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
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
80+ 4.94% |
$10.7K - $13.5K
|
1.7K
$263K
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.1K- 8.79% |
$280K - $353K
|
21.8K
$3.36M
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-819- 13.18% |
$110K - $138K
|
5.4K
$833K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
931+ 0.22% |
$125K - $157K
|
416K
$64.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.82K+ 19.85% |
$378K - $476K
|
17K
$2.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.45K- 8.38% |
$327K - $413K
|
26.8K
$4.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5+ 0.27% |
$669 - $843
|
1.85K
$285K
|
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-106- 6.88% |
$14.2K - $17.9K
|
1.43K
$221K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
602+ 4.19% |
$80.5K - $101K
|
15K
$2.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.22K- 3.29% |
$163K - $205K
|
35.8K
$5.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-11- 0.53% |
$1.47K - $1.85K
|
2.07K
$320K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-93- 3.32% |
$12.4K - $15.7K
|
2.71K
$419K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.86K- 21.93% |
$248K - $313K
|
6.61K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
632+ 1.42% |
$84.5K - $106K
|
45.1K
$6.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
405+ 7.42% |
$54.2K - $68.2K
|
5.86K
$906K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-28.6K- 21.76% |
$3.82M - $4.82M
|
103K
$15.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-1.03K- 14.49% |
$137K - $173K
|
6.05K
$935K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.08K- 4.97% |
$144K - $181K
|
20.6K
$3.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-6- 0.15% |
$802 - $1.01K
|
4.04K
$623K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
528+ 6.75% |
$70.6K - $89K
|
8.35K
$1.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-60- 2.04% |
$8.02K - $10.1K
|
2.88K
$445K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
679+ 9.71% |
$90.8K - $114K
|
7.68K
$1.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.19K- 13.53% |
$159K - $200K
|
7.6K
$1.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-18.3K- 73.93% |
$2.45M - $3.09M
|
6.47K
$999K
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-7.46K- 30.44% |
$997K - $1.26M
|
17K
$2.63M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7- -0.0% |
$936 - $1.18K
|
3.06M
$473M
|
|
|
Aug 01, 2025
Q2 2025
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-35- 1.14% |
$4.68K - $5.9K
|
3.03K
$467K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-110K- 19.05% |
$14.7M - $18.6M
|
469K
$72.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.41K- 12.39% |
$456K - $575K
|
24.1K
$3.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
48.3K+ 370.36% |
$6.45M - $8.13M
|
61.3K
$9.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
497+ 1.54% |
$66.5K - $83.7K
|
32.8K
$5.06M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
2K+ 5.01% |
$268K - $338K
|
42K
$6.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-747- 3.46% |
$99.9K - $126K
|
20.8K
$3.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
81.1KNew |
$10.8M - $13.7M
|
81.1K
$12.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
136+ 1.46% |
$18.2K - $22.9K
|
9.44K
$1.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
851+ 26.27% |
$114K - $143K
|
4.09K
$632K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-358- 2.37% |
$47.9K - $60.3K
|
14.7K
$2.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
165+ 3.3% |
$22.1K - $27.8K
|
5.16K
$797K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
28+ 0.76% |
$3.74K - $4.72K
|
3.72K
$574K
|
|
|
Aug 01, 2025
Q2 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
424+ 1.39% |
$56.7K - $71.4K
|
31K
$4.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.71KNew |
$229K - $289K
|
1.71K
$265K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-561- 2.97% |
$75K - $94.5K
|
18.3K
$2.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
SELL
|
- |
-1.84K- 15.88% |
$247K - $311K
|
9.77K
$1.51M
|
|
|
Aug 01, 2025
Q2 2025
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
226K+ 10.28% |
$30.2M - $38M
|
2.42M
$374M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
395+ 1.99% |
$52.8K - $66.6K
|
20.2K
$3.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.09K+ 7.46% |
$146K - $184K
|
15.7K
$2.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1.18K+ 9.53% |
$158K - $200K
|
13.6K
$2.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-4.18K- 2.27% |
$560K - $705K
|
181K
$27.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-36.1K- 19.74% |
$4.82M - $6.08M
|
147K
$22.6M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.8K- 1.25% |
$375K - $472K
|
221K
$34.1M
|