.2K
$2.51M
|
|
Aug 07, 2025
Q2 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-5.58K- 11.0% |
$746K - $939K
|
45.1K
$6.96M
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.5K+ 19.22% |
$201K - $253K
|
9.32K
$1.44M
|
|
Aug 07, 2025
Q2 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
134K+ 4.02% |
$17.9M - $22.6M
|
3.46M
$535M
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-213- 1.48% |
$28.5K - $35.9K
|
14.1K
$2.18M
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1K+ 27.22% |
$134K - $169K
|
4.69K
$724K
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.61K+ 15.86% |
$617K - $777K
|
33.7K
$5.2M
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.52KNew |
$1.14M - $1.44M
|
8.52K
$1.32M
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
32K+ 39.11% |
$4.29M - $5.4M
|
114K
$17.6M
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
19K+ 3.35% |
$2.54M - $3.2M
|
587K
$90.6M
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.15K- 0.96% |
$153K - $193K
|
119K
$18.3M
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.7KNew |
$227K - $286K
|
1.7K
$262K
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-114- 1.76% |
$15.2K - $19.2K
|
6.36K
$983K
|
|
Aug 06, 2025
Q2 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-1.02K- 9.18% |
$136K - $172K
|
10.1K
$1.56M
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
370+ 8.86% |
$49.5K - $62.3K
|
4.54K
$702K
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
1.02K+ 1.05% |
$137K - $173K
|
98.4K
$15.2M
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.41KNew |
$589K - $743K
|
4.41K
$681K
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
114+ 10.9% |
$15.2K - $19.2K
|
1.16K
$179K
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-49- 1.51% |
$6.55K - $8.26K
|
3.2K
$493K
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-70- 3.09% |
$9.36K - $11.8K
|
2.2K
$339K
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2K- 35.65% |
$268K - $337K
|
3.61K
$558K
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-33- 2.14% |
$4.41K - $5.56K
|
1.51K
$233K
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.3K+ 8.36% |
$173K - $219K
|
16.8K
$2.6M
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
450+ 1.42% |
$60.2K - $75.8K
|
32.2K
$4.97M
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-12.6K- 52.45% |
$1.68M - $2.12M
|
11.4K
$1.76M
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
99+ 5.15% |
$13.2K - $16.7K
|
2.02K
$312K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-78.4K- 5.9% |
$10.5M - $13.2M
|
1.25M
$193M
|