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
|
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
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-374- 12.44% |
$50K - $63K
|
2.63K
$406K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-125- 1.19% |
$16.7K - $21.1K
|
10.4K
$1.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8.76K- 2.7% |
$1.17M - $1.48M
|
316K
$48.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.57K+ 34.87% |
$878K - $1.11M
|
25.4K
$3.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-218- 45.13% |
$29.2K - $36.7K
|
265
$40.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-716- 30.26% |
$95.8K - $121K
|
1.65K
$255K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-5.34K- 5.11% |
$715K - $901K
|
99.2K
$15.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-6.8K- 37.1% |
$909K - $1.15M
|
11.5K
$1.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
73+ 9.8% |
$9.76K - $12.3K
|
818
$126K
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-715- 15.89% |
$95.6K - $120K
|
3.79K
$585K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.01K- 97.09% |
$669K - $843K
|
150
$23.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.34K+ 15.67% |
$313K - $394K
|
17.3K
$2.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-247- 2.48% |
$33K - $41.6K
|
9.7K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-81.4K- 73.0% |
$10.9M - $13.7M
|
30.1K
$4.65M
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.74K- 29.36% |
$233K - $293K
|
4.19K
$646K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.29K- 5.86% |
$172K - $217K
|
20.7K
$3.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.01K- 30.49% |
$269K - $339K
|
4.58K
$707K
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-1.93K- 54.75% |
$258K - $325K
|
1.6K
$246K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.16K- 32.57% |
$556K - $701K
|
8.61K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-6.22K- 51.44% |
$832K - $1.05M
|
5.87K
$907K
|
|
|
Aug 05, 2025
Q2 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-88.3K- 25.43% |
$11.8M - $14.9M
|
259K
$40M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.2K- 2.11% |
$160K - $202K
|
55.7K
$8.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-813- 24.43% |
$109K - $137K
|
2.52K
$388K
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-400- 4.12% |
$53.5K - $67.4K
|
9.31K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
308+ 18.75% |
$41.2K - $51.9K
|
1.95K
$301K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.24K+ 44.1% |
$300K - $378K
|
7.33K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-384- 0.19% |
$51.4K - $64.7K
|
198K
$30.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-5- 0.01% |
$669 - $843
|
80K
$12.4M
|