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
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-730- 1.49% |
$97.6K - $123K
|
48.3K
$7.45M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
810+ 2.79% |
$108K - $136K
|
29.8K
$4.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
14+ 0.15% |
$1.87K - $2.36K
|
9.06K
$1.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-67.4K- 82.07% |
$9.01M - $11.4M
|
14.7K
$2.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-15- 0.39% |
$2.01K - $2.53K
|
3.81K
$588K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
796+ 7.74% |
$106K - $134K
|
11.1K
$1.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
23.7K+ 19.61% |
$3.17M - $3.99M
|
145K
$22.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-233- 6.75% |
$31.2K - $39.3K
|
3.22K
$497K
|
|
|
Jul 29, 2025
Q2 2025
|
Arnhold LLC
|
BUY
|
- |
21.9KNew |
$2.93M - $3.69M
|
21.9K
$3.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
341+ 11.63% |
$45.6K - $57.5K
|
3.27K
$506K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-2.17K- 3.4% |
$290K - $366K
|
61.6K
$9.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
60+ 2.9% |
$8.02K - $10.1K
|
2.13K
$329K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-8.1K- 4.04% |
$1.08M - $1.36M
|
193K
$29.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
197+ 1.3% |
$26.3K - $33.2K
|
15.4K
$2.38M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.42K+ 8.83% |
$323K - $408K
|
29.8K
$4.6M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
SELL
|
- |
-54- 1.88% |
$7.22K - $9.1K
|
2.83K
$436K
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-6.56K- 8.64% |
$877K - $1.11M
|
69.4K
$10.7M
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
79+ 1.24% |
$10.6K - $13.3K
|
6.47K
$999K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
24+ 0.29% |
$3.21K - $4.04K
|
8.41K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
60+ 0.87% |
$8.02K - $10.1K
|
6.94K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10.7K+ 181.27% |
$1.42M - $1.8M
|
16.5K
$2.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10+ 0.52% |
$1.34K - $1.69K
|
1.95K
$301K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 2.62% |
$173K - $218K
|
48.1K
$7.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.17K- 17.91% |
$157K - $198K
|
5.38K
$831K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
120+ 4.33% |
$16K - $20.2K
|
2.89K
$447K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-1.89K- 1.72% |
$253K - $319K
|
108K
$16.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.49K+ 6.15% |
$200K - $252K
|
25.8K
$3.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
216+ 1.21% |
$28.9K - $36.4K
|
18.1K
$2.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-806- 12.27% |
$108K - $136K
|
5.76K
$890K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
8.82K+ 1.08% |
$1.18M - $1.49M
|
823K
$127M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.35K+ 2.94% |
$180K - $227K
|
47.3K
$7.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-18.3K- 39.34% |
$2.44M - $3.08M
|
28.2K
$4.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.36K+ 12.51% |
$316K - $398K
|
21.2K
$3.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-2.28K- 8.78% |
$305K - $384K
|
23.7K
$3.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-72- 0.72% |
$9.63K - $12.1K
|
9.89K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
414+ 5.42% |
$55.4K - $69.8K
|
8.05K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-373- 6.88% |
$49.9K - $62.9K
|
5.05K
$779K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-525- 2.02% |
$70.2K - $88.5K
|
25.5K
$3.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
SELL
|
- |
-182- 11.57% |
$24.3K - $30.7K
|
1.39K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2+ 0.08% |
$267 - $337
|
2.55K
$394K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-5.8K- 2.2% |
$775K - $977K
|
257K
$39.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-13- 0.12% |
$1.74K - $2.19K
|
10.8K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.04% |
$134 - $169
|
2.24K
$346K
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-8.54K- 17.84% |
$1.14M - $1.44M
|
39.3K
$6.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
916+ 25.77% |
$122K - $154K
|
4.47K
$691K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.94K+ 2.74% |
$259K - $326K
|
72.5K
$11.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-69- 2.55% |
$9.23K - $11.6K
|
2.63K
$406K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-637- 7.83% |
$85.2K - $107K
|
7.5K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4.19K+ 5.09% |
$560K - $706K
|
86.4K
$13.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
8.11KNew |
$1.08M - $1.37M
|
8.11K
$1.25M
|