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 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.2K+ 1.67% |
$161K - $202K
|
73.1K
$11.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-347- 1.11% |
$46.4K - $58.5K
|
30.8K
$4.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
195K+ 1923.11% |
$26.1M - $32.9M
|
205K
$31.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.63K+ 17.03% |
$485K - $611K
|
24.9K
$3.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-556- 23.61% |
$74.4K - $93.7K
|
1.8K
$278K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-1.92K- 39.12% |
$256K - $323K
|
2.98K
$461K
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
75+ 0.21% |
$10K - $12.6K
|
36.6K
$5.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-382- 4.97% |
$51.1K - $64.4K
|
7.3K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-11.3K- 13.77% |
$1.51M - $1.9M
|
70.7K
$10.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
45+ 0.73% |
$6.02K - $7.58K
|
6.24K
$963K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
138+ 7.64% |
$18.5K - $23.3K
|
1.95K
$300K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-1.33K- 10.37% |
$178K - $225K
|
11.5K
$1.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-88- 1.12% |
$11.8K - $14.8K
|
7.75K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.19K+ 87.5% |
$426K - $537K
|
6.83K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
148+ 2.9% |
$19.8K - $24.9K
|
5.26K
$812K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
204+ 6.48% |
$27.3K - $34.4K
|
3.35K
$517K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.56K+ 1.82% |
$342K - $431K
|
143K
$22.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.57K+ 9.17% |
$477K - $601K
|
42.4K
$6.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-371K- 97.91% |
$49.6M - $62.5M
|
7.91K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
13+ 0.41% |
$1.74K - $2.19K
|
3.21K
$495K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
914+ 0.94% |
$122K - $154K
|
98K
$15.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
15+ 0.08% |
$2.01K - $2.53K
|
18.1K
$2.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
9+ 0.19% |
$1.2K - $1.52K
|
4.7K
$726K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
2.58K+ 714.13% |
$345K - $434K
|
2.94K
$454K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
359+ 23.92% |
$48K - $60.5K
|
1.86K
$287K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-198- 0.68% |
$26.5K - $33.4K
|
28.8K
$4.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.42K+ 7.77% |
$858K - $1.08M
|
89K
$13.7M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
75+ 3.75% |
$10K - $12.6K
|
2.08K
$321K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
222+ 5.1% |
$29.7K - $37.4K
|
4.57K
$706K
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-157- 7.3% |
$21K - $26.5K
|
1.99K
$308K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-17- 2.86% |
$2.27K - $2.86K
|
577
$89.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-24.4K- 18.64% |
$3.26M - $4.11M
|
107K
$16.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
155+ 4.91% |
$20.7K - $26.1K
|
3.31K
$512K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.44K+ 3.81% |
$727K - $917K
|
148K
$22.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-248- 8.94% |
$33.2K - $41.8K
|
2.53K
$390K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-131- 4.83% |
$17.5K - $22.1K
|
2.58K
$399K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-27.9K- 43.77% |
$3.73M - $4.7M
|
35.8K
$5.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-457- 3.96% |
$61.1K - $77K
|
11.1K
$1.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-262- 10.81% |
$35K - $44.1K
|
2.16K
$334K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
53+ 5.14% |
$7.09K - $8.93K
|
1.08K
$167K
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-86- 0.46% |
$11.5K - $14.5K
|
18.5K
$2.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
613+ 14.4% |
$82K - $103K
|
4.87K
$752K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-940- 6.04% |
$126K - $158K
|
14.6K
$2.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$134 - $169
|
16.1K
$2.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
16.7K+ 53.39% |
$2.23M - $2.81M
|
48K
$7.41M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-46- 18.11% |
$6.15K - $7.75K
|
208
$32.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.42K- 4.0% |
$591K - $744K
|
106K
$16.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
84.5K+ 24.93% |
$11.3M - $14.2M
|
423K
$65.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
6.34K+ 10.65% |
$848K - $1.07M
|
65.9K
$10.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
5.04K+ 12.78% |
$674K - $849K
|
44.5K
$6.87M
|