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 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1K- 0.2% |
$134K - $169K
|
508K
$78.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.83% |
$3.34K - $4.21K
|
3.03K
$468K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.39KNew |
$186K - $234K
|
1.39K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
83+ 0.21% |
$11.1K - $14K
|
39.8K
$6.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-184- 1.72% |
$24.6K - $31K
|
10.5K
$1.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7.09K+ 0.9% |
$948K - $1.19M
|
797K
$123M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-123- 2.54% |
$16.4K - $20.7K
|
4.72K
$729K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
328+ 0.66% |
$43.9K - $55.3K
|
49.8K
$7.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
11+ 0.23% |
$1.47K - $1.85K
|
4.84K
$748K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
409+ 6.26% |
$54.7K - $68.9K
|
6.94K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
1.91K+ 8.17% |
$256K - $322K
|
25.3K
$3.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
6.13K+ 4.84% |
$820K - $1.03M
|
133K
$20.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
182+ 1.49% |
$24.3K - $30.7K
|
12.4K
$1.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
9K+ 21.38% |
$1.2M - $1.52M
|
51.1K
$7.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-377- 1.93% |
$50.4K - $63.5K
|
19.1K
$2.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
350+ 24.65% |
$46.8K - $59K
|
1.77K
$273K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-29- 0.81% |
$3.88K - $4.89K
|
3.56K
$550K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
95+ 4.34% |
$12.7K - $16K
|
2.29K
$353K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
3.02KNew |
$404K - $509K
|
3.02K
$467K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-405- 5.55% |
$54.2K - $68.2K
|
6.89K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-238- 1.5% |
$31.8K - $40.1K
|
15.6K
$2.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.25K- 1.46% |
$301K - $379K
|
152K
$23.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.2K- 4.67% |
$562K - $708K
|
85.7K
$13.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
255+ 3.35% |
$34.1K - $43K
|
7.87K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
35.1K+ 22.41% |
$4.7M - $5.92M
|
192K
$29.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.85K+ 4.61% |
$248K - $312K
|
42.1K
$6.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
42+ 0.75% |
$5.62K - $7.08K
|
5.66K
$873K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
832+ 9.13% |
$111K - $140K
|
9.94K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.01K+ 2.68% |
$134K - $169K
|
38.5K
$5.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
53+ 0.81% |
$7.09K - $8.93K
|
6.58K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-148- 6.24% |
$19.8K - $24.9K
|
2.22K
$343K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-22- 4.15% |
$2.94K - $3.71K
|
508
$78.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.63% |
$1.07K - $1.35K
|
1.29K
$198K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-222- 3.19% |
$29.7K - $37.4K
|
6.73K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
412+ 1.21% |
$55.1K - $69.4K
|
34.6K
$5.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
864+ 3.52% |
$116K - $146K
|
25.4K
$3.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-326- 15.4% |
$43.6K - $54.9K
|
1.79K
$277K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
81+ 1.02% |
$10.8K - $13.6K
|
8.04K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.61K+ 5.89% |
$349K - $440K
|
46.9K
$7.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
276+ 2.64% |
$36.9K - $46.5K
|
10.7K
$1.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-2.35K- 8.0% |
$314K - $395K
|
27K
$4.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
SELL
|
- |
-1.76K- 3.66% |
$235K - $296K
|
46.3K
$7.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
557+ 12.17% |
$74.5K - $93.9K
|
5.13K
$793K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
585+ 1.12% |
$78.2K - $98.6K
|
52.9K
$8.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
4+ 0.18% |
$535 - $674
|
2.18K
$337K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.47K- 12.89% |
$197K - $248K
|
9.94K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.42K+ 7.38% |
$324K - $408K
|
35.2K
$5.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
BUY
|
- |
230+ 0.68% |
$30.8K - $38.8K
|
33.9K
$5.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-748- 1.78% |
$100K - $126K
|
41.2K
$6.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.61K- 1.85% |
$216K - $272K
|
85.6K
$13.2M
|