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 25, 2025
Q2 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-115- 1.92% |
$15.4K - $19.4K
|
5.88K
$907K
|
|
|
Jul 25, 2025
Q2 2025
|
Sippican Capital Advisors
|
BUY
|
- |
25+ 0.13% |
$3.34K - $4.21K
|
19K
$2.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
1.48K+ 2.32% |
$198K - $250K
|
65.5K
$10.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-76- 0.23% |
$10.2K - $12.8K
|
33.4K
$5.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1.86K+ 4.45% |
$249K - $314K
|
43.7K
$6.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-444- 9.16% |
$59.4K - $74.8K
|
4.4K
$680K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-242- 4.97% |
$32.4K - $40.8K
|
4.63K
$715K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-19- 0.29% |
$2.54K - $3.2K
|
6.45K
$996K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-2- 0.06% |
$267 - $337
|
3.34K
$515K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.75K+ 0.59% |
$234K - $295K
|
298K
$46M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-387- 10.57% |
$51.8K - $65.2K
|
3.28K
$506K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-237- 1.78% |
$31.7K - $39.9K
|
13.1K
$2.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1+ 0.01% |
$134 - $169
|
7.22K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
135+ 3.05% |
$18.1K - $22.7K
|
4.56K
$704K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
517+ 5.63% |
$69.1K - $87.1K
|
9.71K
$1.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-13.8K- 5.07% |
$1.85M - $2.33M
|
258K
$39.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.18K- 15.66% |
$157K - $198K
|
6.33K
$978K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.43K+ 31.5% |
$191K - $241K
|
5.97K
$922K
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
69+ 3.77% |
$9.23K - $11.6K
|
1.9K
$294K
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-32- 0.51% |
$4.28K - $5.39K
|
6.3K
$973K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-46- 1.01% |
$6.15K - $7.75K
|
4.51K
$697K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
585+ 4.17% |
$78.2K - $98.6K
|
14.6K
$2.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
186+ 4.58% |
$24.9K - $31.3K
|
4.25K
$656K
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-195- 1.12% |
$26.1K - $32.9K
|
17.3K
$2.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-81- 1.76% |
$10.8K - $13.6K
|
4.51K
$697K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
51+ 2.76% |
$6.82K - $8.59K
|
1.9K
$293K
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-412- 15.86% |
$55.1K - $69.4K
|
2.19K
$338K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-640- 15.16% |
$85.6K - $108K
|
3.58K
$553K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
416+ 22.57% |
$55.6K - $70.1K
|
2.26K
$349K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-628- 0.87% |
$84K - $106K
|
71.3K
$11M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-108- 5.6% |
$14.4K - $18.2K
|
1.82K
$281K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
9.7K+ 2.37% |
$1.3M - $1.64M
|
420K
$64.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-60- 3.85% |
$8.02K - $10.1K
|
1.5K
$232K
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
864+ 2.89% |
$116K - $146K
|
30.8K
$4.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-3.35K- 1.2% |
$448K - $565K
|
275K
$42.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.35K+ 13.03% |
$448K - $565K
|
29.1K
$4.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-422- 1.52% |
$56.4K - $71.1K
|
27.3K
$4.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-1.33K- 3.14% |
$178K - $224K
|
41K
$6.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
43+ 9.29% |
$5.75K - $7.25K
|
506
$78.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
75+ 0.22% |
$10K - $12.6K
|
33.8K
$5.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-65- 4.0% |
$8.69K - $11K
|
1.56K
$241K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
151+ 7.63% |
$20.2K - $25.4K
|
2.13K
$329K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
191+ 7.59% |
$25.5K - $32.2K
|
2.71K
$418K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-63- 1.15% |
$8.42K - $10.6K
|
5.44K
$840K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-11.5K- 3.89% |
$1.54M - $1.93M
|
283K
$43.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
999+ 12.08% |
$134K - $168K
|
9.27K
$1.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
54.1K+ 14.07% |
$7.23M - $9.11M
|
438K
$67.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.43K+ 18.25% |
$191K - $241K
|
9.27K
$1.43M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.28K+ 12.94% |
$171K - $215K
|
11.1K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
581+ 8.89% |
$77.7K - $97.9K
|
7.12K
$1.1M
|