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 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
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
13.8K+ 3.5% |
$1.85M - $2.33M
|
409K
$63.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
72.5K+ 633.35% |
$9.7M - $12.2M
|
84K
$13M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-25.5K- 61.18% |
$3.41M - $4.29M
|
16.2K
$2.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
7.96K+ 571.55% |
$1.06M - $1.34M
|
9.35K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.41KNew |
$189K - $238K
|
1.41K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3.07K+ 11.66% |
$411K - $518K
|
29.4K
$4.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-2.15K- 20.06% |
$288K - $362K
|
8.57K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.76K- 28.8% |
$369K - $464K
|
6.82K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
154New |
$20.6K - $26K
|
154
$23.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-676- 6.58% |
$90.4K - $114K
|
9.6K
$1.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-11.2K- 58.87% |
$1.5M - $1.9M
|
7.86K
$1.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-45.8K- 15.84% |
$6.12M - $7.72M
|
243K
$37.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2+ 0.14% |
$267 - $337
|
1.48K
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-2.49K- 39.25% |
$333K - $419K
|
3.85K
$595K
|
|
|
Jul 29, 2025
Q2 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-12K- 79.01% |
$1.6M - $2.02M
|
3.19K
$492K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-419- 0.38% |
$56K - $70.6K
|
111K
$17.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-1.23K- 1.47% |
$164K - $206K
|
81.9K
$12.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
7.26KNew |
$971K - $1.22M
|
7.26K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-218K- 78.99% |
$29.2M - $36.8M
|
58K
$8.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-2.05K- 50.0% |
$274K - $346K
|
2.05K
$317K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
356+ 2.14% |
$47.6K - $60K
|
17K
$2.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
562+ 21.43% |
$75.2K - $94.7K
|
3.18K
$492K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
160+ 7.4% |
$21.4K - $27K
|
2.32K
$358K
|
|
|
Jul 29, 2025
Q2 2025
|
Easterly Investment Partners LLC
|
BUY
|
- |
684+ 1.57% |
$91.5K - $115K
|
44.4K
$6.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-19.7K- 2.21% |
$2.64M - $3.32M
|
873K
$135M
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
112+ 4.03% |
$15K - $18.9K
|
2.89K
$447K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.03% |
$134 - $169
|
2.97K
$459K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
25.9K+ 14.84% |
$3.46M - $4.36M
|
200K
$30.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-15.2K- 23.9% |
$2.03M - $2.56M
|
48.4K
$7.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-838- 5.6% |
$112K - $141K
|
14.1K
$2.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
11+ 0.23% |
$1.47K - $1.85K
|
4.8K
$741K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.65K- 3.84% |
$220K - $277K
|
41.2K
$6.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-767- 2.83% |
$103K - $129K
|
26.4K
$4.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
1+ 0.05% |
$134 - $169
|
2.15K
$332K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.88K+ 6.15% |
$252K - $317K
|
32.5K
$5.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-106- 22.7% |
$14.2K - $17.9K
|
361
$55.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
555+ 1.92% |
$74.2K - $93.5K
|
29.4K
$4.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5- 0.25% |
$669 - $843
|
2.01K
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.6K- 16.15% |
$348K - $438K
|
13.5K
$2.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.18K+ 32.2% |
$1.09M - $1.38M
|
33.6K
$5.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.07K- 8.38% |
$277K - $349K
|
22.6K
$3.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
8+ 0.13% |
$1.07K - $1.35K
|
6.08K
$939K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
1.13K+ 7.25% |
$151K - $190K
|
16.7K
$2.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-12- 0.69% |
$1.6K - $2.02K
|
1.74K
$268K
|