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
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
403+ 21.6% |
$53.9K - $67.9K
|
2.27K
$350K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
20+ 1.15% |
$2.67K - $3.37K
|
1.76K
$271K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.21K+ 9.04% |
$564K - $710K
|
50.8K
$7.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
191+ 11.92% |
$25.5K - $32.2K
|
1.79K
$277K
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-163- 7.2% |
$21.8K - $27.5K
|
2.1K
$325K
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
2.66K+ 17.19% |
$356K - $448K
|
18.1K
$2.8M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-89- 1.38% |
$11.9K - $15K
|
6.35K
$981K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
176+ 3.96% |
$23.5K - $29.7K
|
4.63K
$714K
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-17- 0.9% |
$2.27K - $2.86K
|
1.88K
$290K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.28K- 11.54% |
$172K - $216K
|
9.85K
$1.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
318+ 18.74% |
$42.5K - $53.6K
|
2.02K
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-88- 43.14% |
$11.8K - $14.8K
|
116
$17.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
356+ 0.66% |
$47.6K - $60K
|
54.7K
$8.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-421- 13.03% |
$56.3K - $70.9K
|
2.81K
$434K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.43KNew |
$191K - $241K
|
1.43K
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-823- 4.23% |
$110K - $139K
|
18.6K
$2.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-233- 0.36% |
$31.2K - $39.3K
|
63.8K
$9.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.38K+ 2.21% |
$184K - $232K
|
63.8K
$9.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
96.3KNew |
$12.9M - $16.2M
|
96.3K
$14.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
227+ 18.78% |
$30.4K - $38.3K
|
1.44K
$222K
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4.61K- 62.64% |
$616K - $777K
|
2.75K
$425K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-8.45K- 5.51% |
$1.13M - $1.42M
|
145K
$22.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
4K+ 29.36% |
$535K - $674K
|
17.6K
$2.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-353- 15.85% |
$47.2K - $59.5K
|
1.87K
$289K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.1K+ 46.03% |
$2.02M - $2.55M
|
48K
$7.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-550- 4.56% |
$73.6K - $92.7K
|
11.5K
$1.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-107- 0.3% |
$14.3K - $18K
|
35.9K
$5.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-6.32K- 4.88% |
$845K - $1.06M
|
123K
$19M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-14.7K- 1.72% |
$1.96M - $2.47M
|
839K
$130M
|
|
|
Jul 28, 2025
Q2 2025
|
Edmp, Inc.
|
SELL
|
- |
-339- 2.24% |
$45.3K - $57.1K
|
14.8K
$2.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-395- 2.42% |
$52.8K - $66.6K
|
16K
$2.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-8.94K- 14.41% |
$1.2M - $1.51M
|
53.1K
$8.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-32- 2.17% |
$4.28K - $5.39K
|
1.45K
$223K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
239+ 8.14% |
$32K - $40.3K
|
3.17K
$490K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
51+ 2.71% |
$6.82K - $8.59K
|
1.93K
$298K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
70+ 10.29% |
$9.36K - $11.8K
|
750
$116K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-4.24K- 10.92% |
$567K - $714K
|
34.6K
$5.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.45K+ 12.13% |
$461K - $581K
|
31.9K
$4.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
100+ 4.93% |
$13.4K - $16.9K
|
2.13K
$328K
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-74- 2.54% |
$9.9K - $12.5K
|
2.84K
$438K
|
|
|
Jul 28, 2025
Q2 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
50.7K+ 47.72% |
$6.78M - $8.54M
|
157K
$24.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-351- 1.12% |
$46.9K - $59.1K
|
31K
$4.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
873+ 10.62% |
$117K - $147K
|
9.1K
$1.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
805+ 3.75% |
$108K - $136K
|
22.2K
$3.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
15+ 1.01% |
$2.01K - $2.53K
|
1.49K
$231K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-428- 4.42% |
$57.2K - $72.1K
|
9.25K
$1.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-72- 0.74% |
$9.63K - $12.1K
|
9.59K
$1.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-1.29K- 4.94% |
$173K - $218K
|
24.9K
$3.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
803+ 3.04% |
$107K - $135K
|
27.3K
$4.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-63- 3.4% |
$8.42K - $10.6K
|
1.79K
$276K
|