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
|
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
|
|
|
Aug 05, 2025
Q2 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-20- 0.96% |
$2.67K - $3.37K
|
2.06K
$319K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-225- 45.45% |
$30.1K - $37.9K
|
270
$41.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-2.08K- 17.94% |
$279K - $351K
|
9.53K
$1.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
89+ 1.03% |
$11.9K - $15K
|
8.69K
$1.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
1.44K+ 9.11% |
$193K - $243K
|
17.3K
$2.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-326- 7.36% |
$43.6K - $54.9K
|
4.1K
$634K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-95- 6.05% |
$12.7K - $16K
|
1.47K
$228K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.14K+ 14.71% |
$554K - $698K
|
32.3K
$4.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
1.22K+ 1.51% |
$163K - $205K
|
82K
$12.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
74+ 4.34% |
$9.9K - $12.5K
|
1.78K
$275K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
94+ 0.92% |
$12.6K - $15.8K
|
10.4K
$1.6M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-391- 0.38% |
$52.3K - $65.9K
|
101K
$15.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-7.58K- 1.6% |
$1.01M - $1.28M
|
467K
$72.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.2K- 1.18% |
$160K - $202K
|
100K
$15.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-318- 2.31% |
$42.5K - $53.6K
|
13.4K
$2.07M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.05K+ 107.27% |
$140K - $176K
|
2.02K
$312K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
149+ 6.6% |
$19.9K - $25.1K
|
2.41K
$372K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1- 0.02% |
$134 - $169
|
4.61K
$712K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-1.53K- 21.42% |
$205K - $258K
|
5.62K
$867K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1+ 0.01% |
$134 - $169
|
7.33K
$1.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
67+ 1.0% |
$8.96K - $11.3K
|
6.75K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-218- 4.73% |
$29.2K - $36.7K
|
4.39K
$679K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
66+ 0.52% |
$8.83K - $11.1K
|
12.8K
$1.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
845+ 3.93% |
$113K - $142K
|
22.4K
$3.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
BUY
|
- |
3.95K+ 28.18% |
$529K - $666K
|
18K
$2.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
11+ 0.19% |
$1.47K - $1.85K
|
5.82K
$899K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.82K- 16.9% |
$377K - $475K
|
13.9K
$2.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.66K- 4.03% |
$356K - $448K
|
63.4K
$9.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.28K+ 4.26% |
$171K - $215K
|
31.2K
$4.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
36+ 0.66% |
$4.81K - $6.07K
|
5.46K
$843K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.59K+ 1.72% |
$213K - $268K
|
94.3K
$14.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.49K+ 9.12% |
$1.27M - $1.6M
|
114K
$17.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-12.7K- 40.75% |
$1.69M - $2.14M
|
18.4K
$2.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
607+ 5.52% |
$81.2K - $102K
|
11.6K
$1.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-96- 3.0% |
$12.8K - $16.2K
|
3.1K
$479K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-245- 2.38% |
$32.8K - $41.3K
|
10K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
1.49K+ 2.65% |
$199K - $250K
|
57.4K
$8.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Fortune 45 LLC
|
BUY
|
- |
59+ 3.13% |
$7.89K - $9.94K
|
1.94K
$300K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
440+ 0.65% |
$58.8K - $74.1K
|
67.9K
$10.5M
|