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 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-57- 3.2% |
$7.62K - $9.61K
|
1.73K
$267K
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.03% |
$134 - $169
|
2.89K
$446K
|
|
Aug 05, 2025
Q2 2025
|
Torray LLC
|
BUY
|
- |
126KNew |
$16.9M - $21.3M
|
126K
$19.5M
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
34.5K+ 107.57% |
$4.62M - $5.82M
|
66.6K
$10.3M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-284K- 11.38% |
$38M - $47.9M
|
2.21M
$342M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
179KNew |
$24M - $30.2M
|
179K
$27.7M
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
375+ 1.74% |
$50.1K - $63.2K
|
21.9K
$3.38M
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-6.36K- 20.21% |
$850K - $1.07M
|
25.1K
$3.88M
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-1.16K- 4.81% |
$155K - $195K
|
22.9K
$3.54M
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.12K- 2.8% |
$284K - $358K
|
73.7K
$11.4M
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-400- 3.11% |
$53.5K - $67.4K
|
12.5K
$1.93M
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.59K- 2.95% |
$213K - $268K
|
52.3K
$8.08M
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.37K+ 2.53% |
$183K - $230K
|
55.2K
$8.53M
|
|
Aug 05, 2025
Q2 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-3.28K- 73.9% |
$439K - $553K
|
1.16K
$179K
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-5.9K- 58.68% |
$789K - $994K
|
4.16K
$642K
|
|
Aug 05, 2025
Q2 2025
|
Kdt Advisors, LLC
New York, NY |
SELL
|
- |
-1.99K- 32.91% |
$267K - $336K
|
4.06K
$627K
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-952- 8.18% |
$127K - $160K
|
10.7K
$1.65M
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
586+ 13.2% |
$78.4K - $98.7K
|
5.03K
$776K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.67K- 1.18% |
$758K - $955K
|
476K
$73.6M
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-37- 0.72% |
$4.95K - $6.23K
|
5.1K
$787K
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-277- 3.35% |
$37K - $46.7K
|
8K
$1.24M
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10+ 22.73% |
$1.34K - $1.69K
|
54
$8.34K
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-289- 4.97% |
$38.6K - $48.7K
|
5.53K
$853K
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-728- 7.85% |
$97.4K - $123K
|
8.54K
$1.32M
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
158+ 1.51% |
$21.1K - $26.6K
|
10.7K
$1.65M
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-6- 0.29% |
$802 - $1.01K
|
2.07K
$320K
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-280- 11.95% |
$37.4K - $47.2K
|
2.06K
$319K
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
926+ 13.07% |
$124K - $156K
|
8.01K
$1.24M
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
479+ 13.52% |
$64.1K - $80.7K
|
4.02K
$621K
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-144- 1.45% |
$19.3K - $24.3K
|
9.8K
$1.51M
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-146- 3.41% |
$19.5K - $24.6K
|
4.13K
$638K
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-739- 11.11% |
$98.8K - $125K
|
5.91K
$913K
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
648+ 5.52% |
$86.7K - $109K
|
12.4K
$1.91M
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-2.43K- 3.53% |
$325K - $410K
|
66.5K
$10.3M
|
|
Aug 05, 2025
Q2 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-225- 9.96% |
$30.1K - $37.9K
|
2.03K
$314K
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-148- 4.81% |
$19.8K - $24.9K
|
2.93K
$452K
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-4.78K- 35.22% |
$640K - $806K
|
8.8K
$1.36M
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-241- 1.69% |
$32.2K - $40.6K
|
14K
$2.16M
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
22+ 1.2% |
$2.94K - $3.71K
|
1.85K
$286K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
235+ 45.11% |
$31.4K - $39.6K
|
756
$117K
|
|
Aug 05, 2025
Q2 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
200+ 0.7% |
$26.7K - $33.7K
|
28.9K
$4.47M
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
30+ 0.39% |
$4.01K - $5.06K
|
7.64K
$1.18M
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
133+ 3.69% |
$17.8K - $22.4K
|
3.74K
$578K
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.36K- 45.17% |
$583K - $735K
|
5.29K
$817K
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.54K- 41.03% |
$206K - $259K
|
2.21K
$341K
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.73KClosed |
$365K - $459K
|
0
$0
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-148- 3.08% |
$19.8K - $24.9K
|
4.66K
$720K
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
201+ 4.81% |
$26.9K - $33.9K
|
4.38K
$676K
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
27.6KNew |
$3.69M - $4.65M
|
27.6K
$4.26M
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
27.5KNew |
$3.68M - $4.63M
|
27.5K
$4.25M
|