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 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.65KNew |
$220K - $277K
|
1.65K
$254K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
522+ 0.68% |
$69.8K - $88K
|
77.3K
$11.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-42.8K- 84.05% |
$5.72M - $7.21M
|
8.12K
$1.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-107- 3.62% |
$14.3K - $18K
|
2.85K
$440K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-1.09K- 0.82% |
$146K - $184K
|
132K
$20.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
7+ 0.05% |
$936 - $1.18K
|
15.1K
$2.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.7K+ 57.0% |
$361K - $455K
|
7.45K
$1.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-8- 0.28% |
$1.07K - $1.35K
|
2.84K
$439K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3+ 0.73% |
$401 - $506
|
412
$63.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
25+ 3.23% |
$3.34K - $4.21K
|
798
$123K
|
|
|
Aug 01, 2025
Q2 2025
|
Tevis Investment Management
|
BUY
|
- |
1.36K+ 11.58% |
$182K - $230K
|
13.1K
$2.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-240- 13.24% |
$32.1K - $40.4K
|
1.57K
$243K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
15+ 0.32% |
$2.01K - $2.53K
|
4.68K
$723K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
302+ 2.83% |
$40.4K - $50.9K
|
11K
$1.69M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-649- 1.33% |
$86.8K - $109K
|
48K
$7.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-96- 3.11% |
$12.8K - $16.2K
|
2.99K
$462K
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-30- 1.13% |
$4.01K - $5.06K
|
2.63K
$406K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.11K+ 20.08% |
$148K - $186K
|
6.61K
$1.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-5.87K- 75.5% |
$786K - $990K
|
1.91K
$294K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
1.61K+ 2.58% |
$215K - $271K
|
64K
$9.89M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
297+ 1.26% |
$39.7K - $50K
|
23.9K
$3.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.41K+ 13.15% |
$189K - $238K
|
12.2K
$1.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
SELL
|
- |
-302K- 25.37% |
$40.4M - $50.8M
|
888K
$137M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4.14K- 59.09% |
$554K - $698K
|
2.87K
$443K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-53- 0.44% |
$7.09K - $8.93K
|
12.1K
$1.87M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-277- 5.01% |
$37K - $46.7K
|
5.26K
$812K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-564- 7.61% |
$75.4K - $95K
|
6.84K
$1.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
217New |
$29K - $36.6K
|
217
$33.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
4+ 0.03% |
$535 - $674
|
12.8K
$1.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-220K- 43.81% |
$29.4M - $37.1M
|
282K
$43.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-435- 0.05% |
$58.2K - $73.3K
|
820K
$127M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.88KNew |
$251K - $316K
|
1.88K
$290K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.9K+ 4.0% |
$2.52M - $3.18M
|
490K
$75.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
9+ 0.64% |
$1.2K - $1.52K
|
1.41K
$217K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
338+ 1.5% |
$45.2K - $57K
|
22.9K
$3.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-343- 5.39% |
$45.9K - $57.8K
|
6.02K
$930K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.41K+ 8.87% |
$189K - $238K
|
17.3K
$2.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-269- 6.18% |
$36K - $45.3K
|
4.08K
$630K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.86K- 4.21% |
$249K - $314K
|
42.4K
$6.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-13.4K- 44.85% |
$1.8M - $2.26M
|
16.5K
$2.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.97K+ 0.91% |
$398K - $501K
|
329K
$50.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.09K- 11.76% |
$280K - $353K
|
15.7K
$2.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.14K+ 39.34% |
$687K - $866K
|
18.2K
$2.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
560+ 2.17% |
$74.9K - $94.4K
|
26.4K
$4.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-422- 2.58% |
$56.4K - $71.1K
|
16K
$2.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-580- 2.29% |
$77.6K - $97.7K
|
24.8K
$3.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-250- 1.83% |
$33.4K - $42.1K
|
13.4K
$2.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-442- 3.65% |
$59.1K - $74.5K
|
11.7K
$1.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-651- 6.71% |
$87.1K - $110K
|
9.05K
$1.4M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
270+ 4.35% |
$36.1K - $45.5K
|
6.47K
$1M
|