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
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
813+ 11.87% |
$109K - $137K
|
7.66K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-439- 9.93% |
$58.7K - $74K
|
3.98K
$615K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
18+ 128.57% |
$2.41K - $3.03K
|
32
$4.94K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.47K+ 6.36% |
$196K - $247K
|
24.6K
$3.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-926- 4.61% |
$124K - $156K
|
19.2K
$2.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-3.59K- 3.5% |
$480K - $604K
|
99K
$15.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2.67K+ 14.69% |
$357K - $450K
|
20.9K
$3.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-2.46K- 13.07% |
$329K - $414K
|
16.3K
$2.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
5+ 0.02% |
$669 - $843
|
23.6K
$3.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
3.07K+ 38.65% |
$410K - $517K
|
11K
$1.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
15.4K+ 12.09% |
$2.06M - $2.59M
|
143K
$22M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
9.4KNew |
$1.26M - $1.58M
|
9.4K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.24K- 8.03% |
$166K - $209K
|
14.2K
$2.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.6KNew |
$1.69M - $2.13M
|
12.6K
$1.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-81- 1.58% |
$10.8K - $13.6K
|
5.03K
$777K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
8.67K+ 14.67% |
$1.16M - $1.46M
|
67.7K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
602+ 1.17% |
$80.5K - $101K
|
52K
$8.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-20- 0.57% |
$2.67K - $3.37K
|
3.5K
$540K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-513- 17.61% |
$68.6K - $86.4K
|
2.4K
$371K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-40.9K- 49.48% |
$5.47M - $6.9M
|
41.8K
$6.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-126- 0.42% |
$16.8K - $21.2K
|
30.1K
$4.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.54K+ 6.2% |
$608K - $766K
|
77.9K
$12M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.23K- 55.53% |
$565K - $712K
|
3.38K
$522K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-53- 3.2% |
$7.09K - $8.93K
|
1.6K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.99K+ 21.16% |
$801K - $1.01M
|
34.3K
$5.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-336- 5.0% |
$44.9K - $56.6K
|
6.38K
$986K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-10- 0.27% |
$1.34K - $1.69K
|
3.7K
$571K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
290+ 16.97% |
$38.8K - $48.9K
|
2K
$309K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
169+ 4.2% |
$22.6K - $28.5K
|
4.2K
$648K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
29+ 82.86% |
$3.88K - $4.89K
|
64
$9.88K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12+ 0.53% |
$1.6K - $2.02K
|
2.26K
$349K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
8.8KNew |
$1.18M - $1.48M
|
8.8K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
11.4K+ 2.01% |
$1.53M - $1.92M
|
581K
$89.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-944- 16.58% |
$126K - $159K
|
4.75K
$733K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-924- 13.55% |
$124K - $156K
|
5.89K
$910K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-103- 0.24% |
$13.8K - $17.4K
|
42.7K
$6.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
285+ 2.71% |
$38.1K - $48K
|
10.8K
$1.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-32- 22.7% |
$4.28K - $5.39K
|
109
$16.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.14% |
$134 - $169
|
703
$109K
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
BUY
|
- |
115+ 0.26% |
$15.4K - $19.4K
|
43.7K
$6.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 0.08% |
$267 - $337
|
2.4K
$370K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
286+ 0.98% |
$38.2K - $48.2K
|
29.3K
$4.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
170+ 0.41% |
$22.7K - $28.6K
|
42.1K
$6.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
593+ 3.76% |
$79.3K - $99.9K
|
16.3K
$2.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.8K+ 109.46% |
$2.51M - $3.17M
|
35.9K
$5.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-8.73K- 18.04% |
$1.17M - $1.47M
|
39.7K
$6.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-59- 1.7% |
$7.89K - $9.94K
|
3.42K
$528K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-915- 24.84% |
$122K - $154K
|
2.77K
$428K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-34- 13.65% |
$4.55K - $5.73K
|
215
$33.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
839+ 6.68% |
$112K - $141K
|
13.4K
$2.07M
|