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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.95K- 91.33% |
$528K - $665K
|
375
$57.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-652- 12.87% |
$87.2K - $110K
|
4.42K
$682K
|
|
|
Jul 31, 2025
Q2 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
2.3K+ 4.9% |
$308K - $388K
|
49.3K
$7.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-910- 12.76% |
$122K - $153K
|
6.22K
$961K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-24.4K- 0.58% |
$3.26M - $4.11M
|
4.15M
$641M
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
16K+ 11.57% |
$2.14M - $2.69M
|
154K
$23.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-13.1K- 82.44% |
$1.76M - $2.21M
|
2.8K
$432K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
47+ 0.59% |
$6.29K - $7.92K
|
7.96K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-15- 0.26% |
$2.01K - $2.53K
|
5.81K
$897K
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-32- 0.18% |
$4.28K - $5.39K
|
18.2K
$2.8M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-647- 9.37% |
$86.5K - $109K
|
6.26K
$967K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
31+ 1.11% |
$4.15K - $5.22K
|
2.82K
$436K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-445- 13.76% |
$59.5K - $75K
|
2.79K
$431K
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-16.3K- 80.6% |
$2.18M - $2.74M
|
3.92K
$605K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-14.5K- 2.51% |
$1.94M - $2.45M
|
563K
$87M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
583+ 3.52% |
$78K - $98.2K
|
17.2K
$2.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
5.8K+ 15.09% |
$775K - $977K
|
44.2K
$6.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-473- 0.83% |
$63.3K - $79.7K
|
56.6K
$8.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-84- 0.49% |
$11.2K - $14.2K
|
17.2K
$2.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
34+ 3400.0% |
$4.55K - $5.73K
|
35
$5.41K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
SELL
|
- |
-123- 7.62% |
$16.4K - $20.7K
|
1.49K
$230K
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.73K+ 4.7% |
$499K - $629K
|
83.1K
$12.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
467+ 3.68% |
$62.5K - $78.7K
|
13.1K
$2.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.07K+ 12.77% |
$410K - $517K
|
27.1K
$4.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-61- 2.7% |
$8.16K - $10.3K
|
2.2K
$340K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-620- 2.28% |
$82.9K - $104K
|
26.6K
$4.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.53K+ 3.69% |
$204K - $258K
|
43K
$6.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.16K+ 1140.71% |
$690K - $869K
|
5.61K
$866K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.36K+ 0.76% |
$182K - $230K
|
180K
$27.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-578- 27.23% |
$77.3K - $97.4K
|
1.55K
$239K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-2.39K- 28.25% |
$320K - $403K
|
6.07K
$938K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-118- 5.69% |
$15.8K - $19.9K
|
1.96K
$302K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-20.1K- 54.59% |
$2.68M - $3.38M
|
16.7K
$2.58M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.2K+ 4.46% |
$160K - $202K
|
28.1K
$4.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-181- 2.35% |
$24.2K - $30.5K
|
7.53K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
2.76KNew |
$369K - $466K
|
2.76K
$427K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.26K- 12.48% |
$303K - $382K
|
15.9K
$2.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
2.73KNew |
$365K - $460K
|
2.73K
$421K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.37K+ 5.84% |
$183K - $231K
|
24.9K
$3.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-973- 10.25% |
$130K - $164K
|
8.52K
$1.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-366- 0.66% |
$48.9K - $61.7K
|
54.7K
$8.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.75K- 0.61% |
$367K - $463K
|
450K
$69.6M
|