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 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
526+ 30.07% |
$70.3K - $88.6K
|
2.28K
$351K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-756- 1.43% |
$101K - $127K
|
52K
$8.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-3- 0.09% |
$401 - $506
|
3.52K
$544K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
16+ 0.3% |
$2.14K - $2.7K
|
5.33K
$822K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
99+ 0.53% |
$13.2K - $16.7K
|
18.9K
$2.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
4.13K+ 39.96% |
$553K - $696K
|
14.5K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-121- 5.85% |
$16.2K - $20.4K
|
1.95K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$134 - $169
|
1.58K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
174+ 1.24% |
$23.3K - $29.3K
|
14.2K
$2.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.19KNew |
$292K - $368K
|
2.19K
$337K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-350- 9.6% |
$46.8K - $59K
|
3.29K
$509K
|
|
|
Jul 15, 2025
Q2 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-35- 2.25% |
$4.68K - $5.9K
|
1.52K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
57+ 1.76% |
$7.62K - $9.61K
|
3.29K
$508K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
309+ 8.13% |
$41.3K - $52.1K
|
4.11K
$635K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
41+ 1.38% |
$5.48K - $6.91K
|
3K
$464K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-89- 1.72% |
$11.9K - $15K
|
5.1K
$787K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
74+ 0.32% |
$9.9K - $12.5K
|
23K
$3.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
589+ 36.45% |
$78.8K - $99.3K
|
2.21K
$341K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.2K+ 6.45% |
$428K - $539K
|
52.8K
$8.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
172+ 3.39% |
$23K - $29K
|
5.24K
$810K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-25- 0.13% |
$3.34K - $4.21K
|
18.9K
$2.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
172+ 1.1% |
$23K - $29K
|
15.9K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.24K+ 7.63% |
$700K - $883K
|
73.9K
$11.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-204- 2.28% |
$27.3K - $34.4K
|
8.73K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-114- 0.82% |
$15.2K - $19.2K
|
13.8K
$2.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
224+ 0.37% |
$30K - $37.7K
|
61.6K
$9.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-121- 1.09% |
$16.2K - $20.4K
|
10.9K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
57+ 0.37% |
$7.62K - $9.61K
|
15.3K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-510- 9.07% |
$68.2K - $85.9K
|
5.11K
$789K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
271+ 1.35% |
$36.2K - $45.7K
|
20.3K
$3.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-379- 14.56% |
$50.7K - $63.9K
|
2.22K
$343K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
21.3K+ 1093.88% |
$2.85M - $3.59M
|
23.2K
$3.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.15K- 7.02% |
$154K - $194K
|
15.2K
$2.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
551+ 18.71% |
$73.7K - $92.8K
|
3.5K
$540K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.39K+ 1.78% |
$186K - $234K
|
79.4K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-3.78K- 27.3% |
$505K - $637K
|
10.1K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
4+ 1.24% |
$535 - $674
|
327
$50.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.4K- 23.92% |
$321K - $404K
|
7.63K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
13+ 0.05% |
$1.74K - $2.19K
|
26.7K
$4.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
181+ 14.38% |
$24.2K - $30.5K
|
1.44K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
5+ 0.04% |
$669 - $843
|
11.4K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.22K- 19.41% |
$565K - $711K
|
17.5K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.4K- 17.88% |
$1.79M - $2.26M
|
61.6K
$9.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
360+ 15.73% |
$48.1K - $60.7K
|
2.65K
$409K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-968- 13.38% |
$129K - $163K
|
6.27K
$968K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
21+ 1.22% |
$2.81K - $3.54K
|
1.74K
$268K
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-148- 3.32% |
$19.8K - $24.9K
|
4.31K
$666K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-219- 2.45% |
$29.3K - $36.9K
|
8.74K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
46+ 2.11% |
$6.15K - $7.75K
|
2.22K
$343K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-1.77K- 54.38% |
$237K - $298K
|
1.49K
$229K
|