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 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-48- 0.05% |
$6.42K - $8.09K
|
104K
$16M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.69K- 9.97% |
$359K - $453K
|
24.3K
$3.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-183- 2.58% |
$24.5K - $30.8K
|
6.92K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-150- 0.42% |
$20.1K - $25.3K
|
35.7K
$5.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
19+ 0.06% |
$2.54K - $3.2K
|
34.4K
$5.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.17K+ 26.42% |
$156K - $197K
|
5.59K
$864K
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-1.43K- 35.06% |
$191K - $241K
|
2.65K
$409K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
17.9K+ 4874.93% |
$2.39M - $3.01M
|
18.3K
$2.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-796- 17.49% |
$106K - $134K
|
3.76K
$580K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
4+ 0.33% |
$535 - $674
|
1.23K
$190K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
847+ 18.19% |
$113K - $143K
|
5.5K
$850K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
154+ 2.55% |
$20.6K - $26K
|
6.2K
$958K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-156- 4.92% |
$20.9K - $26.3K
|
3.02K
$466K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-301- 11.61% |
$40.3K - $50.7K
|
2.29K
$354K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
9.03KNew |
$1.21M - $1.52M
|
9.03K
$1.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.93% |
$1.6K - $2.02K
|
1.3K
$200K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
2.12KNew |
$283K - $357K
|
2.12K
$327K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
242+ 0.69% |
$32.4K - $40.8K
|
35.5K
$5.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-68- 0.45% |
$9.09K - $11.5K
|
15K
$2.32M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-478- 17.36% |
$63.9K - $80.5K
|
2.28K
$352K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-885- 38.13% |
$118K - $149K
|
1.44K
$222K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-483- 2.92% |
$64.6K - $81.4K
|
16.1K
$2.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 8.54% |
$229K - $289K
|
21.8K
$3.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-15.7K- 14.6% |
$2.09M - $2.64M
|
91.6K
$14.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
986+ 3.43% |
$132K - $166K
|
29.8K
$4.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
11.3K+ 36.49% |
$1.51M - $1.9M
|
42.3K
$6.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
550+ 13.02% |
$73.6K - $92.7K
|
4.78K
$737K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
28K+ 6.05% |
$3.74M - $4.71M
|
490K
$75.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-928- 20.65% |
$124K - $156K
|
3.57K
$551K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
11+ 0.21% |
$1.47K - $1.85K
|
5.26K
$813K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-57- 1.24% |
$7.62K - $9.61K
|
4.56K
$704K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
483+ 1.27% |
$64.6K - $81.4K
|
38.5K
$5.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
200+ 2.28% |
$26.7K - $33.7K
|
8.99K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-36- 0.55% |
$4.81K - $6.07K
|
6.46K
$997K
|
|
|
Jul 18, 2025
Q2 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
10.1K+ 327.35% |
$1.36M - $1.71M
|
13.2K
$2.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
159+ 0.54% |
$21.3K - $26.8K
|
29.4K
$4.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
220+ 3.64% |
$29.4K - $37.1K
|
6.26K
$967K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-9.95K- 47.68% |
$1.33M - $1.68M
|
10.9K
$1.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
133+ 10.49% |
$17.8K - $22.4K
|
1.4K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
14.9K+ 41.25% |
$2M - $2.52M
|
51.1K
$7.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-280- 2.23% |
$37.4K - $47.2K
|
12.3K
$1.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-3K- 6.49% |
$401K - $505K
|
43.2K
$6.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-363- 3.03% |
$48.5K - $61.2K
|
11.6K
$1.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-294- 16.22% |
$39.3K - $49.5K
|
1.52K
$235K
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
1.95K+ 15.55% |
$260K - $328K
|
14.5K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
5.15K+ 2.03% |
$688K - $867K
|
259K
$39.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.74K+ 1.19% |
$768K - $968K
|
487K
$75.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
100+ 6.31% |
$13.4K - $16.9K
|
1.69K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-255- 1.85% |
$34.1K - $43K
|
13.5K
$2.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.38K- 9.97% |
$586K - $738K
|
39.6K
$6.11M
|