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
|
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
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-260- 6.11% |
$34.8K - $43.8K
|
3.99K
$617K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-1.55K- 24.28% |
$207K - $261K
|
4.83K
$745K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 0.19% |
$134 - $169
|
520
$80.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-123- 1.69% |
$16.4K - $20.7K
|
7.14K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
155+ 2.59% |
$20.7K - $26.1K
|
6.13K
$947K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-318- 6.97% |
$42.5K - $53.6K
|
4.24K
$655K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-214- 2.93% |
$28.6K - $36.1K
|
7.09K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.59K- 2.95% |
$213K - $268K
|
52.4K
$8.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
CALL |
-1.7K- 12.88% |
$227K - $286K
|
11.5K
$1.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-1.05K- 6.61% |
$140K - $177K
|
14.8K
$2.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Qv Investors Inc.
|
BUY
|
- |
170+ 0.69% |
$22.7K - $28.6K
|
24.9K
$3.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-15.1K- 2.13% |
$2.02M - $2.55M
|
696K
$107M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.64K+ 4.57% |
$219K - $276K
|
37.5K
$5.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-19.6K- 11.14% |
$2.62M - $3.3M
|
156K
$24.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19+ 0.0% |
$2.54K - $3.2K
|
467K
$72.1M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
362+ 3.23% |
$48.4K - $61K
|
11.6K
$1.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-12- 0.04% |
$1.6K - $2.02K
|
26.8K
$4.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-240- 1.35% |
$32.1K - $40.4K
|
17.6K
$2.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-269K- 5.65% |
$36M - $45.4M
|
4.5M
$695M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
70+ 3.18% |
$9.36K - $11.8K
|
2.27K
$351K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
813+ 6.24% |
$109K - $137K
|
13.8K
$2.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.1K- 9.39% |
$1.35M - $1.7M
|
97.1K
$15M
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
525+ 7.15% |
$70.2K - $88.5K
|
7.87K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-10.4K- 56.42% |
$1.38M - $1.74M
|
7.99K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-511- 1.19% |
$68.3K - $86.1K
|
42.3K
$6.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-99- 0.31% |
$13.2K - $16.7K
|
31.4K
$4.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-229K- 10.71% |
$30.7M - $38.6M
|
1.91M
$295M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.54K+ 16.48% |
$206K - $260K
|
10.9K
$1.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.69K+ 13.74% |
$360K - $453K
|
22.3K
$3.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
691+ 13.0% |
$92.4K - $116K
|
6.01K
$928K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.56K- 4.02% |
$476K - $600K
|
84.9K
$13.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-10.5K- 21.01% |
$1.4M - $1.77M
|
39.5K
$6.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-625- 7.08% |
$83.6K - $105K
|
8.2K
$1.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
198+ 8.17% |
$26.5K - $33.4K
|
2.62K
$405K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
550+ 9.17% |
$73.6K - $92.7K
|
6.55K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
468New |
$62.6K - $78.9K
|
468
$72.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.53K- 10.87% |
$204K - $257K
|
12.5K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-10.7K- 10.91% |
$1.43M - $1.8M
|
87.3K
$13.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
831+ 14.92% |
$111K - $140K
|
6.4K
$989K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-97- 2.21% |
$13K - $16.3K
|
4.3K
$664K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-80- 0.63% |
$10.7K - $13.5K
|
12.7K
$1.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
19K+ 4.95% |
$2.54M - $3.2M
|
403K
$62.2M
|