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 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
710+ 32.96% |
$94.9K - $120K
|
2.86K
$442K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-19.1K- 13.88% |
$2.55M - $3.21M
|
118K
$18.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.23K- 4.49% |
$298K - $375K
|
47.4K
$7.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.97K+ 44.83% |
$665K - $838K
|
16.1K
$2.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-130- 2.08% |
$17.4K - $21.9K
|
6.12K
$945K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.92K+ 66.21% |
$257K - $324K
|
4.82K
$744K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
482+ 1.48% |
$64.5K - $81.2K
|
33.1K
$5.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
250+ 7.6% |
$33.4K - $42.1K
|
3.54K
$547K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
38+ 3.76% |
$5.08K - $6.4K
|
1.05K
$162K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
51KNew |
$6.82M - $8.6M
|
51K
$7.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.27K+ 5.3% |
$304K - $383K
|
45.2K
$6.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
34.8K+ 98.68% |
$4.65M - $5.86M
|
70.1K
$10.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-21.3K- 1.82% |
$2.84M - $3.58M
|
1.15M
$177M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
CALL |
-600- 3.51% |
$80.2K - $101K
|
16.5K
$2.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-137- 6.8% |
$18.3K - $23.1K
|
1.88K
$290K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.01K+ 5.08% |
$803K - $1.01M
|
124K
$19.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
6.95K+ 10.78% |
$930K - $1.17M
|
71.5K
$11M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-8.14K- 50.36% |
$1.09M - $1.37M
|
8.03K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
7+ 0.03% |
$936 - $1.18K
|
22.5K
$3.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
256+ 11.14% |
$34.2K - $43.1K
|
2.55K
$394K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
68+ 0.68% |
$9.09K - $11.5K
|
10.1K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
29.6K+ 30.66% |
$3.95M - $4.98M
|
126K
$19.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-254- 7.82% |
$34K - $42.8K
|
3K
$463K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
264+ 10.84% |
$35.3K - $44.5K
|
2.7K
$417K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
547+ 3.28% |
$73.2K - $92.2K
|
17.2K
$2.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-8- 0.22% |
$1.07K - $1.35K
|
3.69K
$570K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
115+ 2.54% |
$15.4K - $19.4K
|
4.64K
$717K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.69K+ 572.52% |
$1.03M - $1.3M
|
9.03K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
4+ 1.88% |
$535 - $674
|
217
$33.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-61- 1.36% |
$8.16K - $10.3K
|
4.43K
$684K
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-71- 0.5% |
$9.49K - $12K
|
14.2K
$2.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
271+ 2.38% |
$36.2K - $45.7K
|
11.7K
$1.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-695- 0.68% |
$92.9K - $117K
|
102K
$15.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.28K+ 3.81% |
$706K - $889K
|
144K
$22.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
226+ 0.67% |
$30.2K - $38.1K
|
33.8K
$5.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
524+ 15.63% |
$70.1K - $88.3K
|
3.88K
$599K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-32.2K- 18.66% |
$4.31M - $5.43M
|
140K
$21.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.44K+ 39.76% |
$192K - $242K
|
5.06K
$781K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-67- 0.45% |
$8.96K - $11.3K
|
15K
$2.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
6.35K+ 95.61% |
$849K - $1.07M
|
13K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.03K+ 11.47% |
$138K - $174K
|
10K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-4.8K- 23.12% |
$641K - $808K
|
15.9K
$2.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
100+ 0.65% |
$13.4K - $16.9K
|
15.5K
$2.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1+ 0.02% |
$134 - $169
|
4.69K
$725K
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
702+ 15.75% |
$93.9K - $118K
|
5.16K
$797K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
236+ 1.74% |
$31.6K - $39.8K
|
13.8K
$2.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
418+ 4.34% |
$55.9K - $70.4K
|
10.1K
$1.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
51+ 0.24% |
$6.82K - $8.59K
|
21.1K
$3.26M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
53+ 0.2% |
$7.09K - $8.93K
|
26.5K
$4.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.12K+ 1559.72% |
$150K - $189K
|
1.2K
$185K
|