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 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-11.4K- 11.03% |
$1.52M - $1.92M
|
91.8K
$14.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3.54K+ 26.92% |
$474K - $597K
|
16.7K
$2.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.06K+ 11.16% |
$275K - $347K
|
20.5K
$3.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
552+ 3.89% |
$73.8K - $93K
|
14.8K
$2.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-358- 8.99% |
$47.9K - $60.3K
|
3.62K
$559K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
168+ 0.85% |
$22.5K - $28.3K
|
19.9K
$3.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-761- 13.83% |
$102K - $128K
|
4.74K
$732K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
140+ 3.27% |
$18.7K - $23.6K
|
4.42K
$683K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
156+ 0.4% |
$20.9K - $26.3K
|
39.6K
$6.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-671- 1.28% |
$89.7K - $113K
|
51.9K
$8.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
949+ 2.22% |
$127K - $160K
|
43.8K
$6.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-204- 0.73% |
$27.3K - $34.4K
|
27.6K
$4.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.26K- 0.6% |
$169K - $213K
|
208K
$32.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-3.1K- 2.54% |
$414K - $522K
|
119K
$18.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
BUY
|
- |
20+ 0.86% |
$2.67K - $3.37K
|
2.33K
$360K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
49.2K+ 5.75% |
$6.58M - $8.3M
|
906K
$140M
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
14+ 0.12% |
$1.87K - $2.36K
|
12K
$1.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-9.86K- 7.32% |
$1.32M - $1.66M
|
125K
$19.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
143+ 2.66% |
$19.1K - $24.1K
|
5.53K
$854K
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-85- 0.55% |
$11.4K - $14.3K
|
15.3K
$2.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-63- 0.59% |
$8.42K - $10.6K
|
10.5K
$1.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
19.3K+ 8.15% |
$2.58M - $3.25M
|
256K
$39.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-65- 1.21% |
$8.69K - $11K
|
5.31K
$821K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-140- 0.86% |
$18.7K - $23.6K
|
16.1K
$2.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
SELL
|
- |
-3.99K- 26.47% |
$533K - $672K
|
11.1K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1K+ 5.36% |
$134K - $169K
|
19.7K
$3.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-10- 0.22% |
$1.34K - $1.69K
|
4.44K
$685K
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-35- 1.94% |
$4.68K - $5.9K
|
1.77K
$273K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-25- 1.1% |
$3.34K - $4.21K
|
2.26K
$348K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-175- 3.88% |
$23.4K - $29.5K
|
4.34K
$670K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
387+ 0.54% |
$51.8K - $65.2K
|
72.4K
$11.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
2.56KNew |
$342K - $431K
|
2.56K
$395K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
7.75K+ 313.18% |
$1.04M - $1.31M
|
10.2K
$1.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-31- 2.89% |
$4.15K - $5.22K
|
1.04K
$161K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.22K- 2.54% |
$162K - $205K
|
46.7K
$7.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
31+ 22.63% |
$4.15K - $5.22K
|
168
$25.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-50- 33.33% |
$6.69K - $8.43K
|
100
$15.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-162- 9.0% |
$21.7K - $27.3K
|
1.64K
$253K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
7+ 0.5% |
$936 - $1.18K
|
1.41K
$217K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.3K+ 1.53% |
$174K - $220K
|
86.3K
$13.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.92K- 9.29% |
$256K - $323K
|
18.7K
$2.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.17K+ 10.78% |
$557K - $702K
|
42.8K
$6.61M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
30+ 1.59% |
$4.01K - $5.06K
|
1.92K
$296K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
63+ 2.23% |
$8.42K - $10.6K
|
2.88K
$445K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-115- 4.97% |
$15.4K - $19.4K
|
2.2K
$340K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.67K+ 100.73% |
$1.29M - $1.63M
|
19.3K
$2.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-107- 4.06% |
$14.3K - $18K
|
2.53K
$390K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
11+ 0.19% |
$1.47K - $1.85K
|
5.84K
$902K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.43K- 6.23% |
$191K - $240K
|
21.5K
$3.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
229+ 0.68% |
$30.6K - $38.6K
|
33.7K
$5.21M
|