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 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
228+ 13.23% |
$30.5K - $38.4K
|
1.95K
$301K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
146+ 7.89% |
$19.5K - $24.6K
|
2K
$308K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
46+ 2.85% |
$6.15K - $7.75K
|
1.66K
$257K
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-4.4K- 3.19% |
$588K - $741K
|
134K
$20.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Natural Resources Fund, Inc.
|
BUY
|
- |
511K+ 226909.33% |
$68.3M - $86M
|
511K
$78.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.91K+ 5.12% |
$389K - $490K
|
59.7K
$9.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.06K- 3.32% |
$276K - $347K
|
60K
$9.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-86- 0.2% |
$11.5K - $14.5K
|
43.1K
$6.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-495- 23.65% |
$66.2K - $83.4K
|
1.6K
$247K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
860+ 12.43% |
$115K - $145K
|
7.78K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-144- 7.66% |
$19.3K - $24.3K
|
1.74K
$268K
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-220- 0.3% |
$29.4K - $37.1K
|
73.7K
$11.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-370- 13.53% |
$49.5K - $62.3K
|
2.37K
$365K
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-3.63K- 0.9% |
$485K - $612K
|
399K
$61.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-40- 0.87% |
$5.35K - $6.74K
|
4.56K
$705K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
957+ 13.13% |
$128K - $161K
|
8.25K
$1.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.73K- 10.5% |
$365K - $459K
|
23.2K
$3.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
593+ 21.65% |
$79.3K - $99.9K
|
3.33K
$515K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.45K+ 112.11% |
$328K - $414K
|
4.64K
$717K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
14.2K+ 36.68% |
$1.9M - $2.4M
|
53K
$8.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
100+ 5.21% |
$13.4K - $16.9K
|
2.02K
$312K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4.01K- 1.24% |
$536K - $675K
|
320K
$49.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-16- 0.41% |
$2.14K - $2.7K
|
3.88K
$600K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-177- 0.97% |
$23.7K - $29.8K
|
18.1K
$2.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.15K+ 3.16% |
$555K - $700K
|
135K
$20.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
104+ 2.78% |
$13.9K - $17.5K
|
3.85K
$594K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
37New |
$4.95K - $6.23K
|
37
$5.71K
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
1.53K+ 9.2% |
$204K - $258K
|
18.1K
$2.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-60- 4.03% |
$8.02K - $10.1K
|
1.43K
$221K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-225- 5.4% |
$30.1K - $37.9K
|
3.94K
$609K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
701+ 143.94% |
$93.7K - $118K
|
1.19K
$183K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
72+ 4.47% |
$9.63K - $12.1K
|
1.68K
$260K
|
|
|
Jul 30, 2025
Q2 2025
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
3.17KNew |
$424K - $534K
|
3.17K
$489K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.3K+ 71.06% |
$575K - $724K
|
10.3K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.98K+ 76.92% |
$398K - $502K
|
6.85K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.55KNew |
$475K - $598K
|
3.55K
$548K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
55+ 1.03% |
$7.36K - $9.27K
|
5.39K
$832K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.77K+ 2.88% |
$637K - $803K
|
170K
$26.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
93+ 3.54% |
$12.4K - $15.7K
|
2.72K
$421K
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.31KNew |
$175K - $220K
|
1.31K
$202K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
58+ 2.26% |
$7.76K - $9.77K
|
2.63K
$406K
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-386- 1.59% |
$51.6K - $65K
|
23.9K
$3.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
280+ 0.65% |
$37.4K - $47.2K
|
43.7K
$6.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-143- 2.4% |
$19.1K - $24.1K
|
5.82K
$899K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-300- 5.22% |
$40.1K - $50.6K
|
5.45K
$841K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.74K+ 8.7% |
$366K - $461K
|
34.2K
$5.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
28+ 0.24% |
$3.74K - $4.72K
|
11.5K
$1.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 15.45% |
$238K - $300K
|
13.3K
$2.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.27K+ 12.7% |
$1.11M - $1.39M
|
73.4K
$11.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-49- 1.96% |
$6.55K - $8.26K
|
2.45K
$379K
|