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 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-175- 0.92% |
$23.4K - $29.5K
|
18.8K
$2.9M
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
384+ 0.24% |
$51.4K - $64.7K
|
161K
$24.9M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.53K- 1.12% |
$338K - $426K
|
222K
$34.3M
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.05K- 2.16% |
$942K - $1.19M
|
319K
$49.2M
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.31K+ 246.94% |
$577K - $727K
|
6.06K
$936K
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-202- 1.84% |
$27K - $34K
|
10.8K
$1.66M
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
590+ 4.21% |
$78.9K - $99.4K
|
14.6K
$2.26M
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
26+ 1.8% |
$3.48K - $4.38K
|
1.47K
$227K
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-93- 0.33% |
$12.4K - $15.7K
|
27.7K
$4.27M
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
718+ 27.62% |
$96K - $121K
|
3.32K
$512K
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.81K- 9.45% |
$242K - $305K
|
17.4K
$2.68M
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
97+ 2.54% |
$13K - $16.3K
|
3.92K
$606K
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.36% |
$134 - $169
|
275
$42.5K
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.18K- 0.93% |
$158K - $199K
|
126K
$19.5M
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.14K+ 1.54% |
$419K - $528K
|
207K
$32M
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-149- 4.41% |
$19.9K - $25.1K
|
3.23K
$499K
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-77- 1.75% |
$10.3K - $13K
|
4.31K
$666K
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.25K- 1.12% |
$301K - $379K
|
198K
$30.6M
|
|
Aug 04, 2025
Q2 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-50- 0.2% |
$6.69K - $8.43K
|
25.5K
$3.94M
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.08K- 1.77% |
$144K - $181K
|
59.6K
$9.2M
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-13.3K- 29.8% |
$1.77M - $2.23M
|
31.2K
$4.82M
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-8.16K- 47.57% |
$1.09M - $1.38M
|
9K
$1.39M
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14.2K+ 126.6% |
$1.89M - $2.39M
|
25.3K
$3.91M
|
|
Aug 04, 2025
Q2 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-29.4K- 38.45% |
$3.92M - $4.95M
|
47K
$7.26M
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
313+ 7.61% |
$41.9K - $52.7K
|
4.43K
$683K
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-350- 22.89% |
$46.8K - $59K
|
1.18K
$182K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2K+ 3.28% |
$267K - $337K
|
62.9K
$9.71M
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.71K+ 36.94% |
$229K - $288K
|
6.35K
$980K
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.76KNew |
$1.04M - $1.31M
|
7.76K
$1.2M
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
50.4K+ 109.8% |
$6.74M - $8.49M
|
96.3K
$14.9M
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.37K+ 11.0% |
$183K - $231K
|
13.8K
$2.13M
|
|
Aug 04, 2025
Q2 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
76+ 3.97% |
$10.2K - $12.8K
|
1.99K
$307K
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1.63K- 7.28% |
$218K - $275K
|
20.8K
$3.21M
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
12.8KNew |
$1.72M - $2.16M
|
12.8K
$1.98M
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-10.8K- 48.33% |
$1.45M - $1.82M
|
11.6K
$1.79M
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
1.51K+ 336.75% |
$202K - $255K
|
1.96K
$303K
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
SELL
|
- |
-2.81K- 25.09% |
$376K - $473K
|
8.39K
$1.29M
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-89- 1.63% |
$11.9K - $15K
|
5.36K
$827K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
742+ 3.36% |
$99.2K - $125K
|
22.8K
$3.53M
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-289- 1.85% |
$38.6K - $48.7K
|
15.3K
$2.37M
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
419+ 0.5% |
$56K - $70.6K
|
83.7K
$12.9M
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$134 - $169
|
2.34K
$361K
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.92K+ 243.81% |
$390K - $491K
|
4.11K
$635K
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
614+ 137.36% |
$82.1K - $103K
|
1.06K
$164K
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13.3KNew |
$1.78M - $2.25M
|
13.3K
$2.06M
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
29+ 0.7% |
$3.88K - $4.89K
|
4.19K
$648K
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-1.25K- 5.85% |
$167K - $211K
|
20.1K
$3.11M
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-212- 1.65% |
$28.4K - $35.7K
|
12.6K
$1.95M
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.43K- 29.56% |
$192K - $241K
|
3.42K
$527K
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
80+ 4.94% |
$10.7K - $13.5K
|
1.7K
$263K
|