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 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
575+ 1026.79% |
$76.9K - $96.9K
|
631
$97.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
651+ 159.95% |
$87.1K - $110K
|
1.06K
$163K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.4K+ 5.04% |
$320K - $404K
|
50K
$7.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
105+ 4.85% |
$14K - $17.7K
|
2.27K
$351K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
2.3K+ 9.38% |
$308K - $388K
|
26.8K
$4.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
105+ 2.97% |
$14K - $17.7K
|
3.64K
$561K
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
18+ 0.87% |
$2.41K - $3.03K
|
2.09K
$323K
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-1.11K- 12.92% |
$149K - $187K
|
7.49K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-32- 0.49% |
$4.28K - $5.39K
|
6.47K
$999K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-134- 4.42% |
$17.9K - $22.6K
|
2.9K
$448K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.16K- 5.3% |
$289K - $364K
|
38.6K
$5.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-96- 0.61% |
$12.8K - $16.2K
|
15.6K
$2.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.17K- 5.27% |
$157K - $197K
|
21.1K
$3.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
567+ 3.93% |
$75.8K - $95.5K
|
15K
$2.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
235+ 1.88% |
$31.4K - $39.6K
|
12.8K
$1.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
33.5K+ 29.46% |
$4.48M - $5.64M
|
147K
$22.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
330+ 0.83% |
$44.1K - $55.6K
|
40K
$6.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
249New |
$33.3K - $42K
|
249
$38.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
23+ 0.99% |
$3.08K - $3.88K
|
2.34K
$361K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
673+ 11.21% |
$90K - $113K
|
6.68K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-439- 3.34% |
$58.7K - $74K
|
12.7K
$1.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-116K- 32.0% |
$15.5M - $19.5M
|
246K
$38M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
186+ 3.54% |
$24.9K - $31.3K
|
5.44K
$840K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-131- 2.02% |
$17.5K - $22.1K
|
6.35K
$981K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-186K- 11.72% |
$24.8M - $31.3M
|
1.4M
$216M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
126+ 5.16% |
$16.8K - $21.2K
|
2.57K
$397K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
188+ 4.88% |
$25.1K - $31.7K
|
4.04K
$624K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-475- 6.74% |
$63.5K - $80K
|
6.58K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
3.16K+ 2.82% |
$422K - $532K
|
115K
$17.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.24K+ 3.69% |
$166K - $209K
|
34.9K
$5.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-155- 0.84% |
$20.7K - $26.1K
|
18.3K
$2.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-86- 3.29% |
$11.5K - $14.5K
|
2.53K
$391K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-607- 22.13% |
$81.2K - $102K
|
2.14K
$330K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
75+ 1.43% |
$10K - $12.6K
|
5.32K
$821K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
128+ 5.53% |
$17.1K - $21.6K
|
2.44K
$377K
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.1K+ 8.61% |
$147K - $185K
|
13.8K
$2.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-77- 1.21% |
$10.3K - $13K
|
6.29K
$971K
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-6.54K- 18.52% |
$874K - $1.1M
|
28.8K
$4.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.97K+ 134.62% |
$665K - $837K
|
8.66K
$1.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
700+ 6.45% |
$93.6K - $118K
|
11.6K
$1.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
266+ 2.51% |
$35.6K - $44.8K
|
10.9K
$1.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-152- 8.32% |
$20.3K - $25.6K
|
1.67K
$259K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-275- 1.81% |
$36.8K - $46.3K
|
14.9K
$2.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Independent Investors Inc
|
SELL
|
- |
-150- 2.15% |
$20.1K - $25.3K
|
6.84K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.12K- 13.76% |
$149K - $188K
|
7K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
320+ 0.69% |
$42.8K - $53.9K
|
47K
$7.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.03K- 12.38% |
$138K - $174K
|
7.32K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
113K+ 47.2% |
$15.1M - $19M
|
352K
$54.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.01K- 1.17% |
$804K - $1.01M
|
508K
$78.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
179+ 2.86% |
$23.9K - $30.2K
|
6.44K
$994K
|